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| Happy Holidays!! thanks for using AUM13F!! |
| NorthStar Financial Advisors Inc
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| CRD # | 124194 |
| SEC # | 801-120426 |
| CIK # | 0000106505, 0001106505 |
| AUM | $177.5 M (2025-02-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 973-896-6666 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000106505 0001106505 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 41.6 | ||
| Apple Inc | 27.9 | ||
| Alphabet Inc | 23.7 | ||
| Nvidia Corp | 19.7 | ||
| Home Depot Inc | 18.9 | ||
| Amazon Com Inc | 15.7 | ||
| Abbott Laboratories | 15.6 | ||
| Intel Corp | 14.9 | ||
| Texas Instruments Inc | 14.7 | ||
| Paypal Holdings Inc | 14.1 | ||
| Automatic Data Processing Inc | 14.0 | ||
| Facebook Inc | 13.6 | ||
| VISA Inc | 12.8 | ||
| Johnson & Johnson | 12.7 | ||
| Accenture PLC | 11.8 | ||
| Medtronic Holdings Ltd | 11.5 | ||
| McCormick & Co Inc | 11.1 | ||
| McDonalds Corp | 10.7 | ||
| Starbucks Corp | 10.1 | ||
| Tyler Technologies Inc | 10.0 | ||
| ServiceNow Inc | 9.5 | ||
| Salesforce Com Inc | 8.1 | ||
| Ecolab Inc | 7.7 | ||
| Canadian National Railway Co | 7.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 21.3 |
| (b) Individuals (high net worth individuals) | 99 | 156.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 162 | 177.5 |
| By Discretionary | ||
| Discretionary | 162 | 177.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 162 | 177.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.5 | |
| Total | 162 | 177.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001106505] |
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