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Northstar Asset Management LLC /nj/
NorthStar Asset Management LLC /NJ/ is an investment advisory firm headquartered in Hackettstown, NJ. Founded in 2000, it provides investment and wealth management services to high-net-worth individuals, families, foundations, and endowments. The firm employs approximately 5 to 8 professionals and focuses on personalized portfolio management and financial planning. John Paoloni serves as President, and the company is dedicated to enhancing client portfolios and lifestyles by delivering tailored investment solutions with a client-centric approach.
Investment Strategy
NorthStar Asset Management employs a client-centric investment advisory approach, focusing on protecting and enhancing client portfolios and lifestyles. The firm builds diversified portfolios for individuals, families, foundations, and endowments, utilizing a mix of equity ETFs, growth stocks, and alternative strategies. NorthStar seeks long-term capital preservation and growth, using broad market exposures and active asset allocation to manage risk while pursuing above-average returns. The strategy includes regular rebalancing and a focus on understanding each client’s objectives to achieve optimal outcomes.
Latest 13F Filing Activity
Northstar Asset Management LLC /nj/ filed their most recent 13F report on Jun 30, 2025 disclosing 94 equity positions with a total 13F market value of $190M. The fund increased holdings in Nvidia Corporation, Ishares TR, Goldman Sachs Etf TR among other positions. Northstar Asset Management LLC /nj/ reduced exposure to Berkshire Hathaway Inc. Del, SPDR Index SHS FDS, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GSLC | GOLDMAN SACHS ETF TR | 10.28% | $19.5M | 160,565 | $96.33 | $121.38 | +$2.3M |
I IUSG | ISHARES TR | 10.08% | $19.1M | 127,084 | $111.54 | $150.40 | +$3.7M |
N NVDA | NVIDIA CORPORATION | 6.83% | $13.0M | 81,981 | $50.08 | $157.99 | +$3.8M |
V VOT | VANGUARD INDEX FDS | 5.85% | $11.1M | 39,004 | $230.67 | $284.39 | +$2.3M |
G GBIL | GOLDMAN SACHS ETF TR | 4.05% | $7.7M | 76,645 | $99.90 | $100.15 | +$2.3M |
Industry Allocation
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