Northstar Financial Companies, Inc. Portfolio Holdings

Northstar Financial Companies, Inc.

  • $92.2 Billion
  • Q1 2025

Northstar Financial Companies, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $92.2 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $11.1B, Visa Inc. with a value of $7.87B, Apple Inc. with a value of $5.25B, Vanguard S&P 500 Growth ETF with a value of $3.9B, and Microsoft Corp with a value of $3.49B.

Examining the 13F form we can see an decrease of $13.5B in the current position value, from $106B to 92.2B.

Northstar Financial Companies, Inc. is based out at Conshohocken, PA

Below you can find more details about Northstar Financial Companies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $92.2 Billion
ETFs: $28.7 Billion
Financial Services: $14.4 Billion
Technology: $13.4 Billion
Healthcare: $7.56 Billion
Energy: $6 Billion
Communication Services: $5.16 Billion
Industrials: $4.72 Billion
Consumer Defensive: $4.3 Billion
Other: $7.36 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $92.2 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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