0001606587-18-000202.txt : 20180213
0001606587-18-000202.hdr.sgml : 20180213
20180213113541
ACCESSION NUMBER: 0001606587-18-000202
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180213
DATE AS OF CHANGE: 20180213
EFFECTIVENESS DATE: 20180213
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: 18600945
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
12-31-2017
12-31-2017
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
02-09-2018
0
131
112618
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
WESTERN ASSET
COM
95766K109
95
18800
SH
SOLE
None
0
0
18800
MFS MULTIMARKET
SH BEN INT
552737108
107
17494
SH
SOLE
None
0
0
17494
FORD MOTOR
COM PAR $0.01
345370860
159
12071
SH
SOLE
None
0
0
12071
QUALCOMM INC
COM
747525103
203
3068
SH
SOLE
None
0
0
3068
ISHARES RUSS
RUS MDCP VAL ETF
464287473
203
2249
SH
SOLE
None
0
0
2249
ABBOTT LABORATORIES
COM
002824100
204
3461
SH
SOLE
None
0
0
3461
PROSHARES TRUST
S&P 500 DV ARIST
74348A467
209
3209
SH
SOLE
None
0
0
3209
TJX COMPANIES
COM
872540109
209
2761
SH
SOLE
None
0
0
2761
DUKE ENERGY
COM NEW
26441C204
210
2549
SH
SOLE
None
0
0
2549
ISHARES S&P
S&P 500 GRWT ETF
464287309
211
1337
SH
SOLE
None
0
0
1337
LOWES COMPANIES
COM
548661107
212
2261
SH
SOLE
None
0
0
2261
FEDL RLTY INVT TR SBI
SH BEN INT NEW
313747206
216
1663
SH
SOLE
None
0
0
1663
ROCKWELL AUTOMATION
COM
773903109
223
1105
SH
SOLE
None
0
0
1105
NUVEEN REAL
COM
67074Y105
227
12585
SH
SOLE
None
0
0
12585
ISHARES EDGE
MIN VOL USA ETF
46429B697
228
4263
SH
SOLE
None
0
0
4263
ISHARES CORE
CORE DIV GRWTH
46434V621
229
6460
SH
SOLE
None
0
0
6460
UNILEVER PLC
SPON ADR NEW
904767704
231
4146
SH
SOLE
None
0
0
4146
COSTCO WHOLESALE
COM
22160K105
232
1232
SH
SOLE
None
0
0
1232
PNC FINANCIAL
COM
693475105
236
1627
SH
SOLE
None
0
0
1627
GENL MILLS INC
COM
370334104
238
3964
SH
SOLE
None
0
0
3964
ANHEUSER BUSCH
SPONSORED ADR
03524A108
242
2125
SH
SOLE
None
0
0
2125
STRYKER CORP
COM
863667101
253
1547
SH
SOLE
None
0
0
1547
KRAFT HEINZ
COM
500754106
253
3230
SH
SOLE
None
0
0
3230
FEDEX CORP
COM
31428X106
260
966
SH
SOLE
None
0
0
966
DEERE & COMPANY
COM
244199105
275
1706
SH
SOLE
None
0
0
1706
COMCAST CORP
CL A
20030N101
278
6877
SH
SOLE
None
0
0
6877
POWERSHARES S&P
S&P 500 QLTY PRT
73935X682
279
8934
SH
SOLE
None
0
0
8934
FIRST TRUST
DORSEY WRT 5 ETF
33738R605
281
9836
SH
SOLE
None
0
0
9836
RAYTHEON COMPANY
COM NEW
755111507
282
1467
SH
SOLE
None
0
0
1467
HONEYWELL INTL
COM
438516106
282
1825
SH
SOLE
None
0
0
1825
CLOROX COMPANY
COM
189054109
288
1969
SH
SOLE
None
0
0
1969
SPDR DOUBLELINE
SPDR TR TACTIC
78467V848
294
6055
SH
SOLE
None
0
0
6055
VANGUARD TOTAL
TOTAL STK MKT
922908769
298
2116
SH
SOLE
None
0
0
2116
ISHARES TIPS
TIPS BD ETF
464287176
300
2638
SH
SOLE
None
0
0
2638
EVERSOURCE ENERGY
COM
30040W108
301
4839
SH
SOLE
None
0
0
4839
WALT DISNEY
COM DISNEY
254687106
306
2783
SH
SOLE
None
0
0
2783
CSX CORP
COM
126408103
314
5340
SH
SOLE
None
0
0
5340
AMERICAN EXPRESS
COM
025816109
323
3220
SH
SOLE
None
0
0
3220
SPDR GOLD
GOLD SHS
78463V107
329
2626
SH
SOLE
None
0
0
