Northern Financial Advisors Inc Portfolio Holdings

Northern Financial Advisors Inc

  • $133 Billion
  • Q2 2025

Northern Financial Advisors Inc has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 107 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 $11.4B, Netflix Inc with a value of $5.74B, Spdr Dow Jones Industrial Average ETF Trust with a value of $4.77B, Broadcom Inc. with a value of $4.38B, and Walmart Inc. with a value of $4.29B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $121B to 133B.

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 $133 Billion
Technology: $30.4 Billion
ETFs: $20.4 Billion
Financial Services: $19.9 Billion
Industrials: $12.9 Billion
Communication Services: $11.5 Billion
Consumer Cyclical: $11.3 Billion
Consumer Defensive: $10.2 Billion
Healthcare: $8.19 Billion
Other: $6.83 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $133 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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