North Landing Financial Partners, LLC Portfolio Holdings

North Landing Financial Partners, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $92.4 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $27M, Ishares Tr with a value of $17.7M, Ishares Core U.S. Aggregate Bo with a value of $8.23M, Vanguard Value ETF with a value of $7.95M, and Ishares Inc with a value of $3.62M.

Examining the 13F form we can see an decrease of $1.91M in the current position value, from $94.3M to 92.4M.

North Landing Financial Partners, LLC is based out at Rochester, NY

Below you can find more details about North Landing Financial Partners, LLC portfolio as well as his latest detailed transactions.