Northstar Advisory Group, LLC Portfolio Holdings
Northstar Advisory Group, LLC
- $195 Million
- Q4 2024
Northstar Advisory Group, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $195 Million distributed in 103 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 $17M, Financial Sector Spdr with a value of $14.6M, Nvidia Corp with a value of $9.54M, Apple Inc. with a value of $8.71M, and Microsoft Corp with a value of $8.33M.
Examining the 13F form we can see an increase of $3.38M in the current position value, from $192M to 195M.
Below you can find more details about Northstar Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$195 Million
ETFs: $71.2 Million
Technology: $45.3 Million
Consumer Cyclical: $19.2 Million
Financial Services: $18 Million
Communication Services: $15.6 Million
Consumer Defensive: $6.31 Million
Energy: $6.06 Million
Industrials: $4.23 Million
Other: $9.45 Million