247 is the total number of securities Northstar Group, Inc. has owned. The longest Northstar Group, Inc. has owned a single stock is 36 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BRKB | BERKSHIRE HATHAWAY INC... | 36 | 36 | 15.76% | 19.88% | 23.23% | Q4 2014 | Q3 2023 | 36 |
VTI | VANGUARD INDEX FDS | 36 | 36 | 0.96% | 4.45% | 8.47% | Q4 2014 | Q3 2023 | 36 |
AAPL | APPLE INC | 36 | 36 | 1.80% | 4.33% | 7.56% | Q4 2014 | Q3 2023 | 36 |
COST | COSTCO WHSL CORP NEW | 36 | 36 | 1.87% | 2.46% | 3.26% | Q4 2014 | Q3 2023 | 36 |
JNJ | JOHNSON & JOHNSON | 36 | 36 | 1.54% | 2.42% | 3.48% | Q4 2014 | Q3 2023 | 36 |
SBUX | STARBUCKS CORP | 36 | 36 | 1.56% | 2.22% | 2.79% | Q4 2014 | Q3 2023 | 36 |
AMZN | AMAZON COM INC | 36 | 36 | 0.48% | 2.12% | 4.08% | Q4 2014 | Q3 2023 | 36 |
VIG | VANGUARD SPECIALIZED P... | 36 | 36 | 1.24% | 1.86% | 2.75% | Q4 2014 | Q3 2023 | 36 |
SCHD | SCHWAB STRATEGIC TR | 36 | 36 | 0.87% | 1.63% | 2.61% | Q4 2014 | Q3 2023 | 36 |
ACGL | ARCH CAP GROUP LTD | 36 | 36 | 1.03% | 1.58% | 2.28% | Q4 2014 | Q3 2023 | 36 |
BFB | BROWN FORMAN CORP | 36 | 36 | 0.80% | 1.46% | 2.01% | Q4 2014 | Q3 2023 | 36 |
BSV | VANGUARD BD INDEX FDS | 36 | 36 | 0.90% | 1.42% | 1.91% | Q4 2014 | Q3 2023 | 36 |
PEP | PEPSICO INC | 36 | 36 | 0.82% | 1.26% | 1.78% | Q4 2014 | Q3 2023 | 36 |
DIS | DISNEY WALT CO | 36 | 36 | 0.59% | 1.21% | 1.84% | Q4 2014 | Q3 2023 | 36 |
BRKA | BERKSHIRE HATHAWAY INC... | 36 | 36 | 0.75% | 1.18% | 1.88% | Q4 2014 | Q3 2023 | 36 |
FB | META PLATFORMS INC | 36 | 36 | 0.58% | 1.17% | 2.10% | Q4 2014 | Q3 2023 | 36 |
KO | COCA COLA CO | 36 | 36 | 0.47% | 1.10% | 2.20% | Q4 2014 | Q3 2023 | 36 |
ADP | AUTOMATIC DATA PROCESS... | 36 | 36 | 0.79% | 1.05% | 1.24% | Q4 2014 | Q3 2023 | 36 |
XOM | EXXON MOBIL CORP | 36 | 36 | 0.16% | 1.00% | 2.68% | Q4 2014 | Q3 2023 | 36 |
UNP | UNION PACIFIC CORP | 36 | 36 | 0.20% | 0.98% | 1.46% | Q4 2014 | Q3 2023 | 36 |
WMT | WAL-MART STORES INC | 36 | 36 | 0.59% | 0.93% | 1.56% | Q4 2014 | Q3 2023 | 36 |
VT | VANGUARD INTL EQUITY I... | 36 | 36 | 0.56% | 0.88% | 1.19% | Q4 2014 | Q3 2023 | 36 |
CVS | CVS HEALTH CORP | 36 | 36 | 0.30% | 0.86% | 1.67% | Q4 2014 | Q3 2023 | 36 |
PG | PROCTER & GAMBLE CO | 36 | 36 | 0.48% | 0.85% | 1.77% | Q4 2014 | Q3 2023 | 36 |
AXP | AMERICAN EXPRESS CO | 36 | 36 | 0.57% | 0.79% | 1.23% | Q4 2014 | Q3 2023 | 36 |
MMM | 3M CO | 36 | 36 | 0.07% | 0.76% | 1.10% | Q4 2014 | Q3 2023 | 36 |
INTC | INTEL CORP | 36 | 36 | 0.27% | 0.71% | 1.19% | Q4 2014 | Q3 2023 | 36 |
VYM | VANGUARD WHITEHALL FDS... | 36 | 36 | 0.44% | 0.70% | 1.10% | Q4 2014 | Q3 2023 | 36 |
BIV | VANGUARD BD INDEX FDS | 36 | 36 | 0.13% | 0.67% | 1.15% | Q4 2014 | Q3 2023 | 36 |
