Northern Financial Advisors as of Dec. 31, 2024
Portfolio Holdings for Northern Financial Advisors
Northern Financial Advisors holds 107 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.8 | $11M | 19k | 586.09 | |
| Apple (AAPL) | 3.7 | $4.7M | 19k | 250.43 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 3.7 | $4.6M | 11k | 425.54 | |
| Wal-Mart Stores (WMT) | 3.2 | $4.0M | 45k | 90.35 | |
| Netflix (NFLX) | 3.0 | $3.8M | 4.3k | 891.32 | |
| Broadcom (AVGO) | 2.9 | $3.7M | 16k | 231.84 | |
| NVR (NVR) | 2.9 | $3.7M | 449.00 | 8178.90 | |
| Microsoft Corporation (MSFT) | 2.8 | $3.5M | 8.4k | 421.50 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $2.7M | 11k | 239.71 | |
| American Express Company (AXP) | 2.1 | $2.6M | 8.9k | 296.79 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $2.4M | 23k | 107.57 | |
| NVIDIA Corporation (NVDA) | 1.9 | $2.4M | 18k | 134.29 | |
| Servicenow (NOW) | 1.8 | $2.3M | 2.1k | 1060.11 | |
| Goldman Sachs (GS) | 1.7 | $2.2M | 3.8k | 572.62 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $2.1M | 4.2k | 511.23 | |
| Oracle Corporation (ORCL) | 1.6 | $2.1M | 12k | 166.65 | |
| Visa Com Cl A (V) | 1.5 | $1.9M | 5.9k | 316.06 | |
| Caterpillar (CAT) | 1.5 | $1.9M | 5.2k | 362.76 | |
| Travelers Companies (TRV) | 1.3 | $1.6M | 6.5k | 240.89 | |
| UnitedHealth (UNH) | 1.3 | $1.6M | 3.1k | 505.86 | |
| Eli Lilly & Co. (LLY) | 1.2 | $1.6M | 2.0k | 772.00 | |
| Honeywell International (HON) | 1.2 | $1.5M | 6.8k | 225.88 | |
| International Business Machines (IBM) | 1.2 | $1.5M | 7.0k | 219.81 | |
| Meta Platforms Cl A (META) | 1.2 | $1.5M | 2.6k | 585.64 | |
| V.F. Corporation (VFC) | 1.2 | $1.5M | 71k | 21.46 | |
| Procter & Gamble Company (PG) | 1.2 | $1.5M | 8.9k | 167.65 | |
| Merck & Co (MRK) | 1.2 | $1.5M | 15k | 99.48 | |
| Texas Instruments Incorporated (TXN) | 1.2 | $1.4M | 7.7k | 187.51 | |
| Costco Wholesale Corporation (COST) | 1.2 | $1.4M | 1.6k | 916.27 | |
| Metropcs Communications (TMUS) | 1.1 | $1.4M | 6.5k | 220.73 | |
| Sap Se Spon Adr (SAP) | 1.1 | $1.4M | 5.5k | 246.21 | |
| Home Depot (HD) | 1.1 | $1.3M | 3.5k | 388.99 | |
| Lowe's Companies (LOW) | 1.0 | $1.3M | 5.3k | 246.81 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $1.2M | 2.3k | 526.57 | |
| Coca-Cola Company (KO) | 1.0 | $1.2M | 19k | 62.26 | |
| 3M Company (MMM) | 0.9 | $1.2M | 9.1k | 129.09 | |
| Eaton Corp SHS (ETN) | 0.9 | $1.2M | 3.5k | 331.87 | |
| Amazon (AMZN) | 0.9 | $1.2M | 5.3k | 219.39 | |
| Progressive Corporation (PGR) | 0.9 | $1.2M | 4.8k | 239.61 | |
| Raytheon Technologies Corp (RTX) | 0.9 | $1.1M | 9.8k | 115.72 | |
| Cisco Systems (CSCO) | 0.8 | $1.1M | 18k | 59.20 | |
| Enterprise Products Partners (EPD) | 0.8 | $1.0M | 32k | 31.36 | |
| McDonald's Corporation (MCD) | 0.8 | $1.0M | 3.5k | 289.89 | |
| Capital One Financial (COF) | 0.8 | $957k | 5.4k | 178.32 | |
| Dupont De Nemours (DD) | 0.8 | $943k | 12k | 76.25 | |
| General Dynamics Corporation (GD) | 0.7 | $907k | 3.4k | 263.49 | |
| Amgen (AMGN) | 0.7 | $870k | 3.3k | 260.65 | |
| Blackrock (BLK) | 0.7 | $832k | 812.00 | 1025.11 | |
| Chipotle Mexican Grill (CMG) | 0.6 | $775k | 13k | 60.30 | |
| At&t (T) | 0.6 | $761k | 33k | 22.77 | |
| Intuit (INTU) | 0.6 | $752k | 1.2k | 628.51 | |
| Sherwin-Williams Company (SHW) | 0.6 | $750k | 2.2k | 339.93 | |
| Chevron Corporation (CVX) | 0.6 | $744k | 5.1k | 144.84 | |
