Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Northstar Advisory Group LLC
  City: NEWTOWN
  State: PA
  Zip: 18940
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $168,165,000
  Total Value Change : $30,912,000
  Securities Held Change : -1
   
All Securities Held : 94
  New Positions : 13
  Closed Positions : 17
  Increased Positions : 42
  Unchanged Positions : 7
  Decreased Positions : 32

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XLK)1 Year Chart         XLK SPDR Technology Sector 4 New $211.82 $8,075,000 41,951 4.8% 8,075,000 41,951 0.014    Closed - End Fund - E...
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 12 New $178.70 $4,663,000 26,080 2.77% 4,663,000 26,080 0.002    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 23 New $208.08 $2,221,000 11,068 1.32% 2,221,000 11,068 0    Closed - End Fund - E...
   (GPN)1 Year Chart         GPN Global Payments Inc 33 New $127.47 $1,282,000 10,092 0.76% 1,282,000 10,092 0.003    Business Services
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 38 New $107.19 $1,091,000 9,861 0.65% 1,091,000 9,861 0.002    Closed - End Fund - E...
   (XLC)1 Year Chart         XLC Communication Services Sele... 56 New $82.61 $457,000 6,292 0.27% 457,000 6,292 0    N/A
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 75 New $74.55 $284,000 3,712 0.17% 284,000 3,712 0.002    Closed - End Fund - Debt
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 78 New $223.66 $268,000 1,403 0.16% 268,000 1,403 0    Closed - End Fund - E...
   (EA)1 Year Chart         EA Electronic Arts Inc 80 New $127.75 $264,000 1,933 0.16% 264,000 1,933 0.001    Multimedia & Graphics...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 81 New $466.20 $261,000 575 0.16% 261,000 575 0    Aerospace/Defense - M...
   (CSX)1 Year Chart         CSX CSX Corp 82 New $33.52 $251,000 7,234 0.15% 251,000 7,234 0    Railroads
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 84 New $747.68 $244,000 419 0.15% 244,000 419 0    Semiconductor Equipme...
   (MCK)1 Year Chart         MCK McKesson Corp 88 New $531.10 $229,000 495 0.14% 229,000 495 0    Drugs Wholesale

      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results