NorthLanding Financial Partners

NorthLanding Financial Partners as of March 31, 2025

Portfolio Holdings for NorthLanding Financial Partners

NorthLanding Financial Partners holds 39 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
Ishares Tr Core S&p500 Etf (IVV) 25.3 $26M 46k 561.89
Ishares Tr Core Msci Eafe (IEFA) 18.6 $19M 251k 75.65
Ishares Tr Core Us Aggbd Et (AGG) 8.3 $8.5M 86k 98.92
Vanguard Index Fds Value Etf (VTV) 8.0 $8.1M 47k 172.74
Vanguard Malvern Fds Core Bd Etf (VCRB) 7.1 $7.2M 93k 77.43
Ishares Core Msci Emkt (IEMG) 3.6 $3.7M 68k 53.97
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $2.9M 57k 50.83
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $2.3M 39k 58.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.2 $2.3M 12k 186.29
Vanguard Index Fds Real Estate Etf (VNQ) 2.2 $2.2M 25k 90.54
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $2.0M 26k 78.28
Ishares Tr S&p 500 Val Etf (IVE) 1.8 $1.8M 9.7k 190.57
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.6 $1.6M 2.00 798441.50
Vanguard Index Fds Growth Etf (VUG) 1.5 $1.6M 4.2k 370.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $1.2M 19k 62.10
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.1 $1.1M 6.9k 161.28
Vanguard Index Fds Small Cp Etf (VB) 1.0 $987k 4.5k 221.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $841k 9.1k 92.83
Vanguard World Inf Tech Etf (VGT) 0.7 $755k 1.4k 542.28
Ishares Em Mkt Sm-cp Etf (EEMS) 0.7 $695k 13k 55.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $639k 1.2k 532.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $607k 13k 45.26
Apple (AAPL) 0.5 $472k 2.1k 222.14
Palo Alto Networks (PANW) 0.5 $461k 2.7k 170.64
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $461k 1.8k 258.66
Ishares Tr Tips Bd Etf (TIP) 0.4 $447k 4.0k 111.09
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) 0.4 $433k 8.5k 50.76
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $429k 5.8k 73.46
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $425k 4.4k 97.48
Paychex (PAYX) 0.4 $411k 2.7k 154.27
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $396k 6.5k 60.66
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $333k 5.7k 58.69
Microsoft Corporation (MSFT) 0.3 $286k 761.00 375.28
Ishares Tr Core Msci Intl (IDEV) 0.3 $280k 4.1k 68.88
Vanguard World Energy Etf (VDE) 0.3 $270k 2.1k 129.69
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.3 $268k 9.8k 27.47
Invesco Actively Managed Exc Total Return (GTO) 0.2 $240k 5.1k 46.93
Vanguard World Industrial Etf (VIS) 0.2 $225k 909.00 247.48
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $219k 2.7k 81.75