0001606587-19-000984.txt : 20191107 0001606587-19-000984.hdr.sgml : 20191107 20191107130114 ACCESSION NUMBER: 0001606587-19-000984 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191107 DATE AS OF CHANGE: 20191107 EFFECTIVENESS DATE: 20191107 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: 191199370 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 09-30-2019 09-30-2019 false Northstar Wealth Partners LLC

433 South Main Street Suite 322 West Hartford CT 06110

13F HOLDINGS REPORT 028-18032 N Jeffrey Sargent 860-310-1713 Jeffrey Sargent West Hartford CT 11-06-2019 0 177 227891 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE WESTERN ASSET COM 95766K109 95 18800 SH SOLE NONE 0 0 18800 FORD MOTOR COM 345370860 169 18399 SH SOLE NONE 0 0 18399 MFS MULTIMARKET SH BEN INT 552737108 185 31378 SH SOLE NONE 0 0 31378 BECTON DICKINSON COM 075887109 202 800 SH SOLE NONE 0 0 800 VSE CORP COM 918284100 205 6019 SH SOLE NONE 0 0 6019 INVESCO EXCHANGE S&P500 QUALITY 46137V241 207 6164 SH SOLE NONE 0 0 6164 SPDR BLOOMBERG BLOOMBERG BRCLYS 78468R622 207 1900 SH SOLE NONE 0 0 1900 VANGUARD FTSE FTSE DEV MKT ETF 921943858 211 5142 SH SOLE NONE 0 0 5142 WISDOMTREE U S US MIDCAP DIVID 97717W505 213 5879 SH SOLE NONE 0 0 5879 VANGUARD SMALL SML CP GRW ETF 922908595 216 1186 SH SOLE NONE 0 0 1186 TESLA INC COM 88160R101 216 895 SH SOLE NONE 0 0 895 MEDTRONIC PLC SHS G5960L103 217 2000 SH SOLE NONE 0 0 2000 INVESCO S&P S&P500 HDL VOL 46138E362 219 5133 SH SOLE NONE 0 0 5133 ISHARES MSCI MSCI EAFE ETF 464287465 221 3385 SH SOLE NONE 0 0 3385 ORACLE CORP COM 68389X105 222 4041 SH SOLE NONE 0 0 4041 VANGUARD TOTAL VG TL INTL STK F 921909768 229 4436 SH SOLE NONE 0 0 4436 HELIOS TECHNOLOGIES COM 42328H109 237 5844 SH SOLE NONE 0 0 5844 NUVEEN REAL COM 67074Y105 237 13555 SH SOLE NONE 0 0 13555 CUMMINS INC COM 231021106 239 1471 SH SOLE NONE 0 0 1471 ENBRIDGE INC COM 29250N105 244 6969 SH SOLE NONE 0 0 6969 ISHARES RUSS RUS MDCP VAL ETF 464287473 245 2733 SH SOLE NONE 0 0 2733 JPMORGAN ULTRA SHRT INC 46641Q837 249 4945 SH SOLE NONE 0 0 4945 MIDDLEBY CORP COM 596278101 252 2157 SH SOLE NONE 0 0 2157 AMERICAN EXPRESS COM 025816109 254 2150 SH SOLE NONE 0 0 2150 CONSOLIDATED EDISON COM 209115104 262 2773 SH SOLE NONE 0 0 2773 NIKE INC CL B 654106103 264 2808 SH SOLE NONE 0 0 2808 MGM RESORTS COM 552953101 272 9800 SH SOLE NONE 0 0 9800 ISHARES S&P S&P 500 GRWT ETF 464287309 275 1527 SH SOLE