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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 $196,641,906
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 28,856 $16,986,950 8.63%
2.
Sector Spdr Trust
 XLB 302,498 $14,619,728 7.43%
3.
Nvidia Corp
 NVDA 71,077 $9,544,930 4.85%
4.
Apple Inc.
 AAPL 34,795 $8,713,386 4.43%
5.
Microsoft Corp
 MSFT 19,765 $8,330,844 4.23%
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)