Northstar Advisory Group, LLC Incresed Positions in Q3 2025

Northstar Advisory Group, LLC

  • $238 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
144K
+ 255.86%
$52.39 - $53.11 $7.53M - $7.64M
200K $10.6M
JNJ
Johnson & Johnson

Healthcare
29.2K
+ 723.47%
$155.17 - $185.42 $4.53M - $5.42M
33.3K $6.17M
TOL
Toll Brothers, Inc.

Consumer Cyclical
26K
+ 297.96%
$113.78 - $148.0 $2.96M - $3.85M
34.8K $4.81M
IVV
Ishares Core S&P 500 ETF

ETFs
3.96K
+ 30.68%
$620.67 - $670.08 $2.46M - $2.65M
16.9K $11.3M
APP
App Lovin Corp

Technology
1.94K
+ 42.47%
$335.1 - $718.54 $651K - $1.4M
6.52K $4.68M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
40.2K
+ 980.68%
$62.09 - $66.51 $2.5M - $2.67M
44.3K $2.89M
EBAY
Ebay Inc

Consumer Cyclical
14.2K
+ 31.62%
$75.33 - $100.77 $1.07M - $1.43M
59.1K $5.38M
D
Dominion Energy, Inc

Utilities
31.7K
+ 570.4%
$56.32 - $62.1 $1.79M - $1.97M
37.3K $2.28M
MS
Morgan Stanley

Financial Services
11.4K
+ 427.06%
$139.09 - $161.16 $1.58M - $1.84M
14.1K $2.24M
MSFT
Microsoft Corp

Technology
1.95K
+ 6.51%
$491.09 - $535.64 $959K - $1.05M
31.9K $16.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.18K
+ 76.08%
$224.68 - $282.71 $939K - $1.18M
9.67K $2.7M
BK
Bank Of New York Mellon Corp

Financial Services
6.27K
+ 14.5%
$90.65 - $109.75 $568K - $688K
49.5K $5.39M
PLTR
Palantir Technologies Inc.

Technology
5.82K
+ 79.59%
$130.68 - $186.97 $760K - $1.09M
13.1K $2.39M
LLY
Eli Lilly & CO

Healthcare
1.68K
+ 383.52%
$625.65 - $812.69 $1.05M - $1.36M
2.11K $1.61M
TSLA
Tesla, Inc.

Consumer Cyclical
159
+ 1.83%
$293.94 - $444.72 $46.7K - $70.7K
8.84K $3.93M
XLK
Technology Sector Spdr

ETFs
2.74K
+ 20.17%
$250.97 - $282.66 $687K - $774K
16.3K $4.6M
META
Meta Platforms, Inc.

Communication Services
1.15K
+ 17.74%
$695.21 - $791.73 $798K - $909K
7.62K $5.6M
JPM
Jpmorgan Chase & CO

Financial Services
845
+ 4.77%
$282.78 - $316.06 $239K - $267K
18.5K $5.85M
GOOGL
Alphabet Inc.

Communication Services
349
+ 3.69%
$174.36 - $254.72 $60.9K - $88.9K
9.8K $2.38M
GS
Goldman Sachs Group Inc

Financial Services
521
+ 16.78%
$696.56 - $806.32 $363K - $420K
3.63K $2.89M
VRSN
Verisign Inc

Technology
2.29K
+ 100.88%
$263.02 - $305.98 $603K - $701K
4.56K $1.28M
XLC
Select Sector Spdr Tr Communic

ETFs
1.11K
+ 5.2%
$105.99 - $119.41 $118K - $132K
22.4K $2.66M
XOM
Exxon Mobil Corp

Energy
873
+ 4.43%
$105.83 - $117.22 $92.4K - $102K
20.6K $2.32M
EPD
Enterprise Products Partners L.P.

Energy
5.35K
+ 17.62%
$30.74 - $32.14 $164K - $172K
35.7K $1.12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.29K
+ 4.41%
$97.75 - $100.75 $126K - $130K
30.6K $3.07M
ET
Energy Transfer LP

Energy
7.56K
+ 29.14%
$17.11 - $18.16 $129K - $137K
33.5K $575K
IBM
International Business Machines Corp

Technology
428
+ 13.01%
$234.77 - $292.47 $100K - $125K
3.72K $1.05M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.02K
+ 3.18%
$30.67 - $32.13 $31.3K - $32.7K
33.1K $1.05M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
258
+ 4.24%
$72.65 - $78.68 $18.7K - $20.3K
6.35K $497K
MPLX
Mplx LP

Energy
1K
+ 11.11%
$49.42 - $52.71 $49.4K - $52.7K
10K $499K
WMT
Walmart Inc.

Consumer Defensive
80
+ 3.12%
$94.4 - $104.27 $7.55K - $8.34K
2.65K $272K
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 1.37%
$291.67 - $316.99 $4.38K - $4.75K
1.11K $337K
VZ
Verizon Communications Inc

Communication Services
9
+ 0.06%
$40.84 - $45.06 $368 - $406
15.1K $663K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6
+ 0.03%
$16.46 - $17.1 $98.8 - $103
24K $407K
Ishares Bitcoin Trust ETF
13.3K
+ 29.69%
N/A
58.2K $0
WHF
White Horse Finance, Inc.

Financial Services
423
+ 4.22%
$6.92 - $9.13 $2.93K - $3.86K
10.4K $72K
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.11%
$157.77 - $183.27 $631 - $733
3.76K $610K
KO
Coca Cola CO

Consumer Defensive
273
+ 0.95%
$65.67 - $71.67 $17.9K - $19.6K
29K $1.92M
Activity Summary
Buys All Purchases 61 New Holdings 22 Increased Positions 39 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Northstar Advisory Group, LLC Portfolio

Follow Northstar Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northstar Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northstar Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email