NONE 0 0 1527 TEREX CORP COM 880779103 275 10585 SH SOLE NONE 0 0 10585 BLACKSTONE GROUP COM CL A 09260D107 284 5822 SH SOLE NONE 0 0 5822 U S BANCORP DE COM NEW 902973304 287 5195 SH SOLE NONE 0 0 5195 GENERAL MOTORS COM 37045V100 290 7740 SH SOLE NONE 0 0 7740 LINDE PLC SHS G5494J103 306 1580 SH SOLE NONE 0 0 1580 UNITEDHEALTH GROUP COM 91324P102 308 1415 SH SOLE NONE 0 0 1415 VANGUARD INTERNATIONAL INTL DVD ETF 921946810 309 4635 SH SOLE NONE 0 0 4635 AMERICAN ELECTRIC COM 025537101 313 3345 SH SOLE NONE 0 0 3345 DUPONT DE COM 26614N102 318 4465 SH SOLE NONE 0 0 4465 VANGUARD SMALL SMALL CP ETF 922908751 324 2107 SH SOLE NONE 0 0 2107 DMC GLOBAL COM 23291C103 325 7393 SH SOLE NONE 0 0 7393 FIRST TRUST FST LOW OPPT EFT 33739Q200 328 6300 SH SOLE NONE 0 0 6300 THERMO FISHER COM 883556102 341 1171 SH SOLE NONE 0 0 1171 VANGUARD TOTAL TOTAL STK MKT 922908769 342 2262 SH SOLE NONE 0 0 2262 OMEGA HEALTHCARE COM 681936100 343 8198 SH SOLE NONE 0 0 8198 ISHARES CORE CORE S&P MCP ETF 464287507 345 1784 SH SOLE NONE 0 0 1784 GENERAL ELECTRIC COM 369604103 346 38665 SH SOLE NONE 0 0 38665 DEERE & CO COM 244199105 347 2055 SH SOLE NONE 0 0 2055 ABBOTT LABORATORIES COM 002824100 356 4250 SH SOLE NONE 0 0 4250 WALMART INC COM 931142103 374 3153 SH SOLE NONE 0 0 3153 ISHARES IBOXX IBOXX HI YD ETF 464288513 380 4356 SH SOLE NONE 0 0 4356 EVERSOURCE ENERGY COM 30040W108 395 4619 SH SOLE NONE 0 0 4619 ISHARES CORE CORE S&P SCP ETF 464287804 399 5130 SH SOLE NONE 0 0 5130 NEXTERA ENERGY COM 65339F101 404 1736 SH SOLE NONE 0 0 1736 SPDR S&P UTSER1 S&PDCRP 78467Y107 405 1150 SH SOLE NONE 0 0 1150 VANGUARD INFORMATION INF TECH ETF 92204A702 414 1922 SH SOLE NONE 0 0 1922 REALTY INCOME COM 756109104 417 5436 SH SOLE NONE 0 0 5436 ISHARES RUSSELL RUS 2000 VAL ETF 464287630 421 3525 SH SOLE NONE 0 0 3525 EATON CORP SHS G29183103 426 5128 SH SOLE NONE 0 0 5128 DOVER CORP COM 260003108 427 4289 SH SOLE NONE 0 0 4289 TEXAS INSTRUMENTS COM 882508104 428 3312 SH SOLE NONE 0 0 3312 PROLOGIS INC COM 74340W103 434 5098 SH SOLE NONE 0 0 5098 STANLEY BLACK COM 854502101 456 3159 SH SOLE NONE 0 0 3159 CME GROUP COM 12572Q105 461 2179 SH SOLE NONE 0 0 2179 FIRST TRUST US EQTY OPPT ETF 336920103 465 6138 SH SOLE NONE 0 0 6138 GILEAD SCIENCES COM 375558103 465 7341 SH SOLE NONE 0 0 7341 GENERAL DYNAMICS COM 369550108 472 2584 SH SOLE NONE 0 0 2584 VANGUARD TOTAL TOTAL BND MRKT 921937835 481 5694 SH SOLE NONE 0 0 5694 