Northstar Advisory Group, LLC
Top Portfolio Positions
75 positions ·
$147,660,176 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
99,557 | $17,362,740 | 11.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
33,869 | $9,739,369 | 6.60% | |
| XOM |
Exxon Mobil Corp
Energy
|
49,855 | $8,458,399 | 5.73% | |
| MSFT |
Microsoft Corp
Technology
|
20,917 | $7,742,845 | 5.24% | |
| AAPL |
Apple Inc.
Technology
|
30,359 | $7,704,810 | 5.22% | |
| AVGO |
Broadcom Inc.
Technology
|
17,119 | $5,298,501 | 3.59% | |
| NFLX |
Netflix Inc
Communication Services
|
54,282 | $5,219,214 | 3.53% | |
| JNJ |
Johnson & Johnson
Healthcare
|
20,237 | $4,946,732 | 3.35% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
12,210 | $4,126,369 | 2.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
17,019 | $3,544,547 | 2.40% |
Portfolio Trend
22 quarters · across all stocks
Holdings in WHF
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,337 | 11,397 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $76,526 | 11,011 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $72,244 | 10,440 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $87,348 | 10,017 | Shares | Sole | 2025-07-08 | |
| No 13F history on record for this holder in this stock. | ||||||