NORTHSTAR ASSET MANAGEMENT LLC Diversified Active

CIK: 0001132708 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 3, 2022

Total Value ($000): $425,684 (100.0% shares, 0.0% debt)

Holdings (150)

VANGUARD INFO TECH ETF 12.5%
Value ($000) $53,333 Shares 116,405 Est. Cost $398.77 Unrealized
AAPL APPLE INC 8.6%
Value ($000) $36,563 Shares 205,910 Est. Cost $83.63 Unrealized +85.0%
VO VANGUARD MID-CAP ETF 4.1%
Value ($000) $17,340 Shares 68,061 Est. Cost $120.52 Unrealized
TMO THERMO FISHER SCIENTIFIC INC. 3.7%
Value ($000) $15,717 Shares 23,556 Est. Cost $83.93 Unrealized +635.4%
VTI VANGUARD TOTAL U.S. STOCK MARK 3.5%
Value ($000) $15,026 Shares 62,235 Est. Cost $128.94 Unrealized
DHR DANAHER CORP 3.3%
Value ($000) $13,966 Shares 42,450 Est. Cost $26.62 Unrealized +914.6%
ZOETIS, INC. 3.1%
Value ($000) $12,992 Shares 53,238 Est. Cost $186.36 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $11,593 Shares 34,470 Est. Cost $43.24 Unrealized +624.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 2.5%
Value ($000) $10,684 Shares 35,733 Est. Cost $110.98 Unrealized +158.1%
S&P 500 INDEX 2.3%
Value ($000) $9,788 Shares 20,608 Est. Cost $428.08 Unrealized
VB VANGUARD SMALL-CAP ETF 2.2%
Value ($000) $9,373 Shares 41,472 Est. Cost $116.30 Unrealized
FIRST TRUST ISE CLOUD COMPUTIN 2.1%
Value ($000) $9,041 Shares 86,682 Est. Cost $105.95 Unrealized
AMERICAN TOWER CORP 1.9%
Value ($000) $7,920 Shares 27,077 Est. Cost $270.17 Unrealized
DEFIANCE 5G NEXT GEN CONNECTIV 1.8%
Value ($000) $7,798 Shares 187,010 Est. Cost $24.33 Unrealized
WISDOMTREE CLOUD COMPUTING FUN 1.6%
Value ($000) $6,932 Shares 133,671 Est. Cost $55.89 Unrealized
FIRST TRUST NASDAQ CYBER SECUR 1.6%
Value ($000) $6,845 Shares 129,676 Est. Cost $26.82 Unrealized
ADOBE SYSTEMS 1.5%
Value ($000) $6,459 Shares 11,391 Est. Cost $585.66 Unrealized
IHI ISHARES DJ US MEDICAL DEVICE I 1.5%
Value ($000) $6,318 Shares 95,958 Est. Cost $96.98 Unrealized
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $6,179 Shares 36,117 Est. Cost $70.91 Unrealized +104.6%
AME AMETEK INC NEW 1.4%
Value ($000) $5,788 Shares 39,362 Est. Cost $38.40 Unrealized +246.6%
SHW SHERWIN WILLIAMS CO 1.2%
Value ($000) $5,164 Shares 14,663 Est. Cost $212.99 Unrealized +46.1%
HD HOME DEPOT INC 1.2%
Value ($000) $5,125 Shares 12,347 Est. Cost $126.65 Unrealized +171.0%
VUG VANGUARD GROWTH ETF 1.0%
Value ($000) $4,301 Shares 13,400 Est. Cost $236.29 Unrealized
VANGUARD COMMUNICATION SERVICE 1.0%
Value ($000) $4,052 Shares 29,890 Est. Cost $143.51 Unrealized
DIS WALT DISNEY COMPANY 1.0%
Value ($000) $4,051 Shares 26,149 Est. Cost $112.68 Unrealized +40.0%
VANGUARD FINANCIAL ETF 0.9%
Value ($000) $3,946 Shares 40,857 Est. Cost $90.66 Unrealized
QCOM QUALCOMM INC 0.9%
Value ($000) $3,791 Shares 20,729 Est. Cost $48.26 Unrealized +202.7%
