Northern Financial Advisors
Latest statistics and disclosures from Northern Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, WMT, AVGO, AAPL, MSFT, and represent 22.43% of Northern Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY, WMT, NFLX, CAT, XOM, JPM, QQQ, MSFT, AAPL, GS.
- Started 18 new stock positions in ACN, DON, COP, TGT, SLB, DFUS, AVY, USB, PFE, PPG. CI, BA, IWM, IVV, EMN, DBEF, TMO, VFC.
- Reduced shares in these 4 stocks: IWD, INTU, NKE, RCL.
- Sold out of its position in IWD.
- Northern Financial Advisors was a net buyer of stock by $53M.
- Northern Financial Advisors has $137M in assets under management (AUM), dropping by 56.78%.
- Central Index Key (CIK): 0001962457
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Portfolio Holdings for Northern Financial Advisors
Northern Financial Advisors holds 105 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 8.0 | $11M | +55% | 17k | 650.36 |
|
| Wal-Mart Stores (WMT) | 4.0 | $5.5M | +72% | 44k | 124.28 |
|
| Broadcom (AVGO) | 3.5 | $4.8M | +16% | 16k | 309.51 |
|
| Apple (AAPL) | 3.5 | $4.8M | +33% | 19k | 253.80 |
|
| Microsoft Corporation (MSFT) | 3.4 | $4.7M | +35% | 13k | 370.17 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 3.1 | $4.3M | +13% | 9.3k | 463.18 |
|
| Exxon Mobil Corporation (XOM) | 3.1 | $4.2M | +70% | 25k | 169.66 |
|
| NVIDIA Corporation (NVDA) | 3.0 | $4.2M | +38% | 24k | 174.40 |
|
| Netflix (NFLX) | 2.9 | $4.0M | +85% | 42k | 96.15 |
|
| Caterpillar (CAT) | 2.7 | $3.7M | +93% | 5.2k | 708.46 |
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $3.2M | +76% | 11k | 294.16 |
|
| Goldman Sachs (GS) | 2.3 | $3.1M | +60% | 3.7k | 845.99 |
|
| American Express Company (AXP) | 1.9 | $2.6M | +70% | 8.7k | 302.49 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $2.2M | +138% | 3.8k | 577.06 |
|
| NVR (NVR) | 1.5 | $2.0M | 305.00 | 6589.83 |
|
|
| Raytheon Technologies Corp (RTX) | 1.4 | $2.0M | +91% | 10k | 192.90 |
|
| Travelers Companies (TRV) | 1.4 | $1.9M | +70% | 6.6k | 291.68 |
|
| Coca-Cola Company (KO) | 1.4 | $1.9M | +74% | 25k | 76.05 |
|
| Oracle Corporation (ORCL) | 1.4 | $1.9M | +63% | 13k | 147.11 |
|
| International Business Machines (IBM) | 1.3 | $1.8M | +80% | 7.4k | 242.40 |
|
| Visa Com Cl A (V) | 1.3 | $1.8M | +84% | 5.9k | 302.23 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $1.8M | +57% | 1.9k | 919.77 |
|
| 3M Company (MMM) | 1.2 | $1.7M | +72% | 11k | 145.23 |
|
| Cisco Systems (CSCO) | 1.1 | $1.6M | +90% | 20k | 77.59 |
|
| Meta Platforms Cl A (META) | 1.1 | $1.5M | +68% | 2.7k | 572.14 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $1.5M | +81% | 1.5k | 996.43 |
|
| Amazon (AMZN) | 1.1 | $1.5M | +3% | 7.2k | 208.26 |
|
| Lowe's Companies (LOW) | 1.1 | $1.5M | +72% | 6.2k | 236.29 |
|
| Honeywell International (HON) | 1.0 | $1.3M | +113% | 5.9k | 226.01 |
|
| Metropcs Communications (TMUS) | 0.9 | $1.3M | +53% | 6.2k | 210.03 |
|
| General Dynamics Corporation (GD) | 0.9 | $1.3M | +50% | 3.7k | 343.22 |
|
