Northlanding Financial Partners, LLC Top Holdings and 13F Report (2024) About Northlanding Financial Partners, LLCInvestment ActivityNorthlanding Financial Partners, LLC has $144.55 million in total holdings as of March 31, 2024.Northlanding Financial Partners, LLC owns shares of 45 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 8.04% of the portfolio was purchased this quarter.About 0.10% of the portfolio was sold this quarter.This quarter, Northlanding Financial Partners, LLC has purchased 41 new stocks and bought additional shares in 28 stocks.Northlanding Financial Partners, LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $38,286,073iShares Core MSCI EAFE ETF $25,765,948VANGUARD MALVERN FDS $21,553,828Vanguard Value ETF $12,858,154iShares Core MSCI Emerging Markets ETF $5,599,307 Largest New Holdings this Quarter 921946810 - Vanguard International Dividend Appreciation ETF $554,260 Holding172967424 - Citigroup $306,929 Holding921932885 - Vanguard S&P Mid-Cap 400 ETF $230,004 Holding30231G102 - ExxonMobil $201,065 Holding Largest Purchases this Quarter Vanguard Information Technology ETF 26,292 shares (about $3.14M)Vanguard Growth ETF 19,760 shares (about $1.70M)iShares Core S&P 500 ETF 1,202 shares (about $900.16K)Vanguard FTSE Developed Markets ETF 12,507 shares (about $891.12K)iShares Core MSCI EAFE ETF 8,334 shares (about $804.90K) Largest Sales this Quarter Vanguard Short-Term Treasury ETF 1,292 shares (about $75.20K)iShares Core U.S. Aggregate Bond ETF 432 shares (about $42.76K)Vanguard Real Estate ETF 212 shares (about $20.44K)Fidelity MSCI Information Technology Index ETF 15 shares (about $4.28K)Vanguard Small-Cap ETF 8 shares (about $2.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNorthlanding Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$38,286,073$900,162 â–²2.4%51,12426.5%ETFIEFAiShares Core MSCI EAFE ETF$25,765,948$804,899 â–²3.2%266,78317.8%ETFVANGUARD MALVERN FDS$21,553,828$302,135 â–²1.4%279,07614.9%CORE BD ETFVTVVanguard Value ETF$12,858,154$157,346 â–²1.2%59,0018.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,599,307$111,420 â–²2.0%67,5923.9%ETFVEAVanguard FTSE Developed Markets ETF$4,881,960$891,120 â–²22.3%68,5193.4%ETFVBRVanguard Small-Cap Value ETF$3,473,438$64,633 â–²1.9%14,2952.4%ETFVGTVanguard Information Technology ETF$3,302,679$3,142,404 â–²1,960.6%27,6332.3%ETFIJHiShares Core S&P Mid-Cap ETF$3,208,441$46,497 â–²1.5%41,6092.2%ETFIVEiShares S&P 500 Value ETF$2,660,179$600,107 â–²29.1%11,7161.8%ETFVUGVanguard Growth ETF$2,043,371$1,702,091 â–²498.7%23,7221.4%ETFFTECFidelity MSCI Information Technology Index ETF$1,849,511$4,284 â–¼-0.2%6,4761.3%ETFVXUSVanguard Total International Stock ETF$1,621,696$14,705 â–²0.9%18,9691.1%ETFBRK.ABerkshire Hathaway$1,497,7000.0%21.0%FinanceIVWiShares S&P 500 Growth ETF$1,433,090$229,404 â–²19.1%10,4201.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,401,014$42,758 â–¼-3.0%14,1551.0%FinanceEEMSiShares MSCI Emerging Markets Small-Cap ETF$1,162,612$63,898 â–²5.8%15,3200.8%ETFBRK.BBerkshire Hathaway$817,867$225,739 â–²38.1%1,6340.6%FinanceVWOVanguard FTSE Emerging Markets ETF$786,390$119 â–²0.0%13,1750.5%ETFIJSiShares S&P Small-Cap 600 Value ETF$689,730$148,170 â–²27.4%5,0460.5%ETFVOVanguard Mid-Cap ETF$681,140$540,948 â–²385.9%8,4540.5%ETFBNDVanguard Total Bond Market ETF$675,675$239,100 â–²54.8%9,2040.5%ETFVNQVanguard Real Estate ETF$654,054$20,442 â–¼-3.0%6,7830.5%ETFAAPLApple$610,705$8,679 â–²1.4%2,1110.4%Computer and TechnologyVIGIVanguard International Dividend Appreciation ETF$554,260$554,260 â–²New Holding5,9360.4%ETFVEUVanguard FTSE All-World ex-US ETF$546,0220.0%6,5200.4%ETFPANWPalo Alto Networks$460,3770.0%1,3500.3%Computer and TechnologyTIPiShares TIPS Bond ETF$451,578$2,845 â–²0.6%4,1270.3%ETFMORGAN STANLEY ETF TRUST$448,613$4,526 â–²1.0%8,8210.3%EATO VA DURA ETFGOOGLAlphabet$425,9850.0%1,1920.3%Computer and TechnologyPAYXPaychex$400,525$123,314 â–²44.5%4,0730.3%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$364,170$267 â–²0.1%4,0910.3%ETFVDEVanguard Energy ETF$321,292$2,102 â–²0.7%2,1400.2%ETFVISVanguard Industrials ETF$318,861$721 â–²0.2%8850.2%ETFCCitigroup$306,929$306,929 â–²New Holding2,1930.2%Financial ServicesMSFTMicrosoft$289,750$5,967 â–²2.1%7770.2%Computer and TechnologyFRELFidelity MSCI Real Estate Index ETF$268,443$469 â–¼-0.2%9,1620.2%ETFVBVanguard Small-Cap ETF$263,261$2,424 â–¼-0.9%8690.2%ETFVGSHVanguard Short-Term Treasury ETF$260,106$75,197 â–¼-22.4%4,4690.2%ETFGTOInvesco Total Return Bond ETF$244,048$2,578 â–²1.1%5,2070.2%ETFEFGiShares MSCI EAFE Growth ETF$236,4540.0%1,9000.2%ETFIVOOVanguard S&P Mid-Cap 400 ETF$230,004$230,004 â–²New Holding1,7640.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$228,3860.0%2,7630.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$210,9140.0%2,1870.1%ETFXOMExxonMobil$201,065$201,065 â–²New Holding1,4710.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. 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