NKE | NIKE INC | 36 | 36 | 0.18% | 0.65% | 0.97% | Q4 2014 | Q3 2023 | 36 |
VEU | VANGUARD INTL EQUITY I... | 36 | 36 | 0.35% | 0.65% | 1.11% | Q4 2014 | Q3 2023 | 36 |
MDLZ | MONDELEZ INTL INC | 36 | 36 | 0.36% | 0.64% | 1.02% | Q4 2014 | Q3 2023 | 36 |
UPS | UNITED PARCEL SERVICE INC | 36 | 36 | 0.24% | 0.60% | 1.30% | Q4 2014 | Q3 2023 | 36 |
VZ | VERIZON COMMUNICATIONS... | 36 | 36 | 0.19% | 0.58% | 0.82% | Q4 2014 | Q3 2023 | 36 |
MRK | MERCK & CO INC NEW | 36 | 36 | 0.46% | 0.58% | 0.88% | Q4 2014 | Q3 2023 | 36 |
MCD | MCDONALDS CORP | 36 | 36 | 0.39% | 0.56% | 0.80% | Q4 2014 | Q3 2023 | 36 |
SYK | STRYKER CORPORATION | 36 | 36 | 0.35% | 0.52% | 0.64% | Q4 2014 | Q3 2023 | 36 |
HD | HOME DEPOT INC | 36 | 36 | 0.42% | 0.51% | 0.61% | Q4 2014 | Q3 2023 | 36 |
VHT | VANGUARD WORLD FDS | 36 | 36 | 0.35% | 0.50% | 0.83% | Q4 2014 | Q3 2023 | 36 |
ABBV | ABBVIE INC | 36 | 36 | 0.26% | 0.39% | 0.52% | Q4 2014 | Q3 2023 | 36 |
PEG | PUBLIC SVC ENTERPRISE ... | 36 | 36 | 0.09% | 0.39% | 0.86% | Q4 2014 | Q3 2023 | 36 |
BK | BANK NEW YORK MELLON CORP | 36 | 36 | 0.08% | 0.38% | 0.74% | Q4 2014 | Q3 2023 | 36 |
CLX | CLOROX CO DEL | 36 | 36 | 0.12% | 0.36% | 0.60% | Q4 2014 | Q3 2023 | 36 |
XLI | SELECT SECTOR SPDR TR | 36 | 36 | 0.07% | 0.33% | 0.87% | Q4 2014 | Q3 2023 | 36 |
PM | PHILIP MORRIS INTL INC | 36 | 36 | 0.06% | 0.30% | 0.69% | Q4 2014 | Q3 2023 | 36 |
ABT | ABBOTT LABS | 36 | 36 | 0.16% | 0.28% | 0.39% | Q4 2014 | Q3 2023 | 36 |
BDX | BECTON DICKINSON & CO | 36 | 36 | 0.10% | 0.27% | 0.39% | Q4 2014 | Q3 2023 | 36 |
DVY | ISHARES TR | 36 | 36 | 0.08% | 0.27% | 0.49% | Q4 2014 | Q3 2023 | 36 |
UG | UNITED GUARDIAN INC | 36 | 36 | 0.03% | 0.26% | 0.62% | Q4 2014 | Q3 2023 | 36 |
ORCL | ORACLE CORP | 36 | 36 | 0.12% | 0.26% | 0.55% | Q4 2014 | Q3 2023 | 36 |
GIS | GENERAL MLS INC | 36 | 36 | 0.06% | 0.26% | 0.95% | Q4 2014 | Q3 2023 | 36 |
VPU | VANGUARD WORLD FDS | 36 | 36 | 0.08% | 0.25% | 0.63% | Q4 2014 | Q3 2023 | 36 |
CSX | CSX CORP | 36 | 36 | 0.18% | 0.25% | 0.32% | Q4 2014 | Q3 2023 | 36 |
MO | ALTRIA GROUP INC | 36 | 36 | 0.05% | 0.23% | 0.49% | Q4 2014 | Q3 2023 | 36 |
PFE | PFIZER INC | 36 | 36 | 0.14% | 0.22% | 0.32% | Q4 2014 | Q3 2023 | 36 |
AMGN | AMGEN INC | 36 | 36 | 0.08% | 0.20% | 0.35% | Q4 2014 | Q3 2023 | 36 |
BMY | BRISTOL-MYERS SQUIBB CO | 36 | 36 | 0.09% | 0.18% | 0.30% | Q4 2014 | Q3 2023 | 36 |
CAT | CATERPILLAR INC DEL | 36 | 36 | 0.14% | 0.18% | 0.27% | Q4 2014 | Q3 2023 | 36 |
HON | HONEYWELL INTL INC | 36 | 36 | 0.09% | 0.17% | 0.26% | Q4 2014 | Q3 2023 | 36 |
HSY | HERSHEY CO | 36 | 36 | 0.08% | 0.15% | 0.28% | Q4 2014 | Q3 2023 | 36 |
LOW | LOWES COS INC | 36 | 36 | 0.10% | 0.15% | 0.23% | Q4 2014 | Q3 2023 | 36 |
