• 13F History

Northern Financial Advisors Inc

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$125M
Signature - Title
David W. Lentz - Chief Compliance Officer
Location
Bloomfield Hills, MI
Summary
This page shows a list of all the recent 13F filings made by Northern Financial Advisors Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Northern Financial Advisors Inc reported 107 stock holdings with total value $125M as of Q4 2024. Top holdings included SPY, AAPL, DIA, WMT, and NFLX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 107 $125M +$3.91M -$10.7M -$6.83M SPY, AAPL, DIA, WMT, NFLX 13F-HR 1/29/2025, 09:48 PM
Q3 2024 104 $132M +$6.4M -$7.18M -$777K SPY, DIA, AAPL, NVR, WMT 13F-HR 10/29/2024, 01:25 PM
Q2 2024 103 $125M +$7.12M -$9.29M -$2.17M SPY, DIA, AAPL, NVR, MSFT 13F-HR 8/2/2024, 05:40 PM
Q1 2024 114 $128M +$4.5M -$5.46M -$954K SPY, DIA, NVR, MSFT, AAPL 13F-HR 4/29/2024, 08:45 PM
Q4 2023 114 $119M +$9.47M -$11.8M -$2.3M SPY, DIA, AAPL, NVR, MSFT 13F-HR 2/6/2024, 05:28 PM
Q3 2023 117 $109M +$4.74M -$5.81M -$1.06M SPY, AAPL, DIA, NVR, MSFT 13F-HR 11/14/2023, 01:04 PM
Q2 2023 111 $113M +$5.34M -$3.63M +$1.71M SPY, AAPL, DIA, NVR, MSFT 13F-HR 7/21/2023, 10:48 AM
Q1 2023 110 $106M +$19.6M -$2.55M +$17.1M SPY, DIA, AAPL, NVR, MSFT 13F-HR 4/26/2023, 07:22 PM
Q4 2022 96 $88.1M SPY, DIA, NVR, XOM, MRK 13F-HR 1/27/2023, 05:05 PM