NVIDIA CORP COM 67066G104 486 2791 SH SOLE NONE 0 0 2791 VANGUARD INTERMEDIATE INT-TERM CORP 92206C870 507 5556 SH SOLE NONE 0 0 5556 CAE INC COM 124765108 518 20400 SH SOLE NONE 0 0 20400 CERNER CORP COM 156782104 518 7600 SH SOLE NONE 0 0 7600 ISHARES S&P CORE S&P US GWT 464287671 528 8402 SH SOLE NONE 0 0 8402 ISHARES S&P S&P SML 600 GWT 464287887 530 2969 SH SOLE NONE 0 0 2969 CVS HEALTH COM 126650100 541 8575 SH SOLE NONE 0 0 8575 ISHARES RUSSELL RUS 1000 VAL ETF 464287598 543 4236 SH SOLE NONE 0 0 4236 ELI LILLY COM 532457108 561 5014 SH SOLE NONE 0 0 5014 ISHARES NASDAQ NASDAQ BIOTECH 464287556 564 5672 SH SOLE NONE 0 0 5672 BOSTON SCIENTIFIC COM 101137107 566 11171 SH SOLE NONE 0 0 11171 ROYAL DUTCH SPONS ADR A 780259206 570 9687 SH SOLE NONE 0 0 9687 UNION PACIFIC CORP COM 907818108 576 3557 SH SOLE NONE 0 0 3557 RAYTHEON COMPANY COM NEW 755111507 580 2955 SH SOLE NONE 0 0 2955 ALIBABA GROUP SPONSORED ADS 01609W102 592 3543 SH SOLE NONE 0 0 3543 LOWES COMPANIES COM 548661107 597 5430 SH SOLE NONE 0 0 5430 ISHARES RUSSELL RUS MID CAP ETF 464287499 610 10895 SH SOLE NONE 0 0 10895 AFLAC INC COM 001055102 612 11694 SH SOLE NONE 0 0 11694 ALTRIA GROUP COM 02209S103 626 15298 SH SOLE NONE 0 0 15298 GABELLI EQUITY COM 362397101 634 106068 SH SOLE NONE 0 0 106068 ENTERPRISE PRODUCTS COM 293792107 636 22244 SH SOLE NONE 0 0 22244 WALT DISNEY COM DISNEY 254687106 641 4922 SH SOLE NONE 0 0 4922 ADOBE INC COM 00724F101 709 2567 SH SOLE NONE 0 0 2567 VANECK VECTORS MTG REIT INCOME 92189F452 753 32330 SH SOLE NONE 0 0 32330 NOVARTIS AG SPONSORED ADR 66987V109 755 8685 SH SOLE NONE 0 0 8685 SECTOR FINANCIAL SBI INT-FINL 81369Y605 767 27385 SH SOLE NONE 0 0 27385 ISHARES CORE CORE S&P US VLU 464287663 776 13433 SH SOLE NONE 0 0 13433 CELGENE CORP COM 151020104 787 7925 SH SOLE NONE 0 0 7925 SECTOR TECHNOLOGY TECHNOLOGY 81369Y803 804 9981 SH SOLE NONE 0 0 9981 WELLS FARGO COM 949746101 814 16136 SH SOLE NONE 0 0 16136 BERKSHIRE HATHAWAY CL B NEW 084670702 839 4031 SH SOLE NONE 0 0 4031 FACEBOOK INC CL A 30303M102 843 4735 SH SOLE NONE 0 0 4735 ISHARES MSCI MSCI EMG MKT ETF 464287234 877 21453 SH SOLE NONE 0 0 21453 ARROW ELECTRONICS COM 042735100 878 11775 SH SOLE NONE 0 0 11775 INVESCO EXCHANGE S&P500 LOW VOL 46138E354 887 15327 SH SOLE NONE 0 0 15327 VANGUARD INTERNATIONAL INTL HIGH ETF 921946794 902 15185 SH SOLE NONE 0 0 15185 VANGUARD MID MID CAP ETF 922908629 907 5410 SH SOLE NONE 0 