Northern Financial Advisors Inc
RIA/Wealth
Northern Financial Advisors Inc is a RIA/Wealth based in Bloomfield Hills, MI led by Christine Isham, reporting $619.8M in AUM as of Q3 2025 with 34% ETF concentration.
PresidentChristine Isham
- Portfolio Value
- $190.6M
- Positions
- 124
- Top Holding
- SPY at 8.16%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Northern Financial Advisors Inc's portfolio (37.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.5M | 8.16% | +$3.2M Bought | — 23.3K shares | |
ETF ETF | $10.9M | 5.71% | +$10.9M New | — 58.4K shares | |
ETF ETF | $7.8M | 4.11% | +$7.8M New | — 16.3K shares | |
Consumer Electronics Technology | $6.6M | 3.47% | +$1.8M Bought | 0.00% 26.0K shares | |
Entertainment Communication Services | $5.5M | 2.91% | +$405.2K Bought | 0.00% 4.6K shares | |
Semiconductors Technology | $5.3M | 2.80% | +$102.6K Bought | 0.00% 16.2K shares | |
ETF ETF | $5.3M | 2.78% | +$5.3M New | — 71.1K shares | |
ETF ETF | $5.3M | 2.78% | +$5.3M New | — 88.3K shares | |
ETF ETF | $4.9M | 2.59% | -$91.4K Sold | — 10.6K shares | |
Semiconductors Technology | $4.9M | 2.55% | +$685.1K Bought | 0.00% 26.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Northern Financial Advisors Inc's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Northern Financial Advisors Inc
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