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Northstar Advisory Group, LLC13F | |
| Northstar Advisory Group, LLC | |
| Last update 2025-07-09 | 100 Stocks (21 new) |
| Value $205.00 Mil | Turnover 33 % |
Northstar Advisory Group, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLF | Financial Select Sector SPDR | 324,708 | 17,005.0 | +2.97% | 8.300 | +0.24% | 0.030 | +13.01% | +9.48% | 51,226.3 | ||
NVDA | NVIDIA Corp | 104,618 | 16,528.6 | +73.54% | 8.070 | +3.42% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MSFT | Microsoft Corp | 29,988 | 14,916.1 | +295.36% | 7.280 | +5.44% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
IVV | iShares Core S&P 500 ETF | 12,908 | 8,014.6 | +19.86% | 3.910 | +0.65% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
AMZN | Amazon.com Inc | 34,381 | 7,542.9 | +8.77% | 3.680 | +0.30% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
NFLX | Netflix Inc | 4,986 | 6,677.0 | +4.44% | 3.260 | +0.14% | 0.000 | +24.28% | +35.67% | 514,617.8 | Media - Diversified | |
IGM | iShares Expanded Tech Sector ETF | 50,918 | 5,720.1 | New Holding | 2.790 | +2.79% | 0.090 | +34.64% | +12.20% | 6,853.6 | ||
JPM | JPMorgan Chase & Co | 17,702 | 5,132.0 | +155.66% | 2.500 | +1.52% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
AAPL | Apple Inc | 23,834 | 4,890.1 | -17.94% | 2.390 | -0.76% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
META | Meta Platforms Inc | 6,473 | 4,778.0 | -20.33% | 2.330 | -0.62% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media |
Northstar Advisory Group, LLC's Historical Top Holdings Breakdowns
Northstar Advisory Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +5.44% | 354.56 ($433.34) 497.45 | $510.05 | 17.70% | Add 295.36% | 29,988 | 22,403 | |
SPLV | Invesco S&P 500 Low Volatility ETF | 2025-06-30 | Sold Out Sold Out | -4.67% | 68.13 ($72.42) 74.77 | $72.80 | 0.52% | Sold Out | 0 | -95,644 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +3.42% | 94.31 ($125.57) 157.99 | $172.41 | 37.30% | Add 73.54% | 104,618 | 44,332 | |
IGM | iShares Expanded Tech Sector ETF | 2025-06-30 | New Buy New Buy | +2.79% | 79.8 ($98.1) 112.34 | $114.42 | 16.64% | New holding | 50,918 | 50,918 | |
SBUX | Starbucks Corp | 2025-06-30 | Sold Out Sold Out | -1.83% | 79.69 ($86.84) 99.41 | $93.80 | 8.01% | Sold Out | 0 | -28,492 | |
AVGO | Broadcom Inc | 2025-06-30 | New Buy New Buy | +1.71% | 146.29 ($216.36) 275.65 | $283.34 | 30.96% | New holding | 12,717 | 12,717 | |
XLK | Technology Select Sector SPDR ETF | 2025-06-30 | New Buy New Buy | +1.68% | 179.73 ($221.69) 253.23 | $260.89 | 17.68% | New holding | 13,571 | 13,571 | |
KWEB | KraneShares CSI China Internet ETF | 2025-06-30 | Sold Out Sold Out | -1.65% | 28.28 ($33.16) 35.22 | $36.22 | 9.23% | Sold Out | 0 | -72,553 | |
JPM | JPMorgan Chase & Co | 2025-06-30 | Add Add | +1.52% | 210.28 ($255.03) 289.91 | $291.27 | 14.21% | Add 155.66% | 17,702 | 10,778 | |
DIS | The Walt Disney Co | 2025-06-30 | Add Add | +1.46% | 81.72 ($103.82) 124.01 | $121.42 | 16.95% | Add 428.83% | 29,736 | 24,113 |
Northstar Advisory Group, LLC Total Holding History ($B)
Northstar Advisory Group, LLC's Asset Allocation
Northstar Advisory Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Northstar Advisory Group, LLC's Hypothetical Growth since 2025-06-30
Northstar Advisory Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Northstar Advisory Group, LLC's Holdings Heat Map
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Northstar Advisory Group, LLC's Holdings Bubble Chart
Northstar Advisory Group, LLC News
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