2626
VANGUARD SMALL
SMALL CP ETF
922908751
330
2195
SH
SOLE
None
0
0
2195
NORFOLK SOUTHERN
COM
655844108
332
2175
SH
SOLE
None
0
0
2175
UNITEDHEALTH GROUP
COM
91324P102
355
1578
SH
SOLE
None
0
0
1578
BRITISH AMERN
SPONSORED ADR
110448107
358
5347
SH
SOLE
None
0
0
5347
WISDOMTREE TRUST
US QTLY DIV GRT
97717X669
358
8440
SH
SOLE
None
0
0
8440
BRISTOL MYERS
COM
110122108
395
6379
SH
SOLE
None
0
0
6379
SERVICENOW INC
COM
81762P102
396
2925
SH
SOLE
None
0
0
2925
VANGUARD MID
MID CAP ETF
922908629
403
2542
SH
SOLE
None
0
0
2542
JPMORGAN CHASE
ALERIAN ML ETN
46625H365
404
13989
SH
SOLE
None
0
0
13989
COLGATE-PALMOLIVE
COM
194162103
405
5358
SH
SOLE
None
0
0
5358
AUTOMATIC DATA
COM
053015103
406
3445
SH
SOLE
None
0
0
3445
ISHARES NASDAQ
NASDAQ BIOTECH
464287556
415
3833
SH
SOLE
None
0
0
3833
RYDEX GUGGENHEIM
GUG S&P500 EQ WT
78355W106
427
4123
SH
SOLE
None
0
0
4123
POWERSHARES S&P
PWRSHS SP500 LOW
73937B654
431
10066
SH
SOLE
None
0
0
10066
REALTY INCOME
COM
756109104
435
7867
SH
SOLE
None
0
0
7867
FIRST TRUST
EURO ALPHADEX
33737J505
438
9551
SH
SOLE
None
0
0
9551
ENTERPRISE PRODUCTS
COM
293792107
457
16442
SH
SOLE
None
0
0
16442
CONSOLIDATED EDISON
COM
209115104
465
5607
SH
SOLE
None
0
0
5607
FIRST TRUST
SML CP GRW ALP
33737M300
472
10955
SH
SOLE
None
0
0
10955
ELI LILLY
COM
532457108
475
5518
SH
SOLE
None
0
0
5518
ABBVIE INC
COM
00287Y109
478
4809
SH
SOLE
None
0
0
4809
VANGUARD HIGH
HIGH DIV YLD
921946406
481
5516
SH
SOLE
None
0
0
5516
FIRST TRUST
TECH ALPHADEX
33734X176
502
9255
SH
SOLE
None
0
0
9255
WISDOMTREE EMERGING
EMER MKT HIGH FD
97717W315
520
11091
SH
SOLE
None
0
0
11091
ISHARES MSCI
MSCI EMG MKT ETF
464287234
522
10630
SH
SOLE
None
0
0
10630
WELLS FARGO & CO
COM
949746101
538
8664
SH
SOLE
None
0
0
8664
OLD DOMINION
COM
679580100
543
3933
SH
SOLE
None
0
0
3933
NETFLIX INC
COM
64110L106
563
2657
SH
SOLE
None
0
0
2657
ISHARES MSCI
MSCI EAFE ETF
464287465
568
7855
SH
SOLE
None
0
0
7855
VANGUARD TOTAL
TOTAL BND MRKT
921937835
609
7492
SH
SOLE
None
0
0
7492
KIMBERLY CLARK
COM
494368103
630
5271
SH
SOLE
None
0
0
5271
MASTERCARD INC
CL A
57636Q104
644
4044
SH
SOLE
None
0
0
4044
FACEBOOK INC
CL A
30303M102
646
3429
SH
SOLE
None
0
0
3429
PEPSICO INC
COM
713448108
647
5487
SH
SOLE
None
0
0
5487
CATERPILLAR INC
COM
149123101
657
3956
SH
SOLE
None
0
0
3956
VANECK VECTORS
MTG REIT INCOME
92189F452
666
28185
SH
SOLE
None
0
0
28185
ISHARES RUSSELL
RUSSELL 2000 ETF
464287655
677
4365
SH
SOLE
None
0
0
4365
CHEVRON CORP
COM
166764100
684
5321
SH
SOLE
None
0
0
5321
REGENERON PHARMACEUTICAL
COM
75886F107
701
1881
SH
SOLE
None
0
0
1881
ISHARES S&P
S&P SML 600 GWT
464287887
709
4118
SH
SOLE
None
0
0
4118
LOCKHEED MARTIN
COM
539830109
743
2264
SH
SOLE
None
0
0
2264
ALPHABET INC
CAP STK CL A
02079K305
747
670
SH
SOLE
None
0
0
670
ALPHABET INC
CAP STK CL C
02079K107
776
701
SH
SOLE
None
0
0
701
DOWDUPONT INC
COM
26078J100
785
10439
SH
SOLE
None
0
0
10439
BARNES GROUP INC
COM
067806109
791
12090
SH
SOLE
None
0
0
12090
PHILIP MORRIS
COM
718172109
795
7636
SH
SOLE
None
0
0
7636
FULTON FINANCIAL
