0001606587-20-000292.txt : 20200213 0001606587-20-000292.hdr.sgml : 20200213 20200213171300 ACCESSION NUMBER: 0001606587-20-000292 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200213 DATE AS OF CHANGE: 20200213 EFFECTIVENESS DATE: 20200213 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: 20611984 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 12-31-2019 12-31-2019 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 02-12-2020 0 144 218325 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE FORD MOTOR COM 345370860 251 41044 SH SOLE NONE 0 0 41044 MFS MULTIMARKET SH BEN INT 552737108 799 17390 SH SOLE NONE 0 0 17390 SPDR DOUBLELINE SPDR TR TACTIC 78467V848 860 6605 SH SOLE NONE 0 0 6605 NUVEEN AMT COM 670657105 205 14320 SH SOLE NONE 0 0 14320 ORACLE CORP COM 68389X105 364 9073 SH SOLE NONE 0 0 9073 BECTON DICKINSON COM 075887109 217 800 SH SOLE NONE 0 0 800 VANGUARD FSTE FTSE EMR MKT ETF 922042858 332 1289 SH SOLE NONE 0 0 1289 MEDTRONIC PLC SHS G5960L103 226 2000 SH SOLE NONE 0 0 2000 VSE CORP COM 918284100 358 2875 SH SOLE NONE 0 0 2875 ISHARES MSCI MSCI EAFE ETF 464287465 272 3138 SH SOLE NONE 0 0 3138 MIDDLEBY CORP COM 596278101 236 2157 SH SOLE NONE 0 0 2157 VANGUARD TOTAL VG TL INTL STK F 921909768 408 4888 SH SOLE NONE 0 0 4888 CONSOLIDATED EDISON COM 209115104 429 3358 SH SOLE NONE 0 0 3358 CUMMINS INC COM 231021106 385 2317 SH SOLE NONE 0 0 2317 AMERICAN EXPRESS COM 025816109 300 1281 SH SOLE NONE 0 0 1281 DUPONT DE COM 26614N102 228 4647 SH SOLE NONE 0 0 4647 LPL FINANCIAL COM 50212V100 266 2886 SH SOLE NONE 0 0 2886 EQUINIX INC COM 29444U700 270 463 SH SOLE NONE 0 0 463 HELIOS TECHNOLOGIES COM 42328H109 213 2758 SH SOLE NONE 0 0 2758 INVESCO EXCHANGE S&P500 QUALITY 46137V241 621 13122 SH SOLE NONE 0 0 13122 GENERAL MOTORS COM 37045V100 775 16561 SH SOLE NONE 0 0 16561 NIKE INC CL B 654106103 1123 9611 SH SOLE NONE 0 0 9611 ISHARES S&P S&P 500 GRWT ETF 464287309 324 2705 SH SOLE NONE 0 0 2705 TEREX CORP COM 880779103 271 2120 SH SOLE NONE 0 0 2120 WALMART INC COM 931142103 290 9466 SH SOLE NONE 0 0 9466 U S BANCORP DE COM NEW 902973304 397 6955 SH SOLE NONE 0 0 6955 VANGUARD INTERNATIONAL INTL DVD ETF 921946810 222 2745 SH SOLE NONE 0 0 2745 AMERICAN ELECTRIC COM 025537101 406 3628 SH SOLE NONE 0 0 3628 THERMO FISHER COM 883556102 243 8045 SH SOLE NONE 0 0 8045 ISHARES CORE CORE S&P MCP ETF 464287507 714 5407 SH SOLE NONE 0 0 5407 TESLA INC COM 88160R101 274 1418 SH SOLE NONE 0 0 1418 GENERAL ELECTRIC