Northern Financial Advisors Inc Top Holdings and 13F Report (2025) About Northern Financial Advisors IncInvestment ActivityNorthern Financial Advisors Inc has $125.17 million in total holdings as of December 31, 2024.Northern Financial Advisors Inc owns shares of 107 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 3.13% of the portfolio was purchased this quarter.About 8.58% of the portfolio was sold this quarter.This quarter, Northern Financial Advisors Inc has purchased 104 new stocks and bought additional shares in 13 stocks.Northern Financial Advisors Inc sold shares of 79 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $10,955,840Apple $4,669,773SPDR Dow Jones Industrial Average ETF Trust $4,617,486Walmart $4,023,105Netflix $3,800,585 Largest New Holdings this Quarter BLACKROCK INC $832,389 HoldingBristol-Myers Squibb $474,765 HoldingGilead Sciences $365,930 HoldingPfizer $353,115 HoldingAlphabet $351,014 Holding Largest Purchases this Quarter BLACKROCK INC 812 shares (about $832.39K)Amazon.com 2,698 shares (about $591.92K)Bristol-Myers Squibb 8,394 shares (about $474.77K)Gilead Sciences 3,962 shares (about $365.93K)Pfizer 13,310 shares (about $353.12K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,353 shares (about $792.98K)Target 4,240 shares (about $573.16K)SPDR Dow Jones Industrial Average ETF Trust 1,340 shares (about $570.22K)Merck & Co., Inc. 5,450 shares (about $542.16K)Amgen 1,737 shares (about $452.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNorthern Financial Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$10,955,840$792,984 ▼-6.7%18,6938.8%FinanceAAPLApple$4,669,773$220,379 ▼-4.5%18,6473.7%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$4,617,486$570,218 ▼-11.0%10,8513.7%FinanceWMTWalmart$4,023,105$289,572 ▼-6.7%44,5283.2%Retail/WholesaleNFLXNetflix$3,800,585$260,265 ▼-6.4%4,2643.0%Consumer DiscretionaryAVGOBroadcom$3,674,666$70,016 ▼-1.9%15,8502.9%Computer and TechnologyNVRNVR$3,672,3260.0%4492.9%ConstructionMSFTMicrosoft$3,520,409$118,021 ▼-3.2%8,3522.8%Computer and TechnologyJPMJPMorgan Chase & Co.$2,650,241$54,414 ▼-2.0%11,0562.1%FinanceAXPAmerican Express$2,640,541$87,850 ▼-3.2%8,8972.1%FinanceXOMExxon Mobil$2,421,705$85,199 ▼-3.4%22,5121.9%Oils/EnergyNVDANVIDIA$2,384,444$87,691 ▼-3.5%17,7561.9%Computer and TechnologyNOWServiceNow$2,271,826$87,990 ▼-3.7%2,1431.8%Computer and TechnologyGSThe Goldman Sachs Group$2,153,051$54,972 ▼-2.5%3,7601.7%FinanceQQQInvesco QQQ$2,135,426$43,455 ▲2.1%4,1771.7%FinanceORCLOracle$2,060,908$74,657 ▼-3.5%12,3671.6%Computer and TechnologyVVisa$1,874,548$199,750 ▼-9.6%5,9311.5%Business ServicesCATCaterpillar$1,871,850$9,432 ▼-0.5%5,1601.5%Industrial ProductsTRVTravelers Companies$1,573,250$43,842 ▼-2.7%6,5311.3%FinanceUNHUnitedHealth Group$1,570,693$91,055 ▼-5.5%3,1051.3%MedicalLLYEli Lilly and Company$1,556,352$369,788 ▼-19.2%2,0161.2%MedicalHONHoneywell International$1,537,361$167,379 ▼-9.8%6,8061.2%Multi-Sector ConglomeratesIBMInternational Business Machines$1,532,300$185,520 ▼-10.8%6,9711.2%Computer and TechnologyMETAMeta Platforms$1,529,692$62,663 ▼-3.9%2,6121.2%Computer and TechnologyVFCVF$1,529,194$61,247 ▼-3.9%71,2581.2%Consumer DiscretionaryPGProcter & Gamble$1,492,756$250,637 ▼-14.4%8,9041.2%Consumer StaplesMRKMerck & Co., Inc.$1,451,685$542,156 ▼-27.2%14,5931.2%MedicalTXNTexas Instruments$1,449,273$193,886 ▼-11.8%7,7291.2%Computer and TechnologyCOSTCostco Wholesale$1,445,874$84,297 ▼-5.5%1,5781.2%Retail/WholesaleTMUST-Mobile US$1,427,020$47,016 ▼-3.2%6,4651.1%Computer and TechnologySAPSAP$1,364,987$95,776 ▼-6.6%5,5441.1%Computer and TechnologyHDHome Depot$1,345,921$6,613 ▼-0.5%3,4601.1%Retail/WholesaleLOWLowe's Companies$1,302,391$1,728 ▲0.1%5,2771.0%Retail/WholesaleMAMastercard$1,214,798$121,111 ▼-9.1%2,3071.0%Business ServicesKOCoca-Cola$1,208,032$6,101 ▲0.5%19,4031.0%Consumer StaplesMMM3M$1,179,233$34,338 ▲3.0%9,1350.9%Multi-Sector ConglomeratesETNEaton$1,173,161$304,657 ▼-20.6%3,5350.9%Industrial