Fund HoldingsNorthern Financial Advisors Inc

Total Portfolio Value
$109.20M
Total Bought
$5.81M
Total Sold
$10.31M
Net Transaction
-$4.50M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CAPRI HOLDINGS LIMITED
SHS
18,99523,086+4,0916821,2151.11%+533
AMGEN INC(AMGN)2,6544,122+1,4685891,1081.01%+519
LOCKHEED MARTIN CORP(LMT)8132,019+1,2063748260.76%+451
T-MOBILE US INC(TMUS)4,7667,640+2,8746621,0700.98%+408
3M CO(MMM)03,928+3,92803680.34%+368
DTE ENERGY CO(DTB)2,6976,531+3,8342976480.59%+352
EXXON MOBIL CORP21,07921,556+4772,2612,5352.32%+274
CONOCOPHILLIPS(COP)01,858+1,85802230.20%+223
KEURIG DR PEPPER INC(KDP)06,964+6,96402200.20%+220
HUMANA INC(HUM)0431+43102100.19%+210
WALGREENS BOOTS ALLIANCE INC09,022+9,02202010.18%+201
DANAHER CORPORATION(DHR)3,6434,251+6088741,0550.97%+180
INTEL CORP(INTC)9,08013,150+4,0703044670.43%+164
ABBVIE INC(ABBV)3,8774,539+6625226770.62%+154
TARGET CORP(TGT)2,3623,941+1,5793124360.40%+124
CATERPILLAR INC(CAT)4,9264,877-491,2121,3311.22%+119
WALMART INC(WMT)9,55010,130+5801,5011,6201.48%+119
INTERNATIONAL BUSINESS MACHS(IBM)5,9966,419+4237829010.82%+119
SCHLUMBERGER LTD(SLB)17,83516,914-9218769860.90%+110
BOEING CO(BA)2,0462,525+4793794840.44%+105
COMCAST CORP NEW(CCZ)07,979+7,97903540.32%+354
UNITEDHEALTH GROUP INC(UNH)3,3813,399+181,6251,7141.57%+89
CHUBB LIMITED
COM
01,496+1,49603110.29%+311
CHEVRON CORP NEW(CVX)5,7725,796+249089770.89%+69
PROCTER AND GAMBLE CO(PG)9,26810,111+8431,4061,4751.35%+68
PEPSICO INC(PEP)5,5756,464+8891,0331,0951.00%+63
INTUIT(INTU)1,4321,404-286567170.66%+61
ELI LILLY & CO(LLY)1,5861,495-917448030.74%+59
CHARTER COMMUNICATIONS INC N(CHTR)843831-123103650.33%+56
DELL TECHNOLOGIES INC(DELL)5,1984,891-3072813370.31%+56
ADOBE INC(ADBE)830845+153764310.39%+55
JPMORGAN CHASE & CO(JPM)9,1769,553+3771,3351,3851.27%+51
META PLATFORMS INC(META)3,0222,895-1278248690.80%+45
METLIFE INC(MET)7,9927,801-1914524910.45%+39
ALPHABET INC(GOOG)02,306+2,30603040.28%+304
PROGRESSIVE CORP(PGR)4,8084,802-66366690.61%+32
CISCO SYS INC(CSCO)21,70921,495-2141,1231,1561.06%+32
EATON CORP PLC(ETN)4,6914,564-1279439730.89%+30
V F CORP(VFC)19,15622,256+3,1003663930.36%+28
SALESFORCE INC(CRM)1,8401,610-2303003260.30%+27
ALPHABET INC(GOOG)2,2692,26902722970.27%+25
DUPONT DE NEMOURS INC(DD)11,27011,091-1798058270.76%+22
GOLDMAN SACHS GROUP INC(GS)3,2693,327+581,0541,0770.99%+22
MICRON TECHNOLOGY INC(MU)03,769+3,76902560.23%+256
BERKSHIRE HATHAWAY INC DEL1,6911,69105775920.54%+16
AVERY DENNISON CORP01,305+1,30502380.22%+238
DBX ETF TR06,570+6,57002290.21%+229
JOHNSON & JOHNSON(JNJ)6,3966,820+4241,0591,0620.97%+4
