Northern Financial Advisors Inc Portfolio Holdings

Northern Financial Advisors Inc

  • $132 Billion
  • Q3 2024

Northern Financial Advisors Inc has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 104 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 $5.16B, Apple Inc. with a value of $4.55B, Nvr Inc with a value of $4.41B, and Walmart Inc. with a value of $3.85B.

Examining the 13F form we can see an increase of $7.08B in the current position value, from $125B to 132B.

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 $132 Billion
Technology: $27.4 Billion
ETFs: $20.5 Billion
Financial Services: $16.7 Billion
Industrials: $13.3 Billion
Consumer Cyclical: $13.1 Billion
Healthcare: $12.2 Billion
Consumer Defensive: $11.7 Billion
Communication Services: $8.09 Billion
Other: $8.26 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.5 Billion 8.73% of portfolio
20,046
Q3 2024 Reduced 5.26%
$0
$5.16 Billion 3.91% of portfolio
12,191
Q3 2024 Reduced 0.77%
$0
$2 Billion 1.52% of portfolio
4,092
Q3 2024 Reduced 7.34%
$0
$360 Million 0.27% of portfolio
5,299
Q3 2024 Added 2.04%
$0
$276 Million 0.21% of portfolio
5,846
Q3 2024 Added 0.27%
$0
$278 Million 0.21% of portfolio
6,614
Q2 2024 Added 0.58%
$0
$270 Million 0.2% of portfolio
4,333
Q3 2024 Reduced 8.53%
$0
$241 Million 0.18% of portfolio
1,093
Q3 2024 Reduced 0.91%
$0
$207 Million 0.16% of portfolio
4,044
Q3 2024 New
$0
$215 Million 0.16% of portfolio
1,134
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $132 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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