Northstar Asset Management LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $418 Million distributed in 200 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Information Technolog with a value of $67.8M, Apple Inc. with a value of $46.2M, Vanguard Total Stock Market Et with a value of $20.6M, Berkshire Hathaway Inc Class B with a value of $15.3M, and Vanguard Mid Cap ETF with a value of $15.3M.
Examining the 13F form we can see an decrease of $6.73M in the current position value, from $425M to 418M.
Below you can find more details about Northstar Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$418 Million
ETFs: $197 Million
Technology: $78.9 Million
Healthcare: $39.3 Million
Financial Services: $23.9 Million
Industrials: $22.1 Million
Consumer Defensive: $20.8 Million
Consumer Cyclical: $11.5 Million
Communication Services: $8.35 Million
Other: $16 Million
Stock Holdings Table Market Cap. of $200 Billions or more