| Eaton Corp SHS (ETN) | 0.9 | $1.3M | +56% | 3.5k | 357.67 |
|
| Amgen (AMGN) | 0.9 | $1.2M | +79% | 3.5k | 351.86 |
|
| McDonald's Corporation (MCD) | 0.9 | $1.2M | +107% | 4.0k | 310.82 |
|
| Micron Technology (MU) | 0.9 | $1.2M | +35% | 3.5k | 337.84 |
|
| Gilead Sciences (GILD) | 0.9 | $1.2M | +86% | 8.4k | 139.37 |
|
| Johnson & Johnson (JNJ) | 0.8 | $1.2M | +105% | 4.7k | 244.46 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $1.1M | +33% | 2.3k | 499.73 |
|
| Servicenow (NOW) | 0.8 | $1.1M | +105% | 11k | 104.55 |
|
| Enterprise Products Partners (EPD) | 0.8 | $1.1M | +47% | 28k | 37.84 |
|
| Capital One Financial (COF) | 0.7 | $1.0M | +35% | 5.6k | 182.43 |
|
| Merck & Co (MRK) | 0.7 | $993k | +76% | 8.3k | 120.29 |
|
| Home Depot (HD) | 0.7 | $985k | +54% | 3.0k | 328.88 |
|
| At&t (T) | 0.7 | $972k | +71% | 34k | 28.99 |
|
| Progressive Corporation (PGR) | 0.7 | $937k | +64% | 4.7k | 198.24 |
|
| Chevron Corporation (CVX) | 0.7 | $904k | +105% | 4.4k | 206.88 |
|
| Morgan Stanley Com New (MS) | 0.7 | $900k | +127% | 5.5k | 164.57 |
|
| Procter & Gamble Company (PG) | 0.7 | $895k | +60% | 6.2k | 144.43 |
|
| eBay (EBAY) | 0.7 | $893k | +102% | 9.8k | 91.02 |
|
| Cummins (CMI) | 0.6 | $880k | +15% | 1.6k | 538.02 |
|
| Colgate-Palmolive Company (CL) | 0.6 | $870k | +93% | 10k | 85.23 |
|
| Advanced Micro Devices (AMD) | 0.6 | $865k | +58% | 4.3k | 203.43 |
|
| Sap Se Spon Adr (SAP) | 0.6 | $842k | +31% | 4.9k | 171.21 |
|
| Abbvie (ABBV) | 0.6 | $821k | +55% | 3.8k | 217.47 |
|
| Blackrock (BLK) | 0.6 | $780k | +62% | 811.00 | 961.71 |
|
| SLB Com Stk (SLB) | 0.6 | $772k | NEW | 15k | 51.39 |
|
| PPG Industries (PPG) | 0.5 | $753k | NEW | 7.0k | 106.88 |
|
| Sherwin-Williams Company (SHW) | 0.5 | $737k | +11% | 2.3k | 320.55 |
|
| Citigroup Com New (C) | 0.5 | $721k | +63% | 6.4k | 113.41 |
|
| Verizon Communications (VZ) | 0.5 | $711k | +105% | 14k | 50.20 |
|
| Bank of America Corporation (BAC) | 0.5 | $694k | +44% | 14k | 48.75 |
|
| Northrop Grumman Corporation (NOC) | 0.5 | $691k | +100% | 1.0k | 682.24 |
|
| Deere & Company (DE) | 0.5 | $681k | +167% | 1.2k | 563.30 |
|
| TransDigm Group Incorporated (TDG) | 0.5 | $632k | +96% | 545.00 | 1158.96 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $598k | +123% | 990.00 | 604.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $588k | +71% | 2.0k | 287.49 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $580k | +77% | 3.0k | 194.14 |
|
| Target Corporation (TGT) | 0.4 | $560k | NEW | 4.6k | 121.20 |
|
| Yum! Brands (YUM) | 0.4 | $559k | +34% | 3.6k | 155.48 |
|
| Parker-Hannifin Corporation (PH) | 0.4 | $553k | +50% | 618.00 | 895.24 |
|
| Anthem (ELV) | 0.4 | $550k | +75% | 1.9k | 292.76 |
|
| salesforce (CRM) | 0.4 | $549k | +165% | 2.9k | 186.67 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $542k | +25% | 1.9k | 286.83 |
|
| Dell Technologies CL C (DELL) | 0.4 | $528k | +11% | 3.2k | 164.13 |
|
| MetLife (MET) | 0.4 | $522k | +83% | 7.4k | 70.72 |
|