0 5410 ISHARES CORE CORE DIV GRWTH 46434V621 921 23543 SH SOLE NONE 0 0 23543 INVESCO DYNAMIC DYNMC LRG GWTH 46137V746 962 19901 SH SOLE NONE 0 0 19901 SPDR SERIES S&P DIVID ETF 78464A763 985 9596 SH SOLE NONE 0 0 9596 HONEYWELL INTL COM 438516106 989 5844 SH SOLE NONE 0 0 5844 SECTOR INDUSTRIAL SBI INT-INDS 81369Y704 1052 13546 SH SOLE NONE 0 0 13546 ISHARES RUSSELL RUSSELL 2000 ETF 464287655 1069 7062 SH SOLE NONE 0 0 7062 ALPHABET INC CAP STK CL C 02079K107 1075 882 SH SOLE NONE 0 0 882 VANGUARD VALUE VALUE ETF 922908744 1116 10000 SH SOLE NONE 0 0 10000 ARCHER DANIELS COM 039483102 1148 27942 SH SOLE NONE 0 0 27942 ISHARES CORE CORE HIGH DV ETF 46429B663 1195 12687 SH SOLE NONE 0 0 12687 NETFLIX INC COM 64110L106 1196 4468 SH SOLE NONE 0 0 4468 GRAINGER W W COM 384802104 1212 4078 SH SOLE NONE 0 0 4078 FIRST TRUST SHS 33734H106 1220 34982 SH SOLE NONE 0 0 34982 VANGUARD S&P S&P 500 ETF SHS 922908363 1293 4742 SH SOLE NONE 0 0 4742 INVESCO QQQ UNIT SER 1 46090E103 1355 7177 SH SOLE NONE 0 0 7177 MASTERCARD INC CL A 57636Q104 1373 5056 SH SOLE NONE 0 0 5056 ANHEUSER BUSCH SPONSORED ADR 03524A108 1402 14734 SH SOLE NONE 0 0 14734 HOME DEPOT COM 437076102 1442 6217 SH SOLE NONE 0 0 6217 EMERSON ELECTRIC COM 291011104 1446 21622 SH SOLE NONE 0 0 21622 VANGUARD HIGH HIGH DIV YLD 921946406 1450 16340 SH SOLE NONE 0 0 16340 LOCKHEED MARTIN COM 539830109 1459 3740 SH SOLE NONE 0 0 3740 DOW INC COM 260557103 1548 32482 SH SOLE NONE 0 0 32482 COSTCO WHOLESALE COM 22160K105 1560 5415 SH SOLE NONE 0 0 5415 VANGUARD DIVIDEND DIV APP ETF 921908844 1566 13093 SH SOLE NONE 0 0 13093 BOEING CO COM 097023105 1634 4294 SH SOLE NONE 0 0 4294 ISHARES EDGE MSCI MIN VOL ETF 46429B697 1639 25562 SH SOLE NONE 0 0 25562 DUKE ENERGY COM NEW 26441C204 1671 17435 SH SOLE NONE 0 0 17435 PEPSICO INC COM 713448108 1672 12199 SH SOLE NONE 0 0 12199 JPMORGAN CHASE COM 46625H100 1684 14308 SH SOLE NONE 0 0 14308 KELLOGG CO COM 487836108 1686 26203 SH SOLE NONE 0 0 26203 VANGUARD TOTAL TT WRLD ST ETF 922042742 1695 22653 SH SOLE NONE 0 0 22653 ALPHABET INC CAP STK CL A 02079K305 1707 1398 SH SOLE NONE 0 0 1398 MAGELLAN MIDSTREAM COM UNIT RP LP 559080106 1726 26039 SH SOLE NONE 0 0 26039 ISHARES CORE CORE S&P500 ETF 464287200 1741 5833 SH SOLE NONE 0 0 5833 SECTOR HEALTHCARE SBI HEALTHCARE 81369Y209 1815 20132 SH SOLE NONE 0 0 20132 CHEVRON CORP COM 166764100 1850 15598 SH SOLE NONE 0 0 15598 PHILIP MORRIS COM 