0001606587-17-000591.txt : 20171027 0001606587-17-000591.hdr.sgml : 20171027 20171027140026 ACCESSION NUMBER: 0001606587-17-000591 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171027 DATE AS OF CHANGE: 20171027 EFFECTIVENESS DATE: 20171027 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: 171158915 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 true false 0001703100 XXXXXXXX 09-30-2017 09-30-2017 false Northstar Wealth Partners LLC
433 South Main Street Suite 322 West Hartford CT 06110
13F HOLDINGS REPORT 028-18032 N
Robert Laraia Managing Member 860-665-7737 Robert Laraia West Hartford CT 10-27-2017 0 123 102454 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ROCKWELL AUTOMATION COM 773903109 202 1105 SH SOLE NONE 0 0 1105 TJX COMPANIES COM 872540109 206 2821 SH SOLE NONE 0 0 2821 FEDL RLTY INVT TR SBI SH BEN INT NEW 313747206 209 1663 SH SOLE NONE 0 0 1663 PROSHARES TRUST S&P 500 DV ARIST 74348A467 210 3509 SH SOLE NONE 0 0 3509 DUKE ENERGY COM NEW 26441C204 211 2488 SH SOLE NONE 0 0 2488 ISHARES CORE CORE DIV GRWTH 46434V621 211 6460 SH SOLE NONE 0 0 6460 DEERE & COMPANY COM 244199105 219 1706 SH SOLE NONE 0 0 1706 PNC FINANCIAL COM 693475105 220 1627 SH SOLE NONE 0 0 1627 STRYKER CORP COM 863667101 228 1567 SH SOLE NONE 0 0 1567 UNILEVER PLC SPON ADR NEW 904767704 236 4144 SH SOLE NONE 0 0 4144 KRAFT HEINZ COM 500754106 242 3140 SH SOLE NONE 0 0 3140 WALT DISNEY COM DISNEY 254687106 242 2439 SH SOLE NONE 0 0 2439 FIRST TRUST DORSEY WRT 5 ETF 33738R605 244 9191 SH SOLE NONE 0 0 9191 RAYTHEON COMPANY COM NEW 755111507 247 1317 SH SOLE NONE 0 0 1317 CLOROX COMPANY COM 189054109 251 1968 SH SOLE NONE 0 0 1968 HONEYWELL INTL COM 438516106 255 1780 SH SOLE NONE 0 0 1780 ANHEUSER BUSCH SPONSORED ADR 03524A108 260 2125 SH SOLE NONE 0 0 2125 POWERSHARES S&P S&P 500 QLTY PRT 73935X682 263 9063 SH SOLE NONE 0 0 9063 VANGUARD SMALL SMALL CP ETF 922908751 264 1857 SH SOLE NONE 0 0 1857 COMCAST CORP CL A 20030N101 269 7127 SH SOLE NONE 0 0 7127 VANGUARD TOTAL TOTAL STK MKT 922908769 274 2096 SH SOLE NONE 0 0 2096 ISHARES TIPS TIPS BD ETF 464287176 277 2448 SH SOLE NONE 0 0 2448 CSX CORP COM 126408103 282 5340 SH SOLE NONE 0 0 5340 NORFOLK SOUTHERN COM 655844108 284 2175 SH SOLE NONE 0 0 2175 UNITEDHEALTH GROUP COM 91324P102 290 1478 SH SOLE NONE 0 0 1478 EVERSOURCE ENERGY COM 30040W108 291 4839 SH SOLE NONE 0 0 4839 SPDR GOLD GOLD SHS 78463V107 297 2435 SH SOLE NONE 0 0 2435 VANGUARD MID MID CAP ETF 922908629 299 2019 SH SOLE NONE 0 0 2019 BRITISH AMERN SPONSORED ADR 110448107 309 4903 SH SOLE NONE 0 0 4903 SPDR DOUBLELINE SPDR TR TACTIC 78467V848 313 6387 SH SOLE NONE 0 0 6387 ABBVIE INC COM 00287Y109 315 3471 SH SOLE NONE 0 0 3471 WISDOMTREE TRUST US QTLY DIV GRT 97717X669 326 8492 SH SOLE NONE 0 0 8492 FIRST TRUST EURO ALPHADEX 33737J505 338 7992 SH SOLE NONE 0 0 7992 SERVICENOW INC COM 81762P102 354 2925 SH SOLE NONE 0 0 2925 AUTOMATIC DATA COM 