The Analysis of NorthLanding Financial Partners, LLC's Holdings


Currently, NorthLanding Financial Partners, LLC holds 43 types of securities in its portfolio with a total value $119.8M. In the most recent quarter, they have increased their positions in VCRB (+9.5K shares, valued at $742.2K), AGG (+7.3K shares, valued at $729.1K), C (+2.3K shares, valued at $232.0K); decreased their positions in IVV (-1.0K shares, valued at $680.7K), PANW (-1.4K shares, valued at $274.9K), IJH (-1.9K shares, valued at $121.8K); initiated new positions in C (+2.3K shares, valued at $232.0K), EMB (+2.2K shares, valued at $208.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR48.0K shares-2.08%2025-09-302025-10-28history
IEFA ISHARES TR253.2K shares-0.25%2025-09-302025-10-28history
VCRB VANGUARD MALVERN FDS127.0K shares8.05%2025-09-302025-10-28history
VTV VANGUARD INDEX FDS52.6K shares0.01%2025-09-302025-10-28history
AGG ISHARES TR93.7K shares8.41%2025-09-302025-10-28history
IEMG ISHARES INC69.4K shares-1.35%2025-09-302025-10-28history
VEA VANGUARD TAX-MANAGED FDS57.0K shares0.02%2025-09-302025-10-28history
VBR VANGUARD INDEX FDS13.6K shares-0.22%2025-09-302025-10-28history
Sponsored
IJH ISHARES TR40.4K shares-4.42%2025-09-302025-10-28history
VNQ VANGUARD INDEX FDS27.5K shares4.78%2025-09-302025-10-28history
IVE ISHARES TR9.7K shares0.13%2025-09-302025-10-28history
VUG VANGUARD INDEX FDS4.1K shares-0.29%2025-09-302025-10-28history
FTEC FIDELITY COVINGTON TRUST6.8K shares-1.09%2025-09-302025-10-28history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-28history
VXUS VANGUARD STAR FDS19.2K shares1.25%2025-09-302025-10-28history
IVW ISHARES TR8.9K shares-1.69%2025-09-302025-10-28history
Sponsored
VGT VANGUARD WORLD FD1.4K shares-0.87%2025-09-302025-10-28history
EEMS ISHARES INC13.8K shares3.41%2025-09-302025-10-28history
VWO VANGUARD INTL EQUITY INDEX F13.3K shares-0.43%2025-09-302025-10-28history
BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares-0.75%2025-09-302025-10-28history
AAPL APPLE INC2.1K shares-2.26%2025-09-302025-10-28history
VO VANGUARD INDEX FDS1.8K shares-0.68%2025-09-302025-10-28history
VEU VANGUARD INTL EQUITY INDEX F6.5K shares0.00%2025-09-302025-10-28history
TIP ISHARES TR4.1K shares0.96%2025-09-302025-10-28history
Sponsored
EVSD MORGAN STANLEY ETF TRUST8.8K shares-0.65%2025-09-302025-10-28history
BND VANGUARD BD INDEX FDS5.9K shares0.83%2025-09-302025-10-28history
IJS ISHARES TR4.0K shares-8.90%2025-09-302025-10-28history
MSFT MICROSOFT CORP761 shares0.00%2025-09-302025-10-28history
VGSH VANGUARD SCOTTSDALE FDS5.8K shares0.87%2025-09-302025-10-28history
PAYX PAYCHEX INC2.7K shares0.04%2025-09-302025-10-28history
IDEV ISHARES TR4.1K shares0.00%2025-09-302025-10-28history
GOOGL ALPHABET INC1.2K shares0.00%2025-09-302025-10-28history
Sponsored
VB VANGUARD INDEX FDS1.1K shares-0.73%2025-09-302025-10-28history
PANW PALO ALTO NETWORKS INC1.4K shares-50.00%2025-09-302025-10-28history
VIS VANGUARD WORLD FD913 shares0.22%2025-09-302025-10-28history
FREL FIDELITY COVINGTON TRUST9.7K shares-0.49%2025-09-302025-10-28history
VDE VANGUARD WORLD FD2.1K shares0.76%2025-09-302025-10-28history
GTO INVESCO ACTIVELY MANAGED EXC5.2K shares1.14%2025-09-302025-10-28history
C CITIGROUP INC2.3K sharesnew addition2025-09-302025-10-28history
VCIT VANGUARD SCOTTSDALE FDS2.7K shares1.22%2025-09-302025-10-28history
Sponsored
BSV VANGUARD BD INDEX FDS2.8K shares5.38%2025-09-302025-10-28history
EFG ISHARES TR1.9K shares0.00%2025-09-302025-10-28history
EMB ISHARES TR2.2K sharesnew addition2025-09-302025-10-28history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available