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Robert Kernan

Northstar Advisory Group, Llc

Assets Managed
$322.471M
Holdings
119
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
20.06%(2Q avg: 7.74%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Northstar Advisory Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 119 positions.

Assets under management

The assets under management (AUM) of Northstar Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 322.471M in assets, with a quarterly growth rate of 20.06% and a 2-quarter average growth rate of 7.74%. The portfolio is managed by Robert Kernan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 27.87%
10.62%
$34.216M
389,347 shares@ $87.88 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 8.64%
6.69%
$21.556M
411,298 shares@ $52.42 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -15.22%
5.24%
$16.887M
84,395 shares@ $200.09 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 46.38%
4.81%
$15.503M
188,803 shares@ $82.11 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 6.17%
3.99%
$12.85M
35,957 shares@ $357.38 avg price
AAPL
Apple Inc
Recent Activity
Increased 35.35%
3.69%
$11.89M
41,089 shares@ $289.37 avg price
XLP
Consumer Staples Spdr
Recent Activity
Increased 6.45%
3.34%
$10.762M
129,554 shares@ $83.08 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 11.26%
2.7%
$8.681M
23,272 shares@ $373.03 avg price
VZ
Verizon Communications Inc
Recent Activity
Increased 444.73%
2.67%
$8.591M
202,901 shares@ $42.34 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 162.85%
2.57%
$8.262M
43,367 shares@ $190.53 avg price

1-10 of 119