0001606587-20-000691.txt : 20200515
0001606587-20-000691.hdr.sgml : 20200515
20200515144151
ACCESSION NUMBER: 0001606587-20-000691
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200515
DATE AS OF CHANGE: 20200515
EFFECTIVENESS DATE: 20200515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: NORTHSTAR WEALTH PARTNERS LLC
CENTRAL INDEX KEY: 0001703100
IRS NUMBER: 271520512
STATE OF INCORPORATION: CT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18032
FILM NUMBER: 20884073
BUSINESS ADDRESS:
STREET 1: 433 SOUTH MAIN STREET
STREET 2: SUITE 322
CITY: WEST HARTFORD
STATE: CT
ZIP: 06110
BUSINESS PHONE: 860-665-7737
MAIL ADDRESS:
STREET 1: 433 SOUTH MAIN STREET
STREET 2: SUITE 322
CITY: WEST HARTFORD
STATE: CT
ZIP: 06110
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001703100
XXXXXXXX
03-31-2020
03-31-2020
false
Northstar Wealth Partners LLC
433 South Main Street
Suite 322
West Hartford
CT
06110
13F HOLDINGS REPORT
028-18032
N
Jeffrey Sargent
Chief Compliance Officer
860-310-1713
Jeffrey Sargent
West Hartford
CT
05-15-2020
0
162
196817
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M COMPANY
COM
88579Y101
2552
18695
SH
SOLE
NONE
0
0
18695
ABBOTT LABORATORIES
COM
002824100
328
4163
SH
SOLE
NONE
0
0
4163
ABBVIE INC
COM
00287Y109
2356
30927
SH
SOLE
NONE
0
0
30927
ADOBE INC
COM
00724F101
685
2155
SH
SOLE
NONE
0
0
2155
AFLAC INC
COM
001055102
400
11694
SH
SOLE
NONE
0
0
11694
ALIBABA GROUP
SPONSORED ADS
01609W102
641
3296
SH
SOLE
NONE
0
0
3296
ALPHABET INC
CAP STK CL C
02079K107
1261
1085
SH
SOLE
NONE
0
0
1085
ALPHABET INC
CAP STK CL A
02079K305
1476
1271
SH
SOLE
NONE
0
0
1271
ALTRIA GROUP
COM
02209S103
517
13383
SH
SOLE
NONE
0
0
13383
AMAZON COM
COM
023135106
4548
2333
SH
SOLE
NONE
0
0
2333
AMERICAN ELECTRIC
COM
025537101
276
3457
SH
SOLE
NONE
0
0
3457
AMGEN INC
COM
031162100
2084
10281
SH
SOLE
NONE
0
0
10281
AMPHENOL CORP
CL A
032095101
1500
20587
SH
SOLE
NONE
0
0
20587
ANHEUSER BUSCH
SPONSORED ADR
03524A108
315
7160
SH
SOLE
NONE
0
0
7160
APPLE INC
COM
037833100
5030
19781
SH
SOLE
NONE
0
0
19781
ARCHER DANIELS
COM
039483102
958
27235
SH
SOLE
NONE
0
0
27235
ARROW ELECTRONICS
COM
042735100
610
11775
SH
SOLE
NONE
0
0
11775
AT&T INC
COM
00206R102
3135
107573
SH
SOLE
NONE
0
0
107573
AUTOMATIC DATA
COM
053015103
1594
11667
SH
SOLE
NONE
0
0
11667
BECTON DICKINSON
COM
075887109
