0001606587-17-000299.txt : 20170509 0001606587-17-000299.hdr.sgml : 20170509 20170509161237 ACCESSION NUMBER: 0001606587-17-000299 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170509 DATE AS OF CHANGE: 20170509 EFFECTIVENESS DATE: 20170509 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: 17826551 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 03-31-2017 03-31-2017 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 05-03-2017 0 133 107505 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPS ALERIAN ALERIAN MLP 00162Q866 286 22467 SH SOLE NONE 0 0 22467 AT&T INC COM 00206R102 2966 71442 SH SOLE NONE 0 0 71443 AETNA INC COM 00817Y108 937 7363 SH SOLE NONE 0 0 7363 AIR PRODUCTS COM 009158106 326 2410 SH SOLE NONE 0 0 2410 ALPHABET INC CAP STK CL C 02079K107 599 720 SH SOLE NONE 0 0 720 ALPHABET INC CAP STK CL A 02079K305 570 671 SH SOLE NONE 0 0 671 ALTRIA GROUP COM 02209S103 2277 31653 SH SOLE NONE 0 0 31653 AMAZON COM COM 023135106 677 745 SH SOLE NONE 0 0 745 AMPHENOL CORP CL A 032095101 1470 21135 SH SOLE NONE 0 0 21135 ANADARKO PETROLEUM COM 032511107 300 4767 SH SOLE NONE 0 0 4767 ANNALY CAPITAL COM 035710409 123 10872 SH SOLE NONE 0 0 10872 ANTHEM INC COM 036752103 414 2513 SH SOLE NONE 0 0 2513 APPLE INC COM 037833100 2261 15700 SH SOLE NONE 0 0 15700 AUTOMATIC DATA COM 053015103 363 3566 SH SOLE NONE 0 0 3566 BP PLC SPONSORED ADR 055622104 236 6810 SH SOLE NONE 0 0 6810 BANK NEW YORK COM 064058100 546 11622 SH SOLE NONE 0 0 11622 BARNES GROUP INC COM 067806109 610 12090 SH SOLE NONE 0 0 12090 BERKSHIRE HATHAWAY CL B NEW 084670702 657 3964 SH SOLE NONE 0 0 3964 BOEING COMPANY COM 097023105 842 4756 SH SOLE NONE 0 0 4756 BRISTOL MYERS COM 110122108 409 7698 SH SOLE NONE 0 0 7698 CSX CORP COM 126408103 252 5340 SH SOLE NONE 0 0 5340 CATERPILLAR INC COM 149123101 367 3890 SH SOLE NONE 0 0 3890 CHEVRON CORP COM 166764100 964 8876 SH SOLE NONE 0 0 8876 CISCO SYSTEMS COM 17275R102 589 17842 SH SOLE NONE 0 0 17842 CLOROX COMPANY COM 189054109 521 3879 SH SOLE NONE 0 0 3879 COCA COLA COMPANY COM 191216100 1555 36524 SH SOLE NONE 0 0 36524 COLGATE-PALMOLIVE COM 194162103 406 5528 SH SOLE NONE 0 0 5528 COMCAST CORP CL A 20030N101 210 5620 SH SOLE NONE 0 0 5620 CONOCOPHILLIPS COM 20825C104 238 4848 SH SOLE NONE 0 0 4848 CONSOLIDATED EDISON COM 209115104 487 6201 SH SOLE NONE 0 0 6201 WALT DISNEY COM DISNEY 254687106 437 3871 SH SOLE NONE 0 0 3871 DOMINION RESOURCES COM 25746U109 377 4832 SH SOLE NONE 0 0 4832 DOW CHEMICAL COM 260543103 380 5989 SH SOLE NONE 0 0 5989 DU PONT COM 263534109 242 3013 SH SOLE NONE 0 0 3013 EMERSON ELECTRIC COM 291011104 1303 21876 SH SOLE NONE 0 0 21876 ENTERPRISE PRODUCTS COM 293792107 397 14418 SH SOLE NONE 0 0 14418 EVERSOURCE ENERGY COM 30040W108 1028 17305 SH SOLE NONE 0 0 17305 EXXON MOBIL COM 30231G102 4591 55624 SH SOLE NONE 0 0 55624 FACEBOOK INC CL A 30303M102 427 3007 SH SOLE NONE 0 0 3007 FEDL RLTY INVT TR SBI SH BEN INT NEW 313747206 221 1663 SH SOLE NONE 0 0 1663 FIRST TRUST SHS 337344105 381 7440 SH SOLE NONE 0 0 7440 FIRST