Northlanding Financial Partners, LLC Top Holdings and 13F Report (2024) About Northlanding Financial Partners, LLCInvestment ActivityNorthlanding Financial Partners, LLC has $94.20 million in total holdings as of March 31, 2024.Northlanding Financial Partners, LLC owns shares of 36 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.80% of the portfolio was purchased this quarter.About 1.05% of the portfolio was sold this quarter.This quarter, Northlanding Financial Partners, LLC has purchased 35 new stocks and bought additional shares in 16 stocks.Northlanding Financial Partners, LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $25,338,577iShares Core MSCI EAFE ETF $17,245,832Vanguard Value ETF $8,014,138iShares Core U.S. Aggregate Bond ETF $7,319,641VANGUARD MALVERN FDS $5,528,490 Largest New Holdings this Quarter MORGAN STANLEY ETF TRUST $433,206 HoldingAlphabet $217,123 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,443 shares (about $789.66K)iShares Core MSCI EAFE ETF 6,583 shares (about $478.19K)MORGAN STANLEY ETF TRUST 8,702 shares (about $433.21K)VANGUARD MALVERN FDS 3,716 shares (about $282.53K)Alphabet 1,192 shares (about $217.12K) Largest Sales this Quarter Vanguard Value ETF 1,017 shares (about $163.14K)Berkshire Hathaway 377 shares (about $153.36K)Vanguard Growth ETF 392 shares (about $146.62K)First Trust TCW Opportunistic Fixed Income ETF 2,189 shares (about $94.23K)Vanguard Information Technology ETF 138 shares (about $79.54K) 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$25,338,577$789,659 ▲3.2%46,30326.9%ETFIEFAiShares Core MSCI EAFE ETF$17,245,832$478,189 ▲2.9%237,41518.3%ETFVTVVanguard Value ETF$8,014,138$163,138 ▼-2.0%49,9608.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,319,641$182,685 ▲2.6%75,4067.8%FinanceVANGUARD MALVERN FDS$5,528,490$282,530 ▲5.4%72,7145.9%CORE BD ETFIEMGiShares Core MSCI Emerging Markets ETF$3,523,914$65,520 ▲1.9%65,8313.7%ETFVEAVanguard FTSE Developed Markets ETF$2,791,116$17,495 ▲0.6%56,4773.0%ETFIJHiShares Core S&P Mid-Cap ETF$2,288,445$14,981 ▲0.7%39,1052.4%ETFVBRVanguard Small-Cap Value ETF$2,166,689$17,522 ▲0.8%11,8712.3%ETFBSVVanguard Short-Term Bond ETF$1,997,691$92,805 ▲4.9%26,0462.1%ETFVNQVanguard Real Estate ETF$1,907,159$22,699 ▲1.2%22,7692.0%ETFVUGVanguard Growth ETF$1,898,638$146,625 ▼-7.2%5,0762.0%ETFIVEiShares S&P 500 Value ETF$1,795,701$19,475 ▼-1.1%9,8661.9%ETFFTECFidelity MSCI Information Technology Index ETF$1,398,329$68,776 ▼-4.7%8,1531.5%ETFBRK.ABerkshire Hathaway$1,224,4820.0%21.3%FinanceVBVanguard Small-Cap ETF$926,519$29,219 ▼-3.1%4,2491.0%ETFIVWiShares S&P 500 Growth ETF$842,404$3,887 ▼-0.5%9,1030.9%ETFVGTVanguard Information Technology ETF$802,908$79,541 ▼-9.0%1,3930.9%ETFEEMSiShares MSCI Emerging Markets Small-Cap ETF$752,194$5,439 ▲0.7%12,3080.8%ETFVWOVanguard FTSE Emerging Markets ETF$575,617$1,094 ▼-0.2%13,1540.6%ETFBRK.BBerkshire Hathaway$490,198$153,365 ▼-23.8%1,2050.5%FinancePANWPalo Alto Networks$457,6640.0%1,3500.5%Computer and TechnologyAAPLApple$446,244$10,108 ▼-2.2%2,1190.5%Computer and TechnologyTIPiShares TIPS Bond ETF$444,061$6,086 ▲1.4%4,1590.5%ETFIJSiShares S&P Small-Cap 600 Value ETF$433,619$1,556 ▼-0.4%4,4580.5%ETFMORGAN STANLEY ETF TRUST$433,206$433,206 ▲New Holding8,7020.5%EATON VANCE SHORVOVanguard Mid-Cap ETF$432,115$14,767 ▼-3.3%1,7850.5%ETFBNDVanguard Total Bond Market ETF$424,084$3,314 ▲0.8%5,8860.5%ETFPAYXPaychex$383,083$2,253 ▲0.6%3,2310.4%Business ServicesVEUVanguard FTSE All-World ex-US ETF$382,3130.0%6,5200.4%ETFMSFTMicrosoft$340,0260.0%7610.4%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$267,1870.0%4,0710.3%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$256,224$94,233 ▼-26.9%5,9520.3%ManufacturingGTOInvesco Total Return Bond ETF$230,360$2,364 ▲1.0%4,9690.2%ETFFRELFidelity MSCI Real Estate Index ETF$227,320$3,750 ▲1.7%8,9710.2%ETFGOOGLAlphabet$217,123$217,123 ▲New Holding1,1920.2%Computer and TechnologyVDEVanguard Energy ETF$0$205,521 ▼-100.0%00.0%ETFShowing 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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