Northern Financial Advisors

Northern Financial Advisors as of March 31, 2025

Portfolio Holdings for Northern Financial Advisors

Northern Financial Advisors holds 105 positions in its portfolio as reported in the March 2025 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) 8.6 $10M 19k 559.42
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 3.8 $4.6M 11k 419.88
Apple (AAPL) 3.4 $4.2M 19k 222.13
Netflix (NFLX) 3.3 $4.0M 4.3k 932.53
Wal-Mart Stores (WMT) 3.2 $3.9M 44k 87.79
NVR (NVR) 2.7 $3.3M 449.00 7244.39
Microsoft Corporation (MSFT) 2.6 $3.1M 8.3k 375.41
Exxon Mobil Corporation (XOM) 2.3 $2.7M 23k 118.93
JPMorgan Chase & Co. (JPM) 2.2 $2.7M 11k 245.30
Broadcom (AVGO) 2.2 $2.7M 16k 167.43
American Express Company (AXP) 2.0 $2.4M 8.9k 269.06
Goldman Sachs (GS) 1.7 $2.1M 3.8k 546.29
Visa Com Cl A (V) 1.7 $2.0M 5.8k 350.51
NVIDIA Corporation (NVDA) 1.6 $2.0M 18k 108.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $2.0M 4.2k 468.92
International Business Machines (IBM) 1.4 $1.8M 7.1k 248.69
Travelers Companies (TRV) 1.4 $1.7M 6.6k 264.46
Oracle Corporation (ORCL) 1.4 $1.7M 12k 139.81
Servicenow (NOW) 1.4 $1.7M 2.2k 796.14
Metropcs Communications (TMUS) 1.4 $1.7M 6.3k 266.71
Caterpillar (CAT) 1.4 $1.7M 5.1k 329.80
Eli Lilly & Co. (LLY) 1.4 $1.7M 2.0k 825.91
Coca-Cola Company (KO) 1.3 $1.6M 22k 71.62
UnitedHealth (UNH) 1.3 $1.5M 2.9k 523.76
Meta Platforms Cl A (META) 1.3 $1.5M 2.6k 576.35
Procter & Gamble Company (PG) 1.2 $1.5M 8.8k 170.42
Costco Wholesale Corporation (COST) 1.2 $1.5M 1.6k 945.78
Sap Se Spon Adr (SAP) 1.2 $1.5M 5.4k 268.44
Honeywell International (HON) 1.2 $1.4M 6.7k 211.76
3M Company (MMM) 1.2 $1.4M 9.5k 146.86
Progressive Corporation (PGR) 1.1 $1.3M 4.8k 283.01
Lowe's Companies (LOW) 1.1 $1.3M 5.6k 233.24
Texas Instruments Incorporated (TXN) 1.1 $1.3M 7.3k 179.70
Raytheon Technologies Corp (RTX) 1.1 $1.3M 9.9k 132.46
Mastercard Incorporated Cl A (MA) 1.0 $1.3M 2.3k 548.16
Home Depot (HD) 1.0 $1.2M 3.3k 366.48
Amgen (AMGN) 1.0 $1.2M 3.8k 311.56
Enterprise Products Partners (EPD) 0.9 $1.1M 32k 34.14
McDonald's Corporation (MCD) 0.9 $1.1M 3.5k 312.37
Cisco Systems (CSCO) 0.9 $1.1M 18k 61.71
V.F. Corporation (VFC) 0.9 $1.1M 70k 15.52
Gilead Sciences (GILD) 0.8 $1.0M 9.1k 112.05
At&t (T) 0.8 $989k 35k 28.28
Amazon (AMZN) 0.8 $975k 5.1k 190.25
Eaton Corp SHS (ETN) 0.8 $957k 3.5k 271.83
Capital One Financial (COF) 0.8 $953k 5.3k 179.32
General Dynamics Corporation (GD) 0.8 $930k 3.4k 272.58
Sherwin-Williams Company (SHW) 0.7 $908k 2.6k 349.19
Chevron Corporation (CVX) 0.7 $835k 5.0k 167.29
Dupont De Nemours (DD) 0.7 $800k 11k 74.68
Merck & Co (MRK) 0.6 $771k 8.6k 89.76