053015103 374 3300 SH SOLE NONE 0 0 3300 COLGATE-PALMOLIVE COM 194162103 387 5358 SH SOLE NONE 0 0 5358 ISHARES MSCI MSCI EMG MKT ETF 464287234 409 8982 SH SOLE NONE 0 0 8982 BRISTOL MYERS COM 110122108 418 6516 SH SOLE NONE 0 0 6516 OLD DOMINION COM 679580100 427 3933 SH SOLE NONE 0 0 3933 CONSOLIDATED EDISON COM 209115104 433 5323 SH SOLE NONE 0 0 5323 REALTY INCOME COM 756109104 435 7704 SH SOLE NONE 0 0 7704 ELI LILLY COM 532457108 451 5187 SH SOLE NONE 0 0 5187 VANGUARD HIGH HIGH DIV YLD 921946406 451 5516 SH SOLE NONE 0 0 5516 ISHARES NASDAQ NASDAQ BIOTECH 464287556 466 1374 SH SOLE NONE 0 0 1374 ISHARES MSCI MSCI EAFE ETF 464287465 476 6958 SH SOLE NONE 0 0 6958 FIRST TRUST SHS 337344105 484 8632 SH SOLE NONE 0 0 8632 VANGUARD TOTAL TOTAL BND MRKT 921937835 514 6294 SH SOLE NONE 0 0 6294 NETFLIX INC COM 64110L106 522 2653 SH SOLE NONE 0 0 2653 WELLS FARGO & CO COM 949746101 524 9510 SH SOLE NONE 0 0 9510 CATERPILLAR INC COM 149123101 529 4170 SH SOLE NONE 0 0 4170 ISHARES RUSSELL RUSSELL 2000 ETF 464287655 543 3640 SH SOLE NONE 0 0 3640 MASTERCARD INC CL A 57636Q104 547 3789 SH SOLE NONE 0 0 3789 FACEBOOK INC CL A 30303M102 581 3373 SH SOLE NONE 0 0 3373 PEPSICO INC COM 713448108 606 5516 SH SOLE NONE 0 0 5516 CHEVRON CORP COM 166764100 620 5270 SH SOLE NONE 0 0 5270 KIMBERLY CLARK COM 494368103 635 5502 SH SOLE NONE 0 0 5502 ISHARES S&P S&P SML 600 GWT 464287887 662 3993 SH SOLE NONE 0 0 3993 ALPHABET INC CAP STK CL A 02079K305 671 677 SH SOLE NONE 0 0 677 ISHARES AEROSPACE US AER DEF ETF 464288760 674 3700 SH SOLE NONE 0 0 3700 ALPHABET INC CAP STK CL C 02079K107 685 702 SH SOLE NONE 0 0 702 LOCKHEED MARTIN COM 539830109 722 2278 SH SOLE NONE 0 0 2278 BERKSHIRE HATHAWAY CL B NEW 084670702 735 3924 SH SOLE NONE 0 0 3924 RYDEX GUGGENHEIM GUG S&P500 EQ WT 78355W106 784 8158 SH SOLE NONE 0 0 8158 AETNA INC COM 00817Y108 809 5113 SH SOLE NONE 0 0 5113 SECTOR HEALTHCARE SBI HEALTHCARE 81369Y209 821 9969 SH SOLE NONE 0 0 9969 PHILIP MORRIS COM 718172109 850 7501 SH SOLE NONE 0 0 7501 MCDONALDS CORP COM 580135101 868 5424 SH SOLE NONE 0 0 5424 REGENERON PHARMACEUTICAL COM 75886F107 879 1872 SH SOLE NONE 0 0 1872 VANGUARD DIVIDEND DIV APP ETF 921908844 925 9717 SH SOLE NONE 0 0 9717 VANGUARD S&P S&P 500 ETF SHS 922908363 1024 4393 SH SOLE NONE 0 0 4393 AMAZON COM COM 023135106 1067 1077 SH SOLE NONE 0 0 1077 BOEING COMPANY COM 097023105 1091 4226 SH SOLE NONE 0 0 4226 INTL BUSINESS COM 459200101 1175 7973 SH SOLE NONE 0 0 7973 3M COMPANY COM 88579Y101 1324 6111 SH SOLE NONE 0 0 6111 GENERAL DYNAMICS COM 369550108 1386 6495 SH SOLE NONE 0 0 6495 VISA INC COM CL A 92826C839 1074 10037 SH SOLE NONE 0 0 10037 DOWDUPONT INC COM 26078J100 748 10443 SH SOLE NONE 0 0 10443 VANGUARD MEGA MEGA GRWTH IND 921910816 1108 10462 SH SOLE NONE 0 0 10462 FIRST TRUST SML CP GRW ALP 33737M300 434 10496 SH SOLE NONE 0 0 10496 WISDOMTREE EMERGING EMER MKT HIGH FD 97717W315 463 10685 