The Analysis of Northern Financial Advisors Inc's Holdings
Currently, Northern Financial Advisors Inc holds 88 types of securities in its portfolio with a total value $87.5M. In the most recent quarter, they have increased their positions in NFLX (+18.0K shares, valued at $1.7M), NOW (+2.8K shares, valued at $435.8K), AMZN (+1.9K shares, valued at $434.2K); decreased their positions in SPY (-12.5K shares, valued at $8.5M), AAPL (-11.9K shares, valued at $3.2M), WMT (-18.7K shares, valued at $2.1M); initiated new positions in LULU (+1.3K shares, valued at $274.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR10.9K shares-53.41%2025-12-312026-01-27
BROADCOM INC BROADCOM INC13.3K shares-18.04%2025-12-312026-01-27 MSFT MICROSOFT CORP9.4K shares6.94%2025-12-312026-01-27 DIA SPDR DOW JONES INDL AVERAGE8.2K shares-23.11%2025-12-312026-01-27 AAPL APPLE INC14.0K shares-45.92%2025-12-312026-01-27 NVDA NVIDIA CORPORATION17.2K shares-34.09%2025-12-312026-01-27 WMT WALMART INC25.7K shares-42.18%2025-12-312026-01-27 NVR NVR INC305 shares-32.07%2025-12-312026-01-27 NFLX NETFLIX INC22.6K shares389.24%2025-12-312026-01-27 GS GOLDMAN SACHS GROUP INC2.3K shares-38.58%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.6.1K shares-50.33%2025-12-312026-01-27 AXP AMERICAN EXPRESS CO5.1K shares-42.21%2025-12-312026-01-27 XOM EXXON MOBIL CORP14.6K shares-39.52%2025-12-312026-01-27 AMZN AMAZON COM INC6.9K shares37.33%2025-12-312026-01-27 CAT CATERPILLAR INC2.7K shares-48.33%2025-12-312026-01-27 ORCL ORACLE CORP7.8K shares-42.82%2025-12-312026-01-27 LLY ELI LILLY & CO1.2K shares-39.39%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS4.1K shares-47.30%2025-12-312026-01-27 TRV TRAVELERS COMPANIES INC3.9K shares-41.11%2025-12-312026-01-27 V VISA INC3.2K shares-46.73%2025-12-312026-01-27 MMM 3M CO6.6K shares-42.89%2025-12-312026-01-27 META META PLATFORMS INC1.6K shares-38.60%2025-12-312026-01-27 KO COCA COLA CO14.5K shares-41.86%2025-12-312026-01-27 COF CAPITAL ONE FINL CORP4.2K shares-27.27%2025-12-312026-01-27 MA MASTERCARD INCORPORATED1.7K shares-26.91%2025-12-312026-01-27 RTX RTX CORPORATION5.3K shares-47.08%2025-12-312026-01-27 SAP SAP SE3.7K shares-30.85%2025-12-312026-01-27 LOW LOWES COS INC3.6K shares-33.26%2025-12-312026-01-27 TMUS T-MOBILE US INC4.0K shares-35.36%2025-12-312026-01-27 CSCO CISCO SYS INC10.5K shares-48.10%2025-12-312026-01-27 NOW SERVICENOW INC5.1K shares127.46%2025-12-312026-01-27 MU MICRON TECHNOLOGY INC2.6K shares-44.85%2025-12-312026-01-27 CMI CUMMINS INC1.4K shares-13.42%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW831 shares-60.18%2025-12-312026-01-27 HD HOME DEPOT INC1.9K shares-45.64%2025-12-312026-01-27 SHW SHERWIN WILLIAMS CO2.1K shares-33.80%2025-12-312026-01-27 PGR PROGRESSIVE CORP2.9K shares-39.90%2025-12-312026-01-27 INTU INTUIT978 