NF

NorthLanding Financial Partners, LLC

13F
NorthLanding Financial Partners, LLC
Last update 2024-10-23 35 Stocks (1 new)
Value $101.00 Mil Turnover 2 %
Countries:
Top Holdings: IVV(27.23%)IEFA(18.49%)VTV(8.30%)AGG(7.92%)VCRB(6.01%)
Portfolio Report
Summary Stock Picks Current Portfolio
NorthLanding Financial Partner... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
47,734
27534.060
+3.09%
27.230
+0.82%
0.010
+11.40%
+21.33%
545905.122
 
IEFA 		iShares Core MSCI EAFE ETF
239,564
18697.970
+0.91%
18.490
+0.17%
0.010
+6.59%
+6.20%
122858.098
 
VTV 		Vanguard Value ETF
48,105
8397.690
-3.71%
8.300
-0.31%
0.010
+8.51%
+16.10%
122992.043
 
AGG 		iShares Core U.S. Aggregate Bond ETF
79,079
8008.370
+4.87%
7.920
+0.37%
0.010
-1.89%
-0.90%
118578.481
 
VCRB 		Vanguard Core Bond ETF
76,699
6073.820
+5.48%
6.010
+0.31%
1.380
-1.71%
-0.27%
436.862
 
IEMG 		iShares Core MSCI Emerging Markets ETF
65,614
3766.910
-0.33%
3.730
-0.01%
0.000
+11.73%
+12.04%
83741.405
 
VEA 		Vanguard FTSE Developed Markets ETF
56,192
2967.470
-0.50%
2.930
-0.01%
0.000
+6.74%
+6.08%
139217.980
 
IJH 		iShares Core S&P Mid-Cap ETF
39,247
2445.890
+0.36%
2.420
+0.01%
0.000
+10.08%
+13.84%
93198.127
 
VBR 		Vanguard Small Cap Value ETF
11,759
2361.030
-0.94%
2.330
-0.02%
0.010
+10.76%
+12.48%
30560.084
 
VNQ 		Vanguard Real Estate Index Fund ETF
23,237
2263.750
+2.06%
2.240
+0.05%
0.010
+7.58%
+7.94%
35538.344
 

NorthLanding Financial Partners, LLC's Historical Top Holdings Breakdowns

NorthLanding Financial Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.82%
●
520.18 ($556.01) 576.82
$579.45
4.22%
Add 3.09%
47,734
1,431
AAPL 		Apple Inc2024-09-30Reduce
-0.62%
●
207.23 ($223.32) 234.82
$223.45
0.06%
Reduce -56.88%
2,121
-2,798
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Add
+0.37%
●
96.25 ($99.77) 101.98
$98.36
-1.41%
Add 4.87%
79,079
3,673
VCRB 		Vanguard Core Bond ETF2024-09-30Add
+0.31%
●
75.38 ($78.07) 79.71
$77.12
-1.22%
Add 5.48%
76,699
3,985
VTV 		Vanguard Value ETF2024-09-30Reduce
-0.31%
●
159.75 ($167.43) 174.57
$173.57
3.67%
Reduce -3.71%
48,105
-1,855
FIXD 		First Trust TCW Opportunistic Fixed Income ETF2024-09-30Sold Out
-0.27%
●
42.87 ($44.59) 45.76
$43.77
-1.84%
Sold Out
0
-5,952
GOOGL 		Alphabet Inc2024-09-30Sold Out
-0.23%
●
148.66 ($167.74) 191.18
$169.74
1.19%
Sold Out
0
-1,192
EFG 		iShares MSCI EAFE Growth ETF2024-09-30New Buy
+0.20%
●
96.84 ($103.75) 108.77
$102.06
-1.63%
New holding
1,900
1,900
VUG 		Vanguard Growth ETF2024-09-30Reduce
-0.18%
●
341.08 ($371.89) 391.94
$390.21
4.93%
Reduce -9.08%
4,615
-461
IEFA 		iShares Core MSCI EAFE ETF2024-09-30Add
+0.17%
●
70.09 ($74.86) 78.74
$74.74
-0.16%
Add 0.91%
239,564
2,149

NorthLanding Financial Partners, LLC Total Holding History ($B)

To

NorthLanding Financial Partners, LLC's Asset Allocation

To

NorthLanding Financial Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

NorthLanding Financial Partners, LLC's Hypothetical Growth since 2024-09-30

NorthLanding Financial Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

NorthLanding Financial Partners, LLC's Holdings Heat Map

Size field:

NorthLanding Financial Partners, LLC's Holdings Bubble Chart

NorthLanding Financial Partners, LLC News

  • 1

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