Top 50 Northstar Advisory Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 8.89% | 304.5K | $23.3M | +1227.99%(+281.58K) | $78.24(+8.88%) | 2026-03-31 | |
| IGSB | ISHARES TR | 7.59% | 378.6K | $19.9M | +44.21%(+116.06K) | $52.52(-0.30%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.62% | 99.6K | $17.4M | +2.53%(+2.46K) | $87.32(+125.03%) | 2026-03-31 | |
| SHY | ISHARES TR | 4.06% | 129.0K | $10.7M | new | $82.69(-0.61%) | 2026-03-31 | |
| IEF | ISHARES TR | 3.9% | 107.2K | $10.2M | -56.45%(-139.00K) | $96.28(-1.82%) | 2026-03-31 | |
| XLP | SELECT SECTOR SPDR TR | 3.81% | 121.7K | $10.0M | new | $79.51(+5.72%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.72% | 33.9K | $9.7M | +27.90%(+7.39K) | $241.09(+61.12%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.23% | 49.9K | $8.5M | -2.34%(-1.19K) | $93.63(+65.41%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.95% | 20.9K | $7.7M | -15.26%(-3.77K) | $422.13(-2.55%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.94% | 30.4K | $7.7M | -22.93%(-9.03K) | $214.21(+32.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.57% | +46.49% |
| Top 20 Holdings Unweighted | +14.51% | +50.15% |
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