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  Name: Northern Financial Advisors Inc
  City: BLOOMFIELD HILLS
  State: MI
  Zip: 48304
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $128,104,000
  Total Value Change : $9,311,000
  Securities Held Change : 0
   
All Securities Held : 114
  New Positions : 1
  Closed Positions : 4
  Increased Positions : 38
  Unchanged Positions : 18
  Decreased Positions : 57

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 118 Closed $52.40 $0 0 0% -225,000 -4,293 0    N/A
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 117 Closed $152.71 $0 0 0% -341,000 -2,193 0    Closed - End Fund - E...
   (CHTR)1 Year Chart         CHTR Charter Communications Inc 116 Closed $275.06 $0 0 0% -319,000 -820 0    CATV Systems
   (DTE)1 Year Chart         DTE DTE Energy Co 115 Closed $112.63 $0 0 0% -392,000 -3,560 0    Electric Utilities

      4 Records Found
  1    
Page 1 of 1
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