Northern Financial Advisors Inc Purchases in Q3 2025

Northern Financial Advisors Inc

  • $191 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
58.4K
New
$175.51 - $186.57 $10.2M - $10.9M
58.4K $10.9B
VUG
Vanguard Growth ETF

ETFs
16.3K
New
$433.97 - $484.08 $7.08M - $7.9M
16.3K $7.83B
BND
Vanguard Bd Index Fd Inc Total

ETFs
71.1K
New
$72.57 - $74.72 $5.16M - $5.31M
71.1K $5.29B
VEA
Vanguard Ftse Developed Market

ETFs
88.3K
New
$56.02 - $60.3 $4.94M - $5.32M
88.3K $5.29B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.86K
+ 26.33%
$617.65 - $666.84 $3M - $3.24M
23.3K $15.5B
VB
Vanguard Small Cap ETF

ETFs
10.9K
New
$237.58 - $259.17 $2.6M - $2.84M
10.9K $2.78B
AAPL
Apple Inc.

Technology
7.23K
+ 38.58%
$202.38 - $256.87 $1.46M - $1.86M
26K $6.61B
Simplify Exchange Traded Fun
41.9K
New
N/A
41.9K $2.11B
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
28.6K
+ 485.35%
$50.79 - $54.95 $1.45M - $1.57M
34.5K $1.89B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
27K
New
$49.43 - $54.52 $1.34M - $1.47M
27K $1.47B
ORCL
Oracle Corp

Technology
1.21K
+ 9.66%
$218.96 - $328.33 $264K - $396K
13.7K $3.85B
AVGO
Broadcom Inc.

Technology
311
+ 1.96%
$264.74 - $369.57 $82.3K - $115K
16.2K $5.34B
Ea Series Trust
7.65K
New
N/A
7.65K $871M
VGSH
Vanguard

ETFs
13.9K
New
$58.43 - $58.88 $814K - $820K
13.9K $819M
JPM
Jpmorgan Chase & CO

Financial Services
1.2K
+ 10.84%
$282.78 - $316.06 $340K - $380K
12.3K $3.87B
GLD
Spdr Gold Trust

ETFs
1.83K
New
$300.96 - $355.47 $550K - $650K
1.83K $650M
CAT
Caterpillar Inc

Industrials
139
+ 2.76%
$390.92 - $477.15 $54.3K - $66.3K
5.17K $2.47B
MSFT
Microsoft Corp

Technology
665
+ 8.18%
$491.09 - $535.64 $327K - $356K
8.79K $4.55B
AMZN
Amazon Com Inc

Consumer Cyclical
2.32K
+ 85.6%
$211.65 - $238.24 $492K - $554K
5.04K $1.11B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.23K
New
$132.9 - $142.03 $429K - $459K
3.23K $455M
VTI
Vanguard Total Stock Market Et

ETFs
1.3K
New
$303.93 - $329.86 $396K - $430K
1.3K $428M
ROST
Ross Stores, Inc.

Consumer Cyclical
2.44K
New
$127.59 - $152.81 $311K - $373K
2.44K $372M
COST
Costco Wholesale Corp

Consumer Defensive
488
+ 30.52%
$915.95 - $994.57 $447K - $485K
2.09K $1.93B
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.27%
$696.56 - $806.32 $6.97K - $8.06K
3.76K $3B
MU
Micron Technology Inc

Technology
945
+ 25.07%
$104.88 - $168.89 $99.1K - $160K
4.71K $789M
JNJ
Johnson & Johnson

Healthcare
1.19K
+ 39.0%
$155.17 - $185.42 $185K - $221K
4.25K $787M
AIQ
Global X Funds Global X Artifi

ETFs
5.99K
New
$43.2 - $49.66 $259K - $297K
5.99K $296M
WMT
Walmart Inc.

Consumer Defensive
555
+ 1.27%
$94.4 - $104.27 $52.4K - $57.9K
44.4K $4.58B
HUM
Humana Inc

Healthcare
1.07K
New
$220.41 - $312.0 $237K - $335K
1.07K $279M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
777
New
$301.44 - $365.84 $234K - $284K
777 $251M
TMO
Thermo Fisher Scientific Inc.

Healthcare
483
New
$404.94 - $499.99 $196K - $241K
483 $234M
VBR
Vanguard Small Cap Value ETF

ETFs
1.12K
New
$195.41 - $212.37 $219K - $238K
1.12K $234M
FXE
Invesco Currency Shares Euro Trust

ETFs
2.15K
New
$105.31 - $109.29 $227K - $235K
2.15K $233M
RTX
Raytheon Technologies Corp

Industrials
102
+ 1.02%
$144.19 - $167.33 $14.7K - $17.1K
10.1K $1.69B
BA
Boeing CO

Industrials
1.06K
New
$209.79 - $237.38 $223K - $253K
1.06K $230M
DGX
Quest Diagnostics Inc

Healthcare
1.21K
New
N/A
1.21K $230M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.12K
New
$50.53 - $50.82 $208K - $209K
4.12K $209M
HD
Home Depot, Inc.

Consumer Cyclical
150
+ 4.38%
$357.4 - $423.42 $53.6K - $63.5K
3.58K $1.45B
GD
General Dynamics Corp

Industrials
43
+ 1.26%
$293.92 - $341.0 $12.6K - $14.7K
3.47K $1.18B
GOOGL
Alphabet Inc.

Communication Services
160
+ 8.53%
$174.36 - $254.72 $27.9K - $40.8K
2.04K $495M
GOOG
Alphabet Inc.

Communication Services
172
+ 9.56%
$175.16 - $255.24 $30.1K - $43.9K
1.97K $480M
XOM
Exxon Mobil Corp

Energy
317
+ 1.33%
$105.83 - $117.22 $33.5K - $37.2K
24.2K $2.73B
NOC
Northrop Grumman Corp

Industrials
43
+ 4.34%
$498.9 - $609.32 $21.5K - $26.2K
1.03K $629M
C
Citigroup Inc

Financial Services
296
+ 4.73%
$85.57 - $103.49 $25.3K - $30.6K
6.55K $665M
MCD
Mcdonalds Corp

Consumer Cyclical
282
+ 8.05%
$291.67 - $316.99 $82.3K - $89.4K
3.79K $1.15B
AXP
American Express CO

Financial Services
9
+ 0.1%
$294.27 - $342.31 $2.65K - $3.08K
8.8K $2.92B
IBM
International Business Machines Corp

Technology
689
+ 9.76%
$234.77 - $292.47 $162K - $202K
7.75K $2.19B
KO
Coca Cola CO

Consumer Defensive
3.01K
+ 13.73%
$65.67 - $71.67 $198K - $216K
24.9K $1.65B
MS
Morgan Stanley

Financial Services
24
+ 0.45%
$139.09 - $161.16 $3.34K - $3.87K
5.35K $851M
Activity Summary
Buys All Purchases 82 New Holdings 23 Increased Positions 59 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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