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Home > Institutional Investor > Northstar Asset Management Llc > Profile

Instuitional Investor - Northstar Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Northstar Asset Management Llc
Portfolio Value $156,999,805
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 155,276 $17,884,658 11.39%
2.
Ishares Trust
 IEF 117,463 $16,368,488 10.42%
3.
Nvidia Corp
 NVDA 86,672 $11,639,208 7.41%
4.
Vanguard Index Fds
 34,009 $8,629,746 5.49%
5.
Apple Inc.
 AAPL 28,557 $7,151,321 4.55%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)