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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$156B
$1.02 Billion 0.53% of portfolio
9,164
Q3 2025 Added 0.88%
$181B
$986 Million 0.52% of portfolio
34,930
Q3 2025 Reduced 0.37%
$183B
$965 Million 0.51% of portfolio
3,418
Q3 2025 Reduced 1.64%
$70.2B
$973 Million 0.51% of portfolio
31,129
Q3 2025 Reduced 3.74%
$46.1B
$942 Million 0.49% of portfolio
10,356
Q3 2025 Reduced 2.18%
Blackrock Inc
-
$929 Million 0.49% of portfolio
-
Q3 2025 Added 0.25%
$414B
$908 Million 0.48% of portfolio
3,923
Q3 2025 Reduced 1.16%
Ea Series Trust
-
$871 Million 0.46% of portfolio
-
Q3 2025 New
$270B
$851 Million 0.45% of portfolio
5,351
Q3 2025 Added 0.45%
$0
$819 Million 0.43% of portfolio
13,923
Q3 2025 New
$182B
$811 Million 0.43% of portfolio
1,188
Q3 2025 Reduced 1.74%
$268B
$789 Million 0.41% of portfolio
4,714
Q3 2025 Added 25.07%
$522B
$787 Million 0.41% of portfolio
4,245
Q3 2025 Added 39.0%
$413B
$738 Million 0.39% of portfolio
14,303
Q3 2025 Added 1.84%
$72.7B
$732 Million 0.38% of portfolio
555
Q3 2025 Added 0.36%
$303B
$686 Million 0.36% of portfolio
4,418
Q3 2025 Added 1.01%
$388B
$658 Million 0.35% of portfolio
4,070
Q3 2025 Added 2.65%
$190B
$665 Million 0.35% of portfolio
6,548
Q3 2025 Added 4.73%
$130B
$650 Million 0.34% of portfolio
1,828
Q3 2025 New
$300B
$621 Million 0.33% of portfolio
1,799
Q3 2025 Added 0.11%
$235B
$623 Million 0.33% of portfolio
7,425
Q3 2025 Reduced 5.86%
$86.7B
$629 Million 0.33% of portfolio
1,033
Q3 2025 Added 4.34%
$62.7B
$606 Million 0.32% of portfolio
7,357
Q3 2025 Added 0.34%
$19.9B
$588 Million 0.31% of portfolio
7,551
Q3 2025 Reduced 6.81%
$177B
$580 Million 0.3% of portfolio
3,156
Q3 2025 Reduced 7.42%
$172B
$544 Million 0.29% of portfolio
12,369
Q3 2025 Added 11.73%
$42.4B
$558 Million 0.29% of portfolio
3,674
Q3 2025 Reduced 2.34%
$78.2B
$553 Million 0.29% of portfolio
1,710
Q3 2025 Reduced 15.81%
Linde PLC
-
$554 Million 0.29% of portfolio
-
Q3 2025 Reduced 0.34%
$144B
$548 Million 0.29% of portfolio
1,198
Q3 2025 Added 1.96%
$52.4B
$536 Million 0.28% of portfolio
15,588
Q4 2024 Reduced 0.29%
$74.9B
$535 Million 0.28% of portfolio
2,051
Q3 2025 Reduced 0.05%
$1.65T
$495 Million 0.26% of portfolio
2,035
Q3 2025 Added 8.53%
$237B
$481 Million 0.25% of portfolio
2,030
Q3 2025 Added 17.61%
$1.74T
$480 Million 0.25% of portfolio
1,971
Q3 2025 Added 9.56%
$123B
$475 Million 0.25% of portfolio
952
Q3 2025 Reduced 13.14%
$187B
$452 Million 0.24% of portfolio
2,714
Q3 2025 Reduced 3.42%
$107B
$450 Million 0.24% of portfolio
594
Q3 2025 Added 0.68%
$0
$455 Million 0.24% of portfolio
3,230
Q3 2025 New
$875M
$432 Million 0.23% of portfolio
11,036
Q3 2025 Reduced 14.11%
$34.7B
$441 Million 0.23% of portfolio
3,111
Q3 2025 Reduced 0.06%
$97.3B
$413 Million 0.22% of portfolio
4,882
Q3 2025 Reduced 6.01%
$0
$428 Million 0.22% of portfolio
1,303
Q3 2025 New
$55.7B
$372 Million 0.2% of portfolio
2,441
Q3 2025 New
$74.3B
$390 Million 0.2% of portfolio
1,939
Q3 2025 Added 0.05%
$0
$380 Million 0.2% of portfolio
14,443
Q3 2025 Added 3.01%
$123B
$366 Million 0.19% of portfolio
1,295
Q3 2025 Reduced 3.36%
$65.7B
$315 Million 0.17% of portfolio
3,943
Q3 2025 Reduced 29.02%
$0
$319 Million 0.17% of portfolio
6,876
Q2 2025 Added 3.23%

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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