Northstar Advisory Group, LLC
•CIK: 1816000•Filing: Q4 2025
**Northstar Advisory Group, LLC** manages $282M across a diversified portfolio of 111 positions. The strategy exhibits a notable allocation to fixed income and technology leaders, highlighted by the top holdings in IEF ($23.7M) and NVDA ($18.1M). Further concentration is visible in key growth names such as MSFT ($11.9M), IVV ($11.5M), and AAPL ($10.7M). This positioning suggests a tactical blend of defensive fixed-income exposure alongside high-conviction technology equity bets.
Total AUM
$281.5M
QoQ Performance
+14.9%
Positions
86
Top 10 Concentration
42.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IEF
NVDA
IEF8.4%
NVDA6.4%
IGSB4.9%
MSFT4.2%
IVV4.1%
AAPL3.8%
GOOGL2.9%
XLF2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.3%
Technology20.9%
Healthcare6.4%
Financial5.7%
ETF4.8%
Consumer4.6%
Consumer Staples3.3%
Energy2.4%
🚪 Exited Positionssold since Q3 2025
+15 more exited positions
Changes from Q3 2025
NEW20 new positions
↑45 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023