StockDriftsStockDriftsTop 50 Northstar Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 10.64% | 389.3K | $34.2M | +27.86%(+84.84K) | $78.87(+15.70%) | 2026-06-30 | |
| IGSB | ISHARES TR | 6.7% | 411.3K | $21.6M | +8.64%(+32.70K) | $52.51(-0.67%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.25% | 84.4K | $16.9M | -15.23%(-15.16K) | $87.32(+158.89%) | 2026-06-30 | |
| SHY | ISHARES TR | 4.82% | 188.8K | $15.5M | +46.37%(+59.81K) | $82.57(-0.66%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.99% | 36.0K | $12.8M | +6.16%(+2.09K) | $245.31(+40.52%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.7% | 41.1K | $11.9M | +35.34%(+10.73K) | $224.57(+35.98%) | 2026-06-30 | |
| XLP | SELECT SECTOR SPDR TR | 3.35% | 129.6K | $10.8M | +6.44%(+7.84K) | $79.69(+8.03%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.7% | 23.3K | $8.7M | +11.26%(+2.35K) | $416.45(+16.72%) | 2026-06-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 2.67% | 202.9K | $8.6M | +444.73%(+165.65K) | $46.44(+3.62%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.57% | 43.4K | $8.3M | +162.85%(+26.87K) | $135.27(+41.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.74% | +51.04% | +7.34% | +42.51% |
| Top 20 Holdings Unweighted | +16.25% | +57.11% | +7.74% | +45.15% |
Northstar Advisory Group, LLC reports $322.47M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (10.6%), IGSB (6.7%) and NVDA (5.3%). The top 20 holdings account for 65.37% of reported assets. Its disclosed equity book has returned +51.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Northstar Advisory Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1816000). View Northstar Advisory Group, LLC’s 13F filings on SEC