COM 369604103 503 19359 SH SOLE NONE 0 0 19359 EVERSOURCE ENERGY COM 30040W108 360 5160 SH SOLE NONE 0 0 5160 REALTY INCOME COM 756109104 438 5203 SH SOLE NONE 0 0 5203 NEXTERA ENERGY COM 65339F101 570 6047 SH SOLE NONE 0 0 6047 ISHARES CORE CORE S&P SCP ETF 464287804 240 2074 SH SOLE NONE 0 0 2074 TEXAS INSTRUMENTS COM 882508104 380 1297 SH SOLE NONE 0 0 1297 ISHARES RUSSELL RUS 2000 VAL ETF 464287630 475 3323 SH SOLE NONE 0 0 3323 UNITEDHEALTH GROUP COM 91324P102 515 4588 SH SOLE NONE 0 0 4588 VANGUARD INFORMATION INF TECH ETF 92204A702 262 2465 SH SOLE NONE 0 0 2465 GENERAL DYNAMICS COM 369550108 652 24812 SH SOLE NONE 0 0 24812 GILEAD SCIENCES COM 375558103 1318 4917 SH SOLE NONE 0 0 4917 FIRST TRUST FST LOW OPPT EFT 33739Q200 415 9250 SH SOLE NONE 0 0 9250 FIRST TRUST US EQTY OPPT ETF 336920103 613 7493 SH SOLE NONE 0 0 7493 EATON CORP SHS G29183103 646 5530 SH SOLE NONE 0 0 5530 ISHARES S&P CORE S&P US GWT 464287671 559 7374 SH SOLE NONE 0 0 7374 ISHARES S&P S&P SML 600 GWT 464287887 475 2530 SH SOLE NONE 0 0 2530 VANGUARD TOTAL TOTAL BND MRKT 921937835 381 6858 SH SOLE NONE 0 0 6858 VANGUARD INTERMEDIATE INT-TERM CORP 92206C870 257 3802 SH SOLE NONE 0 0 3802 CERNER CORP COM 156782104 557 7600 SH SOLE NONE 0 0 7600 ISHARES NASDAQ NASDAQ BIOTECH 464287556 524 3843 SH SOLE NONE 0 0 3843 LOWES COMPANIES COM 548661107 124 20208 SH SOLE NONE 0 0 20208 ISHARES RUSSELL RUS MID CAP ETF 464287499 714 9512 SH SOLE NONE 0 0 9512 RAYTHEON COMPANY COM NEW 755111507 684 4349 SH SOLE NONE 0 0 4349 ELI LILLY COM 532457108 1446 9304 SH SOLE NONE 0 0 9304 ENTERPRISE PRODUCTS COM 293792107 722 16192 SH SOLE NONE 0 0 16192 ALIBABA GROUP SPONSORED ADS 01609W102 201 2243 SH SOLE NONE 0 0 2243 ALTRIA GROUP COM 02209S103 794 18778 SH SOLE NONE 0 0 18778 WALT DISNEY COM DISNEY 254687106 760 9808 SH SOLE NONE 0 0 9808 VANECK VECTORS MTG REIT INCOME 92189F452 383 12343 SH SOLE NONE 0 0 12343 SECTOR FINANCIAL SBI INT-FINL 81369Y605 779 20811 SH SOLE NONE 0 0 20811 NOVARTIS AG SPONSORED ADR 66987V109 898 10532 SH SOLE NONE 0 0 10532 ISHARES CORE CORE S&P US VLU 464287663 872 13784 SH SOLE NONE 0 0 13784 SECTOR TECHNOLOGY TECHNOLOGY 81369Y803 572 8768 SH SOLE NONE 0 0 8768 BERKSHIRE HATHAWAY CL B NEW 084670702 506 2217 SH SOLE NONE 0 0 2217 INVESCO EXCHANGE S&P500 LOW VOL 46138E354 282 6631 SH SOLE NONE 0 0 6631 ISHARES MSCI MSCI EMG MKT ETF 464287234 867 17927 SH SOLE NONE 0 0 17927 ISHARES RUSSELL RUSSELL 2000 ETF 464287655 898 5866 SH SOLE NONE 0 0 5866 