Northstar Advisory Group, LLC Portfolio Holdings
Northstar Advisory Group, LLC
- $238 Million
- Q3 2025
Northstar Advisory Group, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $238 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18.7M, Microsoft Corp with a value of $16.5M, Ishares Core S&P 500 ETF with a value of $11.3M, Ishares Trust Ishares 1 5 Year with a value of $10.6M, and Financial Sector Spdr with a value of $8.73M.
Examining the 13F form we can see an increase of $38.7M in the current position value, from $200M to 238M.
Below you can find more details about Northstar Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$238 Million
ETFs: $73.4 Million
Technology: $67.9 Million
Consumer Cyclical: $24.2 Million
Financial Services: $23.8 Million
Communication Services: $18.1 Million
Healthcare: $9.47 Million
Energy: $6.74 Million
Utilities: $5.56 Million
Other: $9.11 Million