BND | VANGUARD BD INDEX FDS | 32 | 2 | 0.16% | 0.48% | 1.21% | Q4 2014 | Q3 2023 | 34 |
SPY | SPDR S&P 500 ETF TR | 34 | 34 | 0.22% | 0.35% | 0.46% | Q2 2015 | Q3 2023 | 34 |
MDT | MEDTRONIC PLC | 31 | 3 | 0.05% | 0.17% | 0.36% | Q1 2015 | Q3 2023 | 34 |
SYY | SYSCO CORP | 23 | 11 | 0.05% | 0.15% | 0.26% | Q4 2014 | Q2 2023 | 34 |
BAC | BK OF AMERICA CORP | 34 | 34 | 0.09% | 0.15% | 0.29% | Q2 2015 | Q3 2023 | 34 |
MSFT | MICROSOFT CORP | 32 | 1 | 0.15% | 0.44% | 0.87% | Q2 2015 | Q3 2023 | 33 |
ED | CONSOLIDATED EDISON INC | 26 | 7 | 0.06% | 0.16% | 0.32% | Q4 2014 | Q2 2023 | 33 |
GOOG | ALPHABET INC | 32 | 32 | 1.21% | 2.24% | 3.38% | Q4 2015 | Q3 2023 | 32 |
GOOGL | ALPHABET INC | 32 | 32 | 1.64% | 1.96% | 2.50% | Q4 2015 | Q3 2023 | 32 |
IWF | ISHARES TR | 32 | 32 | 0.41% | 1.24% | 1.44% | Q4 2015 | Q3 2023 | 32 |
CMCSA | COMCAST CORP NEW | 32 | 32 | 0.08% | 0.16% | 0.23% | Q4 2015 | Q3 2023 | 32 |
JPM | JPMORGAN CHASE & CO | 29 | 1 | 0.12% | 0.16% | 0.20% | Q4 2014 | Q3 2023 | 32 |
SIRI | SIRIUS XM HOLDINGS INC | 32 | 32 | 0.02% | 0.07% | 0.15% | Q4 2014 | Q3 2022 | 32 |
CL | COLGATE PALMOLIVE CO | 31 | 31 | 0.09% | 0.18% | 0.27% | Q4 2014 | Q2 2022 | 31 |
AOR | ISHARES TR | 29 | 29 | 0.29% | 0.85% | 1.67% | Q3 2016 | Q3 2023 | 29 |
IWD | ISHARES TR | 29 | 29 | 0.19% | 0.31% | 0.51% | Q3 2016 | Q3 2023 | 29 |
CVX | CHEVRON CORP NEW | 22 | 7 | 0.05% | 0.22% | 0.47% | Q4 2014 | Q3 2023 | 29 |
T | AT&T INC | 28 | 28 | 0.05% | 0.29% | 0.46% | Q4 2014 | Q3 2021 | 28 |
UL | UNILEVER PLC | 12 | 3 | 0.09% | 0.21% | 0.44% | Q1 2015 | Q3 2023 | 28 |
FDX | FEDEX CORP | 15 | 1 | 0.06% | 0.12% | 0.18% | Q4 2014 | Q3 2023 | 28 |
ECL | ECOLAB INC | 27 | 27 | 0.28% | 1.26% | 1.89% | Q1 2017 | Q3 2023 | 27 |
VTEB | VANGUARD MUN BD FDS | 27 | 27 | 0.30% | 0.93% | 1.41% | Q1 2017 | Q3 2023 | 27 |
GE | GENERAL ELECTRIC CO | 27 | 27 | 0.08% | 0.75% | 1.88% | Q4 2014 | Q2 2021 | 27 |
ESCA | ESCALADE INC | 27 | 27 | 0.20% | 0.39% | 0.69% | Q1 2017 | Q3 2023 | 27 |
IBM | INTERNATIONAL BUSINESS... | 27 | 27 | 0.05% | 0.36% | 0.81% | Q4 2014 | Q2 2021 | 27 |
NVS | NOVARTIS AG | 27 | 27 | 0.06% | 0.12% | 0.23% | Q1 2017 | Q3 2023 | 27 |
AOM | ISHARES TR | 26 | 26 | 0.20% | 0.59% | 1.26% | Q2 2017 | Q3 2023 | 26 |
WBA | WALGREENS BOOTS ALLIAN... | 24 | 2 | 0.05% | 0.43% | 0.83% | Q4 2014 | Q2 2021 | 26 |
VB | VANGUARD INDEX FDS | 25 | 25 | 0.14% | 0.20% | 0.37% | Q3 2017 | Q3 2023 | 25 |
V | VISA INC | 25 | 25 | 0.14% | 0.15% | 0.18% | Q3 2017 | Q3 2023 | 25 |
UN | UNILEVER N V | 24 | 24 | 0.38% | 0.60% | 0.71% | Q4 2014 | Q3 2020 | 24 |
WFC | WELLS FARGO CO NEW | 23 | 1 | 0.06% | 0.49% | 0.88% | Q4 2014 | Q2 2021 | 24 |
