Northern Financial Advisors Inc Portfolio Holdings

Northern Financial Advisors Inc

  • $191 Billion
  • Q3 2025

Northern Financial Advisors Inc has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $191 Billion distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $15.5B, Vanguard Value ETF with a value of $10.9B, Vanguard Growth ETF with a value of $7.83B, Apple Inc. with a value of $6.61B, and Netflix Inc with a value of $5.55B.

Examining the 13F form we can see an increase of $57.3B in the current position value, from $133B to 191B.

Northern Financial Advisors Inc is based out at Bloomfield Hills, MI

Below you can find more details about Northern Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $191 Billion
ETFs: $63.4 Billion
Technology: $36.8 Billion
Financial Services: $21.3 Billion
Industrials: $14.3 Billion
Consumer Cyclical: $12.9 Billion
Communication Services: $11.7 Billion
Consumer Defensive: $10 Billion
Healthcare: $8.87 Billion
Other: $6.9 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.5 Billion 8.16% of portfolio
23,332
Q3 2025 Added 26.33%
$0
$10.9 Billion 5.71% of portfolio
58,353
Q3 2025 New
$0
$7.83 Billion 4.11% of portfolio
16,324
Q3 2025 New
$0
$5.29 Billion 2.78% of portfolio
71,123
Q3 2025 New
$0
$5.29 Billion 2.78% of portfolio
88,256
Q3 2025 New
$0
$4.93 Billion 2.59% of portfolio
10,636
Q3 2025 Reduced 1.82%
$0
$2.78 Billion 1.46% of portfolio
10,946
Q3 2025 New
$0
$2.45 Billion 1.29% of portfolio
4,078
Q3 2025 Reduced 2.44%
$0
$1.89 Billion 0.99% of portfolio
34,489
Q3 2025 Added 485.35%
$0
$1.47 Billion 0.77% of portfolio
27,041
Q3 2025 New
$0
$819 Million 0.43% of portfolio
13,923
Q3 2025 New
$130B
$650 Million 0.34% of portfolio
1,828
Q3 2025 New
$0
$455 Million 0.24% of portfolio
3,230
Q3 2025 New
$0
$428 Million 0.22% of portfolio
1,303
Q3 2025 New
$0
$380 Million 0.2% of portfolio
14,443
Q3 2025 Added 3.01%
$0
$319 Million 0.17% of portfolio
6,876
Q2 2025 Added 3.23%
$0
$284 Million 0.15% of portfolio
3,921
Q3 2025 Reduced 9.78%
$0
$277 Million 0.15% of portfolio
1,144
Q3 2025 Added 4.09%
$0
$231 Million 0.12% of portfolio
1,134
Q3 2024 New
$241M
$233 Million 0.12% of portfolio
2,152
Q3 2025 New
$0
$234 Million 0.12% of portfolio
1,121
Q3 2025 New
$0
$209 Million 0.11% of portfolio
4,118
Q3 2025 New
$0
$215 Million 0.11% of portfolio
4,118
Q2 2025 Added 0.66%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $191 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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