Northstar Advisory Group, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $166 Million distributed in 91 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 $17.6M, Microsoft Corp with a value of $10.7M, Financial Sector Spdr with a value of $9.78M, Nvidia Corp with a value of $7.16M, and Amazon Com Inc with a value of $5.75M.

Examining the 13F form we can see an decrease of $714K in the current position value, from $167M to 166M.

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

Portfolio value $166 Million
ETFs: $79.6 Million
Technology: $33.7 Million
Consumer Cyclical: $16.3 Million
Communication Services: $7.37 Million
Healthcare: $6.63 Million
Consumer Defensive: $6.46 Million
Financial Services: $6.4 Million
Energy: $4.24 Million
Other: $5.42 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 91
  • Current Value $166 Million
  • Prior Value $167 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 17 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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