TRUST DORSEY WRT 5 ETF 33738R605 220 9231 SH SOLE NONE 0 0 9231 FIRST TRUST RBA INDL ETF 33738R704 675 28780 SH SOLE NONE 0 0 28780 FORD MOTOR COM PAR $0.01 345370860 180 15987 SH SOLE NONE 0 0 15987 FULTON FINANCIAL COM 360271100 756 43846 SH SOLE NONE 0 0 43846 GENERAL DYNAMICS COM 369550108 1136 6110 SH SOLE NONE 0 0 6110 GENERAL ELECTRIC COM 369604103 3048 101718 SH SOLE NONE 0 0 101718 HOME DEPOT COM 437076102 1910 13023 SH SOLE NONE 0 0 13023 ILLINOIS TOOL COM 452308109 455 3470 SH SOLE NONE 0 0 3470 INTEL CORP COM 458140100 686 18949 SH SOLE NONE 0 0 18949 INTL BUSINESS COM 459200101 1750 10120 SH SOLE NONE 0 0 10120 ISHARES SELECT SELECT DIVID ETF 464287168 1529 16861 SH SOLE NONE 0 0 16861 ISHARES TIPS TIPS BD ETF 464287176 455 3962 SH SOLE NONE 0 0 3962 ISHARES MSCI MSCI EMG MKT ETF 464287234 369 9337 SH SOLE NONE 0 0 9337 ISHARES MSCI MSCI EAFE ETF 464287465 286 4618 SH SOLE NONE 0 0 4618 ISHARES NASDAQ NASDQ BIOTEC ETF 464287556 504 1755 SH SOLE NONE 0 0 1755 ISHARES RUSSELL RUSSELL 2000 ETF 464287655 465 3465 SH SOLE NONE 0 0 3465 ISHARES S&P SP SMCP600GR ETF 464287887 636 4278 SH SOLE NONE 0 0 4278 ISHARES U S U.S. PFD STK ETF 464288687 977 25310 SH SOLE NONE 0 0 25310 ISHARES EDGE MIN VOL USA ETF 46429B697 578 12119 SH SOLE NONE 0 0 12119 JPMORGAN CHASE COM 46625H100 1581 18340 SH SOLE NONE 0 0 18340 JPMORGAN CHASE ALERIAN ML ETN 46625H365 1878 58380 SH SOLE NONE 0 0 58380 JOHNSON & JOHNSON COM 478160104 2998 24023 SH SOLE NONE 0 0 24023 KIMBERLY CLARK COM 494368103 736 5587 SH SOLE NONE 0 0 5587 KRAFT HEINZ COM 500754106 415 4536 SH SOLE NONE 0 0 4536 ELI LILLY COM 532457108 513 5992 SH SOLE NONE 0 0 5992 LOCKHEED MARTIN COM 539830109 608 2276 SH SOLE NONE 0 0 2276 MFS MULTIMARKET INCOME T SH BEN INT 552737108 94 15384 SH SOLE NONE 0 0 15384 MASTERCARD INC CL A 57636Q104 284 2534 SH SOLE NONE 0 0 2534 MCDONALDS CORP COM 580135101 789 6051 SH SOLE NONE 0 0 6051 MERCK & COMPANY COM 58933Y105 1183 18608 SH SOLE NONE 0 0 18608 MICROSOFT CORP COM 594918104 583 8887 SH SOLE NONE 0 0 8887 NETFLIX INC COM 64110L106 292 2034 SH SOLE NONE 0 0 2034 NEXTERA ENERGY COM 65339F101 215 1647 SH SOLE NONE 0 0 1647 PARKER HANNIFIN COM 701094104 485 3032 SH SOLE NONE 0 0 3032 PEPSICO INC COM 713448108 498 4448 SH SOLE NONE 0 0 4448 PFIZER INC COM 717081103 2205 64480 SH SOLE NONE 0 0 64480 PHILIP MORRIS COM 718172109 937 8277 SH SOLE NONE 0 0 8277 POWERSHARES QQQ UNIT SER 1 73935A104 1310 9929 SH SOLE NONE 0 0 9929 POWERSHARES DYNAMIC DYN SEMCT PORT 73935X781 640 15645 SH SOLE NONE 0 0 15645 POWERSHARES EXCHANGE S&P400 LOVL PT 73937B647 202 4813 SH SOLE NONE 0 0 4813 POWERSHARES S&P PWRSHS SP500 LOW 73937B654 744 18431 SH SOLE NONE 0 0 18431 POWERSHARES S&P S&P500 LOW VOL 73937B779 1499 34504 SH SOLE NONE 0 0 34504 PROCTER & GAMBLE COM 742718109 2049 22774 SH SOLE NONE 0 0 22774 PROSHARES S&P MDCP 400 DIVID 74347B680 484 9501 SH SOLE NONE 0 0 9501 PROSHARES TRUST S&P 500 DV ARIST 74348A467 243 4344 SH SOLE NONE 0 0 4344 QUALCOMM INC COM 747525103 260 4603 SH SOLE NONE 0 0 4603 RAYTHEON COMPANY