VTIP | VANGUARD MALVERN FDS | 23 | 23 | 0.61% | 2.05% | 2.72% | Q1 2018 | Q3 2023 | 23 |
PYPL | PAYPAL HLDGS INC | 23 | 23 | 0.14% | 0.88% | 1.82% | Q1 2018 | Q3 2023 | 23 |
VUG | VANGUARD INDEX FDS | 23 | 23 | 0.13% | 0.65% | 1.08% | Q1 2018 | Q3 2023 | 23 |
DNKN | DUNKIN BRANDS GROUP INC | 23 | 23 | 0.29% | 0.42% | 0.63% | Q1 2015 | Q3 2020 | 23 |
DVA | DAVITA INC | 23 | 23 | 0.16% | 0.41% | 0.71% | Q4 2014 | Q2 2020 | 23 |
VDC | VANGUARD WORLD FDS | 23 | 23 | 0.22% | 0.34% | 0.51% | Q1 2018 | Q3 2023 | 23 |
IBB | ISHARES TR | 23 | 23 | 0.09% | 0.23% | 0.47% | Q1 2018 | Q3 2023 | 23 |
BABA | ALIBABA GROUP HLDG LTD | 23 | 23 | 0.14% | 0.23% | 0.52% | Q1 2018 | Q3 2023 | 23 |
ADBE | ADOBE SYSTEMS INCORPOR... | 23 | 23 | 0.11% | 0.15% | 0.20% | Q1 2018 | Q3 2023 | 23 |
VTV | VANGUARD INDEX FDS | 14 | 8 | 0.12% | 0.70% | 1.42% | Q1 2018 | Q3 2023 | 22 |
RTN | RAYTHEON CO | 22 | 22 | 0.24% | 0.36% | 0.44% | Q4 2014 | Q1 2020 | 22 |
VXF | VANGUARD INDEX FDS | 16 | 2 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 22 |
VOO | VANGUARD INDEX FDS | 21 | 21 | 0.09% | 1.47% | 2.42% | Q3 2018 | Q3 2023 | 21 |
BR | BROADRIDGE FINL SOLUTI... | 19 | 2 | 0.10% | 0.89% | 1.35% | Q2 2018 | Q3 2023 | 21 |
GLD | SPDR GOLD TRUST | 20 | 1 | 0.08% | 0.21% | 0.50% | Q4 2014 | Q2 2020 | 21 |
VIOO | VANGUARD ADMIRAL FDS INC | 21 | 21 | 0.06% | 0.09% | 0.14% | Q3 2018 | Q3 2023 | 21 |
VXUS | VANGUARD STAR FDS | 20 | 20 | 0.11% | 0.31% | 0.62% | Q4 2018 | Q3 2023 | 20 |
KHC | KRAFT HEINZ CO | 20 | 20 | 0.10% | 0.27% | 0.43% | Q3 2015 | Q2 2020 | 20 |
BKNG | BOOKING HOLDINGS INC | 19 | 19 | 0.20% | 0.61% | 1.19% | Q1 2019 | Q3 2023 | 19 |
IR | INGERSOLL-RAND PLC | 16 | 3 | 0.16% | 0.17% | 0.20% | Q4 2014 | Q4 2019 | 19 |
PFF | ISHARES TR | 18 | 18 | 0.17% | 0.75% | 1.30% | Q3 2016 | Q4 2020 | 18 |
QQQ | INVESCO QQQ TR | 18 | 18 | 0.10% | 0.15% | 0.20% | Q2 2019 | Q3 2023 | 18 |
KMB | KIMBERLY-CLARK CORP | 16 | 2 | 0.06% | 0.13% | 0.20% | Q4 2017 | Q2 2022 | 18 |
VNO | VORNADO RLTY TR | 17 | 17 | 0.11% | 0.71% | 1.41% | Q4 2014 | Q4 2018 | 17 |
TSLA | TESLA INC | 14 | 3 | 0.06% | 0.16% | 0.38% | Q2 2019 | Q3 2023 | 17 |
PSCT | INVESCO EXCH TRADED FD... | 11 | 3 | 0.05% | 0.09% | 0.19% | Q2 2018 | Q2 2023 | 17 |
UNH | UNITEDHEALTH GROUP INC | 14 | 1 | 0.07% | 0.08% | 0.10% | Q3 2018 | Q3 2023 | 17 |
CDK | CDK GLOBAL INC | 16 | 16 | 0.09% | 0.18% | 0.25% | Q4 2014 | Q3 2018 | 16 |
CELG | CELGENE CORP | 16 | 16 | 0.15% | 0.18% | 0.22% | Q4 2014 | Q3 2018 | 16 |
REKR | REKOR SYSTEMS INC | 16 | 16 | 0.02% | 0.12% | 0.49% | Q4 2019 | Q3 2023 | 16 |
IBDO | ISHARES TR | 15 | 15 | 0.20% | 0.40% | 0.81% | Q1 2020 | Q3 2023 | 15 |
TT | TRANE TECHNOLOGIES PLC | 15 | 15 | 0.10% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 15 |