SH SOLE NONE 0 0 10685 VANGUARD MEGA MEGA CAP VAL ETF 921910840 789 10881 SH SOLE NONE 0 0 10881 POWERSHARES QQQ UNIT SER 1 73935A104 1615 10954 SH SOLE NONE 0 0 10954 MICROSOFT CORP COM 594918104 846 11091 SH SOLE NONE 0 0 11091 POWERSHARES S&P PWRSHS SP500 LOW 73937B654 471 11436 SH SOLE NONE 0 0 11436 HOME DEPOT COM 437076102 1967 11873 SH SOLE NONE 0 0 11873 ISHARES EDGE MIN VOL USA ETF 46429B697 602 11882 SH SOLE NONE 0 0 11882 BARNES GROUP INC COM 067806109 854 12090 SH SOLE NONE 0 0 12090 JPMORGAN CHASE COM 46625H100 1166 12097 SH SOLE NONE 0 0 12097 WISDOMTREE U S US SMALLCAP DIVD 97717W604 1071 12653 SH SOLE NONE 0 0 12653 ISHARES SELECT SELECT DIVID ETF 464287168 1556 16535 SH SOLE NONE 0 0 16535 SECTOR TECHNOLOGY TECHNOLOGY 81369Y803 1015 16900 SH SOLE NONE 0 0 16900 ENTERPRISE PRODUCTS COM 293792107 490 18597 SH SOLE NONE 0 0 18597 APPLE INC COM 037833100 2969 19055 SH SOLE NONE 0 0 19055 UNITED TECHNOLOGIES COM 913017109 2416 20369 SH SOLE NONE 0 0 20369 EMERSON ELECTRIC COM 291011104 1316 20634 SH SOLE NONE 0 0 20634 AMPHENOL CORP CL A 032095101 1791 20700 SH SOLE NONE 0 0 20700 MERCK & COMPANY COM 58933Y105 1412 21951 SH SOLE NONE 0 0 21951 POWERSHARES DYNAMIC DYN SEMCT PORT 73935X781 1142 22562 SH SOLE NONE 0 0 22562 JOHNSON & JOHNSON COM 478160104 3038 22768 SH SOLE NONE 0 0 22768 JPMORGAN CHASE ALERIAN ML ETN 46625H365 655 23024 SH SOLE NONE 0 0 23024 INTEL CORP COM 458140100 937 23522 SH SOLE NONE 0 0 23522 SPDR S&P TR UNIT 78462F103 6243 24583 SH SOLE NONE 0 0 24583 PROCTER & GAMBLE COM 742718109 2298 24955 SH SOLE NONE 0 0 24955 SOUTHERN COMPANY COM 842587107 1254 25271 SH SOLE NONE 0 0 25271 ISHARES U S S&P US PFD STK 464288687 1011 26397 SH SOLE NONE 0 0 26397 SECTOR INDUSTRIAL SBI INT-INDS 81369Y704 1964 27377 SH SOLE NONE 0 0 27377 CISCO SYSTEMS COM 17275R102 931 27580 SH SOLE NONE 0 0 27580 VANECK VECTORS MTG REIT INCOME 92189F452 700 28185 SH SOLE NONE 0 0 28185 ALTRIA GROUP COM 02209S103 1794 28234 SH SOLE NONE 0 0 28234 POWERSHARES S&P S&P500 LOW VOL 73937B779 1410 30558 SH SOLE NONE 0 0 30558 COCA COLA COMPANY COM 191216100 1480 32598 SH SOLE NONE 0 0 32598 VERIZON COMMUNICATIONS COM 92343V104 1664 33941 SH SOLE NONE 0 0 33941 EXXON MOBIL COM 30231G102 3177 38741 SH SOLE NONE 0 0 38741 FULTON FINANCIAL COM 360271100 833 43846 SH SOLE NONE 0 0 43846 PFIZER INC COM 717081103 1877 51960 SH SOLE NONE 0 0 51960 AT&T INC COM 00206R102 2377 62064 SH SOLE NONE 0 0 62064 SECTOR FINANCIAL SBI INT-FINL 81369Y605 2149 81876 SH SOLE NONE 0 0 81876 GENERAL ELECTRIC COM 369604103 1918 81893 SH SOLE NONE 0 0 81893 ALPS ALERIAN ALERIAN MLP 00162Q866 154 13632 SH SOLE NONE 0 0 13632 BARCLAYS BANK MTNF 8/0 06741VZQ8 10 10000 SH SOLE NONE 0 0 10000 FORD MOTOR COM PAR $0.01 345370860 139 11276 SH SOLE NONE 0 0 11276 MFS MULTIMARKET INCOME T SH BEN INT 552737108 108 17494 SH SOLE NONE 0 0 17494 WESTERN ASSET COM 95766K109 96 18800 SH SOLE NONE 0 0 18800