UNP UNION PACIFIC CORP 0.9%
Value ($000) $3,696 Shares 14,669 Est. Cost $144.30 Unrealized +49.0%
J.P. MORGAN CHASE & CO. 0.8%
Value ($000) $3,366 Shares 21,258 Est. Cost $155.61 Unrealized
S&P MID-CAP 400 DEPOSITORY REC 0.8%
Value ($000) $3,360 Shares 6,490 Est. Cost $490.81 Unrealized
VOO VANGUARD S&P 500 ETF 0.8%
Value ($000) $3,248 Shares 7,440 Est. Cost $297.02 Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $2,825 Shares 16,262 Est. Cost $61.06 Unrealized +134.9%
SBUX STARBUCKS CORP 0.7%
Value ($000) $2,823 Shares 24,135 Est. Cost $33.36 Unrealized +206.4%
VFC VF CORP 0.6%
Value ($000) $2,595 Shares 35,435 Est. Cost $61.58 Unrealized +18.6%
CONSTELLATION BRANDS 0.6%
Value ($000) $2,591 Shares 10,323 Est. Cost $233.91 Unrealized
ALPHABET INC. CL C 0.6%
Value ($000) $2,546 Shares 880 Est. Cost $2512.68 Unrealized
EQUINIX INC 0.6%
Value ($000) $2,535 Shares 2,996 Est. Cost $760.31 Unrealized
SALESFORCE.COM INC 0.6%
Value ($000) $2,490 Shares 9,799 Est. Cost $244.39 Unrealized
WMT WAL-MART STORES 0.6%
Value ($000) $2,475 Shares 17,104 Est. Cost $41.96 Unrealized +7.7%
VV VANGUARD LARGE CAP FUND 0.6%
Value ($000) $2,407 Shares 10,890 Est. Cost $82.72 Unrealized
MDLZ MONDELEZ INTERNATIONAL 0.6%
Value ($000) $2,395 Shares 36,131 Est. Cost $25.69 Unrealized +115.3%
RAYTHEON TECHNOLOGIES 0.6%
Value ($000) $2,390 Shares 27,766 Est. Cost $60.91 Unrealized
CROWDSTRIKE HOLDINGS INC 0.6%
Value ($000) $2,381 Shares 11,627 Est. Cost $137.27 Unrealized
ARISTA NETWORKS INC 0.6%
Value ($000) $2,369 Shares 16,480 Est. Cost $173.85 Unrealized
NEXTERA ENERGY INC. 0.6%
Value ($000) $2,368 Shares 25,360 Est. Cost $73.28 Unrealized
FORTIVE CORP. 0.5%
Value ($000) $2,179 Shares 28,567 Est. Cost $54.34 Unrealized
VANGUARD HEALTHCARE ETF 0.5%
Value ($000) $2,081 Shares 7,810 Est. Cost $247.80 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 0.5%
Value ($000) $2,062 Shares 12,005 Est. Cost $127.39 Unrealized
SWK STANLEY BLACK & DECKER 0.5%
Value ($000) $1,966 Shares 10,424 Est. Cost $115.96 Unrealized +36.7%
EXXON MOBIL CORPORATION 0.4%
Value ($000) $1,899 Shares 31,042 Est. Cost $63.07 Unrealized
LHX L3 HARRIS TECHNOLOGIES 0.4%
Value ($000) $1,886 Shares 8,842 Est. Cost $180.81 Unrealized +12.6%
COMCAST CORP 0.4%
Value ($000) $1,820 Shares 36,170 Est. Cost $57.02 Unrealized
VISA, INC. 0.4%
Value ($000) $1,819 Shares 8,392 Est. Cost $233.29 Unrealized
HON HONEYWELL, INC. 0.4%
Value ($000) $1,770 Shares 8,490 Est. Cost $91.58 Unrealized +102.1%
CVX CHEVRON CORP. 0.4%
Value ($000) $1,662 Shares 14,163 Est. Cost $71.01 Unrealized +35.3%
SYK STRYKER CORPORATION 0.4%
Value ($000) $1,635 Shares 6,115 Est. Cost $67.59 Unrealized +271.5%
WASTE CONNECTIONS INC 0.4%
Value ($000) $1,590 Shares 11,670 Est. Cost $78.93 Unrealized
PFE PFIZER INC. 0.4%
Value ($000) $1,529 Shares 25,892 Est. Cost $18.34 Unrealized +119.3%
