Northern Financial Advisors Inc
Top Portfolio Positions
82 positions ·
$83,261,246 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
10,871 | $7,413,152 | 8.90% |
| AVGO |
Broadcom Inc.
Technology
|
13,270 | $4,592,747 | 5.52% |
| MSFT |
Microsoft Corp
Technology
|
9,401 | $4,546,511 | 5.46% |
| DIA |
Spdr Dow Jones Industrial Average Etf Trust
|
8,178 | $3,930,101 | 4.72% |
| AAPL |
Apple Inc.
Technology
|
14,043 | $3,817,729 | 4.59% |
| NVDA |
Nvidia Corp
Technology
|
17,193 | $3,206,494 | 3.85% |
| WMT |
Walmart Inc.
Consumer Defensive
|
25,679 | $2,860,897 | 3.44% |
| NFLX |
Netflix Inc
Communication Services
|
22,642 | $2,122,913 | 2.55% |
| GS |
Goldman Sachs Group Inc
Financial Services
|
2,310 | $2,030,490 | 2.44% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,098 | $1,964,897 | 2.36% |
Portfolio Trend
Holdings in NTIP
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $28,753 | 19,169 | Shares | Sole | 2025-11-10 | |
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