Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Northstar Wealth Partners LLC 13F Holdings -- Portfolio & Top Positions (2020-09-30)

Northstar Wealth Partners LLC (CIK 1703100) reported $214.5M across 142 reported positions in its SEC 13F filing for 2020-09-30. Largest positions: AAPL ($7.6M, 3.54%), SPY ($7.3M, 3.41%), PG ($6.8M, 3.18%), MSFT ($6.7M, 3.14%), PFE ($5.8M, 2.72%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$7.6M3.54%65,663Added
2SPYSPDR S&P$7.3M3.41%21,849Added
3PGPROCTER & GAMBLE$6.8M3.18%49,137Trimmed
4MSFTMICROSOFT CORP$6.7M3.14%32,014Trimmed
5PFEPFIZER INC$5.8M2.72%158,769Trimmed
6ODFLOLD DOMINION$5.5M2.57%30,440Hold
7INTCINTEL CORP$5.4M2.52%104,342Trimmed
8JNJJOHNSON & JOHNSON$5.3M2.46%35,429Trimmed
9AMZNAMAZON COM$5.1M2.36%1,608Trimmed
10CSCOCISCO SYSTEMS$4.8M2.23%121,373Trimmed
11GLDSPDR GOLD$4.8M2.22%26,883Added
12VUGVANGUARD GROWTH$4.7M2.21%20,817Trimmed
13MRKMERCK & COMPANY$4.7M2.21%57,058Trimmed
14KMBKIMBERLY CLARK$3.9M1.80%26,217Trimmed
15VIGVANGUARD DIVIDEND$3.7M1.71%28,570Added
16SOSOUTHERN COMPANY$3.5M1.62%64,092Trimmed
17QCOMQUALCOMM INC$3.3M1.55%28,248Trimmed
18MMM3M COMPANY$3.3M1.52%20,373Added
19MCDMCDONALDS CORP$3.2M1.49%14,566Trimmed
20TAT&T INC$3.1M1.47%110,477Trimmed
21NSCNORFOLK SOUTHERN$3.1M1.44%14,476Trimmed
22PEPPEPSICO INC$3.0M1.38%21,405Added
23CATCATERPILLAR INC$2.9M1.34%19,231Trimmed
24HDHOME DEPOT$2.8M1.31%10,098Trimmed
25GISGENERAL MILLS$2.7M1.25%43,340Added

Source: SEC Form 13F filings · as of 2020-09-30