Northstar Asset Management as of Sept. 30, 2019
Portfolio Holdings for Northstar Asset Management
Northstar Asset Management holds 119 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Information Technology ETF (VGT) | 13.7 | $35M | 164k | 215.55 | |
| Apple (AAPL) | 5.0 | $13M | 57k | 223.98 | |
| Vanguard Mid-Cap ETF (VO) | 4.1 | $11M | 63k | 167.61 | |
| Vanguard Small-Cap ETF (VB) | 3.9 | $10M | 66k | 153.88 | |
| Berkshire Hathaway (BRK.B) | 3.3 | $8.6M | 41k | 208.03 | |
| Thermo Fisher Scientific (TMO) | 3.3 | $8.5M | 29k | 291.27 | |
| Vanguard Total Stock Market ETF (VTI) | 3.1 | $8.0M | 53k | 151.00 | |
| Danaher Corporation (DHR) | 2.8 | $7.2M | 50k | 144.42 | |
| Zoetis Inc Cl A (ZTS) | 2.8 | $7.1M | 57k | 124.60 | |
| Spdr S&p 500 Etf (SPY) | 2.4 | $6.2M | 21k | 296.76 | |
| American Tower Reit (AMT) | 2.3 | $6.0M | 27k | 221.14 | |
| Microsoft Corporation (MSFT) | 2.1 | $5.4M | 39k | 139.02 | |
| Ametek (AME) | 2.0 | $5.2M | 57k | 91.82 | |
| Johnson & Johnson (JNJ) | 2.0 | $5.1M | 40k | 129.39 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $4.9M | 69k | 70.61 | |
| First Trust Cloud Computing Et (SKYY) | 1.6 | $4.2M | 74k | 56.42 | |
| Etf Ser Solutions Defiance Next ef (SIXG) | 1.6 | $4.0M | 164k | 24.47 | |
| Adobe Systems Incorporated (ADBE) | 1.3 | $3.3M | 12k | 276.23 | |
| Constellation Brands (STZ) | 1.2 | $3.1M | 15k | 207.29 | |
| SPDR S&P MidCap 400 ETF (MDY) | 1.2 | $3.1M | 8.8k | 352.49 | |
| Sherwin-Williams Company (SHW) | 1.2 | $3.1M | 5.6k | 549.79 | |
| Chevron Corporation (CVX) | 1.2 | $3.0M | 25k | 118.61 | |
| United Technologies Corporation | 1.1 | $2.9M | 22k | 136.50 | |
| Vanguard Financials ETF (VFH) | 1.1 | $2.9M | 42k | 70.00 | |
| V.F. Corporation (VFC) | 1.0 | $2.6M | 29k | 88.98 | |
| L3harris Technologies (LHX) | 0.9 | $2.4M | 12k | 208.64 | |
| Fortive (FTV) | 0.9 | $2.4M | 34k | 68.57 | |
| Pepsi (PEP) | 0.9 | $2.3M | 17k | 137.11 | |
| Home Depot (HD) | 0.9 | $2.2M | 9.7k | 231.99 | |
| Starbucks Corporation (SBUX) | 0.9 | $2.2M | 25k | 88.42 | |
| Walt Disney Company (DIS) | 0.8 | $2.1M | 16k | 130.32 | |
| FedEx Corporation (FDX) | 0.8 | $2.1M | 14k | 145.54 | |
| Honeywell International (HON) | 0.8 | $2.0M | 12k | 169.21 | |
| Mondelez Int (MDLZ) | 0.8 | $2.0M | 36k | 55.31 | |
| Kontoor Brands (KTB) | 0.8 | $2.0M | 57k | 35.10 | |
| Visa (V) | 0.7 | $1.8M | 11k | 172.04 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.7 | $1.9M | 16k | 112.98 | |
| Verizon Communications (VZ) | 0.7 | $1.7M | 29k | 60.36 | |
| At&t (T) | 0.7 | $1.7M | 45k | 37.84 | |
| Qualcomm (QCOM) | 0.7 | $1.7M | 22k | 76.27 | |
| Waste Connections (WCN) | 0.7 | $1.7M | 18k | 91.98 | |
| Stanley Black & Decker (SWK) | 0.6 | $1.6M | 11k | 144.44 | |
| Intel Corporation (INTC) | 0.6 | $1.6M | 31k | 51.52 | |
| Vanguard Large-Cap ETF (VV) | 0.6 | $1.6M | 12k | 136.32 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.6M | 13k | 117.68 | |
| Marriott International (MAR) | 0.6 | $1.5M | 12k | 124.38 | |
| Stryker Corporation (SYK) | 0.6 | $1.5M | 7.1k | 216.28 | |
| Synchrony Financial (SYF) | 0.6 | $1.5M | 45k | 34.09 | |
| Medtronic (MDT) | 0.6 | $1.5M | 14k | 108.65 | |
| McDonald's Corporation (MCD) | 0.6 | $1.4M | 6.7k | 214.69 | |
| Vanguard Health Care ETF (VHT) | 0.6 | $1.4M | 8.5k | 167.66 | |
| Teladoc (TDOC) | 0.6 | $1.4M | 21k | 67.74 | |
| Alphabet Inc Class C cs (GOOG) | 0.5 | $1.4M | 1.1k | 1218.87 | |
| First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 0.5 | $1.3M | 49k | 27.66 | |
| Merck & Co (MRK) | 0.5 | $1.2M | 15k | 84.20 | |
| Occidental Petroleum Corporation (OXY) | 0.5 | $1.2M | 26k | 44.48 | |
| Pfizer (PFE) | 0.4 | $1.0M | 29k | 35.94 | |
| Glenmede Large Cap Core mf (GTLOX) | 0.4 | $1.0M | 38k | 26.35 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $989k | 24k | 41.84 | |
