Northstar Advisory Group, LLC Purchases and Sells in Q1 2025

Northstar Advisory Group, LLC

$152 Million
Q1 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EBAY	23K + 111.23%	$61.61 - $70.93 $1.42M - $1.63M	43.7K $2.96M
SYK	3.52K + 53.13%	$355.18 - $399.9 $1.25M - $1.41M	10.1K $3.78M
JPM	4.5K + 185.06%	$225.19 - $279.95 $1.01M - $1.26M	6.92K $1.7M
KMI	32.5K + 103.5%	$26.1 - $31.22 $847K - $1.01M	63.8K $1.82M
XLF	12.8K + 4.24%	$47.32 - $52.19 $607K - $670K	315K $15.5M
WMB	12.3K + 121.62%	$54.02 - $61.09 $666K - $753K	22.5K $1.34M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLV	95.6K New	$68.32 - $75.06 $6.53M - $7.18M	95.6K $7.05M
BK	34.7K New	$75.42 - $88.95 $2.62M - $3.08M	34.7K $2.91M
KWEB	72.6K New	$27.29 - $38.29 $1.98M - $2.78M	72.6K $2.54M
IEV	36.2K New	$51.89 - $60.68 $1.88M - $2.2M	36.2K $2.13M
RSP	9.73K New	$169.43 - $182.84 $1.65M - $1.78M	9.73K $1.67M
MLPX	21.2K New	$59.6 - $67.2 $1.26M - $1.42M	21.2K $1.35M

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-18.1K - 62.68%	$554.06 - $615.85 $10M - $11.1M	10.8K $6.01M
MSFT	-12.2K - 61.62%	$375.39 - $447.2 $4.57M - $5.45M	7.59K $2.85M
GOOGL	-15.3K - 64.17%	$154.33 - $206.19 $2.36M - $3.16M	8.55K $1.32M
NVDA	-10.8K - 15.18%	$106.98 - $149.43 $1.15M - $1.61M	60.3K $6.53M
HD	-6.03K - 84.45%	$347.25 - $424.87 $2.09M - $2.56M	1.11K $406K
AAPL	-5.75K - 16.53%	$209.68 - $247.1 $1.21M - $1.42M	29K $6.45M

Activity Summary All Purchases 50 New Holdings 19 Increased Positions 31 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Northstar Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northstar Advisory Group, LLC with notifications on news.