MASTERCARD INCORPORATED(MA)2,5552,544-111,0051,0070.92%+2
DOW INC(DOW)5,9806,215+2353183200.29%+2
ENTERPRISE PRODS PARTNERS L(EPD)36,72035,268-1,4529689650.88%-2
GENERAL DYNAMICS CORP(GD)3,4943,379-1157527470.68%-5
BLACKROCK INC(BLK)590558-323663610.33%-6
PARKER-HANNIFIN CORP(PH)0583+58302270.21%+227
NORTHROP GRUMMAN CORP(NOC)1,2511,279+285705630.52%-7
STARBUCKS CORP(SBUX)6,1276,564+4376075990.55%-8
PNC FINL SVCS GROUP INC(PNC)2,3232,316-72932840.26%-8
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
5,7585,769+112772690.25%-9
ISHARES TR01,534+1,53402330.21%+233
ISHARES TR2,1932,19303092970.27%-12
LINDE PLC(LIN)1,0201,009-113893760.34%-13
TRUIST FINL CORP(TFC)07,059+7,05902020.18%+202
COSTCO WHSL CORP NEW(COST)1,6891,585-1049098950.82%-14
NOKIA CORP(NOK)018,991+18,9910710.07%+71
CITIGROUP INC(C)6,5096,891+3823002830.26%-16
ISHARES TR1,7291,72903243060.28%-18
SERVICENOW INC(NOW)2,1632,142-211,2161,1971.10%-18
GILEAD SCIENCES INC(GILD)3,5673,416-1512752560.23%-19
EASTMAN CHEM CO(EMN)3,3113,31102772540.23%-23
SUNCOR ENERGY INC NEW(SU)9,6337,429-2,2042822550.23%-27
CUMMINS INC(CMI)1,6401,64004023750.34%-27
ACCENTURE PLC IRELAND
SHS CLASS A
1,6821,596-865194900.45%-29
SHERWIN WILLIAMS CO(SHW)1,8551,812-434934620.42%-30
TRANSDIGM GROUP INC(TDG)581580-15204890.45%-30
FORD MTR CO DEL(F)010,426+10,42601290.12%+129
YUM BRANDS INC(YUM)3,3213,407+864604260.39%-34
BRISTOL-MYERS SQUIBB CO(BMY)10,39710,855+4586656300.58%-35
HOME DEPOT INC(HD)3,2413,213-281,0079710.89%-36
AIR PRODS & CHEMS INC1,6321,595-374894520.41%-37
DEERE & CO(DE)1,0991,082-174454080.37%-37
QUALCOMM INC(QCOM)2,4522,275-1772922530.23%-39
BANK AMERICA CORP19,72919,156-5735665240.48%-42
MORGAN STANLEY(MS)7,2307,005-2256175720.52%-45
ILLINOIS TOOL WKS INC(ITW)2,6802,669-116706150.56%-56
VISA INC(V)6,1206,050-701,4531,3921.27%-62
ELEVANCE HEALTH INC(ELV)1,4581,334-1246485810.53%-67
CAPITAL ONE FINL CORP(COF)5,4475,44705965290.48%-67
COLGATE PALMOLIVE CO(CL)8,1017,645-4566245440.50%-80
SAP SE(SAP)6,1355,849-2868397560.69%-83
NVIDIA CORPORATION(NVDA)2,2642,008-2569588740.80%-84
LOWES COS INC(LOW)5,0175,035+181,1321,0470.96%-86
CHIPOTLE MEXICAN GRILL INC(CMG)299298-16405460.50%-94
TRAVELERS COMPANIES INC(TRV)6,2335,932-3011,0829690.89%-114
AT&T INC(T)34,42928,651-5,7785494300.39%-119
ABBOTT LABS4,0083,207-8014373110.28%-126
BROADCOM INC(AVGO)2,0912,029-621,8141,6851.54%-129
MCDONALDS CORP(MCD)4,2783,995-2831,2351,0520.96%-183
ORACLE CORP(ORCL)13,99113,620-3711,6321,4431.32%-190
HONEYWELL INTL INC(HON)7,5497,376-1731,5661,3631.25%-204
AMAZON COM INC(AMZN)000000
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