account_balance

Investment manager · 13F filer · SEC CIK 1816000

Northstar Advisory Group, LLC

Reported value$329Mas of Sep 30, 2026
Positions113 10 new, 15 sold out
Top 10 weight53.6%SPYM alone is 14%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 13.9% Added +31%
IGSB iShares Tr 6.6% Added +3%
XLK Select Sector SPDR Tr 6.4% Added +149%
NVDA NVIDIA Corp 5.8% Held
SHY iShares Tr 4.8% Added +3%
AAPL Apple Inc. 3.6% Trimmed −15%
LQD iShares Tr 3.4% Added +1454%
GOOGL Alphabet Inc. 3.3% Trimmed −13%MSFT Microsoft Corp 3.1% Trimmed −14%
IEF iShares Tr 2.7% New
AMZN Amazon.com Inc 2.3% Trimmed −10%
XLF Select Sector SPDR Tr 2.3% Added +289%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 14, 2026 filing
add_circleNew
  • IEF $9.04M
  • NOBL $2.75M
  • IGV $678K
  • XLV $628K
arrow_upwardAdded
  • EFA +1771%
  • LQD +1454%
  • GLDM +735%
  • MRK +343%
arrow_downwardTrimmed
remove_circleSold out
  • VCSH $7.05M
  • AGG $2.08M
  • FTAI $2.01M
  • C $1.33M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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