| Suncor Energy (SU) | 0.3 | $477k | +35% | 7.2k | 66.11 |
|
| Linde SHS (LIN) | 0.3 | $471k | +93% | 949.00 | 495.76 |
|
| Lululemon Athletica (LULU) | 0.3 | $468k | +131% | 3.1k | 153.10 |
|
| UnitedHealth (UNH) | 0.3 | $461k | +46% | 1.7k | 270.59 |
|
| Cigna Corp (CI) | 0.3 | $438k | NEW | 1.6k | 266.75 |
|
| Illinois Tool Works (ITW) | 0.3 | $434k | +16% | 1.7k | 260.29 |
|
| Chubb (CB) | 0.3 | $426k | +67% | 1.3k | 325.93 |
|
| V.F. Corporation (VFC) | 0.3 | $410k | NEW | 24k | 16.99 |
|
| PNC Financial Services (PNC) | 0.3 | $401k | +34% | 1.9k | 208.09 |
|
| Starbucks Corporation (SBUX) | 0.3 | $401k | +11% | 4.5k | 89.60 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $399k | +101% | 16k | 25.64 |
|
| Nike CL B (NKE) | 0.3 | $374k | -10% | 7.1k | 52.82 |
|
| Danaher Corporation (DHR) | 0.3 | $362k | +82% | 1.9k | 189.60 |
|
| Qualcomm (QCOM) | 0.3 | $358k | +107% | 2.8k | 128.80 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $342k | +16% | 11k | 32.01 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $340k | NEW | 6.9k | 49.40 |
|
| Intuit (INTU) | 0.2 | $322k | -23% | 744.00 | 432.38 |
|
| Pfizer (PFE) | 0.2 | $310k | NEW | 11k | 28.08 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $282k | NEW | 1.1k | 247.95 |
|
| Us Bancorp Com New (USB) | 0.2 | $282k | NEW | 5.4k | 52.01 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $279k | NEW | 3.9k | 70.90 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $267k | NEW | 409.00 | 653.21 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $237k | NEW | 483.00 | 491.53 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $231k | NEW | 1.2k | 198.29 |
|
| ConocoPhillips (COP) | 0.2 | $226k | NEW | 1.7k | 131.97 |
|
| Eastman Chemical Company (EMN) | 0.2 | $223k | NEW | 2.9k | 76.32 |
|
| Boeing Company (BA) | 0.2 | $218k | NEW | 1.1k | 199.08 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $216k | NEW | 4.1k | 52.54 |
|
| Avery Dennison Corporation (AVY) | 0.2 | $216k | NEW | 1.3k | 172.68 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $211k | 768.00 | 275.18 |
|
Past Filings by Northern Financial Advisors
SEC 13F filings are viewable for Northern Financial Advisors going back to 2022
- Northern Financial Advisors 2026 Q1 filed April 28, 2026
- Northern Financial Advisors 2025 Q4 filed Jan. 27, 2026
- Northern Financial Advisors 2025 Q3 filed Nov. 10, 2025
- Northern Financial Advisors 2025 Q2 filed July 23, 2025
- Northern Financial Advisors 2025 Q1 filed May 6, 2025
- Northern Financial Advisors 2024 Q4 filed Jan. 30, 2025
- Northern Financial Advisors 2024 Q3 filed Oct. 29, 2024
- Northern Financial Advisors 2024 Q2 filed Aug. 5, 2024
- Northern Financial Advisors 2024 Q1 filed April 30, 2024
- Northern Financial Advisors 2023 Q4 filed Feb. 6, 2024
- Northern Financial Advisors 2023 Q3 filed Nov. 14, 2023
- Northern Financial Advisors 2023 Q2 filed July 21, 2023
- Northern Financial Advisors 2023 Q1 filed April 27, 2023
- Northern Financial Advisors 2022 Q4 filed Jan. 30, 2023