Northern Financial Advisors Inc Reduced Holdings in Q1 2025

Northern Financial Advisors Inc

  • $121 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-6.01K
- 41.16%
$83.01 - $101.02 $499K - $607K
8.59K $771M
SPY
Spdr S&P 500 ETF Trust

ETFs
-46
- 0.25%
$551.42 - $612.93 $25.4K - $28.2K
18.6K $10.4B
VFC
V F Corp

Consumer Cyclical
-1.65K
- 2.32%
$15.52 - $26.93 $25.7K - $44.5K
69.6K $1.08B
MSFT
Microsoft Corp

Technology
-83
- 0.99%
$375.39 - $447.2 $31.2K - $37.1K
8.27K $3.1B
ORCL
Oracle Corp

Technology
-74
- 0.6%
$139.81 - $186.47 $10.3K - $13.8K
12.3K $1.72B
AXP
American Express CO

Financial Services
-20
- 0.22%
$255.39 - $325.87 $5.11K - $6.52K
8.88K $2.39B
ETN
Eaton Corp PLC

Industrials
-16
- 0.45%
$271.83 - $371.23 $4.35K - $5.94K
3.52K $957M
AMZN
Amazon Com Inc

Consumer Cyclical
-194
- 3.65%
$190.26 - $242.06 $36.9K - $47K
5.13K $975M
CAT
Caterpillar Inc

Industrials
-60
- 1.16%
$326.75 - $407.63 $19.6K - $24.5K
5.1K $1.68B
PEP
Pepsico Inc

Consumer Defensive
-1.16K
- 32.7%
$142.64 - $156.42 $166K - $182K
2.39K $358M
HD
Home Depot, Inc.

Consumer Cyclical
-207
- 5.98%
$347.25 - $424.87 $71.9K - $87.9K
3.25K $1.19B
TXN
Texas Instruments Inc

Technology
-463
- 5.99%
N/A
7.27K $1.31B
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.65K
- 13.36%
$72.7 - $84.32 $120K - $139K
10.7K $800M
CRM
Salesforce, Inc.

Technology
-33
- 1.77%
$268.36 - $359.95 $8.86K - $11.9K
1.83K $492M
PFE
Pfizer Inc

Healthcare
-3.89K
- 29.23%
$25.01 - $27.13 $97.3K - $106K
9.42K $239M
DHR
Danaher Corp

Healthcare
-282
- 13.06%
$201.62 - $250.59 $56.9K - $70.7K
1.88K $385M
HON
Honeywell International Inc

Industrials
-65
- 0.96%
$202.75 - $226.52 $13.2K - $14.7K
6.74K $1.43B
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.05%
$524.81 - $672.19 $1.05K - $1.34K
3.76K $2.05B
DELL
Dell Technologies Inc.

Technology
-78
- 2.45%
$90.34 - $124.66 $7.05K - $9.72K
3.11K $284M
LMT
Lockheed Martin Corp

Industrials
-66
- 5.72%
$423.19 - $506.29 $27.9K - $33.4K
1.09K $486M
Blackrock Inc
-7
- 0.86%
N/A
805 $762M
MS
Morgan Stanley

Financial Services
-102
- 1.91%
$111.68 - $141.08 $11.4K - $14.4K
5.24K $611M
ACN
Accenture PLC

Technology
-28
- 2.26%
$300.91 - $398.25 $8.43K - $11.2K
1.21K $379M
USB
Us Bancorp \De\

Financial Services
-326
- 6.37%
$40.92 - $50.9 $13.3K - $16.6K
4.79K $202M
DIS
Walt Disney CO

Communication Services
-123
- 5.54%
$96.87 - $114.0 $11.9K - $14K
2.1K $207M
UNH
Unitedhealth Group Inc

Healthcare
-174
- 5.6%
$461.52 - $548.18 $80.3K - $95.4K
2.93K $1.54B
MET
Metlife Inc

Financial Services
-177
- 2.36%
$77.7 - $87.0 $13.8K - $15.4K
7.33K $589M
INTU
Intuit Inc

Technology
-3
- 0.25%
$555.63 - $630.23 $1.67K - $1.89K
1.19K $733M
CL
Colgate Palmolive CO

Consumer Defensive
-330
- 5.65%
$85.68 - $97.5 $28.3K - $32.2K
5.51K $516M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-694
- 8.42%
$30.38 - $34.94 $21.1K - $24.2K
7.55K $258M
COF
Capital One Financial Corp

Financial Services
-54
- 1.01%
$163.87 - $209.82 $8.85K - $11.3K
5.31K $953M
C
Citigroup Inc

Financial Services
-27
- 0.44%
$67.23 - $84.63 $1.82K - $2.29K
6.06K $430M
NOC
Northrop Grumman Corp

Industrials
-70
- 6.94%
$433.45 - $513.82 $30.3K - $36K
939 $481M
ABT
Abbott Laboratories

Healthcare
-203
- 10.51%
$111.1 - $140.22 $22.6K - $28.5K
1.73K $229M
VZ
Verizon Communications Inc

Communication Services
-1.14K
- 9.76%
$37.81 - $46.49 $43.2K - $53.1K
10.6K $479M
PG
Procter & Gamble CO

Consumer Defensive
-64
- 0.72%
$158.56 - $176.26 $10.1K - $11.3K
8.84K $1.51B
GD
General Dynamics Corp

Industrials
-33
- 0.96%
$241.94 - $272.58 $7.98K - $9K
3.41K $930M
CB
Chubb LTD

Financial Services
-22
- 1.57%
$257.71 - $301.99 $5.67K - $6.64K
1.38K $416M
SBUX
Starbucks Corp

Consumer Cyclical
-24
- 0.45%
$91.75 - $115.81 $2.2K - $2.78K
5.32K $522M
CI
Cigna Corp

Healthcare
-4
- 0.53%
$274.49 - $329.0 $1.1K - $1.32K
750 $247M
CSCO
Cisco Systems, Inc.

Technology
-69
- 0.39%
$58.74 - $64.87 $4.05K - $4.48K
17.7K $1.09B
DE
Deere & CO

Industrials
-6
- 0.57%
$408.57 - $509.27 $2.45K - $3.06K
1.05K $491M
JPM
Jpmorgan Chase & CO

Financial Services
-58
- 0.52%
$225.19 - $279.95 $13.1K - $16.2K
11K $2.7B
YUM
Yum Brands Inc

Consumer Cyclical
-39
- 1.05%
$123.25 - $162.53 $4.81K - $6.34K
3.67K $577M
CVX
Chevron Corp

Energy
-148
- 2.88%
$146.71 - $167.97 $21.7K - $24.9K
4.99K $835M
SAP
Sap Se

Technology
-100
- 1.8%
$241.4 - $293.69 $24.1K - $29.4K
5.44K $1.46B
ABBV
Abb Vie Inc.

Healthcare
-51
- 1.48%
$169.2 - $216.66 $8.63K - $11K
3.41K $714M
LLY
Eli Lilly & CO

Healthcare
-9
- 0.45%
$725.72 - $929.72 $6.53K - $8.37K
2.01K $1.66B
NFLX
Netflix Inc

Communication Services
-11
- 0.26%
$828.4 - $1058.6 $9.11K - $11.6K
4.25K $3.97B
Activity Summary
Buys All Purchases 35 New Holdings 2 Increased Positions 33 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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