13F Filings History of NORTHSTAR WEALTH PARTNERS LLC

Latest 13F report
Q3 2020 - 13 Nov 2020
Value $
$214,276,000
Signature - Title
Jeffrey Sargent - Chief Compliance Officer
Location
West Hartford, CT
Summary
This page shows a list of all the recent 13F filings made by NORTHSTAR WEALTH PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NORTHSTAR WEALTH PARTNERS LLC reported 142 stock holdings with total value $214,276,000 as of Q3 2020. Top holdings included AAPL, SPY, PG, MSFT, and PFE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2020 142 $214,276,000 +$11,730,075 -$43,609,859 -$31,879,784 AAPL, SPY, PG, MSFT, PFE 13F-HR 13 Nov 2020, 12:09
Q2 2020 182 $239,493,000 +$19,962,583 -$8,275,964 +$11,686,619 MSFT, AAPL, SPY, PG, INTC 13F-HR 14 Aug 2020, 12:23
Q1 2020 162 $196,817,000 +$12,739,072 -$14,098,748 -$1,359,676 MSFT, INTC, PG, SPY, PFE 13F-HR 15 May 2020, 14:41
Q4 2019 183 $244,060,000 +$8,084,017 -$6,932,292 +$1,151,725 PG, INTC, PFE, DVY, MSFT Restatement 14 Feb 2020, 16:42
Q3 2019 177 $227,325,000 +$9,508,058 -$8,878,054 +$630,004 PG, SPY, CSCO, DVY, INTC 13F-HR 07 Nov 2019, 13:01
Q2 2019 180 $223,440,000 +$9,067,555 -$7,911,153 +$1,156,402 CSCO, JNJ, PG, DVY, MSFT 13F-HR 15 Aug 2019, 09:55
Q1 2019 180 $218,332,000 +$9,964,750 -$5,354,245 +$4,610,505 CSCO, JNJ, INTC, SPY, PG 13F-HR 13 May 2019, 10:11
Q4 2018 165 $190,644,000 +$15,781,977 -$10,486,952 +$5,295,025 JNJ, CSCO, INTC, PFE, SPY 13F-HR 14 Feb 2019, 08:38
Q3 2018 175 $207,613,000 +$16,894,163 -$19,505,055 -$2,610,892 SPY, JNJ, CSCO, INTC, PFE 13F-HR 14 Nov 2018, 10:08
Q2 2018 182 $198,454,000 +$18,450,133 -$16,236,791 +$2,213,342 SPY, INTC, CSCO, JNJ, XOM 13F-HR 14 Aug 2018, 10:18
Q1 2018 182 $194,744,000 +$109,316,555 -$22,859,449 +$86,457,106 SPY, INTC, JNJ, CSCO, XOM Restatement 15 May 2018, 08:07
Q4 2017 131 $112,618,000 +$8,043,470 -$3,012,662 +$5,030,808 SPY, AAPL, XOM, JNJ, UTX 13F-HR 13 Feb 2018, 11:35
Q3 2017 123 $102,454,000 +$9,098,287 -$20,160,108 -$11,061,821 SPY, XOM, JNJ, AAPL, UTX 13F-HR 27 Oct 2017, 14:00
Q2 2017 136 $109,483,000 +$4,940,423 -$4,958,801 -$18,378 SPY, XOM, UTX, JNJ, T 13F-HR 01 Aug 2017, 08:49
Q1 2017 133 $107,505,000 $0 $0 $0 SPY, XOM, UTX, GE, JNJ 13F-HR 09 May 2017, 16:12