| Tiffany & Co. | 0.4 | $969k | 11k | 92.63 | |
| Chubb (CB) | 0.4 | $983k | 6.1k | 161.41 | |
| Vanguard 500 Index - Adm (VFIAX) | 0.4 | $946k | 3.4k | 274.56 | |
| SPDR S&P Biotech (XBI) | 0.4 | $931k | 12k | 76.25 | |
| Nextera Energy (NEE) | 0.3 | $889k | 3.8k | 233.11 | |
| Procter & Gamble Company (PG) | 0.3 | $874k | 7.0k | 124.42 | |
| Union Pacific Corporation (UNP) | 0.3 | $832k | 5.1k | 161.96 | |
| Arista Networks | 0.3 | $828k | 3.5k | 238.83 | |
| Nike (NKE) | 0.3 | $789k | 8.4k | 93.90 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.3 | $769k | 6.0k | 128.88 | |
| SYSCO Corporation (SYY) | 0.3 | $691k | 8.7k | 79.43 | |
| United Bankshares (UBSI) | 0.3 | $676k | 18k | 37.88 | |
| Hershey Company (HSY) | 0.2 | $651k | 4.2k | 155.00 | |
| Crown Holdings (CCK) | 0.2 | $553k | 8.4k | 66.07 | |
| Cognex Corporation (CGNX) | 0.2 | $556k | 11k | 49.16 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.2 | $578k | 6.5k | 88.80 | |
| Costco Wholesale Corporation (COST) | 0.2 | $536k | 1.9k | 288.17 | |
| SPDR KBW Regional Banking (KRE) | 0.2 | $507k | 9.6k | 52.81 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $523k | 4.4k | 119.62 | |
| Vanguard Telecommunication Services ETF (VOX) | 0.2 | $525k | 6.1k | 86.78 | |
| Oracle Corporation (ORCL) | 0.2 | $488k | 8.9k | 55.04 | |
| Cisco Systems (CSCO) | 0.2 | $428k | 8.7k | 49.38 | |
| Waters Corporation (WAT) | 0.2 | $421k | 1.9k | 223.46 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.2 | $414k | 4.2k | 99.52 | |
| Xilinx | 0.1 | $393k | 4.1k | 95.85 | |
| Goldman Sachs (GS) | 0.1 | $363k | 1.8k | 207.43 | |
| American Express Company (AXP) | 0.1 | $361k | 3.1k | 118.25 | |
| Public Storage (PSA) | 0.1 | $348k | 1.4k | 245.24 | |
| Foot Locker | 0.1 | $370k | 8.6k | 43.18 | |
| Schwab 529 mfus | 0.1 | $364k | 33k | 11.10 | |
| Schwab 529 mfus | 0.1 | $363k | 13k | 27.51 | |
| Coca-Cola Company (KO) | 0.1 | $343k | 6.3k | 54.44 | |
| Philip Morris International (PM) | 0.1 | $332k | 4.4k | 76.02 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $322k | 3.2k | 101.90 | |
| Vanguard Windsor Ii - Adm (VWNAX) | 0.1 | $327k | 5.1k | 64.48 | |
| Vanguard Star Fd Sh Ben Int (VGSTX) | 0.1 | $328k | 12k | 26.96 | |
| Vanguard Growth & Income (VQNPX) | 0.1 | $336k | 6.8k | 49.41 | |
| Vanguard World Funds Us Growth (VWUSX) | 0.1 | $331k | 8.2k | 40.47 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $324k | 265.00 | 1223.26 | |
| Abbott Laboratories (ABT) | 0.1 | $304k | 3.6k | 83.79 | |
| Schlumberger (SLB) | 0.1 | $316k | 9.2k | 34.20 | |
| Amazon (AMZN) | 0.1 | $321k | 185.00 | 1735.14 | |
| Aqua America | 0.1 | $309k | 6.9k | 44.78 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $311k | 1.1k | 272.81 | |
| Glenmede Large Cap Growth (GTLLX) | 0.1 | $299k | 9.3k | 32.21 | |
| Vanguard Diversified Equity Fd mfus | 0.1 | $314k | 8.5k | 37.12 | |
| Colgate-Palmolive Company (CL) | 0.1 | $291k | 4.0k | 73.58 | |
| Vanguard Mega Cap 300 Index (MGC) | 0.1 | $276k | 2.7k | 103.18 | |
| PNC Financial Services (PNC) | 0.1 | $250k | 1.8k | 140.29 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $246k | 1.4k | 182.22 | |
| iShares Dow Jones US Medical Dev. (IHI) | 0.1 | $247k | 1.0k | 247.00 | |
| iShares S&P NA Tech. Sec. Idx (IGM) | 0.1 | $262k | 1.2k | 217.43 | |
| Dupont De Nemours (DD) | 0.1 | $250k | 3.5k | 71.45 | |
| Waste Management (WM) | 0.1 | $222k | 1.9k | 114.97 | |
| Altria (MO) | 0.1 | $234k | 5.7k | 40.93 | |
| General Electric Company | 0.1 | $209k | 23k | 8.96 | |
| Automatic Data Processing (ADP) | 0.1 | $210k | 1.3k | 161.54 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $218k | 558.00 | 390.68 | |
| International Business Machines (IBM) | 0.1 | $204k | 1.4k | 145.71 | |
| Etf Managers Tr tierra xp latin | 0.0 | $16k | 41k | 0.39 |