North Star Asset Management LLC /Nj/ Portfolio Holdings

North Star Asset Management LLC /Nj/

  • $157 Billion
  • Q4 2024

North Star Asset Management LLC /Nj/ has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $17.9B, Ishares Core S&P U.S Growth Et with a value of $16.4B, Nvidia Corp with a value of $11.6B, Vanguard Mid Cap Growth Index with a value of $8.63B, and Apple Inc. with a value of $7.15B.

Examining the 13F form we can see an increase of $7.06B in the current position value, from $150B to 157B.

North Star Asset Management LLC /Nj/ is based out at Hackettstown, NJ

Below you can find more details about North Star Asset Management LLC /Nj/ portfolio as well as his latest detailed transactions.

Portfolio value $157 Billion
ETFs: $92.3 Billion
Technology: $26.5 Billion
Financial Services: $11.1 Billion
Consumer Cyclical: $5.72 Billion
Communication Services: $5.59 Billion
Consumer Defensive: $5.11 Billion
Healthcare: $4.2 Billion
Energy: $3.17 Billion
Other: $3.06 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $157 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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