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CIK: 0001655982
Total reported value
$144.5M
$144.5M
35 檔
46.5%
At the close of Q4 2024, NorthLanding Financial Partners, LLC disclosed equity holdings valued at approximately $144.5M, spread across 35 reported holdings.
In Q4 2024, NorthLanding Financial Partners, LLC displayed an active expansion posture, initiating 1 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 27.25% | +0.20% | -3.90% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 17.86% | -1.03% | +5.13% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.31% | -0.20% | +7.44% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 8.02% | -0.32% | -2.38% | |
| 5 | VCRB | Vanguard Core Bond ETF | ETF-Other | 6.39% | -2.26% | +8.97% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.56% | +0.14% | +2.90% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.79% | +0.49% | +2.76% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.49% | -0.01% | +1.03% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.41% | -0.06% | +2.43% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.23% | — | +4.40% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.12% | -0.05% | +1.36% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.89% | +0.30% | +0.06% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.76% | +0.01% | -8.06% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.37% | -0.12% | — | |
| 15 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.32% | +0.19% | -3.66% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.06% | -0.01% | +2.10% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | +0.19% | +0.82% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.87% | +1.53% | +0.58% | |
| 19 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 0.74% | -0.01% | +2.36% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | -0.03% | +3.11% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | +0.11% | -0.50% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.54% | -0.01% | +0.05% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.50% | +0.15% | +100.00% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.49% | +0.10% | +0.31% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | +0.07% | +0.95% | |
| 26 | PAYX | Paychex Inc | Stock-Tech | 0.46% | +0.07% | +0.46% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.45% | -0.05% | +6.59% | |
| 28 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 0.43% | -0.05% | -2.81% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.43% | +0.12% | -0.20% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.38% | -0.01% | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.03% | — | |
| 32 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.26% | -0.03% | — | |
| 33 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.26% | -0.01% | +7.64% | |
| 34 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.24% | -0.02% | +0.96% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.4% | +7.44% | Add |
| 2 | VCRB | Vanguard Core Bond ETF | +0.4% | +8.97% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | NEW | New buy |
| 4 | BSV | Vanguard Short-term Bond ETF | +0.1% | +4.40% | Add |
| 5 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.82% | Add |
| 6 | VBR | Vanguard Small-cap Value ETF | +0.1% | +2.43% | Add |
| 7 | VGT | Vanguard Info Tech ETF | +0.1% | +0.58% | Add |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.03% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +0.05% | Add |
| 10 | VB | Vanguard Small-cap ETF | +0.1% | +2.10% | Add |
| 11 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | -3.66% | Trim |
| 12 | PANW | Palo Alto Networks Inc | 0% | +100.00% | Add |
| 13 | PAYX | Paychex Inc | 0% | +0.46% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | 0% | -3.90% | Trim |
| 15 | TIP | Ishares Tips Bond ETF | 0% | +6.59% | Add |
| 16 | VUG | Vanguard Growth ETF | 0% | -8.06% | Trim |
| 17 | IJS | Ishares S&p Small-cap 600 Va | 0% | +0.31% | Add |
| 18 | VO | Vanguard Mid-cap ETF | 0% | +0.95% | Add |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | — | — | Unchanged |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | -0.50% | Trim |
| 21 | GTO | Invesco Total Return Bond Et | — | +0.96% | Add |
| 22 | MSFT | Microsoft CORP | — | — | Unchanged |
| 23 | FREL | Fidelity Msci Rl Est Indx | — | +7.64% | Add |
| 24 | BND | Vanguard Total Bond Market | 0% | -0.20% | Trim |
| 25 | EVSD | Eaton Vance Shrt Dur Inc | 0% | -2.81% | Trim |
| 26 | IVE | Ishares S&p 500 Value ETF | 0% | +0.06% | Add |
| 27 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.11% | Add |
| 28 | VEU | Vanguard Ftse All-world Ex-u | 0% | — | Unchanged |
| 29 | IDEV | Ishares Core Msci Dev Mkts | 0% | — | Unchanged |
| 30 | EEMS | Ishares Msci Emerging Mkt Sm | 0% | +2.36% | Add |
| 31 | VNQ | Vanguard Real Estate ETF | -0.1% | +1.36% | Add |
| 32 | VEA | Vanguard Ftse Developed ETF | -0.1% | +2.76% | Add |
| 33 | IEMG | Ishares Core Msci Emerging | -0.2% | +2.90% | Add |
| 34 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | EXIT | Sold out |
| 35 | VTV | Vanguard Value ETF | -0.3% | -2.38% | Trim |
| 36 | IEFA | Ishares Core Msci Eafe ETF | -0.6% | +5.13% | Add |
According to official SEC Form 13F filings, NorthLanding Financial Partners, LLC reported a total U.S. public equity portfolio value of $144.5M across 35 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, AGG) accounted for 46.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
GOOGL
市值: $225.6K
Top Position Liquidated / Trimmed
EFG
前期市值: $204.6K
During Q4 2024, NorthLanding Financial Partners, LLC's top holdings by market value included IVV (27.3%)、IEFA (17.9%)、AGG (8.3%). The largest single position, IVV, represented 27.3% of total portfolio value.
In Q4 2024, NorthLanding Financial Partners, LLC made 32 total portfolio adjustments, initiating 1 new buys, adding to 23 positions, trimming 7 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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