Northstar Advisory Group, LLC Sells in Q3 2025

Northstar Advisory Group, LLC

  • $238 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
-163K
- 50.12%
$51.37 - $54.25 $8.36M - $8.83M
162K $8.73M
IGM
Ishares Expanded Tech Sector E

ETFs
-38.1K
- 74.82%
$110.96 - $127.67 $4.23M - $4.86M
12.8K $1.62M
WMB
Williams Companies, Inc.

Energy
-47.5K
- 86.09%
$56.52 - $64.01 $2.69M - $3.04M
7.68K $486K
DIS
Walt Disney CO

Communication Services
-16K
- 53.72%
$112.25 - $124.0 $1.79M - $1.98M
13.8K $1.58M
KMI
Kinder Morgan, Inc.

Energy
-70K
- 79.53%
$26.23 - $28.5 $1.84M - $2M
18K $510K
AXP
American Express CO

Financial Services
-4.95K
- 47.6%
$294.27 - $342.31 $1.46M - $1.69M
5.45K $1.81M
SYK
Stryker Corp

Healthcare
-3.62K
- 83.41%
$368.57 - $403.53 $1.33M - $1.46M
719 $265K
MMM
3 M CO

Industrials
-8.94K
- 45.06%
$144.41 - $160.2 $1.29M - $1.43M
10.9K $1.69M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.92K
- 14.32%
$211.65 - $238.24 $1.04M - $1.17M
29.5K $6.47M
NFLX
Netflix Inc

Communication Services
-278
- 5.58%
$1147.87 - $1297.18 $319K - $361K
4.71K $5.64M
CRM
Salesforce, Inc.

Technology
-2.4K
- 67.1%
$231.66 - $273.65 $556K - $657K
1.18K $278K
IGV
Ishares Expanded Tech Software

ETFs
-6.65K
- 34.39%
$105.96 - $117.79 $705K - $784K
12.7K $1.46M
VEA
Vanguard Ftse Developed Market

ETFs
-6.01K
- 42.84%
$56.02 - $60.3 $336K - $362K
8.01K $480K
V
Visa Inc.

Financial Services
-662
- 39.17%
$332.09 - $358.86 $220K - $238K
1.03K $350K
ORCL
Oracle Corp

Technology
-4.87K
- 26.82%
$218.96 - $328.33 $1.07M - $1.6M
13.3K $3.74M
VUG
Vanguard Growth ETF

ETFs
-630
- 27.18%
$433.97 - $484.08 $273K - $305K
1.69K $809K
VTV
Vanguard Value ETF

ETFs
-1.33K
- 29.21%
$175.51 - $186.57 $234K - $249K
3.23K $602K
ADP
Automatic Data Processing Inc

Industrials
-416
- 37.28%
$288.69 - $310.94 $120K - $129K
700 $205K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-438
- 12.06%
$567.77 - $614.76 $249K - $269K
3.2K $1.96M
SPGI
S&P Global Inc.

Financial Services
-65
- 6.94%
$484.94 - $564.15 $31.5K - $36.7K
872 $424K
BRX
Brixmor Property Group Inc.

Real Estate
-3K
- 3.82%
N/A
75.5K $1.72M
CSCO
Cisco Systems, Inc.

Technology
-223
- 2.69%
$66.2 - $71.79 $14.8K - $16K
8.07K $552K
EXC
Exelon Corp

Utilities
-316
- 5.42%
$42.73 - $45.54 $13.5K - $14.4K
5.52K $248K
Blackrock Inc
-39
- 5.59%
N/A
659 $0
Ge Vernova Inc
-79
- 2.79%
N/A
2.76K $0
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-217
- 13.58%
$275.84 - $326.36 $59.9K - $70.8K
1.38K $450K
DVY
Ishares Tr

ETFs
-71
- 4.41%
$133.88 - $142.57 $9.51K - $10.1K
1.54K $218K
NEE
Nextera Energy Inc

Utilities
-294
- 5.46%
$69.77 - $77.54 $20.5K - $22.8K
5.09K $383K
DUK
Duke Energy Corp

Utilities
-135
- 2.82%
$116.31 - $125.93 $15.7K - $17K
4.64K $574K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-201
- 0.61%
$11.15 - $11.87 $2.24K - $2.39K
32.8K $380K
SO
Southern CO

Utilities
-53
- 0.7%
$90.83 - $96.0 $4.81K - $5.09K
7.52K $712K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-557
- 0.54%
$8.55 - $9.1 $4.76K - $5.07K
102K $925K
VLO
Valero Energy Corp

Energy
-600
- 14.73%
$131.77 - $175.63 $79.1K - $105K
3.47K $591K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-33
- 0.61%
$108.46 - $120.63 $3.58K - $3.98K
5.36K $637K
XLI
Industrial Sector Spdr

ETFs
-22
- 0.2%
$147.94 - $154.99 $3.25K - $3.41K
10.9K $1.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-138
- 4.45%
$546.99 - $602.2 $75.5K - $83.1K
2.97K $1.78M
MO
Altria Group, Inc.

Consumer Defensive
-199
- 1.63%
$57.75 - $67.68 $11.5K - $13.5K
12K $791K
AVGO
Broadcom Inc.

Technology
-1.08K
- 8.52%
$264.74 - $369.57 $287K - $400K
11.6K $3.84M
AAPL
Apple Inc.

Technology
-874
- 3.67%
$202.38 - $256.87 $177K - $225K
23K $5.85M
GLW
Corning Inc

Technology
-15.8K
- 17.51%
$51.6 - $82.03 $816K - $1.3M
74.5K $6.11M
NVDA
Nvidia Corp

Technology
-4.42K
- 4.22%
$153.3 - $186.58 $677K - $824K
100K $18.7M
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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