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Portfolio (Quarterly) Guide ↗

Northstar Advisory Group, LLC

· CIK 0001816000
13F Portfolio $322M AUM 119 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 119 New
Page 3 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FTAI AVIATION LTD 7,438.0 $2.0M 0.62% NEW $270.53
42 IVV ISHARES TR 2,679.0 $2.0M 0.62% NEW $748.89 +2.2%
43 XLF SELECT SECTOR SPDR TR 35,935.0 $1.9M 0.60% NEW $53.61 +6.7%
44 MS MORGAN STANLEY Financial Services 9,171.0 $1.9M 0.59% NEW $209.04 +1.0%
45 VOO VANGUARD INDEX FDS 2,685.0 $1.8M 0.57% NEW $686.80 +2.0%
46 AMD ADVANCED MICRO DEVICES INC Technology 2,726.0 $1.6M 0.49% NEW $580.91 -20.9%
47 ET ENERGY TRANSFER L P Energy 80,417.0 $1.5M 0.48% NEW $19.12 +12.0%
48 META META PLATFORMS INC Communication Services 2,585.0 $1.5M 0.45% NEW $563.29 +2.7%
49 C CITIGROUP INC Financial Services 9,519.0 $1.3M 0.41% NEW $139.96 -5.3%
50 AXP AMERICAN EXPRESS CO Financial Services 3,698.0 $1.3M 0.39% NEW $338.25 -4.2%
51 XMMO INVESCO EXCHANGE TRADED FD T 7,302.0 $1.2M 0.39% NEW $170.14 -11.3%
52 NFLX NETFLIX INC. Communication Services 17,386.0 $1.2M 0.39% NEW $71.40 +13.2%
53 DKS DICKS SPORTING GOODS INC Consumer Cyclical 5,440.0 $1.2M 0.38% NEW $226.81 -41.4%
54 KBWB INVESCO EXCH TRADED FD TR II 12,423.0 $1.2M 0.36% NEW $92.98 +1.8%
55 SOXX ISHARES TR 1,732.0 $1.1M 0.34% NEW $640.76 -21.9%
56 OIH VANECK ETF TRUST 2,819.0 $1.0M 0.33% NEW $372.03 +14.7%
57 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 104,953.0 $1.0M 0.32% NEW $9.81 +0.4%
58 TOL TOLL BROTHERS INC Consumer Cyclical 5,728.0 $944K 0.29% NEW $164.75 -14.9%
59 VLO VALERO ENERGY CORP Energy 3,446.0 $897K 0.28% NEW $260.44 +39.0%
60 NUE NUCOR CORP Basic Materials 3,887.0 $866K 0.27% NEW $222.75 +13.1%
Page 3 of 6  ·  119 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.5%
Communication Services 15.6%
Consumer Cyclical 11.0%
Financial Services 10.9%
Energy 8.2%
Healthcare 6.0%
Utilities 4.8%
Industrials 3.7%
Consumer Defensive 3.4%
Real Estate 1.6%