Northlanding Financial Partners, LLC Top Holdings and 13F Report (2024) About Northlanding Financial Partners, LLCInvestment ActivityNorthlanding Financial Partners, LLC has $99.11 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 2.96% of the portfolio was purchased this quarter.About 1.73% of the portfolio was sold this quarter.This quarter, Northlanding Financial Partners, LLC has purchased 35 new stocks and bought additional shares in 23 stocks.Northlanding Financial Partners, LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $27,004,471iShares Core MSCI EAFE ETF $17,700,602iShares Core U.S. Aggregate Bond ETF $8,232,776Vanguard Value ETF $7,949,959VANGUARD MALVERN FDS $6,336,066 Largest New Holdings this Quarter Alphabet $225,646 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 12,294 shares (about $864.02K)iShares Core U.S. Aggregate Bond ETF 5,883 shares (about $570.06K)VANGUARD MALVERN FDS 6,879 shares (about $521.50K)Palo Alto Networks 1,350 shares (about $245.65K)Alphabet 1,192 shares (about $225.65K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,861 shares (about $1.10M)Vanguard Value ETF 1,147 shares (about $194.19K)Vanguard Growth ETF 372 shares (about $152.70K)Fidelity MSCI Information Technology Index ETF 269 shares (about $49.73K)MORGAN STANLEY ETF TRUST 246 shares (about $12.42K) 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$27,004,471$1,095,532 ▼-3.9%45,87327.2%ETFIEFAiShares Core MSCI EAFE ETF$17,700,602$864,023 ▲5.1%251,85817.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,232,776$570,060 ▲7.4%84,9628.3%FinanceVTVVanguard Value ETF$7,949,959$194,186 ▼-2.4%46,9588.0%ETFVANGUARD MALVERN FDS$6,336,066$521,498 ▲9.0%83,5786.4%CORE BD ETFIEMGiShares Core MSCI Emerging Markets ETF$3,525,772$99,426 ▲2.9%67,5183.6%ETFVEAVanguard FTSE Developed Markets ETF$2,761,364$74,264 ▲2.8%57,7452.8%ETFIJHiShares Core S&P Mid-Cap ETF$2,470,802$25,298 ▲1.0%39,6532.5%ETFVBRVanguard Small-Cap Value ETF$2,387,056$56,679 ▲2.4%12,0452.4%ETFBSVVanguard Short-Term Bond ETF$2,208,753$93,187 ▲4.4%28,5852.2%ETFVNQVanguard Real Estate ETF$2,098,162$28,238 ▲1.4%23,5542.1%ETFIVEiShares S&P 500 Value ETF$1,874,022$1,145 ▲0.1%9,8181.9%ETFVUGVanguard Growth ETF$1,741,659$152,698 ▼-8.1%4,2431.8%ETFBRK.ABerkshire Hathaway$1,361,8400.0%21.4%FinanceFTECFidelity MSCI Information Technology Index ETF$1,309,972$49,729 ▼-3.7%7,0861.3%ETFVBVanguard Small-Cap ETF$1,053,279$21,623 ▲2.1%4,3841.1%ETFIVWiShares S&P 500 Growth ETF$929,095$7,513 ▲0.8%9,1510.9%ETFVGTVanguard Information Technology ETF$866,450$4,976 ▲0.6%1,3930.9%ETFEEMSiShares MSCI Emerging Markets Small-Cap ETF$735,182$16,977 ▲2.4%12,6450.7%ETFVWOVanguard FTSE Emerging Markets ETF$594,570$17,924 ▲3.1%13,5010.6%ETFBRK.BBerkshire Hathaway$543,691$2,721 ▼-0.5%1,1990.5%FinanceAAPLApple$531,485$250 ▲0.0%2,1220.5%Computer and TechnologyPANWPalo Alto Networks$491,292$245,646 ▲100.0%2,7000.5%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$487,013$1,521 ▲0.3%4,4840.5%ETFVOVanguard Mid-Cap ETF$477,358$4,491 ▲0.9%1,8070.5%ETFPAYXPaychex$457,724$2,104 ▲0.5%3,2640.5%Business ServicesTIPiShares TIPS Bond ETF$448,216$27,701 ▲6.6%4,2070.5%ETFMORGAN STANLEY ETF TRUST$429,251$12,416 ▼-2.8%8,5050.4%EATON VANCE SHORBNDVanguard Total Bond Market ETF$425,701$863 ▼-0.2%5,9200.4%ETFVEUVanguard FTSE All-World ex-US ETF$374,2940.0%6,5200.4%ETFMSFTMicrosoft$320,6640.0%7610.3%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$262,4250.0%4,0710.3%ETFFRELFidelity MSCI Real Estate Index ETF$261,077$18,536 ▲7.6%9,6620.3%ETFGTOInvesco Total Return Bond ETF$234,938$2,227 ▲1.0%5,0630.2%ETFGOOGLAlphabet$225,646$225,646 ▲New Holding1,1920.2%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$0$204,583 ▼-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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