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Andrew J. Peters

Northstar Asset Management Llc Nj

Assets Managed
$207.07M
Holdings
96
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-6.85%(2Q avg: -0.19%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Northstar Asset Management Llc Nj's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 96 positions.

Assets under management

The assets under management (AUM) of Northstar Asset Management Llc Nj over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 207.07M in assets, with a quarterly growth rate of -6.85% and a 2-quarter average growth rate of -0.19%. The portfolio is managed by Andrew J. Peters, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Increased 10.06%
11.26%
$23.315M
150,312 shares@ $155.12 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Increased 2.36%
10.49%
$21.705M
173,463 shares@ $125.13 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.48%
6.42%
$13.274M
76,112 shares@ $174.4 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Increased 3.97%
5.49%
$11.358M
44,134 shares@ $257.35 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.39%
3.78%
$7.808M
121,840 shares@ $64.09 avg price
GBIL
Goldman Sachs Access Treasur
Recent Activity
Increased 5.25%
3.6%
$7.449M
74,350 shares@ $100.2 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.32%
3.59%
$7.433M
29,289 shares@ $253.79 avg price
ILCV
Ishares Morningstar Value Et
Recent Activity
Increased 4.16%
3.3%
$6.82M
73,224 shares@ $93.15 avg price
SCZ
Ishares Msci Eafe Small-cap
Recent Activity
Increased 6%
2.92%
$6.044M
77,083 shares@ $78.42 avg price
ISCG
Ishares Morningstar Small-ca
Recent Activity
Increased 4.36%
2.77%
$5.723M
104,431 shares@ $54.8 avg price

1-10 of 96