Northstar Advisory Group, LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $200 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Financial Sector Spdr with a value of $17M, Nvidia Corp with a value of $16.5M, Microsoft Corp with a value of $14.9M, Ishares Core S&P 500 ETF with a value of $8.01M, and Amazon Com Inc with a value of $7.54M.

Examining the 13F form we can see an increase of $47.9M in the current position value, from $152M to 200M.

Below you can find more details about Northstar Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $200 Million
ETFs: $61.8 Million
Technology: $55.6 Million
Communication Services: $18 Million
Financial Services: $18 Million
Consumer Cyclical: $16.7 Million
Energy: $11.8 Million
Industrials: $6.05 Million
Consumer Defensive: $4.44 Million
Other: $7.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $200 Million
  • Prior Value $152 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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