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Home > Institutional Investor > Northstar Advisory Group, Llc > Profile

Instuitional Investor - Northstar Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Northstar Advisory Group, Llc
Portfolio Value $153,091,070
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 315,331 $15,706,637 10.26%
2.
Invesco Exch Traded Fd Tr Ii - S&P500 LOW VOL
 95,644 $7,146,520 4.67%
3.
Nvidia Corp
 NVDA 60,286 $6,533,796 4.27%
4.
Apple Inc.
 AAPL 29,043 $6,451,238 4.21%
5.
Ishares Trust
 IEF 10,769 $6,051,101 3.95%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)