Northlanding Financial Partners, LLC Top Holdings and 13F Report (2024) About Northlanding Financial Partners, LLCInvestment ActivityNorthlanding Financial Partners, LLC has $101.12 million in total holdings as of March 31, 2024.Northlanding Financial Partners, LLC owns shares of 35 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.05% of the portfolio was purchased this quarter.About 1.19% of the portfolio was sold this quarter.This quarter, Northlanding Financial Partners, LLC has purchased 36 new stocks and bought additional shares in 17 stocks.Northlanding Financial Partners, LLC sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $27,534,064iShares Core MSCI EAFE ETF $18,697,974Vanguard Value ETF $8,397,685iShares Core U.S. Aggregate Bond ETF $8,008,371VANGUARD MALVERN FDS $6,073,815 Largest New Holdings this Quarter iShares MSCI EAFE Growth ETF $204,583 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,431 shares (about $825.43K)iShares Core U.S. Aggregate Bond ETF 3,673 shares (about $371.97K)VANGUARD MALVERN FDS 3,985 shares (about $315.57K)iShares MSCI EAFE Growth ETF 1,900 shares (about $204.58K)iShares Core MSCI EAFE ETF 2,149 shares (about $167.73K) Largest Sales this Quarter Vanguard Value ETF 1,855 shares (about $323.83K)Vanguard Growth ETF 461 shares (about $177.00K)Fidelity MSCI Information Technology Index ETF 798 shares (about $139.26K)iShares TIPS Bond ETF 212 shares (about $23.42K)Vanguard Small-Cap Value ETF 112 shares (about $22.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNorthlanding Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$27,534,064$825,434 ▲3.1%47,73427.2%ETFIEFAiShares Core MSCI EAFE ETF$18,697,974$167,729 ▲0.9%239,56418.5%ETFVTVVanguard Value ETF$8,397,685$323,827 ▼-3.7%48,1058.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,008,371$371,967 ▲4.9%79,0797.9%FinanceVANGUARD MALVERN FDS$6,073,815$315,573 ▲5.5%76,6996.0%CORE BD ETFIEMGiShares Core MSCI Emerging Markets ETF$3,766,911$12,458 ▼-0.3%65,6143.7%ETFVEAVanguard FTSE Developed Markets ETF$2,967,473$15,051 ▼-0.5%56,1922.9%ETFIJHiShares Core S&P Mid-Cap ETF$2,445,886$8,849 ▲0.4%39,2472.4%ETFVBRVanguard Small-Cap Value ETF$2,361,025$22,488 ▼-0.9%11,7592.3%ETFVNQVanguard Real Estate ETF$2,263,747$45,593 ▲2.1%23,2372.2%ETFBSVVanguard Short-Term Bond ETF$2,154,471$104,895 ▲5.1%27,3792.1%ETFIVEiShares S&P 500 Value ETF$1,934,549$10,647 ▼-0.5%9,8121.9%ETFVUGVanguard Growth ETF$1,771,886$176,997 ▼-9.1%4,6151.8%ETFBRK.ABerkshire Hathaway$1,382,3600.0%21.4%FinanceFTECFidelity MSCI Information Technology Index ETF$1,283,491$139,256 ▼-9.8%7,3551.3%ETFVBVanguard Small-Cap ETF$1,018,603$10,675 ▲1.1%4,2941.0%ETFIVWiShares S&P 500 Growth ETF$869,143$2,490 ▼-0.3%9,0770.9%ETFVGTVanguard Information Technology ETF$812,222$4,692 ▼-0.6%1,3850.8%ETFEEMSiShares MSCI Emerging Markets Small-Cap ETF$788,022$2,871 ▲0.4%12,3530.8%ETFVWOVanguard FTSE Emerging Markets ETF$626,553$2,871 ▼-0.5%13,0940.6%ETFBRK.BBerkshire Hathaway$554,6180.0%1,2050.5%FinanceAAPLApple$494,090$466 ▲0.1%2,1210.5%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$481,202$1,292 ▲0.3%4,4700.5%ETFVOVanguard Mid-Cap ETF$472,203$1,319 ▲0.3%1,7900.5%ETFPANWPalo Alto Networks$461,4300.0%1,3500.5%Computer and TechnologyMORGAN STANLEY ETF TRUST$445,689$2,496 ▲0.6%8,7510.4%EATON VANCE SHORBNDVanguard Total Bond Market ETF$445,566$3,455 ▲0.8%5,9320.4%ETFTIPiShares TIPS Bond ETF$436,061$23,422 ▼-5.1%3,9470.4%ETFPAYXPaychex$435,924$2,415 ▲0.6%3,2490.4%Business ServicesVEUVanguard FTSE All-World ex-US ETF$410,7390.0%6,5200.4%ETFMSFTMicrosoft$327,3590.0%7610.3%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$288,3130.0%4,0710.3%ETFFRELFidelity MSCI Real Estate Index ETF$264,621$147 ▲0.1%8,9760.3%ETFGTOInvesco Total Return Bond ETF$242,236$2,222 ▲0.9%5,0150.2%ETFEFGiShares MSCI EAFE Growth ETF$204,583$204,583 ▲New Holding1,9000.2%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$0$256,224 ▼-100.0%00.0%ManufacturingGOOGLAlphabet$0$217,123 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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