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Northern Lts Fd Tr Iv shares owned by McAdam

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (PTL) shares owned by McAdam from 13F filings

Historical chart of McAdam investment in Northern Lts Fd Tr Iv

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All positions including Northern Lts Fd Tr Iv held by McAdam consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv by McAdam

Quarter filed Position value Share count Share price at filing
2026-06-30 $488k 1.7k 286.09

More positions owned by McAdam

Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Lon Treas Etf (SPTL)

View all positions for McAdam

Top funds holding Northern Lts Fd Tr Iv

Inspire Advisors
OneAscent Financial Services
LPL Financial
Plan A Wealth
Creative Financial Designs
Christian Investment Advisors
Strategic Equity Management
Silver Oak Securities
Stifel Financial
Geneos Wealth Management
United Capital Financial Advisers
Moneywise
CWM Advisors
Belpointe Asset Management
Investment Research Partners

View all funds holding Northern Lts Fd Tr Iv