| TransDigm Group Incorporated (TDG) | 0.6 | $701k | 553.00 | 1267.28 | |
| Morgan Stanley Com New (MS) | 0.5 | $671k | 5.3k | 125.72 | |
| salesforce (CRM) | 0.5 | $624k | 1.9k | 334.33 | |
| Bank of America Corporation (BAC) | 0.5 | $621k | 14k | 43.95 | |
| MetLife (MET) | 0.5 | $615k | 7.5k | 81.88 | |
| Abbvie (ABBV) | 0.5 | $614k | 3.5k | 177.69 | |
| Schlumberger Com Stk (SLB) | 0.5 | $598k | 16k | 38.34 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $584k | 1.1k | 520.23 | |
| Illinois Tool Works (ITW) | 0.5 | $584k | 2.3k | 253.56 | |
| Cummins (CMI) | 0.5 | $569k | 1.6k | 348.60 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $560k | 1.2k | 485.94 | |
| Pepsi (PEP) | 0.4 | $540k | 3.6k | 152.06 | |
| Colgate-Palmolive Company (CL) | 0.4 | $531k | 5.8k | 90.91 | |
| Qualcomm (QCOM) | 0.4 | $529k | 3.4k | 153.64 | |
| Yum! Brands (YUM) | 0.4 | $497k | 3.7k | 134.16 | |
| Danaher Corporation (DHR) | 0.4 | $496k | 2.2k | 229.55 | |
| Anthem (ELV) | 0.4 | $488k | 1.3k | 368.90 | |
| Starbucks Corporation (SBUX) | 0.4 | $488k | 5.3k | 91.26 | |
| Bristol Myers Squibb (BMY) | 0.4 | $475k | 8.4k | 56.56 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $474k | 1.0k | 469.29 | |
| Verizon Communications (VZ) | 0.4 | $468k | 12k | 39.99 | |
| Target Corporation (TGT) | 0.4 | $456k | 3.4k | 135.18 | |
| Deere & Company (DE) | 0.4 | $446k | 1.1k | 423.71 | |
| Linde SHS (LIN) | 0.4 | $443k | 1.1k | 418.67 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $437k | 1.2k | 351.79 | |
| Citigroup Com New (C) | 0.3 | $429k | 6.1k | 70.39 | |
| Chubb (CB) | 0.3 | $387k | 1.4k | 276.30 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $375k | 590.00 | 636.03 | |
| PNC Financial Services (PNC) | 0.3 | $373k | 1.9k | 192.89 | |
| Dell Technologies CL C (DELL) | 0.3 | $368k | 3.2k | 115.24 | |
| Gilead Sciences (GILD) | 0.3 | $366k | 4.0k | 92.36 | |
| Pfizer (PFE) | 0.3 | $353k | 13k | 26.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $351k | 1.9k | 189.33 | |
| PPG Industries (PPG) | 0.3 | $350k | 2.9k | 119.45 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $332k | 747.00 | 444.68 | |
| Micron Technology (MU) | 0.3 | $317k | 3.8k | 84.16 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $310k | 1.6k | 190.48 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $308k | 13k | 23.18 | |
| Eastman Chemical Company (EMN) | 0.2 | $285k | 3.1k | 91.32 | |
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.2 | $282k | 5.9k | 48.15 | |
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $277k | 4.3k | 63.74 | |
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $276k | 6.7k | 41.40 | |
| Johnson & Johnson (JNJ) | 0.2 | $276k | 1.9k | 144.59 | |
| Keurig Dr Pepper (KDP) | 0.2 | $265k | 8.2k | 32.12 | |
| Suncor Energy (SU) | 0.2 | $261k | 7.3k | 35.68 | |
| Walt Disney Company (DIS) | 0.2 | $247k | 2.2k | 111.35 | |
| Us Bancorp Del Com New (USB) | 0.2 | $245k | 5.1k | 47.83 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $242k | 1.1k | 221.04 | |
| Avery Dennison Corporation (AVY) | 0.2 | $234k | 1.3k | 187.13 | |
| Abbott Laboratories (ABT) | 0.2 | $218k | 1.9k | 113.11 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $210k | 1.1k | 185.13 | |
| Capri Holdings SHS (CPRI) | 0.2 | $208k | 9.9k | 21.06 | |
| Cigna Corp (CI) | 0.2 | $208k | 754.00 | 276.14 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $207k | 4.1k | 50.97 |