MAR | MARRIOTT INTL INC NEW | 12 | 3 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 15 |
CRM | SALESFORCE INC | 14 | 14 | 0.16% | 0.41% | 0.72% | Q2 2020 | Q3 2023 | 14 |
VWO | VANGUARD INTL EQUITY I... | 11 | 3 | 0.18% | 0.37% | 0.64% | Q4 2014 | Q4 2019 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.17% | 0.23% | 0.28% | Q2 2020 | Q3 2023 | 14 |
TEVA | TEVA PHARMACEUTICAL IN... | 14 | 14 | 0.04% | 0.18% | 0.49% | Q4 2016 | Q1 2020 | 14 |
FFIV | F5 NETWORKS INC | 13 | 13 | 0.40% | 0.93% | 1.53% | Q3 2020 | Q3 2023 | 13 |
CI | THE CIGNA GROUP | 13 | 13 | 0.07% | 0.13% | 0.21% | Q3 2020 | Q3 2023 | 13 |
TMO | THERMO FISHER SCIENTIF... | 13 | 13 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q3 2023 | 13 |
IBDM | ISHARES TR | 12 | 12 | 0.14% | 0.58% | 0.98% | Q4 2018 | Q3 2021 | 12 |
IBDN | ISHARES TR | 12 | 12 | 0.26% | 0.45% | 0.56% | Q4 2019 | Q3 2022 | 12 |
VNQ | VANGUARD INDEX FDS | 12 | 12 | 0.12% | 0.31% | 0.45% | Q4 2014 | Q3 2017 | 12 |
ACC | AMERICAN CAMPUS CMNTYS... | 12 | 12 | 0.15% | 0.25% | 0.43% | Q4 2014 | Q3 2017 | 12 |
AIG | AMERICAN INTL GROUP INC | 12 | 12 | 0.06% | 0.12% | 0.18% | Q2 2019 | Q1 2022 | 12 |
ISRG | INTUITIVE SURGICAL INC | 12 | 12 | 0.07% | 0.11% | 0.13% | Q2 2019 | Q1 2022 | 12 |
CSCO | CISCO SYS INC | 12 | 12 | 0.06% | 0.11% | 0.19% | Q2 2019 | Q1 2022 | 12 |
K | KELLOGG CO | 12 | 12 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
ACN | ACCENTURE PLC IRELAND | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
VRP | INVESCO EXCH TRADED FD... | 11 | 11 | 0.80% | 1.37% | 1.69% | Q1 2021 | Q3 2023 | 11 |
WFM | WHOLE FOODS MKT INC | 11 | 11 | 0.30% | 0.61% | 0.81% | Q4 2014 | Q2 2017 | 11 |
VIAB | VIACOM INC NEW | 7 | 1 | 0.10% | 0.30% | 0.59% | Q1 2015 | Q3 2018 | 11 |
IBHC | ISHARES TR | 11 | 11 | 0.13% | 0.27% | 0.36% | Q1 2021 | Q3 2023 | 11 |
BA | BOEING CO | 10 | 1 | 0.05% | 0.16% | 0.19% | Q3 2017 | Q1 2023 | 11 |
MCHI | ISHARES TR | 8 | 3 | 0.05% | 0.15% | 0.26% | Q2 2018 | Q2 2021 | 11 |
NYT | NEW YORK TIMES CO | 11 | 11 | 0.06% | 0.14% | 0.27% | Q4 2020 | Q2 2023 | 11 |
EFA | ISHARES TR | 11 | 11 | 0.12% | 0.14% | 0.18% | Q1 2021 | Q3 2023 | 11 |
EXAS | EXACT SCIENCES CORP | 7 | 4 | 0.06% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 11 |
DHR | DANAHER CORPORATION | 11 | 11 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
DISCA | DISCOVERY INC | 10 | 10 | 0.24% | 0.58% | 0.99% | Q4 2019 | Q1 2022 | 10 |
VMEO | VIMEO INC | 10 | 10 | 0.01% | 0.16% | 0.60% | Q2 2021 | Q3 2023 | 10 |
VBR | VANGUARD INDEX FDS | 10 | 10 | 0.11% | 0.15% | 0.18% | Q3 2017 | Q4 2019 | 10 |
