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Home > Institutional Investor > Northstar Asset Management Llc > Profile

Instuitional Investor - Northstar Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Northstar Asset Management Llc
Portfolio Value $109,506,404
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 137,143 $12,865,390 11.74%
2.
Ishares Trust
 IEF 92,841 $9,664,785 8.82%
3.
Vanguard Index Fds
 24,692 $5,421,692 4.95%
4.
Apple Inc.
 AAPL 24,635 $4,743,015 4.33%
5.
Nvidia Corp
 NVDA 9,445 $4,677,319 4.27%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)