Northstar Advisory Group, LLC Incresed Positions in Q4 2024

Northstar Advisory Group, LLC

  • $195 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
9K
+ 45.33%
$570.51 - $610.59 $5.14M - $5.5M
28.9K $17M
GLW
Corning Inc

Technology
89.3K
+ 258.45%
$44.11 - $49.76 $3.94M - $4.44M
124K $5.88M
AMZN
Amazon Com Inc

Consumer Cyclical
15.6K
+ 72.5%
$180.88 - $232.93 $2.83M - $3.64M
37.2K $8.16M
XLF
Financial Sector Spdr

ETFs
60.8K
+ 25.16%
$44.89 - $51.34 $2.73M - $3.12M
302K $14.6M
GS
Goldman Sachs Group Inc

Financial Services
2.84K
+ 67.13%
$486.1 - $608.57 $1.38M - $1.73M
7.08K $4.05M
META
Meta Platforms, Inc.

Communication Services
2.91K
+ 63.02%
$554.08 - $632.68 $1.61M - $1.84M
7.53K $4.44M
GOOGL
Alphabet Inc.

Communication Services
7.36K
+ 44.64%
$161.86 - $196.66 $1.19M - $1.45M
23.9K $4.52M
SBUX
Starbucks Corp

Consumer Cyclical
18.7K
+ 227.45%
$87.44 - $102.5 $1.64M - $1.92M
27K $2.46M
XLU
Utilities Sector Spdr

ETFs
21.8K
+ 48.43%
$74.89 - $82.93 $1.63M - $1.81M
66.8K $5.06M
TSLA
Tesla, Inc.

Consumer Cyclical
362
+ 5.22%
$213.65 - $479.86 $77.3K - $174K
7.29K $2.95M
NFLX
Netflix Inc

Communication Services
17
+ 0.38%
$687.65 - $936.56 $11.7K - $15.9K
4.52K $4.03M
AAPL
Apple Inc.

Technology
895
+ 2.64%
$221.69 - $259.02 $198K - $232K
34.8K $8.71M
CRM
Salesforce, Inc.

Technology
673
+ 7.21%
$270.87 - $367.87 $182K - $248K
10K $3.34M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
15.6K
+ 38.38%
$51.54 - $52.55 $802K - $818K
56.1K $2.9M
XLI
Industrial Sector Spdr

ETFs
5.12K
+ 59.71%
$131.76 - $143.99 $675K - $738K
13.7K $1.81M
EBAY
Ebay Inc

Consumer Cyclical
8.52K
+ 70.0%
$57.51 - $67.17 $490K - $572K
20.7K $1.28M
MTB
M&T Bank Corp

Financial Services
1.63K
+ 10.63%
$172.48 - $221.95 $281K - $361K
16.9K $3.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
666
+ 9.74%
$521.84 - $558.82 $348K - $372K
7.51K $4.04M
MMM
3 M CO

Industrials
4.04K
+ 27.28%
$124.74 - $137.12 $503K - $553K
18.8K $2.43M
AXP
American Express CO

Financial Services
148
+ 1.45%
$267.35 - $305.57 $39.6K - $45.2K
10.3K $3.07M
TFC
Truist Financial Corp

Financial Services
4.59K
+ 13.73%
$41.51 - $48.1 $191K - $221K
38K $1.65M
V
Visa Inc.

Financial Services
485
+ 47.09%
$273.87 - $320.91 $133K - $156K
1.52K $478K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.78K
+ 28.44%
$113.92 - $127.38 $203K - $226K
8.03K $925K
KMI
Kinder Morgan, Inc.

Energy
805
+ 2.63%
$22.59 - $28.54 $18.2K - $23K
31.4K $859K
MSI
Motorola Solutions, Inc.

Technology
130
+ 3.28%
$449.08 - $504.6 $58.4K - $65.6K
4.1K $1.89M
WMB
Williams Companies, Inc.

Energy
296
+ 3.01%
$46.37 - $59.74 $13.7K - $17.7K
10.1K $548K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.58K
+ 58.7%
$75.1 - $82.99 $119K - $131K
4.28K $323K
SYK
Stryker Corp

Healthcare
241
+ 3.78%
$345.14 - $392.15 $83.2K - $94.5K
6.62K $2.38M
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.37%
$205.18 - $250.29 $1.85K - $2.25K
2.43K $582K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.83K
+ 7.03%
$96.64 - $101.23 $177K - $185K
27.8K $2.7M
WMT
Walmart Inc.

Consumer Defensive
50
+ 1.99%
$79.1 - $95.7 $3.95K - $4.79K
2.56K $231K
XLE
Energy Sector Spdr

ETFs
558
+ 5.93%
$83.32 - $97.27 $46.5K - $54.3K
9.97K $854K
MCD
Mcdonalds Corp

Consumer Cyclical
116
+ 11.65%
$288.47 - $316.54 $33.5K - $36.7K
1.11K $322K
VDE
Vanguard Energy ETF

ETFs
153
+ 7.98%
$116.67 - $136.78 $17.9K - $20.9K
2.07K $251K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.19%
$233.76 - $261.58 $468 - $523
1.05K $251K
ORCL
Oracle Corp

Technology
406
+ 2.17%
$165.41 - $192.43 $67.2K - $78.1K
19.2K $3.19M
DVY
Ishares Tr

ETFs
4
+ 0.23%
$129.55 - $143.41 $518 - $574
1.72K $225K
SO
Southern CO

Utilities
504
+ 6.54%
$81.5 - $94.15 $41.1K - $47.5K
8.21K $675K
PEG
Public Service Enterprise Group Inc

Utilities
12
+ 0.24%
$81.87 - $94.51 $982 - $1.13K
4.98K $421K
CSX
Csx Corp

Industrials
4
+ 0.04%
$31.58 - $36.88 $126 - $148
10.6K $342K
Activity Summary
Buys All Purchases 57 New Holdings 16 Increased Positions 41 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 1
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