Notify me when Northstar Advisory Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 111 | $245,022,556 | +$65,268,553 | -$44,239,698 | +$21,028,855 | NVDA, MSFT, IVV, IGSB, XLF | 13F-HR | 03 Nov 2025, 08:42 |
| Q2 2025 | 100 | $204,891,438 | +$68,471,418 | -$32,293,935 | +$36,177,483 | XLF, NVDA, MSFT, IVV, AMZN | 13F-HR | 08 Jul 2025, 17:06 |
| Q1 2025 | 94 | $153,091,070 | +$34,723,904 | -$70,690,263 | -$35,966,359 | XLF, SPLV, NVDA, AAPL, IVV | 13F-HR | 14 Apr 2025, 15:56 |
| Q4 2024 | 102 | $196,386,291 | +$45,975,598 | -$46,435,965 | -$460,367 | IVV, XLF, NVDA, AAPL, MSFT | 13F-HR | 13 Jan 2025, 15:15 |
| Q3 2024 | 97 | $192,498,679 | +$56,291,534 | -$47,395,678 | +$8,895,856 | MSFT, IVV, XLF, NVDA, AAPL | 13F-HR | 08 Nov 2024, 14:57 |
| Q2 2024 | 95 | $173,887,076 | +$28,314,905 | -$18,095,332 | +$10,219,573 | IVV, MSFT, NVDA, AAPL, XLF | 13F-HR | 01 Aug 2024, 19:10 |
| Q1 2024 | 91 | $165,253,913 | +$51,473,760 | -$57,142,816 | -$5,669,056 | IVV, MSFT, XLF, NVDA, AMZN | 13F-HR | 13 May 2024, 10:05 |
| Q4 2023 | 94 | $168,167,058 | +$53,262,064 | -$35,057,832 | +$18,204,232 | IVV, IJH, XLF, XLK, IGSB | 13F-HR | 18 Jan 2024, 08:49 |
| Q3 2023 | 94 | $136,960,909 | +$36,133,594 | -$34,054,354 | +$2,079,240 | IGSB, IVV, MSFT, AAPL, XLV | 13F-HR | 12 Oct 2023, 09:50 |
| Q2 2023 | 83 | $152,911,352 | +$58,209,819 | -$34,832,520 | +$23,377,299 | XLV, AAPL, AGG, MSFT, IVV | 13F-HR | 13 Jul 2023, 14:58 |
| Q1 2023 | 81 | $133,649,322 | +$65,777,250 | -$34,513,908 | +$31,263,342 | IVV, SHV, AGG, QQQ, SOXX | 13F-HR | 10 Apr 2023, 15:55 |
| Q4 2022 | 89 | $126,515,580 | +$47,642,864 | -$19,743,597 | +$27,899,267 | IGSB, SHV, IJH, IJR, LQD | 13F-HR | 24 Jan 2023, 15:34 |
| Q3 2022 | 83 | $111,550,000 | +$29,852,206 | -$41,974,712 | -$12,122,506 | SHV, IJH, IEI, IJR, IVV | 13F-HR | 14 Oct 2022, 17:18 |
| Q2 2022 | 81 | $134,677,000 | +$68,425,615 | -$37,706,653 | +$30,718,962 | SHY, IEI, SHV, IVV, IJH | 13F-HR | 11 Jul 2022, 16:54 |
| Q1 2022 | 101 | $155,431,000 | +$47,014,470 | -$34,763,480 | +$12,250,990 | IGSB, AGG, SHY, IVV, MSFT | 13F-HR | 14 Apr 2022, 17:12 |
| Q4 2021 | 97 | $165,249,610 | +$160,789,906 | -$1,083,589 | +$159,706,317 | IVV, IGSB, MSFT, GOOGL, XLV | 13F-HR | 20 Jan 2022, 10:46 |
| Q3 2021 | 46 | $102,053,000 | +$97,818,951 | -$155,984,100 | -$58,165,149 | ESGU, SPLG, VGSH, BIL, SPTS | 13F-HR | 14 Oct 2021, 08:13 |
| Q2 2021 | 105 | $159,996,000 | +$48,660,598 | -$21,098,050 | +$27,562,548 | IGSB, XLV, SOXX, AAPL, GOOGL | 13F-HR | 20 Jul 2021, 09:52 |
| Q1 2021 | 102 | $130,864,000 | +$41,101,379 | -$35,274,897 | +$5,826,482 | IGSB, SOXX, XLP, IVV, XLV | 13F-HR | 26 Apr 2021, 08:01 |
| Q4 2020 | 106 | $119,130,000 | $0 | IGSB, IVV, IEI, MSFT, SOXX | 13F-HR | 19 Jan 2021, 06:24 |