SPDR S&P BIOTECH ETF 0.4%
Value ($000) $1,496 Shares 13,363 Est. Cost $135.37 Unrealized
MEDTRONIC PLC 0.4%
Value ($000) $1,492 Shares 14,422 Est. Cost $124.11 Unrealized
VFIAX VANGUARD 500 INDEX FD ADM 0.3%
Value ($000) $1,465 Shares 3,331 Est. Cost $265.02 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD I 0.3%
Value ($000) $1,463 Shares 13,050 Est. Cost $84.98 Unrealized
NVIDIA CORP 0.3%
Value ($000) $1,394 Shares 4,740 Est. Cost $348.83 Unrealized
ADSK AUTODESK INC. 0.3%
Value ($000) $1,373 Shares 4,884 Est. Cost $263.53 Unrealized +10.6%
COSTCO WHOLESALE CORP 0.3%
Value ($000) $1,289 Shares 2,270 Est. Cost $399.73 Unrealized
VERIZON COMMUNICATIONS 0.3%
Value ($000) $1,283 Shares 24,689 Est. Cost $56.03 Unrealized
AMZN AMAZON.COM, INC 0.3%
Value ($000) $1,274 Shares 382 Est. Cost $100.96 Unrealized +69.5%
MCD McDONALDS CORP. 0.3%
Value ($000) $1,271 Shares 4,741 Est. Cost $114.70 Unrealized +100.2%
TELEDOC HEALTH INC 0.3%
Value ($000) $1,216 Shares 13,245 Est. Cost $66.38 Unrealized
NOVOCURE LTD 0.3%
Value ($000) $1,171 Shares 15,590 Est. Cost $59.31 Unrealized
MERCK & CO. 0.3%
Value ($000) $1,073 Shares 13,998 Est. Cost $77.73 Unrealized
PG PROCTER & GAMBLE 0.2%
Value ($000) $1,053 Shares 6,435 Est. Cost $62.71 Unrealized +113.9%
AT&T INCORPORATED 0.2%
Value ($000) $969 Shares 39,398 Est. Cost $28.77 Unrealized
SCHWAB 529 - Moderately Aggres 0.2%
Value ($000) $933 Shares 63,652 Est. Cost $12.39 Unrealized
NKE NIKE INC CLASS B 0.2%
Value ($000) $931 Shares 5,583 Est. Cost $43.11 Unrealized +258.5%
CCK CROWN HOLDINGS INC. 0.2%
Value ($000) $926 Shares 8,370 Est. Cost $40.04 Unrealized +154.0%
TESLA MOTORS INC. 0.2%
Value ($000) $853 Shares 807 Est. Cost $680.30 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $842 Shares 10,725 Est. Cost $33.41 Unrealized +105.9%
ALPHABET INC. CLASS A 0.2%
Value ($000) $832 Shares 287 Est. Cost $2447.72 Unrealized
FEDEX CORPORATION 0.2%
Value ($000) $795 Shares 3,075 Est. Cost $295.01 Unrealized
ORACLE CORPORATION 0.2%
Value ($000) $794 Shares 9,100 Est. Cost $77.80 Unrealized
CLEARBRIDGE AGGR GROWTH A 0.2%
Value ($000) $763 Shares 5,136 Est. Cost $196.85 Unrealized
TARGET CORP 0.2%
Value ($000) $746 Shares 3,225 Est. Cost $241.11 Unrealized
HSY THE HERSHEY COMPANY 0.2%
Value ($000) $735 Shares 3,800 Est. Cost $102.50 Unrealized +59.6%
INTC INTEL CORP 0.2%
Value ($000) $728 Shares 14,145 Est. Cost $19.77 Unrealized +139.2%
VBK VANGUARD ETF SMALL CAP GROWTH 0.2%
Value ($000) $709 Shares 2,515 Est. Cost $182.68 Unrealized
CHUBB CORP 0.2%
Value ($000) $657 Shares 3,400 Est. Cost $133.57 Unrealized
XILINX INC 0.2%
Value ($000) $647 Shares 3,050 Est. Cost $54.94 Unrealized
UBSI UNITED BANKSHARES 0.1%
Value ($000) $626 Shares 17,268 Est. Cost $33.20 Unrealized +10.9%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $616 Shares 4,376 Est. Cost $67.79 Unrealized +75.1%
