13F Filings History of Northstar Advisory Group, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$281,532,304
Signature - Title
Robert Kernan - Chief Compliance Officer
Location
Northfield, NJ
Summary
This page shows a list of all the recent 13F filings made by Northstar Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Northstar Advisory Group, LLC reported 111 stock holdings with total value $281,532,304 as of Q4 2025. Top holdings included IEF, NVDA, IGSB, MSFT, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 111 $281,532,304 +$95,650,362 -$52,529,993 +$43,120,369 IEF, NVDA, IGSB, MSFT, IVV 13F-HR 15 Jan 2026, 09:29
Q3 2025 111 $245,022,556 +$65,268,555 -$44,239,696 +$21,028,859 NVDA, MSFT, IVV, IGSB, XLF 13F-HR 03 Nov 2025, 08:42
Q2 2025 100 $204,891,438 +$68,471,414 -$32,293,936 +$36,177,478 XLF, NVDA, MSFT, IVV, AMZN 13F-HR 08 Jul 2025, 17:06
Q1 2025 94 $153,091,070 +$34,723,903 -$70,690,259 -$35,966,356 XLF, SPLV, NVDA, AAPL, IVV 13F-HR 14 Apr 2025, 15:56
Q4 2024 102 $196,386,291 +$45,975,600 -$46,435,961 -$460,361 IVV, XLF, NVDA, AAPL, MSFT 13F-HR 13 Jan 2025, 15:15
Q3 2024 97 $192,498,679 +$56,291,527 -$47,395,678 +$8,895,849 MSFT, IVV, XLF, NVDA, AAPL 13F-HR 08 Nov 2024, 14:57
Q2 2024 95 $173,887,076 +$28,314,902 -$18,095,333 +$10,219,569 IVV, MSFT, NVDA, AAPL, XLF 13F-HR 01 Aug 2024, 19:10
Q1 2024 91 $165,253,913 +$51,473,758 -$57,142,812 -$5,669,054 IVV, MSFT, XLF, NVDA, AMZN 13F-HR 13 May 2024, 10:05
Q4 2023 94 $168,167,058 +$53,262,061 -$35,057,834 +$18,204,227 IVV, IJH, XLF, XLK, IGSB 13F-HR 18 Jan 2024, 08:49
Q3 2023 95 $137,256,078 +$36,133,595 -$44,444,274 -$8,310,679 IGSB, IVV, MSFT, AAPL, XLV 13F-HR 12 Oct 2023, 09:50
Q2 2023 83 $152,911,352 +$58,209,819 -$47,642,974 +$10,566,845 XLV, AAPL, AGG, MSFT, IVV 13F-HR 13 Jul 2023, 14:58
Q1 2023 81 $133,649,322 +$65,777,251 -$63,065,824 +$2,711,427 IVV, SHV, AGG, QQQ, SOXX 13F-HR 10 Apr 2023, 15:55
Q4 2022 89 $126,515,580 +$47,642,864 -$36,884,597 +$10,758,267 IGSB, SHV, IJH, IJR, LQD 13F-HR 24 Jan 2023, 16:34
Q3 2022 83 $111,550,000 +$29,852,199 -$48,116,699 -$18,264,500 SHV, IJH, IEI, IJR, IVV 13F-HR 14 Oct 2022, 17:18
Q2 2022 81 $134,677,000 +$68,425,633 -$74,175,665 -$5,750,032 SHY, IEI, SHV, IVV, IJH 13F-HR 11 Jul 2022, 16:54
Q1 2022 101 $155,431,000 +$47,014,463 -$53,313,476 -$6,299,013 IGSB, AGG, SHY, IVV, MSFT 13F-HR 14 Apr 2022, 17:12
Q4 2021 97 $168,856,000 +$164,396,292 -$98,367,589 +$66,028,703 IVV, IGSB, MSFT, GOOGL, XLV 13F-HR 20 Jan 2022, 11:46
Q3 2021 46 $102,053,000 +$97,818,950 -$155,984,090 -$58,165,140 ESGU, SPLG, VGSH, BIL, SPTS 13F-HR 14 Oct 2021, 08:13
Q2 2021 105 $159,996,000 +$48,660,598 -$26,172,049 +$22,488,549 IGSB, XLV, SOXX, AAPL, GOOGL 13F-HR 20 Jul 2021, 09:52
Q1 2021 102 $130,864,000 +$41,101,379 -$35,228,899 +$5,872,480 IGSB, SOXX, XLP, IVV, XLV 13F-HR 26 Apr 2021, 08:01
Q4 2020 106 $119,084,000 $0 $0 $0 IGSB, IVV, IEI, MSFT, SOXX 13F-HR 19 Jan 2021, 07:24