204
892
SH
SOLE
NONE
0
0
892
BERKSHIRE HATHAWAY
CL B NEW
084670702
979
5358
SH
SOLE
NONE
0
0
5358
BOEING CO
COM
097023105
947
6350
SH
SOLE
NONE
0
0
6350
BRISTOL MYERS
COM
110122108
845
15160
SH
SOLE
NONE
0
0
15160
CAE INC
COM
124765108
257
20382
SH
SOLE
NONE
0
0
20382
CATERPILLAR INC
COM
149123101
2081
17934
SH
SOLE
NONE
0
0
17934
CHEVRON CORP
COM
166764100
1536
21203
SH
SOLE
NONE
0
0
21203
CISCO SYSTEMS
COM
17275R102
4815
122496
SH
SOLE
NONE
0
0
122496
CME GROUP
COM
12572Q105
376
2179
SH
SOLE
NONE
0
0
2179
COCA COLA COMPANY
COM
191216100
2244
50721
SH
SOLE
NONE
0
0
50721
CONSOLIDATED EDISON
COM
209115104
234
3008
SH
SOLE
NONE
0
0
3008
COSTCO WHOLESALE
COM
22160K105
1540
5404
SH
SOLE
NONE
0
0
5404
CVS HEALTH
COM
126650100
354
5976
SH
SOLE
NONE
0
0
5976
DEERE & CO
COM
244199105
235
1705
SH
SOLE
NONE
0
0
1705
DOVER CORP
COM
260003108
322
3839
SH
SOLE
NONE
0
0
3839
DOW INC
COM
260557103
1305
44641
SH
SOLE
NONE
0
0
44641
DUKE ENERGY
COM NEW
26441C204
1450
17929
SH
SOLE
NONE
0
0
17929
EATON CORP
SHS
G29183103
339
4374
SH
SOLE
NONE
0
0
4374
ELI LILLY
COM
532457108
728
5254
SH
SOLE
NONE
0
0
5254
EMERSON ELECTRIC
COM
291011104
1026
21538
SH
SOLE
NONE
0
0
21538
ENBRIDGE INC
COM
29250N105
204
7019
SH
SOLE
NONE
0
0
7019
ENTERPRISE PRODUCTS
COM
293792107
384
26906
SH
SOLE
NONE
0
0
26906
EQUINIX INC
COM
29444U700
214
343
SH
SOLE
NONE
0
0
343
EVERSOURCE ENERGY
COM
30040W108
362
4639
SH
SOLE
NONE
0
0
4639
EXXON MOBIL
COM
30231G102
1618
42628
SH
SOLE
NONE
0
0
42628
FACEBOOK INC
CL A
30303M102
792
4752
SH
SOLE
NONE
0
0
4752
FIRST TRUST
US EQTY OPPT ETF
336920103
403
6403
SH
SOLE
NONE
0
0
6403
FIRST TRUST
FST LOW OPPT EFT
33739Q200
473
9275
SH
SOLE
NONE
0
0
9275
FIRST TRUST
SHS
33734H106
1323
47817
SH
SOLE
NONE
0
0
47817
FORD MOTOR
COM
345370860
68
14284
SH
SOLE
NONE
0
0
14284
GABELLI EQUITY
COM
362397101
211
48698
SH
SOLE
NONE
0
0
48698
GENERAL DYNAMICS
COM
369550108
364
2751
SH
SOLE
NONE
0
0
2751
GENERAL ELECTRIC
COM
369604103
328
41390
SH
SOLE
NONE
0
0
41390
GENERAL MILLS
COM
370334104
2127
40315
SH
SOLE
NONE
0
0
40315
GENERAL MOTORS
COM
37045V100
218
10530
SH
SOLE
NONE
0
0
10530
GILEAD SCIENCES
COM
375558103
246
3291
SH
SOLE
NONE
0
0
3291
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
1569
41411
SH
SOLE
NONE
0
0
41411
GRAINGER W W
COM
384802104
963
3878
SH
SOLE
NONE
0
0
3878
HELIOS TECHNOLOGIES