718172109 1854 24416 SH SOLE NONE 0 0 24416 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1916 44903 SH SOLE NONE 0 0 44903 AUTOMATIC DATA COM 053015103 2014 12476 SH SOLE NONE 0 0 12476 AMGEN INC COM 031162100 2035 10515 SH SOLE NONE 0 0 10515 QUALCOMM INC COM 747525103 2094 27455 SH SOLE NONE 0 0 27455 AMPHENOL CORP CL A 032095101 2106 21823 SH SOLE NONE 0 0 21823 CATERPILLAR INC COM 149123101 2115 16744 SH SOLE NONE 0 0 16744 UNILEVER PLC SPON ADR NEW 904767704 2171 36122 SH SOLE NONE 0 0 36122 ABBVIE INC COM 00287Y109 2194 28971 SH SOLE NONE 0 0 28971 SPDR GOLD GOLD SHS 78463V107 2197 15820 SH SOLE NONE 0 0 15820 GENERAL MILLS COM 370334104 2240 40634 SH SOLE NONE 0 0 40634 VERIZON COMMUNICATIONS COM 92343V104 2294 38007 SH SOLE NONE 0 0 38007 VISA INC COM CL A 92826C839 2297 13354 SH SOLE NONE 0 0 13354 NORFOLK SOUTHERN COM 655844108 2515 13997 SH SOLE NONE 0 0 13997 UNITED TECHNOLOGIES COM 913017109 2587 18950 SH SOLE NONE 0 0 18950 WASTE MANAGEMENT COM 94106L109 2605 22652 SH SOLE NONE 0 0 22652 COCA COLA COMPANY COM 191216100 2607 47887 SH SOLE NONE 0 0 47887 3M COMPANY COM 88579Y101 2822 17167 SH SOLE NONE 0 0 17167 MCDONALDS CORP COM 580135101 2859 13315 SH SOLE NONE 0 0 13315 INTL BUSINESS COM 459200101 3175 21832 SH SOLE NONE 0 0 21832 EXXON MOBIL COM 30231G102 3666 51919 SH SOLE NONE 0 0 51919 OLD DOMINION COM 679580100 3696 21745 SH SOLE NONE 0 0 21745 KIMBERLY CLARK COM 494368103 3709 26112 SH SOLE NONE 0 0 26112 WISDOMTREE EMERGING EMER MKT HIGH FD 97717W315 3709 89785 SH SOLE NONE 0 0 89785 AMAZON COM COM 023135106 3890 2241 SH SOLE NONE 0 0 2241 AT&T INC COM 00206R102 4071 107597 SH SOLE NONE 0 0 107597 PFIZER INC COM 717081103 4169 116021 SH SOLE NONE 0 0 116021 APPLE INC COM 037833100 4226 18868 SH SOLE NONE 0 0 18868 VANGUARD GROWTH GROWTH ETF 922908736 4384 26363 SH SOLE NONE 0 0 26363 SOUTHERN COMPANY COM 842587107 4413 71435 SH SOLE NONE 0 0 71435 JOHNSON & JOHNSON COM 478160104 4946 38231 SH SOLE NONE 0 0 38231 MERCK & COMPANY COM 58933Y105 5090 60466 SH SOLE NONE 0 0 60466 MICROSOFT CORP COM 594918104 5344 38439 SH SOLE NONE 0 0 38439 INTEL CORP COM 458140100 5536 107427 SH SOLE NONE 0 0 107427 ISHARES SELECT SELECT DIVID ETF 464287168 5790 56789 SH SOLE NONE 0 0 56789 CISCO SYSTEMS COM 17275R102 6033 122107 SH SOLE NONE 0 0 122107 SPDR S&P TR UNIT 78462F103 6273 21138 SH SOLE NONE 0 0 21138 PROCTER & GAMBLE COM 742718109 6386 51342 SH SOLE NONE 0 0 51342