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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 $133,229,407
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 18,469 $11,411,851 8.57%
2.
Netflix Inc
 NFLX 4,290 $5,744,868 4.31%
3.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 10,833 $4,773,767 3.58%
4.
Broadcom Inc.
 AVGO 15,880 $4,377,337 3.29%
5.
Walmart Inc.
 WMT 43,857 $4,288,341 3.22%
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)