COM NEW 755111507 284 1892 SH SOLE NONE 0 0 1892 REALTY INCOME COM 756109104 753 12598 SH SOLE NONE 0 0 12598 REGENERON PHARMACEUTICAL COM 75886F107 1198 3174 SH SOLE NONE 0 0 3174 REYNOLDS AMERICAN COM 761713106 565 8894 SH SOLE NONE 0 0 8894 RYDEX GUGGENHEIM GUG S&P500 EQ WT 78355W106 736 8174 SH SOLE NONE 0 0 8174 SPDR S&P TR UNIT 78462F103 5544 23614 SH SOLE NONE 0 0 23614 SPDR GOLD GOLD SHS 78463V107 219 1833 SH SOLE NONE 0 0 1833 SPDR S&P AEROSPACE DEF 78464A631 361 5487 SH SOLE NONE 0 0 5487 SPDR DOUBLELINE SPDR TR TACTIC 78467V848 270 5524 SH SOLE NONE 0 0 5524 SPDR NUVEEN NUVEEN BRC MUNIC 78468R721 212 4418 SH SOLE NONE 0 0 4418 SCHWAB CHARLES COM 808513105 219 5540 SH SOLE NONE 0 0 5540 SECTOR HEALTHCARE SBI HEALTHCARE 81369Y209 864 11654 SH SOLE NONE 0 0 11654 SECTOR ENERGY SBI INT-ENERGY 81369Y506 431 6150 SH SOLE NONE 0 0 6150 SECTOR FINANCIAL SBI INT-FINL 81369Y605 1986 84612 SH SOLE NONE 0 0 84612 SECTOR INDUSTRIAL SBI INT-INDS 81369Y704 1979 30510 SH SOLE NONE 0 0 30510 SECTOR TECHNOLOGY TECHNOLOGY 81369Y803 905 17041 SH SOLE NONE 0 0 17041 SELECT UTILITIES SBI INT-UTILS 81369Y886 225 4356 SH SOLE NONE 0 0 4356 SERVICENOW INC COM 81762P102 278 3250 SH SOLE NONE 0 0 3250 SOUTHERN COMPANY COM 842587107 1302 25810 SH SOLE NONE 0 0 25810 STARBUCKS CORP COM 855244109 319 5477 SH SOLE NONE 0 0 5477 STRYKER CORP COM 863667101 206 1567 SH SOLE NONE 0 0 1567 TJX COMPANIES COM 872540109 370 4874 SH SOLE NONE 0 0 4874 TEXAS INSTRUMENTS COM 882508104 369 4611 SH SOLE NONE 0 0 4611 3M COMPANY COM 88579Y101 1296 6810 SH SOLE NONE 0 0 6810 TRAVELERS COMPANIES COM 89417E109 454 3753 SH SOLE NONE 0 0 3753 U S BANCORP DE COM NEW 902973304 258 5050 SH SOLE NONE 0 0 5050 UNITED TECHNOLOGIES COM 913017109 3117 27706 SH SOLE NONE 0 0 27706 UNITEDHEALTH GROUP COM 91324P102 238 1437 SH SOLE NONE 0 0 1437 VANECK VECTORS MTG REIT INCOME 92189F452 646 27365 SH SOLE NONE 0 0 27365 VANGUARD DIVIDEND DIV APP ETF 921908844 989 11080 SH SOLE NONE 0 0 11080 VANGUARD MEGA MEGA GRWTH IND 921910816 329 3441 SH SOLE NONE 0 0 3441 VANGUARD HIGH HIGH DIV YLD 921946406 540 6984 SH SOLE NONE 0 0 6984 VANGUARD S&P S&P 500 ETF SHS 922908363 921 4272 SH SOLE NONE 0 0 4272 VANGUARD REIT REIT ETF 922908553 388 4679 SH SOLE NONE 0 0 4679 VANGUARD GROWTH GROWTH ETF 922908736 204 1682 SH SOLE NONE 0 0 1682 VANGUARD TOTAL TOTAL STK MKT 922908769 276 2291 SH SOLE NONE 0 0 2291 VERIZON COMMUNICATIONS COM 92343V104 1742 35541 SH SOLE NONE 0 0 35541 VISA INC COM CL A 92826C839 792 8900 SH SOLE NONE 0 0 8900 WELLS FARGO & CO COM 949746101 737 13410 SH SOLE NONE 0 0 13410 WESTERN ASSET COM 95766K109 96 18800 SH SOLE NONE 0 0 18800 WISDOMTREE EMERGING EMER MKT HIGH FD 97717W315 509 12409 SH SOLE NONE 0 0 12409 WISDOMTREE SMALL SMALLCAP DIVID 97717W604 975 12366 SH SOLE NONE 0 0 12366 WISDOMTREE TRUST US QTLY DIV GRT 97717X669 202 5732 SH SOLE NONE 0 0 5732 ZOETIS INC CL A 98978V103 229 4350 SH SOLE NONE 0 0 4350 NORDIC AMERICAN COM G65773106 110 13767 SH SOLE NONE 0 0 13767 CHUBB LTD COM H1467J104 280 2045 SH SOLE NONE 0 0 2045