GBDC | GOLUB CAP BDC INC | 10 | 10 | 0.07% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
LLY | LILLY ELI & CO | 10 | 10 | 0.07% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
SJM | SMUCKER J M CO | 7 | 3 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q1 2023 | 10 |
MA | MASTERCARD INCORPORATED | 6 | 4 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2023 | 10 |
ZIXI | ZIX CORP | 10 | 10 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q1 2017 | 10 |
IBHD | ISHARES TR | 9 | 9 | 0.08% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
GENERAL ELECTRIC CO | 9 | 9 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 | |
ON | ON SEMICONDUCTOR CORP | 9 | 9 | 0.05% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 9 |
SPLG | SPDR SER TR | 9 | 9 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q3 2023 | 9 |
CB | CHUBB LIMITED | 3 | 1 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 9 |
IBDL | ISHARES TR | 8 | 8 | 0.36% | 1.00% | 1.62% | Q4 2018 | Q3 2020 | 8 |
IBDP | ISHARES TR | 8 | 8 | 0.07% | 0.72% | 1.29% | Q4 2021 | Q3 2023 | 8 |
D | DOMINION ENERGY INC | 8 | 8 | 0.06% | 0.12% | 0.18% | Q3 2020 | Q2 2022 | 8 |
AZN | ASTRAZENECA PLC | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
LRCX | LAM RESEARCH CORP | 5 | 3 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 8 |
RDSA | ROYAL DUTCH SHELL PLC | 4 | 3 | 0.08% | 0.32% | 0.63% | Q4 2014 | Q4 2019 | 7 |
IBHB | ISHARES TR | 7 | 7 | 0.17% | 0.29% | 0.34% | Q1 2021 | Q3 2022 | 7 |
VMEM | VIOLIN MEMORY INC | 7 | 7 | 0.06% | 0.24% | 0.56% | Q4 2014 | Q2 2016 | 7 |
NEE | NEXTERA ENERGY INC | 7 | 7 | 0.13% | 0.22% | 0.29% | Q3 2020 | Q1 2022 | 7 |
UP | WHEELS UP EXPERIENCE INC | 7 | 7 | 0.02% | 0.08% | 0.20% | Q3 2021 | Q1 2023 | 7 |
IWN | ISHARES TR | 5 | 1 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q2 2023 | 7 |
C | CITIGROUP INC | 5 | 1 | 0.14% | 0.23% | 0.33% | Q4 2014 | Q4 2016 | 6 |
ACG | ALLIANCEBERNSTEIN INCO... | 6 | 6 | 0.16% | 0.19% | 0.22% | Q4 2014 | Q1 2016 | 6 |
GT | GOODYEAR TIRE & RUBR CO | 5 | 1 | 0.15% | 0.19% | 0.24% | Q2 2015 | Q4 2016 | 6 |
ESRX | EXPRESS SCRIPTS HLDG CO | 3 | 1 | 0.11% | 0.16% | 0.19% | Q4 2014 | Q3 2018 | 6 |
VBK | VANGUARD INDEX FDS | 2 | 2 | 0.10% | 0.12% | 0.15% | Q3 2016 | Q2 2019 | 6 |
TIP | ISHARES TR | 4 | 2 | 0.06% | 0.12% | 0.26% | Q4 2014 | Q3 2021 | 6 |
XLP | SELECT SECTOR SPDR TR | 6 | 6 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 6 |
IBDQ | ISHARES TR | 5 | 5 | 0.29% | 0.61% | 0.82% | Q3 2022 | Q3 2023 | 5 |
EXPD | EXPEDITORS INTL WASH INC | 5 | 5 | 0.47% | 0.53% | 0.56% | Q4 2014 | Q4 2015 | 5 |
IBDR | ISHARES TR | 5 | 5 | 0.08% | 0.19% | 0.28% | Q3 2022 | Q3 2023 | 5 |
QCOM | QUALCOMM INC | 4 | 1 | 0.05% | 0.16% | 0.21% | Q4 2014 | Q4 2021 | 5 |