VANGUARD MID MID CAP ETF 922908629 660 3708 SH SOLE NONE 0 0 3708 FACEBOOK INC CL A 30303M102 993 4956 SH SOLE NONE 0 0 4956 ISHARES CORE CORE DIV GRWTH 46434V621 812 19240 SH SOLE NONE 0 0 19240 WELLS FARGO COM 949746101 827 18280 SH SOLE NONE 0 0 18280 HONEYWELL INTL COM 438516106 1120 7092 SH SOLE NONE 0 0 7092 VANGUARD INTERNATIONAL INTL HIGH ETF 921946794 848 12364 SH SOLE NONE 0 0 12364 INVESCO DYNAMIC DYNMC LRG GWTH 46137V746 403 6892 SH SOLE NONE 0 0 6892 SECTOR INDUSTRIAL SBI INT-INDS 81369Y704 1222 14511 SH SOLE NONE 0 0 14511 ANHEUSER BUSCH SPONSORED ADR 03524A108 1169 25277 SH SOLE NONE 0 0 25277 ALPHABET INC CAP STK CL C 02079K107 1299 972 SH SOLE NONE 0 0 972 VANGUARD VALUE VALUE ETF 922908744 1553 11589 SH SOLE NONE 0 0 11589 BRISTOL MYERS COM 110122108 652 17460 SH SOLE NONE 0 0 17460 ISHARES CORE CORE HIGH DV ETF 46429B663 1156 12253 SH SOLE NONE 0 0 12253 ARCHER DANIELS COM 039483102 1797 30361 SH SOLE NONE 0 0 30361 HOME DEPOT COM 437076102 1368 6360 SH SOLE NONE 0 0 6360 VANGUARD S&P S&P 500 ETF SHS 922908363 1069 3954 SH SOLE NONE 0 0 3954 NETFLIX INC COM 64110L106 521 2037 SH SOLE NONE 0 0 2037 LOCKHEED MARTIN COM 539830109 1071 6382 SH SOLE NONE 0 0 6382 BOEING CO COM 097023105 1606 8161 SH SOLE NONE 0 0 8161 MASTERCARD INC CL A 57636Q104 1632 7466 SH SOLE NONE 0 0 7466 INVESCO QQQ UNIT SER 1 46090E103 1414 9152 SH SOLE NONE 0 0 9152 FIRST TRUST SHS 33734H106 1639 42962 SH SOLE NONE 0 0 42962 COSTCO WHOLESALE COM 22160K105 1972 13331 SH SOLE NONE 0 0 13331 DUKE ENERGY COM NEW 26441C204 1528 17155 SH SOLE NONE 0 0 17155 EMERSON ELECTRIC COM 291011104 1394 25164 SH SOLE NONE 0 0 25164 MAGELLAN MIDSTREAM COM UNIT RP LP 559080106 1142 20139 SH SOLE NONE 0 0 20139 PEPSICO INC COM 713448108 1461 11892 SH SOLE NONE 0 0 11892 VANGUARD DIVIDEND DIV APP ETF 921908844 1521 14661 SH SOLE NONE 0 0 14661 ISHARES EDGE MSCI MIN VOL ETF 46429B697 1738 26228 SH SOLE NONE 0 0 26228 KELLOGG CO COM 487836108 1469 20965 SH SOLE NONE 0 0 20965 ISHARES CORE CORE S&P500 ETF 464287200 230 1181 SH SOLE NONE 0 0 1181 DOW INC COM 260557103 1786 32309 SH SOLE NONE 0 0 32309 ALPHABET INC CAP STK CL A 02079K305 1778 3552 SH SOLE NONE 0 0 3552 VANGUARD TOTAL TT WRLD ST ETF 922042742 1709 23357 SH SOLE NONE 0 0 23357 CHEVRON CORP COM 166764100 1891 15921 SH SOLE NONE 0 0 15921 SECTOR HEALTHCARE SBI HEALTHCARE 81369Y209 1878 18888 SH SOLE NONE 0 0 18888 PHILIP MORRIS COM 718172109 1922 22182 SH SOLE NONE 0 0 22182 UNILEVER PLC SPON ADR NEW 904767704 