COM
360271100
798
43846
SH
SOLE
None
0
0
43846
SECTOR HEALTHCARE
SBI HEALTHCARE
81369Y209
851
10019
SH
SOLE
None
0
0
10019
BERKSHIRE HATHAWAY
CL B NEW
084670702
924
4558
SH
SOLE
None
0
0
4558
AETNA INC
COM
00817Y108
963
5213
SH
SOLE
None
0
0
5213
VANGUARD MEGA
MEGA CAP VAL ETF
921910840
993
12743
SH
SOLE
None
0
0
12743
VANGUARD DIVIDEND
DIV APP ETF
921908844
1048
10045
SH
SOLE
None
0
0
10045
ISHARES AEROSPACE
US AER DEF ETF
464288760
1059
5489
SH
SOLE
None
0
0
5489
CISCO SYSTEMS
COM
17275R102
1066
26696
SH
SOLE
None
0
0
26696
VANGUARD S&P
S&P 500 ETF SHS
922908363
1079
4286
SH
SOLE
None
0
0
4286
INTEL CORP
COM
458140100
1083
24210
SH
SOLE
None
0
0
24210
MICROSOFT CORP
COM
594918104
1105
12519
SH
SOLE
None
0
0
12519
ISHARES U S
S&P US PFD STK
464288687
1110
29169
SH
SOLE
None
0
0
29169
MCDONALDS CORP
COM
580135101
1114
6404
SH
SOLE
None
0
0
6404
WISDOMTREE U S
US SMALLCAP DIVD
97717W604
1139
39069
SH
SOLE
None
0
0
39069
GENERAL ELECTRIC
COM
369604103
1153
63084
SH
SOLE
None
0
0
63084
SECTOR TECHNOLOGY
TECHNOLOGY
81369Y803
1211
18203
SH
SOLE
None
0
0
18203
SOUTHERN COMPANY
COM
842587107
1224
25936
SH
SOLE
None
0
0
25936
VISA INC
COM CL A
92826C839
1236
10356
SH
SOLE
None
0
0
10356
AMAZON COM
COM
023135106
1237
992
SH
SOLE
None
0
0
992
MERCK & COMPANY
COM
58933Y105
1264
22300
SH
SOLE
None
0
0
22300
GENERAL DYNAMICS
COM
369550108
1319
6446
SH
SOLE
None
0
0
6446
BOEING COMPANY
COM
097023105
1326
4276
SH
SOLE
None
0
0
4276
JPMORGAN CHASE
COM
46625H100
1337
12326
SH
SOLE
None
0
0
12326
INTL BUSINESS
COM
459200101
1338
8184
SH
SOLE
None
0
0
8184
POWERSHARES DYNAMIC
DYN SEMCT PORT
73935X781
1357
25201
SH
SOLE
None
0
0
25201
VANGUARD MEGA
MEGA GRWTH IND
921910816
1366
11846
SH
SOLE
None
0
0
11846
POWERSHARES S&P
S&P500 LOW VOL
73937B779
1450
30210
SH
SOLE
None
0
0
30210
3M COMPANY
COM
88579Y101
1485
6191
SH
SOLE
None
0
0
6191
COCA COLA COMPANY
COM
191216100
1498
32573
SH
SOLE
None
0
0
32573
EMERSON ELECTRIC
COM
291011104
1537
21286
SH
SOLE
None
0
0
21286
ISHARES SELECT
SELECT DIVID ETF
464287168
1573
15808
SH
SOLE
None
0
0
15808
VERIZON COMMUNICATIONS
COM
92343V104
1711
32656
SH
SOLE
None
0
0
32656
POWERSHARES QQQ
UNIT SER 1
73935A104
1821
11202
SH
SOLE
None
0
0
11202
AMPHENOL CORP
CL A
032095101
1923
21206
SH
SOLE
None
0
0
21206
PFIZER INC
COM
717081103
1990
54586
SH
SOLE
None
0
0
54586
ALTRIA GROUP
COM
02209S103
2012
28620
SH
SOLE
None
0
0
28620
PROCTER & GAMBLE
COM
742718109
2220
24200
SH
SOLE
None
0
0
24200
SECTOR INDUSTRIAL
SBI INT-INDS
81369Y704
2270
29131
SH
SOLE
None
0
0
29131
HOME DEPOT
COM
437076102
2298
11967
SH
SOLE
None
0
0
11967
AT&T INC
COM
00206R102
2430
63526
SH
SOLE
None
0
0
63526
SECTOR FINANCIAL
SBI INT-FINL
81369Y605
2496
87994
SH
SOLE
None
0
0
87994
UNITED TECHNOLOGIES
COM
913017109
2623
19748
SH
SOLE
None
0
0
19748
JOHNSON & JOHNSON
COM
478160104
3247
22883
SH
SOLE
None
0
0
22883
EXXON MOBIL
COM
30231G102
3252
37324
SH
SOLE
None
0
0
37324
APPLE INC
COM
037833100
3318
19033
SH
SOLE
None
0
0
19033
SPDR S&P
TR UNIT
78462F103
7465
27254
SH
SOLE
None
0
0
27254