VANGUARD CONSUMER DISCRETIONAR 0.1%
Value ($000) $603 Shares 1,770 Est. Cost $317.10 Unrealized
KO COCA-COLA 0.1%
Value ($000) $589 Shares 9,940 Est. Cost $40.31 Unrealized +22.0%
KONTOOR BRANDS INC. 0.1%
Value ($000) $555 Shares 10,820 Est. Cost $31.66 Unrealized
VWNAX VANGUARD WINDSOR II FUND ADMIR 0.1%
Value ($000) $545 Shares 6,662 Est. Cost $59.52 Unrealized
IGM iSHARES EXPANDED TECH SECTOR E 0.1%
Value ($000) $529 Shares 1,205 Est. Cost $207.54 Unrealized
IBB ISHARES NASDAQ BIOTECH INDEX F 0.1%
Value ($000) $528 Shares 3,460 Est. Cost $152.38 Unrealized
CGNX COGNEX CORPORATION 0.1%
Value ($000) $523 Shares 6,725 Est. Cost $50.88 Unrealized +54.2%
PAYPAL HOLDINGS INC. 0.1%
Value ($000) $475 Shares 2,520 Est. Cost $188.49 Unrealized
CISCO SYSTEMS INC 0.1%
Value ($000) $463 Shares 7,300 Est. Cost $53.01 Unrealized
PRNHX T ROWE PRICE NEW HORIZONS FUND 0.1%
Value ($000) $453 Shares 5,893 Est. Cost $82.62 Unrealized
VOE VANGUARD MID-CAP VALUE FUND 0.1%
Value ($000) $431 Shares 2,865 Est. Cost $94.86 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $424 Shares 1,425 Est. Cost $177.97 Unrealized +43.4%
MGC VANGUARD MEGA CAP 300 INDEX 0.1%
Value ($000) $424 Shares 2,525 Est. Cost $71.30 Unrealized
VQNPX VANGUARD GROWTH & INCOME 0.1%
Value ($000) $422 Shares 6,605 Est. Cost $36.04 Unrealized
DVY iSHARES DOW JONES SELECT DIV I 0.1%
Value ($000) $406 Shares 3,310 Est. Cost $74.65 Unrealized
ESSENTIALS UTILITIES INC. 0.1%
Value ($000) $396 Shares 7,385 Est. Cost $45.69 Unrealized
VWENX VANGUARD WELLINGTON FUND ADM. 0.1%
Value ($000) $392 Shares 4,676 Est. Cost $83.40 Unrealized
VWUSX VANGUARD WORLD FD U S GROWTH P 0.1%
Value ($000) $390 Shares 6,000 Est. Cost $41.20 Unrealized
FCNTX FIDELITY CONTRAFUND 0.1%
Value ($000) $387 Shares 20,604 Est. Cost $15.06 Unrealized
VOT VANGUARD MID-CAP GROWTH 0.1%
Value ($000) $383 Shares 1,505 Est. Cost $186.73 Unrealized
NETFLIX, INC. 0.1%
Value ($000) $380 Shares 630 Est. Cost $542.06 Unrealized
VDEQX VANGUARD DIVERSIFIED EQUITY FD 0.1%
Value ($000) $368 Shares 6,992 Est. Cost $35.87 Unrealized
VGSTX VANGUARD STAR FUND 0.1%
Value ($000) $366 Shares 11,471 Est. Cost $26.88 Unrealized
AXP AMERICAN EXPRESS 0.1%
Value ($000) $360 Shares 2,206 Est. Cost $96.10 Unrealized +68.4%
BA BOEING CO 0.1%
Value ($000) $354 Shares 1,757 Est. Cost $205.78 Unrealized +2.7%
VANGUARD CONSUMER STAPLES FUND 0.1%
Value ($000) $350 Shares 1,750 Est. Cost $185.86 Unrealized
VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $345 Shares 1,700 Est. Cost $196.54 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $343 Shares 875 Est. Cost $335.85 Unrealized +27.2%
WSM WILLIAMS-SONOMA INC 0.1%
Value ($000) $338 Shares 2,000 Est. Cost $46.50 Unrealized +84.8%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $334 Shares 3,800 Est. Cost $87.89 Unrealized
