Northstar Advisory Group, LLC Portfolio Holdings
Northstar Advisory Group, LLC
- $192 Million
- Q3 2024
Northstar Advisory Group, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $192 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $12.1M, Ishares Core S&P 500 ETF with a value of $11.5M, Financial Sector Spdr with a value of $11M, Nvidia Corp with a value of $9.65M, and Apple Inc. with a value of $7.9M.
Examining the 13F form we can see an increase of $18.4M in the current position value, from $174M to 192M.
Below you can find more details about Northstar Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$192 Million
ETFs: $78.1 Million
Technology: $39.4 Million
Financial Services: $16.4 Million
Consumer Defensive: $12.7 Million
Consumer Cyclical: $11.8 Million
Communication Services: $9.68 Million
Healthcare: $7.03 Million
Energy: $5.08 Million
Other: $11.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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