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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 6 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EFA ISHARES TR 3,113.0 $323K 0.10% NEW $103.89 +2.5%
102 GLDM WORLD GOLD TR Financial Services 3,991.0 $317K 0.10% NEW $79.42 +7.8%
103 MRK MERCK & CO INC Healthcare 2,331.0 $300K 0.09% NEW $128.53 +16.7%
104 WMT WALMART INC Consumer Defensive 2,604.0 $295K 0.09% NEW $113.27 -6.5%
105 MCD MCDONALDS CORP Consumer Cyclical 1,090.0 $295K 0.09% NEW $270.31 -3.4%
106 JCI JOHNSON CONTROLS INTERNATION Industrials 2,001.0 $292K 0.09% NEW $146.11 -4.7%
107 TIP ISHARES TR 2,594.0 $284K 0.09% NEW $109.43 -2.4%
108 EXC EXELON CORP Utilities 5,505.0 $257K 0.08% NEW $46.62 -6.0%
109 GLD SPDR GOLD TR Financial Services 667.0 $246K 0.08% NEW $368.38 +7.7%
110 O REALTY INCOME CORP Real Estate 3,960.0 $245K 0.08% NEW $61.96 -1.0%
111 EVRG EVERGY INC Utilities 2,742.0 $237K 0.07% NEW $86.43 -5.7%
112 DVY ISHARES TR 1,516.0 $237K 0.07% NEW $156.28 +4.2%
113 IWB ISHARES TR 567.0 $232K 0.07% NEW $409.51 +1.7%
114 SCHJ SCHWAB STRATEGIC TR 9,343.0 $230K 0.07% NEW $24.66 -1.2%
115 VIG VANGUARD SPECIALIZED FUNDS 954.0 $226K 0.07% NEW $236.62 +1.9%
116 HD HOME DEPOT INC Consumer Cyclical 582.0 $205K 0.06% NEW $352.71 -9.3%
117 VB VANGUARD INDEX FDS 665.0 $201K 0.06% NEW $302.98 -2.3%
118 GSLC GOLDMAN SACHS ETF TR 1,413.0 $200K 0.06% NEW $141.89 +2.4%
119 WHF WHITEHORSE FIN INC Financial Services 11,777.0 $79K 0.02% NEW $6.70 +4.8%
Page 6 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%