COM
42328H109
221
5844
SH
SOLE
NONE
0
0
5844
HOME DEPOT
COM
437076102
1702
9118
SH
SOLE
NONE
0
0
9118
HONEYWELL INTL
COM
438516106
721
5392
SH
SOLE
NONE
0
0
5392
INTEL CORP
COM
458140100
5715
105609
SH
SOLE
NONE
0
0
105609
INTL BUSINESS
COM
459200101
2446
22056
SH
SOLE
NONE
0
0
22056
INVESCO DYNAMIC
DYNMC LRG GWTH
46137V746
955
21839
SH
SOLE
NONE
0
0
21839
INVESCO EXCHANGE
S&P500 QUALITY
46137V241
226
7561
SH
SOLE
NONE
0
0
7561
INVESCO EXCHANGE
S&P500 LOW VOL
46138E354
642
13694
SH
SOLE
NONE
0
0
13694
INVESCO QQQ
UNIT SER 1
46090E103
1281
6730
SH
SOLE
NONE
0
0
6730
ISHARES CORE
CORE S&P MCP ETF
464287507
244
1698
SH
SOLE
NONE
0
0
1698
ISHARES CORE
CORE S&P SCP ETF
464287804
248
4427
SH
SOLE
NONE
0
0
4427
ISHARES CORE
CORE S&P US VLU
464287663
596
12919
SH
SOLE
NONE
0
0
12919
ISHARES CORE
CORE DIV GRWTH
46434V621
783
24053
SH
SOLE
NONE
0
0
24053
ISHARES CORE
CORE HIGH DV ETF
46429B663
952
13319
SH
SOLE
NONE
0
0
13319
ISHARES CORE
CORE S&P500 ETF
464287200
1442
5581
SH
SOLE
NONE
0
0
5581
ISHARES EDGE
MSCI MIN VOL ETF
46429B697
1441
26696
SH
SOLE
NONE
0
0
26696
ISHARES MSCI
MSCI EMG MKT ETF
464287234
312
9144
SH
SOLE
NONE
0
0
9144
ISHARES NASDAQ
NASDAQ BIOTECH
464287556
594
5515
SH
SOLE
NONE
0
0
5515
ISHARES RUSSELL
RUS 2000 VAL ETF
464287630
289
3525
SH
SOLE
NONE
0
0
3525
ISHARES RUSSELL
RUS MID CAP ETF
464287499
343
7955
SH
SOLE
NONE
0
0
7955
ISHARES RUSSELL
RUS 1000 VAL ETF
464287598
419
4227
SH
SOLE
NONE
0
0
4227
ISHARES RUSSELL
RUSSELL 2000 ETF
464287655
553
4836
SH
SOLE
NONE
0
0
4836
ISHARES S&P
S&P 500 GRWT ETF
464287309
252
1527
SH
SOLE
NONE
0
0
1527
ISHARES S&P
S&P SML 600 GWT
464287887
352
2555
SH
SOLE
NONE
0
0
2555
ISHARES S&P
CORE S&P US GWT
464287671
425
7457
SH
SOLE
NONE
0
0
7457
ISHARES SELECT
SELECT DIVID ETF
464287168
4374
59488
SH
SOLE
NONE
0
0
59488
JOHNSON & JOHNSON
COM
478160104
4844
36948
SH
SOLE
NONE
0
0
36948
JPMORGAN CHASE
COM
46625H100
1405
15616
SH
SOLE
NONE
0
0
15616
KELLOGG CO
COM
487836108
1764
29405
SH
SOLE
NONE
0
0
29405
KIMBERLY CLARK
COM
494368103
3385
26472
SH
SOLE
NONE
0
0
26472
LIBERTY ALL-STAR
SH BEN INT
530158104
138
28576
SH
SOLE
NONE
0
0
28576
LINDE PLC
SHS
G5494J103
273
1580
SH
SOLE
NONE
0
0
1580
LOCKHEED MARTIN
COM
539830109
1232
3636
SH
SOLE
NONE
0
0
3636
LOWES COMPANIES
COM
548661107
539
6270
SH
SOLE
NONE
0
0
6270
MAGELLAN MIDSTREAM
