Northern Financial Advisors Inc Portfolio Holdings

Northern Financial Advisors Inc

  • $125 Billion
  • Q4 2024

Northern Financial Advisors Inc has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $125 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 $11B, Apple Inc. with a value of $4.67B, Spdr Dow Jones Industrial Average ETF Trust with a value of $4.62B, Walmart Inc. with a value of $4.02B, and Netflix Inc with a value of $3.8B.

Examining the 13F form we can see an decrease of $6.61B in the current position value, from $132B 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: $27.3 Billion
ETFs: $19.5 Billion
Financial Services: $17.6 Billion
Consumer Cyclical: $12 Billion
Industrials: $11.7 Billion
Consumer Defensive: $9.96 Billion
Healthcare: $9.53 Billion
Communication Services: $8.89 Billion
Other: $7.37 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.64B
$775 Million 0.62% of portfolio
12,848
Q4 2024 Reduced 10.1%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $125 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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