Fund HoldingsNORTHSTAR ASSET MANAGEMENT Co

Total Portfolio Value
$436.31M
Total Bought
$12.91M
Total Sold
$28.87M
Net Transaction
-$15.95M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ARISTA NETWORKS INC(ANET)059,840+59,84006,6141.52%+6,614
VANGUARD INFO TECH ETF109,227109,062-16564,06467,81515.54%+3,751
APPLE INC(AAPL)185,267184,522-74543,16746,20810.59%+3,041
VANGUARD GROWTH ETF34,09535,199+1,10413,09014,4473.31%+1,357
FIRST TRUST ISE CLOUD COMPUTIN51,09550,595-5005,2256,0271.38%+802
NVIDIA CORP(NVDA)046,550+46,55006,2511.43%+6,251
WAL-MART STORES(WMT)46,18046,179-13,7294,1720.96%+443
VANGUARD TOTAL U.S. STOCK MARK71,22971,064-16520,16920,5954.72%+426
AMAZON.COM, INC(AMZN)011,981+11,98102,6290.60%+2,629
J.P. MORGAN CHASE & CO.(JPM)013,565+13,56503,2520.75%+3,252
ALPHABET INC. CL C016,630+16,63003,1670.73%+3,167
AMETEK INC NEW38,16738,16706,5546,8801.58%+326
VANGUARD FINANCIAL ETF36,97637,101+1254,0644,3811.00%+316
VANGUARD S&P 500 ETF14,35014,625+2757,5727,8801.81%+308
VISA, INC.(V)07,377+7,37702,3310.53%+2,331
VANGUARD COMMUNICATION SERVICE26,31026,410+1003,8254,0920.94%+267
FIRST TRUST NASDAQ CYBER SECUR61,23261,132-1003,6273,8790.89%+252
BROADCOM LTD(AVGO)4,2004,20007259740.22%+249
S&P 500 INDEX17,77817,803+2510,20010,4342.39%+234
WALT DISNEY COMPANY(DIS)020,983+20,98302,3360.54%+2,336
DISCOVER FINANCIAL SERVICES01,250+1,25002170.05%+217
CROWDSTRIKE HOLDINGS INC(CRWD)0600+60002050.05%+205
AUTOMATIC DATA PROCESSING INC0700+70002050.05%+205
HONEYWELL, INC.(HON)08,835+8,83501,9960.46%+1,996
DEFIANCE 5G NEXT GEN CONNECTIV47,17546,675-5002,0462,2240.51%+178
VANGUARD SMALL-CAP ETF40,88440,984+1009,6989,8482.26%+150
ALPHABET INC. CLASS A05,710+5,71001,0810.25%+1,081
COSTCO WHOLESALE CORP2,6502,700+502,3492,4740.57%+125
WILLIAMS-SONOMA INC(WSM)4,0004,00006207410.17%+121
GE AEROSPACE(GE)1,1091,885+7762093140.07%+105
VANGUARD CONSUMER DISCRETIONAR2,5552,590+358709720.22%+102
BOEING CO(BA)03,141+3,14105560.13%+556
VANGUARD LARGE CAP FUND11,38511,450+652,9983,0880.71%+91
VANGUARD HIGH DIVIDEND YIELD I35,18536,015+8304,5114,5951.05%+84
NETFLIX, INC.(NFLX)0410+41003650.08%+365
VANGUARD 500 INDEX FD ADM4,7724,783+112,5382,5960.59%+58
CISCO SYSTEMS INC(CSCO)7,6887,68804094550.10%+46
SCHWAB 529 MODERATELY AGGRESIV15,85617,205+1,3495115450.12%+34
FEDEX CORPORATION03,805+3,80501,0700.25%+1,070
INTUITIVE SURGICAL90090004424700.11%+28
PALO ALTO NETWORKS INC(PANW)02,400+2,40004370.10%+437
GROWTH FUND AMERICA CL F 36,9897,636+6475445690.13%+25
T ROWE PRICE SCIENCE & TECH FU05,457+5,45702830.06%+283
VANGUARD US GROWTH FUND ADMIRA2,7852,850+655065270.12%+21
VANGUARD ETF SMALL CAP GROWTH1,5101,51004044230.10%+19
AON PLC CL A(AON)1,3501,35004674850.11%+18
VANGUARD MID-CAP GROWTH1,5001,50003653810.09%+15
