Northstar Advisory Group, LLC - Portfolio overview

Northstar Advisory Group, LLC has 141 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. SPYM - SPDR SERIES TRUST, 7.78%
  2. IGSB - ISHARES TR, 6.64%
  3. NVDA - NVIDIA CORPORATION, 5.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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