Northstar Wealth Partners LLC

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Assets, Funds, Holdings

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Northstar Wealth Partners LLC
CRD #169409
SEC #801-88184
CIK #
AUM $914.7 MM (58% Disc, 100% US)
Employees18 (72% Investors, 78% Brokers)
Phone860-665-7737
Address433 South Main Street
West Hartford, CT 06110
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SPY 7.5
AAPL 843,560.0 3.3
XOM 337,850.0 3.3
JNJ 369,000.0 3.2
UTX 108,590.0 2.6
XLF 2.5
T 220,140.0 2.4
HD 206,070.0 2.3
XLI 2.3
PG 249,110.0 2.2
View All
Holdings by Sector ($BB)
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