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Home > Institutional Investor > Northern Financial Advisors Inc > Profile

Instuitional Investor - Northern Financial Advisors Inc

Fund Profile
Filing Period:
Fund Name: Northern Financial Advisors Inc
Portfolio Value $121,108,077
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 18,647 $10,431,531 8.61%
2.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 10,862 $4,560,684 3.77%
3.
Apple Inc.
 AAPL 18,777 $4,170,895 3.44%
4.
Netflix Inc
 NFLX 4,253 $3,966,051 3.27%
5.
Walmart Inc.
 WMT 44,037 $3,866,005 3.19%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)