Northstar Advisory Group, LLC New Holdings in Q3 2025

Northstar Advisory Group, LLC

  • $238 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
10K
New
$300.96 - $355.47 $3.01M - $3.55M
10K $3.55M
IEF
Ishares Barclays

ETFs
36.7K
New
$93.91 - $97.26 $3.45M - $3.57M
36.7K $3.54M
KWEB
Kraneshares Tr Csi China Inter

ETFs
79.1K
New
$33.63 - $42.59 $2.66M - $3.37M
79.1K $3.32M
XLU
Utilities Sector Spdr

ETFs
30.6K
New
$81.14 - $87.32 $2.48M - $2.67M
30.6K $2.67M
C
Citigroup Inc

Financial Services
20.9K
New
$85.57 - $103.49 $1.79M - $2.16M
20.9K $2.12M
ALV
Autoliv Inc

Consumer Cyclical
12K
New
$110.31 - $127.65 $1.33M - $1.53M
12K $1.48M
MCK
Mckesson Corp

Healthcare
1.59K
New
$659.01 - $772.54 $1.05M - $1.23M
1.59K $1.23M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2.16K
New
$473.44 - $553.71 $1.02M - $1.19M
2.16K $1.18M
PEP
Pepsico Inc

Consumer Defensive
7.75K
New
$133.81 - $152.16 $1.04M - $1.18M
7.75K $1.09M
ITB
Ishares Tr

ETFs
8.66K
New
$94.18 - $117.14 $816K - $1.01M
8.66K $928K
IAU
Ishares Gold Trust

ETFs
8.3K
New
$61.62 - $72.77 $512K - $604K
8.3K $604K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.67K
New
$196.15 - $217.83 $523K - $581K
2.67K $537K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9.84K
New
$38.58 - $58.24 $380K - $573K
9.84K $385K
GD
General Dynamics Corp

Industrials
1.02K
New
$293.92 - $341.0 $300K - $347K
1.02K $347K
HD
Home Depot, Inc.

Consumer Cyclical
595
New
$357.4 - $423.42 $213K - $252K
595 $241K
MSI
Motorola Solutions, Inc.

Technology
492
New
$408.73 - $490.3 $201K - $241K
492 $224K
CME
Cme Group Inc.

Financial Services
814
New
$258.83 - $287.1 $211K - $234K
814 $219K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.61K
New
$121.46 - $130.92 $196K - $211K
1.61K $210K
EVRG
Evergy, Inc.

Utilities
2.74K
New
$67.73 - $76.02 $186K - $208K
2.74K $208K
IWB
Ishares Tr Russell 1000 ETF

ETFs
563
New
$339.37 - $366.46 $191K - $206K
563 $205K
MRK
Merck & Co., Inc.

Healthcare
2.4K
New
$77.6 - $87.37 $186K - $210K
2.4K $201K
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
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