COM UNIT RP LP
559080106
1098
30104
SH
SOLE
NONE
0
0
30104
MASTERCARD INC
CL A
57636Q104
1226
5077
SH
SOLE
NONE
0
0
5077
MCDONALDS CORP
COM
580135101
2532
15314
SH
SOLE
NONE
0
0
15314
MERCK & COMPANY
COM
58933Y105
4510
58623
SH
SOLE
NONE
0
0
58623
MFS MULTIMARKET
SH BEN INT
552737108
183
36458
SH
SOLE
NONE
0
0
36458
MICROSOFT CORP
COM
594918104
6074
38517
SH
SOLE
NONE
0
0
38517
NEKTAR THERAPEUTICS
COM
640268108
267
15000
SH
SOLE
NONE
0
0
15000
NETFLIX INC
COM
64110L106
1599
4260
SH
SOLE
NONE
0
0
4260
NEXTERA ENERGY
COM
65339F101
401
1670
SH
SOLE
NONE
0
0
1670
NIKE INC
CL B
654106103
236
2855
SH
SOLE
NONE
0
0
2855
NORFOLK SOUTHERN
COM
655844108
2079
14246
SH
SOLE
NONE
0
0
14246
NOVARTIS AG
SPONSORED ADR
66987V109
649
7880
SH
SOLE
NONE
0
0
7880
NUVEEN AMT
COM
670657105
320
23655
SH
SOLE
NONE
0
0
23655
NUVEEN REAL
COM
67074Y105
133
13555
SH
SOLE
NONE
0
0
13555
NVIDIA CORP
COM
67066G104
741
2814
SH
SOLE
NONE
0
0
2814
OLD DOMINION
COM
679580100
3995
30440
SH
SOLE
NONE
0
0
30440
OMEGA HEALTHCARE
COM
681936100
217
8198
SH
SOLE
NONE
0
0
8198
PEPSICO INC
COM
713448108
1654
13779
SH
SOLE
NONE
0
0
13779
PFIZER INC
COM
717081103
5262
161234
SH
SOLE
NONE
0
0
161234
PHILIP MORRIS
COM
718172109
1797
24637
SH
SOLE
NONE
0
0
24637
PIMCO INCOME
COM
72201H108
93
11025
SH
SOLE
NONE
0
0
11025
PROCTER & GAMBLE
COM
742718109
5683
51672
SH
SOLE
NONE
0
0
51672
PROLOGIS INC
COM
74340W103
409
5098
SH
SOLE
NONE
0
0
5098
QUALCOMM INC
COM
747525103
1824
26970
SH
SOLE
NONE
0
0
26970
RAYTHEON COMPANY
COM NEW
755111507
400
3054
SH
SOLE
NONE
0
0
3054
REALTY INCOME
COM
756109104
298
5981
SH
SOLE
NONE
0
0
5981
ROYAL DUTCH
SPONS ADR A
780259206
334
9576
SH
SOLE
NONE
0
0
9576
ROYAL GOLD
COM
780287108
343
3920
SH
SOLE
NONE
0
0
3920
SECTOR FINANCIAL
SBI INT-FINL
81369Y605
477
22950
SH
SOLE
NONE
0
0
22950
SECTOR HEALTHCARE
SBI HEALTHCARE
81369Y209
1662
18771
SH
SOLE
NONE
0
0
18771
SECTOR INDUSTRIAL
SBI INT-INDS
81369Y704
722
12239
SH
SOLE
NONE
0
0
12239
SECTOR TECHNOLOGY
TECHNOLOGY
81369Y803
738
9184
SH
SOLE
NONE
0
0
9184
SOUTHERN COMPANY
COM
842587107
3878
71643
SH
SOLE
NONE
0
0
71643
SPDR GOLD
GOLD SHS
78463V107
3864
26103
SH
SOLE
NONE
0
0
26103
SPDR PORTFOLIO
PRTFLO S&P500 GW
78464A409
203
5695
SH
SOLE
NONE
0
0
5695
SPDR S&P
UTSER1 S&PDCRP
78467Y107
302
1151
SH
SOLE
NONE
0
0
1151
SPDR S&P
TR UNIT
78462F103
5331
20685
SH