shares-17.68%2025-12-312026-01-27 AMGN AMGEN INC2.0K shares-42.63%2025-12-312026-01-27 EPD ENTERPRISE PRODS PARTNERS L19.2K shares-38.29%2025-12-312026-01-27 MCD MCDONALDS CORP1.9K shares-49.55%2025-12-312026-01-27 AMD ADVANCED MICRO DEVICES INC2.7K shares-34.15%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO3.9K shares-56.35%2025-12-312026-01-27 GILD GILEAD SCIENCES INC4.5K shares-50.76%2025-12-312026-01-27 ABBV ABBVIE INC2.4K shares-38.24%2025-12-312026-01-27 HON HONEYWELL INTL INC2.8K shares-55.31%2025-12-312026-01-27 BAC BANK AMERICA CORP9.9K shares-31.10%2025-12-312026-01-27 NKE NIKE INC7.9K shares-56.65%2025-12-312026-01-27 T AT&T INC19.6K shares-44.01%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON2.3K shares-45.70%2025-12-312026-01-27 ALPHABET INC ALPHABET INC1.5K shares-23.49%2025-12-312026-01-27 CITIGROUP INC CITIGROUP INC3.9K shares-40.65%2025-12-312026-01-27 MS MORGAN STANLEY2.4K shares-54.98%2025-12-312026-01-27 EBAY EBAY INC.4.8K shares-53.19%2025-12-312026-01-27 CL COLGATE PALMOLIVE CO5.3K shares33.96%2025-12-312026-01-27 YUM YUM BRANDS INC2.7K shares-27.25%2025-12-312026-01-27 UNH UNITEDHEALTH GROUP INC1.2K shares-35.41%2025-12-312026-01-27 ELV ELEVANCE HEALTH INC FORMERLY1.1K shares-37.60%2025-12-312026-01-27 ALPHABET INC ALPHABET INC1.2K shares-41.28%2025-12-312026-01-27 TDG TRANSDIGM GROUP INC278 shares-49.91%2025-12-312026-01-27 DELL DELL TECHNOLOGIES INC2.9K shares-7.55%2025-12-312026-01-27 PH PARKER-HANNIFIN CORP411 shares-30.81%2025-12-312026-01-27 ITW ILLINOIS TOOL WKS INC1.4K shares-30.03%2025-12-312026-01-27 CMG CHIPOTLE MEXICAN GRILL INC9.2K shares-16.89%2025-12-312026-01-27 SBUX STARBUCKS CORP4.0K shares-17.76%2025-12-312026-01-27 CVX CHEVRON CORP NEW2.1K shares-51.97%2025-12-312026-01-27 MET METLIFE INC4.0K shares-45.28%2025-12-312026-01-27 PNC PNC FINL SVCS GROUP INC1.4K shares-26.15%2025-12-312026-01-27 CRM SALESFORCE INC1.1K shares-45.42%2025-12-312026-01-27 TXN TEXAS INSTRS INC1.7K shares-46.67%2025-12-312026-01-27 NOC NORTHROP GRUMMAN CORP504 shares-51.21%2025-12-312026-01-27 VZ VERIZON COMMUNICATIONS INC6.9K shares-44.40%2025-12-312026-01-27 LULU LULULEMON ATHLETICA INC1.3K sharesnew addition2025-12-312026-01-27 CB CHUBB LIMITED779 shares-39.85%2025-12-312026-01-27 DHR DANAHER CORPORATION1.0K shares-27.35%2025-12-312026-01-27 IWD ISHARES TR1.1K shares0.00%2025-12-312026-01-27 SU SUNCOR ENERGY INC NEW5.3K shares-27.37%2025-12-312026-01-27 QCOM QUALCOMM INC1.3K shares-50.55%2025-12-312026-01-27 RCL ROYAL CARIBBEAN GROUP769 shares-1.03%2025-12-312026-01-27 LMT LOCKHEED MARTIN CORP443 shares-53.47%2025-12-312026-01-27 DE DEERE & CO451 shares-62.35%2025-12-312026-01-27 LINDE PLC LINDE PLC490 shares-58.01%2025-12-312026-01-27 SCHX SCHWAB STRATEGIC TR7.7K shares-46.55%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available