Northstar Advisory Group, LLC Purchases in Q4 2025

Northstar Advisory Group, LLC

  • $281 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
210K
+ 570.79%
$96.12 - $97.72 $20.1M - $20.5M
246K $23.7M
IGM
Ishares Expanded Tech Sector E

ETFs
41.9K
+ 327.01%
$124.25 - $135.72 $5.21M - $5.69M
54.8K $7M
GOOGL
Alphabet Inc.

Communication Services
16.7K
+ 170.15%
$236.57 - $291.31 $3.95M - $4.86M
26.5K $7.32M
XLK
Technology Sector Spdr

ETFs
16.2K
+ 99.13%
$278.39 - $304.13 $4.5M - $4.92M
32.5K $9.36M
AAPL
Apple Inc.

Technology
16.4K
+ 71.56%
$245.27 - $275.25 $4.03M - $4.52M
39.4K $10.5M
XOM
Exxon Mobil Corp

Energy
30.5K
+ 148.17%
$110.64 - $119.78 $3.37M - $3.65M
51K $6.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
30.8K
+ 574.65%
$114.27 - $121.15 $3.52M - $3.73M
36.2K $4.23M
PEP
Pepsico Inc

Consumer Defensive
21.9K
+ 282.78%
$138.84 - $153.71 $3.04M - $3.37M
29.7K $4.38M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
62.5K
+ 31.25%
$52.76 - $53.18 $3.3M - $3.32M
263K $13.9M
DHR
Danaher Corp

Healthcare
14.8K
New
$202.46 - $223.01 $2.99M - $3.29M
14.8K $3.26M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5.61K
New
$524.58 - $588.02 $2.94M - $3.3M
5.61K $3.18M
LLY
Eli Lilly & CO

Healthcare
2.57K
+ 121.39%
$799.57 - $1025.28 $2.05M - $2.63M
4.68K $4.78M
XLU
Utilities Sector Spdr

ETFs
27.5K
+ 89.91%
$87.89 - $92.9 $2.42M - $2.56M
58.1K $5.16M
KO
Coca Cola CO

Consumer Defensive
32.7K
+ 112.88%
$66.1 - $71.61 $2.16M - $2.34M
61.6K $4.36M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
7.27K
New
$242.45 - $294.48 $1.76M - $2.14M
7.27K $2.09M
XLV
Select Sector Spdr Fund Health

ETFs
13.6K
New
$141.95 - $152.82 $1.93M - $2.08M
13.6K $2.06M
MCK
Mckesson Corp

Healthcare
2.12K
+ 133.4%
$738.06 - $859.37 $1.56M - $1.82M
3.7K $3.12M
MS
Morgan Stanley

Financial Services
10.2K
+ 72.83%
$151.86 - $169.92 $1.56M - $1.74M
24.3K $3.88M
G
Genpact LTD

Technology
33.1K
New
$37.89 - $45.54 $1.25M - $1.51M
33.1K $1.49M
FRT
Federal Realty Investment Trust

Real Estate
14.8K
New
$94.87 - $101.3 $1.41M - $1.5M
14.8K $1.44M
LQD
Ishares Iboxx $ Investment Gra

ETFs
12.5K
New
$110.25 - $112.92 $1.38M - $1.41M
12.5K $1.38M
IBB
Ishares Biotechnology ETF

ETFs
8.33K
New
$148.51 - $164.96 $1.24M - $1.37M
8.33K $1.37M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16.6K
+ 261.39%
$76.84 - $80.86 $1.27M - $1.34M
22.9K $1.81M
XLE
Energy Sector Spdr

ETFs
14.3K
New
$85.22 - $92.02 $1.22M - $1.31M
14.3K $1.31M
CL
Colgate Palmolive CO

Consumer Defensive
14.5K
New
$74.98 - $79.86 $1.09M - $1.16M
14.5K $1.14M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.76K
New
$185.12 - $192.11 $881K - $914K
4.76K $891K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
11.8K
New
$70.3 - $73.05 $831K - $864K
11.8K $851K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
5.37K
New
$124.39 - $154.88 $668K - $832K
5.37K $820K
ET
Energy Transfer LP

Energy
47.4K
+ 141.56%
$16.29 - $17.01 $773K - $807K
81K $1.38M
LVS
Las Vegas Sands Corp

Consumer Cyclical
11.8K
New
$46.47 - $66.99 $546K - $787K
11.8K $768K
EPD
Enterprise Products Partners L.P.

Energy
18.8K
+ 52.64%
$30.19 - $32.26 $567K - $606K
54.5K $1.76M
AMZN
Amazon Com Inc

Consumer Cyclical
463
+ 1.57%
$213.04 - $254.0 $98.6K - $118K
29.9K $7.02M
ALV
Autoliv Inc

Consumer Cyclical
4.48K
+ 37.26%
$115.59 - $128.01 $517K - $573K
16.5K $1.99M
TSLA
Tesla, Inc.

Consumer Cyclical
1.94K
+ 21.94%
$401.99 - $468.37 $780K - $909K
10.8K $4.41M
AMD
Advanced Micro Devices Inc

Technology
1.5K
New
$164.01 - $264.33 $246K - $396K
1.5K $360K
AEP
American Electric Power CO Inc

Utilities
2.31K
New
$112.75 - $122.73 $261K - $284K
2.31K $280K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
3.1K
New
$73.55 - $79.22 $228K - $245K
3.1K $238K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
9.34K
New
$24.8 - $25.02 $232K - $234K
9.34K $232K
ROK
Rockwell Automation, Inc

Industrials
536
New
$333.75 - $394.54 $179K - $211K
536 $202K
GS
Goldman Sachs Group Inc

Financial Services
264
+ 7.28%
$744.6 - $838.97 $197K - $221K
3.89K $3.02M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
288
+ 13.35%
$506.07 - $566.91 $146K - $163K
2.45K $1.29M
MPLX
Mplx LP

Energy
1.5K
+ 15.0%
$47.8 - $53.21 $71.7K - $79.8K
11.5K $611K
CSCO
Cisco Systems, Inc.

Technology
133
+ 1.65%
$67.46 - $78.0 $8.97K - $10.4K
8.2K $638K
IBM
International Business Machines Corp

Technology
28
+ 0.75%
$275.97 - $314.98 $7.73K - $8.82K
3.75K $1.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
71
+ 2.22%
$600.51 - $631.95 $42.6K - $44.9K
3.27K $2.02M
XLI
Industrial Sector Spdr

ETFs
440
+ 4.05%
$149.9 - $155.79 $66K - $68.5K
11.3K $1.72M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
4.39K
+ 4.31%
$9.01 - $9.36 $39.5K - $41K
106K $960K
EFA
Ishares Tr Msci Eafe ETF

ETFs
134
+ 2.46%
$92.24 - $96.56 $12.4K - $12.9K
5.58K $531K
DUK
Duke Energy Corp

Utilities
39
+ 0.84%
$121.57 - $129.03 $4.74K - $5.03K
4.68K $586K
Activity Summary
Buys All Purchases 65 New Holdings 20 Increased Positions 45 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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