VANGUARD MID-CAP ETF58,07458,054-2015,32215,3343.51%+12
SCHWAB CAPITAL TRUST TOTAL STO3,7393,784+453653750.09%+10
ISHARES CORE S&P 500 ETF75075004334420.10%+9
WATERS CORP(WAT)75475402712800.06%+8
MFS SER TR IV MID CAP GROWTH I16,15517,263+1,1085275350.12%+8
TRUIST FINANCIAL CORP.(TFC)7,1937,19303083120.07%+4
COLUMBIA ACORN ACORN FUND I217,04317,04302312350.05%+4
FIDELITY CONTRAFUND019,966+19,96604200.10%+420
VANGUARD WELLINGTON FUND ADM.5,1445,580+4364114130.09%+1
AMERICAN EXPRESS(AXP)1,4751,350-1254004010.09%+1
iSHARES S&P MID CAP 400 INDEX8,5258,52505315310.12%-0
JHANCOCK CLASSIC VALUE I11,00216,811+5,8093983970.09%-1
GOLDMINING INC015,000+15,0000120.00%+12
NEW PERSPECTIVE FUND INC CL F5,1625,443+2813413380.08%-3
VANGUARD VALUE ETF17,01517,525+5102,9702,9670.68%-3
VANGUARD DIVIDEND APPRECIATION23,94524,190+2454,7434,7371.09%-5
MODERATELY AGGRESSIVE 3028,72328,72303953900.09%-5
STRYKER CORPORATION(SYK)5,4405,44001,9651,9590.45%-7
VANGUARD CONSUMER STAPLES FUND2,3152,360+455064990.11%-7
WASTE MANAGEMENT INC(WM)01,380+1,38002780.06%+278
AMERICAN BEACON FUNDS INST CL11,97213,332+1,3602872780.06%-9
VANGUARD INDUSTRIALS ETF2,8102,835+257317210.17%-10
iSHARES DOW JONES SELECT DIV I2,9602,96004003890.09%-11
PHILLIP MORRIS(PM)2,6192,542-773183060.07%-12
CORTEVA INC.(CTVA)6,7906,79003993870.09%-12
ESSENTIALS UTILITIES INC.06,835+6,83502480.06%+248
SYSCO CORP(SYY)9,6509,65007537380.17%-15
VANGUARD MID-CAP VALUE FUND2,8652,86504804630.11%-17
VANGUARD BASIC MATERIALS ETF1,1351,185+502402230.05%-17
GUIDEWIRE SOFTWARE(GWRE)1,2501,25002292110.05%-18
MASTERCARD INC CL A(MA)559489-702762570.06%-19
BRISTOL-MYERS SQUIBB(BMY)03,850+3,85002180.05%+218
VANGUARD PRIMECAP FUND ADMIRAL03,779+3,77906290.14%+629
ORACLE CORPORATION(ORCL)5,6585,65809649430.22%-21
VANGUARD STAR FUND10,47110,47103112880.07%-23
VANGUARD ESG U.S. STOCK ETF04,405+4,40504620.11%+462
iSHARES EXPANDED TECH SECTOR E06,300+6,30006430.15%+643
CHEVRON CORP.(CVX)014,181+14,18102,0540.47%+2,054
S&P MID-CAP 400 DEPOSITORY REC(MDY)4,8954,840-552,7882,7570.63%-32
ABBOTT LABORATORIES04,396+4,39604970.11%+497
ISHARES NASDAQ BIOTECH INDEX F2,4752,47503603270.07%-33
CHUBB CORP3,2903,305+159499130.21%-36
VANGUARD WINDSOR II FUND ADMIR4,3974,39703843450.08%-38
ABBVIE(ABBV)2,1402,14004233800.09%-42
CARRIER GLOBAL CORP(CARR)3,6323,63202922480.06%-44
VERTEX PHARMACETICALS, INC.0750+75003020.07%+302
COLGATE PALMOLIVE CO.(CL)3,7303,73003873390.08%-48
DU PONT DE NEMOURS(DD)3,9403,94003513000.07%-51
CINTAS CORP(CTAS)2,2402,24004614090.09%-52
PROCTER & GAMBLE(PG)12,66212,762+1002,1932,1400.49%-54
LEGG MASON PARTNERS EQUITY TRU3,9973,99706015450.12%-56
NIKE INC CLASS B(NKE)03,200+3,20002420.06%+242
LOCKHEED MARTIN CORP.(LMT)60060003512920.07%-59
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