Northern Financial Advisors Inc Portfolio Holdings

Northern Financial Advisors Inc

  • $125 Billion
  • Q2 2024

Northern Financial Advisors Inc has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $125 Billion distributed in 103 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 $11.5B, Spdr Dow Jones Industrial Average ETF Trust with a value of $4.81B, Apple Inc. with a value of $4.15B, Nvr Inc with a value of $4.14B, and Microsoft Corp with a value of $3.96B.

Examining the 13F form we can see an decrease of $3.41B in the current position value, from $128B to 125B.

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 $125 Billion
Technology: $26.2 Billion
ETFs: $19.8 Billion
Financial Services: $15.7 Billion
Consumer Cyclical: $12.4 Billion
Healthcare: $12.3 Billion
Industrials: $12.1 Billion
Consumer Defensive: $10.1 Billion
Communication Services: $7.61 Billion
Other: $7.97 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.82B
$404 Million 0.32% of portfolio
12,200
Q2 2024 Reduced 32.76%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $125 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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