Northstar Advisory Group, LLC Incresed Positions in Q3 2024

Northstar Advisory Group, LLC

  • $192 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
85.5K
+ 239.83%
$57.32 - $62.65 $4.9M - $5.36M
121K $7.55M
XLV
Select Sector Spdr Fund Health

ETFs
27.6K
+ 446.2%
$143.3 - $157.24 $3.95M - $4.33M
33.7K $5.19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.95K
+ 1544.27%
$434.77 - $502.96 $3.46M - $4M
8.47K $4.13M
XLF
Financial Sector Spdr

ETFs
55.6K
+ 29.86%
$40.84 - $45.74 $2.27M - $2.54M
242K $11M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
37.9K
+ 99.29%
$31.95 - $38.02 $1.21M - $1.44M
76.1K $2.85M
KO
Coca Cola CO

Consumer Defensive
17.8K
+ 74.07%
$62.69 - $73.01 $1.11M - $1.3M
41.7K $3M
PFE
Pfizer Inc

Healthcare
47.5K
+ 571.41%
$27.7 - $31.39 $1.32M - $1.49M
55.8K $1.61M
HD
Home Depot, Inc.

Consumer Cyclical
2.53K
+ 114.66%
$333.64 - $405.2 $843K - $1.02M
4.73K $1.92M
KMB
Kimberly Clark Corp

Consumer Defensive
7.7K
+ 258.86%
$135.05 - $148.35 $1.04M - $1.14M
10.7K $1.52M
META
Meta Platforms, Inc.

Communication Services
1.35K
+ 41.42%
$453.41 - $572.44 $613K - $774K
4.62K $2.64M
NVDA
Nvidia Corp

Technology
7.84K
+ 10.93%
$98.91 - $134.91 $775K - $1.06M
79.5K $9.65M
PWR
Quanta Services, Inc.

Industrials
2.48K
+ 194.27%
$239.58 - $298.23 $593K - $739K
3.75K $1.12M
ORCL
Oracle Corp

Technology
1.3K
+ 7.42%
$125.9 - $170.35 $163K - $221K
18.7K $3.19M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.29K
+ 31.9%
$96.25 - $101.98 $605K - $641K
26K $2.63M
MMM
3 M CO

Industrials
1.5K
+ 11.26%
$99.69 - $139.42 $149K - $209K
14.8K $2.02M
MSFT
Microsoft Corp

Technology
2.46K
+ 9.54%
$395.15 - $467.56 $972K - $1.15M
28.2K $12.1M
SYY
Sysco Corp

Consumer Defensive
5.05K
+ 16.11%
$69.16 - $78.98 $349K - $399K
36.4K $2.84M
GS
Goldman Sachs Group Inc

Financial Services
342
+ 8.78%
$459.02 - $510.25 $157K - $175K
4.24K $2.1M
NEE
Nextera Energy Inc

Utilities
2.17K
+ 19.95%
$69.9 - $84.97 $152K - $184K
13K $1.1M
FIX
Comfort Systems Usa Inc

Industrials
413
+ 39.79%
$292.14 - $396.82 $121K - $164K
1.45K $566K
PG
Procter & Gamble CO

Consumer Defensive
803
+ 18.84%
$160.76 - $177.82 $129K - $143K
5.07K $876K
CSX
Csx Corp

Industrials
3.37K
+ 46.51%
$32.48 - $35.45 $109K - $119K
10.6K $366K
JPM
Jpmorgan Chase & CO

Financial Services
499
+ 25.98%
$194.9 - $224.8 $97.3K - $112K
2.42K $510K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.2K
+ 3.06%
$51.02 - $52.74 $61.3K - $63.4K
40.5K $2.13M
SO
Southern CO

Utilities
146
+ 1.93%
$77.0 - $90.52 $11.2K - $13.2K
7.7K $694K
DUK
Duke Energy Corp

Utilities
34
+ 0.68%
$99.35 - $117.71 $3.38K - $4K
5.05K $582K
PEG
Public Service Enterprise Group Inc

Utilities
1
+ 0.02%
$73.58 - $89.21 $73.6 - $89.2
4.97K $443K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
93
+ 1.51%
$105.53 - $118.34 $9.81K - $11K
6.25K $731K
MCD
Mcdonalds Corp

Consumer Cyclical
24
+ 2.47%
$245.82 - $304.51 $5.9K - $7.31K
996 $303K
XOM
Exxon Mobil Corp

Energy
102
+ 0.51%
$109.72 - $119.0 $11.2K - $12.1K
19.9K $2.33M
VEA
Vanguard Ftse Developed Market

ETFs
38
+ 0.26%
$47.6 - $53.31 $1.81K - $2.03K
14.5K $766K
D
Dominion Energy, Inc

Utilities
29
+ 0.52%
$48.01 - $58.53 $1.39K - $1.7K
5.59K $322K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.61K
+ 1.56%
$7.86 - $8.77 $12.6K - $14.1K
105K $913K
DVY
Ishares Tr

ETFs
7
+ 0.41%
$119.99 - $135.74 $840 - $950
1.72K $231K
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.38%
$214.77 - $237.72 $859 - $951
1.04K $247K
V
Visa Inc.

Financial Services
10
+ 0.98%
$253.74 - $291.56 $2.54K - $2.92K
1.03K $283K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
61
+ 2.05%
$76.38 - $78.87 $4.66K - $4.81K
3.03K $238K
MPC
Marathon Petroleum Corp

Energy
16
+ 0.98%
$158.61 - $180.75 $2.54K - $2.89K
1.65K $269K
Activity Summary
Buys All Purchases 56 New Holdings 17 Increased Positions 39 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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