Northstar Financial Companies, Inc. Purchases in Q3 2025

Northstar Financial Companies, Inc.

  • $108 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.6K
New
$135.0 - $146.02 $1.71M - $1.84M
12.6K $1.84B
IAU
Ishares Gold Trust

ETFs
18.8K
New
$61.62 - $72.77 $1.16M - $1.37M
18.8K $1.37B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
311
+ 2.67%
$393.18 - $439.39 $122K - $137K
12K $5.21B
PEP
Pepsico Inc

Consumer Defensive
7.91K
+ 143.2%
$133.81 - $152.16 $1.06M - $1.2M
13.4K $1.89B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.4K
New
$78.96 - $80.04 $900K - $913K
11.4K $911M
AVGO
Broadcom Inc.

Technology
2.69K
New
$264.74 - $369.57 $713K - $995K
2.69K $888M
AMZN
Amazon Com Inc

Consumer Cyclical
2.56K
+ 29.21%
$211.65 - $238.24 $542K - $610K
11.3K $2.49B
ED
Consolidated Edison Inc

Utilities
8.57K
+ 109.79%
$95.57 - $105.36 $819K - $902K
16.4K $1.65B
NVDA
Nvidia Corp

Technology
744
+ 9.31%
$153.3 - $186.58 $114K - $139K
8.74K $1.63B
DUK
Duke Energy Corp

Utilities
5.81K
+ 79.22%
$116.31 - $125.93 $675K - $731K
13.1K $1.63B
SO
Southern CO

Utilities
7.14K
+ 86.95%
$90.83 - $96.0 $648K - $685K
15.3K $1.45B
LHX
L3 Harris Technologies, Inc.

Industrials
1.56K
+ 77.75%
$252.18 - $305.41 $394K - $477K
3.57K $1.09B
Winchester Bancorp Inc
70K
New
N/A
70K $669M
VEA
Vanguard Ftse Developed Market

ETFs
596
+ 0.88%
$56.02 - $60.3 $33.4K - $35.9K
68.4K $4.1B
BP
Bp PLC

Energy
17.1K
+ 58.3%
$30.25 - $35.69 $518K - $612K
46.5K $1.6B
RTX
Raytheon Technologies Corp

Industrials
1.28K
+ 14.05%
$144.19 - $167.33 $185K - $214K
10.4K $1.74B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.75K
New
$76.16 - $78.59 $514K - $531K
6.75K $527M
QQQ
Invesco Qqq Trust, Series 1

ETFs
725
+ 113.99%
$546.99 - $602.2 $397K - $437K
1.36K $817M
JPM
Jpmorgan Chase & CO

Financial Services
690
+ 27.37%
$282.78 - $316.06 $195K - $218K
3.21K $1.01B
VZ
Verizon Communications Inc

Communication Services
10K
+ 24.98%
$40.84 - $45.06 $409K - $452K
50.2K $2.2B
VB
Vanguard Small Cap ETF

ETFs
52
+ 0.46%
$237.58 - $259.17 $12.4K - $13.5K
11.4K $2.9B
WMT
Walmart Inc.

Consumer Defensive
3.57K
New
$94.4 - $104.27 $337K - $372K
3.57K $368M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.2K
New
$23.82 - $25.84 $337K - $366K
14.2K $364M
CVX
Chevron Corp

Energy
3.05K
+ 28.97%
$145.57 - $161.83 $444K - $494K
13.6K $2.11B
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.68K
New
$87.29 - $93.61 $322K - $345K
3.68K $344M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.84K
New
$84.28 - $89.46 $323K - $343K
3.84K $341M
TTE
Total Energies Se

Energy
5.59K
New
N/A
5.59K $333M
KHC
Kraft Heinz CO

Consumer Defensive
12.5K
New
$25.63 - $28.94 $321K - $363K
12.5K $326M
TSLA
Tesla, Inc.

Consumer Cyclical
713
New
$293.94 - $444.72 $210K - $317K
713 $317M
GE
General Electric CO

Industrials
1.05K
New
$244.75 - $305.63 $257K - $322K
1.05K $317M
MUB
Ishares National Muni Bond ETF

ETFs
2.87K
New
$103.24 - $106.68 $296K - $306K
2.87K $305M
V
Visa Inc.

Financial Services
1.39K
+ 6.17%
$332.09 - $358.86 $460K - $497K
23.8K $8.14B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10.9K
New
$22.9 - $23.58 $249K - $257K
10.9K $255M
IWM
Ishares Russell 2000 ETF

ETFs
736
+ 46.12%
$214.92 - $244.84 $158K - $180K
2.33K $564M
BDX
Becton Dickinson & CO

Healthcare
1.58K
+ 98.87%
$172.41 - $199.66 $273K - $316K
3.18K $595M
UBER
Uber Technologies, Inc

Technology
2.16K
New
$86.91 - $99.57 $188K - $215K
2.16K $212M
WFC
Wells Fargo & Company

Financial Services
974
+ 10.73%
$77.05 - $85.16 $75K - $82.9K
10.1K $843M
ETN
Eaton Corp PLC

Industrials
26
+ 1.62%
$342.99 - $392.76 $8.92K - $10.2K
1.63K $610M
GS
Goldman Sachs Group Inc

Financial Services
25
+ 4.66%
$696.56 - $806.32 $17.4K - $20.2K
561 $447M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.31K
+ 15.14%
$50.47 - $50.74 $66.2K - $66.5K
9.97K $506M
PH
Parker Hannifin Corp

Industrials
9
+ 2.33%
$697.13 - $769.67 $6.27K - $6.93K
395 $299M
SLQT
Select Quote, Inc.

Financial Services
10.5K
New
$1.74 - $2.69 $18.3K - $28.4K
10.5K $20.7M
MMT
Mfs Multimarket Income Trust

Financial Services
468
+ 0.86%
$4.61 - $4.85 $2.16K - $2.27K
54.7K $261M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5
+ 0.19%
$97.75 - $100.75 $489 - $504
2.66K $267M
ADP
Automatic Data Processing Inc

Industrials
36
+ 2.12%
$288.69 - $310.94 $10.4K - $11.2K
1.73K $508M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.02%
$65.67 - $71.67 $65.7 - $71.7
5.23K $347M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
153
+ 8.56%
$196.15 - $217.83 $30K - $33.3K
1.94K $391M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.06%
$459.11 - $506.91 $459 - $507
1.78K $895M
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.12%
$150.47 - $161.22 $752 - $806
4.1K $629M
Activity Summary
Buys All Purchases 50 New Holdings 18 Increased Positions 32 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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