2169 30660 SH SOLE NONE 0 0 30660 JPMORGAN CHASE COM 46625H100 1960 16470 SH SOLE NONE 0 0 16470 AUTOMATIC DATA COM 053015103 2104 17695 SH SOLE NONE 0 0 17695 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1461 30039 SH SOLE NONE 0 0 30039 GENERAL MILLS COM 370334104 2273 40670 SH SOLE NONE 0 0 40670 SPDR GOLD GOLD SHS 78463V107 2178 18482 SH SOLE NONE 0 0 18482 VISA INC COM CL A 92826C839 2391 17038 SH SOLE NONE 0 0 17038 VANGUARD HIGH HIGH DIV YLD 921946406 2662 31627 SH SOLE NONE 0 0 31627 AMPHENOL CORP CL A 032095101 1452 17488 SH SOLE NONE 0 0 17488 VERIZON COMMUNICATIONS COM 92343V104 2244 36751 SH SOLE NONE 0 0 36751 CATERPILLAR INC COM 149123101 2851 23732 SH SOLE NONE 0 0 23732 QUALCOMM INC COM 747525103 2105 24321 SH SOLE NONE 0 0 24321 AMGEN INC COM 031162100 3138 17790 SH SOLE NONE 0 0 17790 ABBVIE INC COM 00287Y109 3081 28770 SH SOLE NONE 0 0 28770 WASTE MANAGEMENT COM 94106L109 2075 28796 SH SOLE NONE 0 0 28796 COCA COLA COMPANY COM 191216100 2247 41180 SH SOLE NONE 0 0 41180 MCDONALDS CORP COM 580135101 2653 13591 SH SOLE NONE 0 0 13591 NORFOLK SOUTHERN COM 655844108 1714 8667 SH SOLE NONE 0 0 8667 INTL BUSINESS COM 459200101 2384 19234 SH SOLE NONE 0 0 19234 UNITED TECHNOLOGIES COM 913017109 3139 24989 SH SOLE NONE 0 0 24989 3M COMPANY COM 88579Y101 2904 16984 SH SOLE NONE 0 0 16984 KIMBERLY CLARK COM 494368103 3335 25851 SH SOLE NONE 0 0 25851 EXXON MOBIL COM 30231G102 3260 46217 SH SOLE NONE 0 0 46217 AT&T INC COM 00206R102 4020 99446 SH SOLE NONE 0 0 99446 WISDOMTREE EMERGING EMER MKT HIGH FD 97717W315 3928 87898 SH SOLE NONE 0 0 87898 OLD DOMINION COM 679580100 285 6685 SH SOLE NONE 0 0 6685 AMAZON COM COM 023135106 4187 3788 SH SOLE NONE 0 0 3788 SPDR S&P TR UNIT 78462F103 4283 13996 SH SOLE NONE 0 0 13996 SOUTHERN COMPANY COM 842587107 5047 74185 SH SOLE NONE 0 0 74185 VANGUARD GROWTH GROWTH ETF 922908736 4919 27711 SH SOLE NONE 0 0 27711 APPLE INC COM 037833100 5262 21371 SH SOLE NONE 0 0 21371 JOHNSON & JOHNSON COM 478160104 5686 43335 SH SOLE NONE 0 0 43335 MERCK & COMPANY COM 58933Y105 5238 59429 SH SOLE NONE 0 0 59429 CISCO SYSTEMS COM 17275R102 5892 123408 SH SOLE NONE 0 0 123408 MICROSOFT CORP COM 594918104 6199 40099 SH SOLE NONE 0 0 40099 ISHARES SELECT SELECT DIVID ETF 464287168 5700 53882 SH SOLE NONE 0 0 53882 PFIZER INC COM 717081103 6506 162203 SH SOLE NONE 0 0 162203 INTEL CORP COM 458140100 6821 109116 SH SOLE NONE 0 0 109116 PROCTER & GAMBLE COM 742718109 6401 51582 SH SOLE NONE 0 0 51582