SOLE
NONE
0
0
20685
SPDR SERIES
S&P DIVID ETF
78464A763
753
9431
SH
SOLE
NONE
0
0
9431
STANLEY BLACK
COM
854502101
315
3159
SH
SOLE
NONE
0
0
3159
SYNDAX PHARMACEUTICALS
COM
87164F105
120
11000
SH
SOLE
NONE
0
0
11000
TEREX CORP
COM
880779103
152
10585
SH
SOLE
NONE
0
0
10585
TEXAS INSTRUMENTS
COM
882508104
429
4300
SH
SOLE
NONE
0
0
4300
THERMO FISHER
COM
883556102
244
861
SH
SOLE
NONE
0
0
861
U S BANCORP DE
COM NEW
902973304
208
6055
SH
SOLE
NONE
0
0
6055
UNILEVER PLC
SPON ADR NEW
904767704
1695
33525
SH
SOLE
NONE
0
0
33525
UNION PACIFIC CORP
COM
907818108
436
3092
SH
SOLE
NONE
0
0
3092
UNITED TECHNOLOGIES
COM
913017109
2140
22691
SH
SOLE
NONE
0
0
22691
UNITEDHEALTH GROUP
COM
91324P102
419
1682
SH
SOLE
NONE
0
0
1682
VANECK VECTORS
MTG REIT INCOME
92189F452
354
35430
SH
SOLE
NONE
0
0
35430
VANGUARD DIVIDEND
DIV APP ETF
921908844
1459
14118
SH
SOLE
NONE
0
0
14118
VANGUARD GROWTH
GROWTH ETF
922908736
3594
22942
SH
SOLE
NONE
0
0
22942
VANGUARD HIGH
HIGH DIV YLD
921946406
1646
23277
SH
SOLE
NONE
0
0
23277
VANGUARD INFORMATION
INF TECH ETF
92204A702
387
1828
SH
SOLE
NONE
0
0
1828
VANGUARD INTERMEDIATE
INT-TERM CORP
92206C870
427
4903
SH
SOLE
NONE
0
0
4903
VANGUARD INTERNATIONAL
INTL HIGH ETF
921946794
548
12100
SH
SOLE
NONE
0
0
12100
VANGUARD MID
MID CAP ETF
922908629
604
4593
SH
SOLE
NONE
0
0
4593
VANGUARD S&P
S&P 500 ETF SHS
922908363
356
1507
SH
SOLE
NONE
0
0
1507
VANGUARD SMALL
SMALL CP ETF
922908751
243
2107
SH
SOLE
NONE
0
0
2107
VANGUARD TOTAL
TOTAL STK MKT
922908769
494
3837
SH
SOLE
NONE
0
0
3837
VANGUARD TOTAL
TOTAL BND MRKT
921937835
586
6872
SH
SOLE
NONE
0
0
6872
VANGUARD TOTAL
TT WRLD ST ETF
922042742
1337
21290
SH
SOLE
NONE
0
0
21290
VANGUARD VALUE
VALUE ETF
922908744
848
9522
SH
SOLE
NONE
0
0
9522
VERIZON COMMUNICATIONS
COM
92343V104
2423
45101
SH
SOLE
NONE
0
0
45101
VISA INC
COM CL A
92826C839
1843
11442
SH
SOLE
NONE
0
0
11442
WALMART INC
COM
931142103
309
2725
SH
SOLE
NONE
0
0
2725
WALT DISNEY
COM DISNEY
254687106
474
4909
SH
SOLE
NONE
0
0
4909
WASTE MANAGEMENT
COM
94106L109
2087
22551
SH
SOLE
NONE
0
0
22551
WELLS FARGO
COM
949746101
439
15309
SH
SOLE
NONE
0
0
15309
WESTERN ASSET
COM
95766K109
103
24700
SH
SOLE
NONE
0
0
24700
WISDOMTREE EMERGING
EMER MKT HIGH FD
97717W315
2548
79013
SH
SOLE
NONE
0
0
79013
WISDOMTREE U S
US MIDCAP DIVID
97717W505
205
8519
SH
SOLE
NONE
0
0
8519