Northern Financial Advisors Inc has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $10.4B, Spdr Dow Jones Industrial Average ETF Trust with a value of $4.56B, Apple Inc. with a value of $4.17B, Netflix Inc with a value of $3.97B, and Walmart Inc. with a value of $3.87B.
Examining the 13F form we can see an decrease of $4.06B in the current position value, from $125B to 121B.
Northern Financial Advisors Inc is based out at Bloomfield Hills, MI
Below you can find more details about Northern Financial Advisors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$121 Billion
Technology: $24 Billion
ETFs: $18.7 Billion
Financial Services: $17.7 Billion
Industrials: $11.6 Billion
Consumer Cyclical: $11.1 Billion
Healthcare: $9.88 Billion
Consumer Defensive: $9.56 Billion
Communication Services: $9.41 Billion
Other: $7.84 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