ProductsAMZNAmazon.com$1,166,948$591,921 ▲102.9%5,3190.9%Retail/WholesalePGRProgressive$1,153,962$1,198 ▼-0.1%4,8160.9%FinanceRTXRTX$1,129,196$89,914 ▼-7.4%9,7580.9%AerospaceCSCOCisco Systems$1,054,412$12,077 ▼-1.1%17,8110.8%Computer and TechnologyEPDEnterprise Products Partners$1,014,179$49,674 ▼-4.7%32,3400.8%Oils/EnergyMCDMcDonald's$1,009,396$157,700 ▼-13.5%3,4820.8%Retail/WholesaleCOFCapital One Financial$957,2200.0%5,3680.8%FinanceDDDuPont de Nemours$943,000$136,871 ▼-12.7%12,3670.8%Basic MaterialsGDGeneral Dynamics$907,450$19,498 ▼-2.1%3,4440.7%AerospaceAMGNAmgen$869,785$452,747 ▼-34.2%3,3370.7%MedicalBLACKROCK INC$832,389$832,389 ▲New Holding8120.7%COMCMGChipotle Mexican Grill$774,735$87,073 ▼-10.1%12,8480.6%Retail/WholesaleTAT&T$761,250$29,806 ▼-3.8%33,4320.6%Computer and TechnologyINTUIntuit$752,332$89,249 ▼-10.6%1,1970.6%Computer and TechnologySHWSherwin-Williams$749,888$109,458 ▲17.1%2,2060.6%Basic MaterialsCVXChevron$744,333$1,448 ▼-0.2%5,1390.6%Oils/EnergyTDGTransDigm Group$700,8060.0%5530.6%AerospaceMSMorgan Stanley$671,095$8,549 ▼-1.3%5,3380.5%FinanceCRMSalesforce$623,530$19,391 ▼-3.0%1,8650.5%Computer and TechnologyBACBank of America$621,059$69,002 ▼-10.0%14,1310.5%FinanceMETMetLife$614,838$9,498 ▼-1.5%7,5090.5%FinanceABBVAbbVie$614,259$17,946 ▼-2.8%3,4570.5%MedicalSLBSchlumberger$597,644$1,764 ▼-0.3%15,5880.5%Oils/EnergyTMOThermo Fisher Scientific$584,219$127,457 ▼-17.9%1,1230.5%MedicalITWIllinois Tool Works$584,205$34,991 ▼-5.7%2,3040.5%Industrial ProductsCMICummins$568,9170.0%1,6320.5%Auto/Tires/TrucksLMTLockheed Martin$560,292$239,084 ▼-29.9%1,1530.4%AerospacePEPPepsiCo$539,816$289,524 ▼-34.9%3,5500.4%Consumer StaplesCLColgate-Palmolive$530,916$91,092 ▼-14.6%5,8400.4%Consumer StaplesQCOMQUALCOMM$528,815$31,034 ▼-5.5%3,4420.4%Computer and TechnologyYUMYum! Brands$496,927$49,639 ▼-9.1%3,7040.4%Retail/WholesaleDHRDanaher$495,601$129,467 ▼-20.7%2,1590.4%Multi-Sector ConglomeratesELVElevance Health$488,055$216,544 ▼-30.7%1,3230.4%MedicalSBUXStarbucks$487,865$61,143 ▼-11.1%5,3460.4%Retail/WholesaleBMYBristol-Myers Squibb$474,765$474,765 ▲New Holding8,3940.4%MedicalNOCNorthrop Grumman$473,511$81,656 ▼-14.7%1,0090.4%AerospaceVZVerizon Communications$467,847$48,628 ▼-9.4%11,6990.4%Computer and TechnologyTGTTarget$456,369$573,165 ▼-55.7%3,3760.4%Retail/WholesaleDEDeere & Company$446,163$25,846 ▼-5.5%1,0530.4%Industrial ProductsLINDE PLC$442,950$97,968 ▼-18.1%1,0580.4%SHSACNAccenture$436,572$99,908 ▼-18.6%1,2410.3%Computer and TechnologyCCitigroup$428,677$21,047 ▼-4.7%6,0900.3%FinanceCBChubb$387,097$23,762 ▼-5.8%1,4010.3%FinancePHParker-Hannifin$375,2570.0%5900.3%Industrial ProductsPNCThe PNC Financial Services Group$373,242$193 ▲0.1%1,9350.3%FinanceDELLDell Technologies$367,495$20,743 ▼-5.3%3,1890.3%Computer and TechnologyGILDGilead Sciences$365,930$365,930 ▲New Holding3,9620.3%MedicalPFEPfizer$353,115$353,115 ▲New Holding13,3100.3%MedicalGOOGLAlphabet$351,014$351,014 ▲New Holding1,8540.3%Computer and TechnologyPPGPPG Industries$350,109$350,109 ▲New Holding2,9310.3%Basic MaterialsADBEAdobe$332,178$77,819 ▼-19.0%7470.3%Computer and TechnologyMUMicron Technology$317,1980.0%3,7690.3%Computer and TechnologyGOOGAlphabet$309,715$34,286 ▼-10.0%1,6260.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$307,854$185,023 ▲150.6%13,2810.2%ETFEMNEastman Chemical$284,552$9,589 ▼-3.3%3,1160.2%Basic MaterialsSPYXSPDR S&P Fossil Fuel Reserves Free ETF$282,235$770 ▲0.3%5,8620.2%ETFDFUSDimensional U.S. Equity ETF$276,585$382 ▲0.1%4,3390.2%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$275,763$1,946 ▲0.7%6,6610.2%ETFJNJJohnson & Johnson$275,581$209,216 ▼-43.2%1,9060.2%MedicalKDPKeurig Dr Pepper$264,697$32,344 ▼-10.9%8,2410.2%Consumer StaplesSUSuncor Energy$260,7510.0%7,3080.2%Oils/EnergyDISWalt Disney$247,082$74,937 ▼-23.3%2,2190.2%Consumer DiscretionaryUSBU.S. Bancorp$244,796$9,662 ▼-3.8%5,1180.2%FinanceShowing largest 100 holdings. 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