Northstar Advisory Group, LLC
RIA/Wealth
Northstar Advisory Group, LLC is a RIA/Wealth based in Northfield, NJ led by Michael Adam Rosen, reporting $334.4M in AUM as of Q3 2025 with NVDA as the largest holding (8% allocation).
CIOMichael Adam Rosen
- Portfolio Value
- $245.0M
- Positions
- 111
- Top Holding
- NVDA at 7.63%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Northstar Advisory Group, LLC's portfolio (39.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $18.7M | 7.63% | -$823.9K Sold | 0.00% 100.2K shares | |
Software - Infrastructure Technology | $16.5M | 6.75% | +$1.0M Bought | 0.00% 31.9K shares | |
ETF ETF | $11.3M | 4.61% | +$2.7M Bought | — 16.9K shares | |
ETF ETF | $10.6M | 4.33% | +$7.6M Bought | — 200.0K shares | |
ETF ETF | $8.7M | 3.56% | -$8.8M Sold | — 162.0K shares | |
Specialty Retail Consumer Cyclical | $6.5M | 2.64% | -$1.1M Sold | 0.00% 29.5K shares | |
Drug Manufacturers - General Healthcare | $6.2M | 2.52% | +$5.4M Bought | 0.00% 33.3K shares | |
Hardware, Equipment & Parts Technology | $6.1M | 2.50% | -$1.3M Sold | 0.01% 74.5K shares | |
Banks - Diversified Financial Services | $5.9M | 2.39% | +$266.5K Bought | 0.00% 18.5K shares | |
Consumer Electronics Technology | $5.8M | 2.39% | -$222.5K Sold | 0.00% 23.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Northstar Advisory Group, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Northstar Advisory Group, LLC
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