FKDNX Franklin DynaTech Fund Class A 0.1%
Value ($000) $331 Shares 2,136 Est. Cost $107.68 Unrealized
INTUITIVE SURGICAL 0.1%
Value ($000) $323 Shares 900 Est. Cost $545.93 Unrealized
WASTE MANAGEMENT INC 0.1%
Value ($000) $322 Shares 1,930 Est. Cost $139.90 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $321 Shares 1,300 Est. Cost $147.45 Unrealized +40.6%
CL COLGATE PALMOLIVE CO. 0.1%
Value ($000) $318 Shares 3,730 Est. Cost $45.74 Unrealized +55.1%
S&P GLOBAL INC. 0.1%
Value ($000) $299 Shares 633 Est. Cost $410.74 Unrealized
T ROWE PRICE SCI & TECH FUND 0.1%
Value ($000) $292 Shares 6,733 Est. Cost $52.12 Unrealized
ABBVIE 0.1%
Value ($000) $291 Shares 2,150 Est. Cost $112.56 Unrealized
EATON VANCE TAX ADV. GLOBAL DI 0.1%
Value ($000) $286 Shares 12,600 Est. Cost $21.03 Unrealized
TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $285 Shares 1,640 Est. Cost $129.88 Unrealized
IJH iSHARES S&P MID CAP 400 INDEX 0.1%
Value ($000) $284 Shares 1,005 Est. Cost $229.85 Unrealized
WAT WATERS CORP 0.1%
Value ($000) $281 Shares 754 Est. Cost $273.06 Unrealized +28.1%
CAT CATERPILLAR INCORPORATED 0.1%
Value ($000) $269 Shares 1,300 Est. Cost $153.98 Unrealized +21.2%
ACRNX COLUMBIA ACORN FUND INSTITUTIO 0.1%
Value ($000) $267 Shares 18,806 Est. Cost $16.66 Unrealized
PM PHILLIP MORRIS 0.1%
Value ($000) $261 Shares 2,751 Est. Cost $50.36 Unrealized +51.5%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $259 Shares 3,090 Est. Cost $56.91 Unrealized +34.4%
VWUAX VANGUARD US GROWTH FUND ADMIRA 0.1%
Value ($000) $250 Shares 1,485 Est. Cost $168.10 Unrealized
LLY ELI LILLY 0.1%
Value ($000) $235 Shares 850 Est. Cost $243.85 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $231 Shares 3,700 Est. Cost $45.56 Unrealized +8.1%
LMT LOCKHEED MARTIN CORP. 0.1%
Value ($000) $231 Shares 650 Est. Cost $334.45 Unrealized -7.6%
DOCU DOCUSIGN INC 0.1%
Value ($000) $228 Shares 1,500 Est. Cost $136.94 Unrealized +66.5%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $223 Shares 400 Est. Cost $86.50 Unrealized 0.0%
CORTEVA INC. 0.1%
Value ($000) $221 Shares 4,675 Est. Cost $47.27 Unrealized
FKGRX Franklin Growth Series Class A 0.1%
Value ($000) $221 Shares 1,471 Est. Cost $138.00 Unrealized
KMB KIMBERLY-CLARK CORP. 0.1%
Value ($000) $214 Shares 1,500 Est. Cost $115.26 Unrealized 0.0%
CARRIER GLOBAL CORP 0.0%
Value ($000) $206 Shares 3,807 Est. Cost $54.11 Unrealized
DOW DOW INC. 0.0%
Value ($000) $205 Shares 3,625 Est. Cost $50.69 Unrealized -11.1%
DU PONT DE NEMOURS 0.0%
Value ($000) $204 Shares 2,525 Est. Cost $80.79 Unrealized
RVTY PERKIN ELMER INC 0.0%
Value ($000) $201 Shares 1,000 Est. Cost $179.04 Unrealized 0.0%
MJNE MJ HOLDINGS INC 0.0%
Value ($000) $11 Shares 40,622 Est. Cost $0.48 Unrealized -23.8%