WARNER BROS DISCOVERY INC | 5 | 5 | 0.08% | 0.15% | 0.25% | Q2 2022 | Q2 2023 | 5 | |
DWDP | DOWDUPONT INC | 5 | 5 | 0.11% | 0.13% | 0.15% | Q3 2017 | Q3 2018 | 5 |
NVDA | NVIDIA CORPORATION | 3 | 2 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 5 |
TLGT | TELIGENT INC NEW | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
GOOGL | GOOGLE INC | 4 | 4 | 1.32% | 1.47% | 1.79% | Q4 2014 | Q3 2015 | 4 |
GOOG | GOOGLE INC | 4 | 4 | 1.02% | 1.09% | 1.26% | Q4 2014 | Q3 2015 | 4 |
IBDK | ISHARES TR | 4 | 4 | 0.51% | 0.60% | 0.64% | Q4 2018 | Q3 2019 | 4 |
FLT | FLEETCOR TECHNOLOGIES INC | 4 | 4 | 0.19% | 0.49% | 0.64% | Q4 2014 | Q3 2015 | 4 |
EZU | ISHARES | 4 | 4 | 0.27% | 0.36% | 0.42% | Q4 2014 | Q3 2015 | 4 |
BOND | PIMCO ETF TR | 4 | 4 | 0.28% | 0.31% | 0.36% | Q4 2014 | Q3 2015 | 4 |
XLE | SELECT SECTOR SPDR TR | 4 | 4 | 0.26% | 0.29% | 0.31% | Q4 2014 | Q3 2015 | 4 |
L | LOEWS CORP | 4 | 4 | 0.17% | 0.21% | 0.29% | Q4 2014 | Q3 2015 | 4 |
ASH | ASHLAND INC NEW | 3 | 1 | 0.15% | 0.16% | 0.17% | Q4 2014 | Q2 2016 | 4 |
AWF | ALLIANCEBERNSTEIN GBL ... | 4 | 4 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q3 2015 | 4 |
FVD | FIRST TR VALUE LINE DI... | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q2 2019 | 4 |
UAL | UNITED AIRLS HLDGS INC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
VGT | VANGUARD WORLD FDS | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 4 |
EIX | EDISON INTL | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 4 |
CUR | NEURALSTEM INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2015 | 4 |
BIL | SPDR SER TR | 3 | 3 | 2.82% | 3.92% | 4.98% | Q1 2023 | Q3 2023 | 3 |
BOH | BANK HAWAII CORP | 3 | 3 | 0.98% | 1.00% | 1.03% | Q1 2017 | Q3 2017 | 3 |
KRFT | KRAFT FOODS GROUP INC | 3 | 3 | 0.32% | 0.39% | 0.44% | Q4 2014 | Q2 2015 | 3 |
KMI | KINDER MORGAN INC DEL | 3 | 3 | 0.18% | 0.20% | 0.21% | Q4 2014 | Q2 2015 | 3 |
VFH | VANGUARD WORLD FDS | 3 | 3 | 0.18% | 0.19% | 0.22% | Q3 2016 | Q1 2017 | 3 |
VDE | VANGUARD WORLD FDS | 3 | 3 | 0.18% | 0.19% | 0.19% | Q4 2014 | Q2 2015 | 3 |
IEP | ICAHN ENTERPRISES LP | 3 | 3 | 0.16% | 0.18% | 0.22% | Q4 2014 | Q2 2015 | 3 |
BBN | BLACKROCK TAX MUNICPAL... | 3 | 3 | 0.11% | 0.16% | 0.20% | Q3 2020 | Q1 2021 | 3 |
VIS | VANGUARD WORLD FDS | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
IWB | ISHARES TR | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
OXY | OCCIDENTAL PETE CORP | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
ARKG | ARK ETF TR | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
DHI | D R HORTON INC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 3 |