TransDigm Group Incorporated (TDG) 0.6 $765k 553.00 1383.29
Blackrock (BLK) 0.6 $762k 805.00 946.48
Intuit (INTU) 0.6 $733k 1.2k 614.05
Abbvie (ABBV) 0.6 $714k 3.4k 209.54
Johnson & Johnson (JNJ) 0.6 $676k 4.1k 165.81
Anthem (ELV) 0.5 $657k 1.5k 434.96
Schlumberger Com Stk (SLB) 0.5 $652k 16k 41.80
Chipotle Mexican Grill (CMG) 0.5 $645k 13k 50.21
Morgan Stanley Com New (MS) 0.5 $611k 5.2k 116.67
Bank of America Corporation (BAC) 0.5 $600k 14k 41.73
MetLife (MET) 0.5 $589k 7.3k 80.29
Illinois Tool Works (ITW) 0.5 $582k 2.3k 248.01
Yum! Brands (YUM) 0.5 $577k 3.7k 157.36
Thermo Fisher Scientific (TMO) 0.5 $559k 1.1k 497.60
Linde SHS (LIN) 0.5 $550k 1.2k 465.64
Qualcomm (QCOM) 0.4 $535k 3.5k 153.63
Starbucks Corporation (SBUX) 0.4 $522k 5.3k 98.10
Colgate-Palmolive Company (CL) 0.4 $516k 5.5k 93.70
Cummins (CMI) 0.4 $512k 1.6k 313.44
salesforce (CRM) 0.4 $492k 1.8k 268.36
Deere & Company (DE) 0.4 $491k 1.0k 469.35
Lockheed Martin Corporation (LMT) 0.4 $486k 1.1k 446.71
Northrop Grumman Corporation (NOC) 0.4 $481k 939.00 512.00
eBay (EBAY) 0.4 $481k 7.1k 67.73
Verizon Communications (VZ) 0.4 $479k 11k 45.36
Citigroup Com New (C) 0.4 $430k 6.1k 70.99
Chubb (CB) 0.3 $416k 1.4k 301.99
Danaher Corporation (DHR) 0.3 $385k 1.9k 205.00
Accenture Plc Ireland Shs Class A (ACN) 0.3 $379k 1.2k 312.10
Parker-Hannifin Corporation (PH) 0.3 $359k 590.00 607.85
Pepsi (PEP) 0.3 $358k 2.4k 149.94
PNC Financial Services (PNC) 0.3 $340k 1.9k 175.73
Micron Technology (MU) 0.3 $328k 3.8k 86.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $306k 14k 22.08
Alphabet Cap Stk Cl A (GOOGL) 0.3 $305k 2.0k 154.65
Adobe Systems Incorporated (ADBE) 0.2 $289k 754.00 383.63
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.2 $288k 6.7k 43.30
Dell Technologies CL C (DELL) 0.2 $284k 3.1k 91.15
Suncor Energy (SU) 0.2 $283k 7.3k 38.72
Eastman Chemical Company (EMN) 0.2 $275k 3.1k 88.11
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.2 $269k 5.9k 45.75
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $263k 4.3k 60.48
Keurig Dr Pepper (KDP) 0.2 $258k 7.5k 34.22
Alphabet Cap Stk Cl C (GOOG) 0.2 $255k 1.6k 156.27
Air Products & Chemicals (APD) 0.2 $253k 857.00 294.92
Cigna Corp (CI) 0.2 $247k 750.00 329.00
Pfizer (PFE) 0.2 $239k 9.4k 25.34
Abbott Laboratories (ABT) 0.2 $229k 1.7k 132.65
Avery Dennison Corporation (AVY) 0.2 $223k 1.3k 177.97
Ishares Tr Russell 2000 Etf (IWM) 0.2 $219k 1.1k 199.47
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $213k 1.1k 188.16
Walt Disney Company (DIS) 0.2 $207k 2.1k 98.70
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $203k 4.1k 49.52
Us Bancorp Del Com New (USB) 0.2 $202k 4.8k 42.22