Northstar Advisory Group, LLC Incresed Positions in Q2 2025

Northstar Advisory Group, LLC

  • $200 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
22.4K
+ 295.36%
$354.56 - $497.45 $7.94M - $11.1M
30K $14.9M
NVDA
Nvidia Corp

Technology
44.3K
+ 73.54%
$94.31 - $157.99 $4.18M - $7M
105K $16.5M
JPM
Jpmorgan Chase & CO

Financial Services
10.8K
+ 155.66%
$210.28 - $289.91 $2.27M - $3.12M
17.7K $5.13M
DIS
Walt Disney CO

Communication Services
24.1K
+ 428.83%
$81.72 - $124.01 $1.97M - $2.99M
29.7K $3.69M
NFLX
Netflix Inc

Communication Services
212
+ 4.44%
$855.86 - $1339.13 $181K - $284K
4.99K $6.68M
WMB
Williams Companies, Inc.

Energy
32.8K
+ 145.86%
$54.33 - $62.87 $1.78M - $2.06M
55.2K $3.47M
IVV
Ishares Core S&P 500 ETF

ETFs
2.14K
+ 19.86%
$498.8 - $620.9 $1.07M - $1.33M
12.9K $8.01M
ORCL
Oracle Corp

Technology
828
+ 4.78%
$122.82 - $218.63 $102K - $181K
18.2K $3.97M
AMZN
Amazon Com Inc

Consumer Cyclical
2.77K
+ 8.77%
$167.32 - $223.3 $464K - $619K
34.4K $7.54M
XLF
Financial Sector Spdr

ETFs
9.38K
+ 2.97%
$43.92 - $52.37 $412K - $491K
325K $17M
XLV
Select Sector Spdr Fund Health

ETFs
11.7K
+ 80.41%
$128.77 - $144.3 $1.51M - $1.69M
26.3K $3.54M
KO
Coca Cola CO

Consumer Defensive
20.3K
+ 243.46%
$68.37 - $73.9 $1.39M - $1.5M
28.7K $2.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.5K
+ 413.74%
$416.06 - $551.64 $1.04M - $1.38M
3.1K $1.71M
BK
Bank Of New York Mellon Corp

Financial Services
8.56K
+ 24.67%
$73.31 - $91.62 $627K - $784K
43.2K $3.94M
AXP
American Express CO

Financial Services
1.59K
+ 18.09%
$231.39 - $318.98 $369K - $508K
10.4K $3.32M
TSLA
Tesla, Inc.

Consumer Cyclical
1.17K
+ 15.6%
$221.86 - $362.89 $260K - $425K
8.68K $2.76M
KMI
Kinder Morgan, Inc.

Energy
24.2K
+ 37.99%
$25.21 - $29.4 $611K - $713K
88.1K $2.59M
GLW
Corning Inc

Technology
1.75K
+ 1.98%
$39.07 - $52.59 $68.5K - $92.2K
90.3K $4.75M
PLTR
Palantir Technologies Inc.

Technology
2.93K
+ 67.01%
$74.01 - $144.25 $217K - $423K
7.31K $996K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
3.13K
+ 25.21%
$90.58 - $109.05 $283K - $341K
15.5K $1.69M
EBAY
Ebay Inc

Consumer Cyclical
1.2K
+ 2.75%
$59.52 - $79.36 $71.7K - $95.5K
44.9K $3.35M
GOOGL
Alphabet Inc.

Communication Services
906
+ 10.6%
$144.7 - $178.6 $131K - $162K
9.45K $1.67M
XLI
Industrial Sector Spdr

ETFs
1.17K
+ 12.07%
$116.42 - $147.52 $137K - $173K
10.9K $1.61M
IBM
International Business Machines Corp

Technology
735
+ 28.77%
$221.03 - $294.78 $162K - $217K
3.29K $969K
CSCO
Cisco Systems, Inc.

Technology
3.77K
+ 83.19%
$53.19 - $69.38 $200K - $261K
8.29K $575K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.4K
+ 78.52%
$72.96 - $90.39 $175K - $216K
5.45K $486K
VUG
Vanguard Growth ETF

ETFs
2
+ 0.09%
$329.49 - $438.4 $659 - $877
2.32K $1.02M
MMM
3 M CO

Industrials
297
+ 1.52%
$126.09 - $154.15 $37.4K - $45.8K
19.8K $3.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.22K
+ 4.34%
$96.84 - $99.46 $118K - $121K
29.3K $2.91M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
2.94K
+ 2.97%
$7.19 - $8.75 $21.2K - $25.8K
102K $894K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
542
+ 0.97%
$51.68 - $52.76 $28K - $28.6K
56.2K $2.97M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
22
+ 0.41%
$90.56 - $109.49 $1.99K - $2.41K
5.4K $589K
SPGI
S&P Global Inc.

Financial Services
19
+ 2.07%
$438.31 - $527.29 $8.33K - $10K
937 $494K
WMT
Walmart Inc.

Consumer Defensive
8
+ 0.31%
$81.79 - $99.98 $654 - $800
2.57K $251K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
130
+ 3.27%
$51.16 - $62.02 $6.65K - $8.06K
4.1K $254K
V
Visa Inc.

Financial Services
9
+ 0.54%
$308.27 - $373.31 $2.77K - $3.36K
1.69K $600K
PEG
Public Service Enterprise Group Inc

Utilities
1
+ 0.02%
$77.13 - $84.18 $77.1 - $84.2
4.99K $419K
O
Realty Income Corp

Real Estate
75
+ 1.93%
$52.27 - $58.52 $3.92K - $4.39K
3.96K $228K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4
+ 0.02%
$14.97 - $16.79 $59.9 - $67.2
24K $400K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
659
+ 2.04%
$10.78 - $11.28 $7.1K - $7.43K
33K $367K
PFF
Ishares Trust Ishares Pfd And

ETFs
179
+ 0.56%
$29.0 - $30.68 $5.19K - $5.49K
32K $982K
EXC
Exelon Corp

Utilities
20
+ 0.34%
$42.2 - $47.37 $844 - $947
5.84K $253K
JNJ
Johnson & Johnson

Healthcare
229
+ 6.01%
$146.36 - $159.82 $33.5K - $36.6K
4.04K $616K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.23%
$713.71 - $898.95 $714 - $899
437 $340K
Activity Summary
Buys All Purchases 66 New Holdings 21 Increased Positions 45 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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