DM | DESKTOP METAL INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MON | MONSANTO CO NEW | 2 | 2 | 0.24% | 0.24% | 0.25% | Q4 2014 | Q1 2015 | 2 |
GNRC | GENERAC HLDGS INC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2014 | Q1 2015 | 2 |
DD | DU PONT E I DE NEMOURS... | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2014 | Q1 2015 | 2 |
ASH | ASHLAND GLOBAL HLDGS INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q1 2017 | 2 |
CTXS | CITRIX SYS INC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q2 2020 | 2 |
IBHA | ISHARES TR | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q3 2021 | 2 |
ARKK | ARK ETF TR | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
ADSK | AUTODESK INC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
SWK | STANLEY BLACK & DECKER... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2023 | 2 |
AVGO | BROADCOM INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
XRLV | INVESCO EXCH TRADED FD... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
WHEELS UP EXPERIENCE INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 | |
MKL | MARKEL GROUP INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
DEO | DIAGEO P L C | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2015 | Q3 2015 | 1 |
UE | URBAN EDGE PPTYS | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2016 | Q2 2016 | 1 |
IEV | ISHARES TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2016 | Q3 2016 | 1 |
VFMF | VANGUARD WELLINGTON FD | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
PX | PRAXAIR INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
MPC | MARATHON PETE CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
KENVUE INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 | |
DAL | DELTA AIR LINES INC DEL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
XLV | SELECT SECTOR SPDR TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
DECK | DECKERS OUTDOOR CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
QTM | QUANTUM CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
VMEMQ | VIOLIN MEMORY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
MNKKQ | MALLINCKRODT PUB LTD CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
TNK | TEEKAY TANKERS LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
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The securities at the top of the list , including BERKSHIRE HATHAWAY INC DEL, VANGUARD INDEX FDS, and APPLE INC, are the highest-conviction holdings of Northstar Group, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Northstar Group, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Northstar Group, Inc. owns currently or has owned in the past.