NorthRock Partners, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$5.5B

Holdings

849

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (849 positions)

StockValue
JMTGJ P MORGAN EXCHANGE TRADED F
$422.5M
SPYMSPDR SERIES TRUST
$289.7M
VOOVANGUARD INDEX FDS
$286.8M
VGSHVANGUARD SCOTTSDALE FDS
$258.4M
SPYVSPDR SERIES TRUST
$245.5M
SPYGSPDR SERIES TRUST
$222.9M
AAPLAPPLE INC
$219.1M
SPYSPDR S&P 500 ETF TR
$203.8M
SGOVISHARES TR
$189.5M
NDQINVESCO QQQ TR
$183.0M
MDYVSPDR SERIES TRUST
$110.2M
NVDANVIDIA CORPORATION
$103.7M
MDYGSPDR SERIES TRUST
$96.9M
ROUSLATTICE STRATEGIES TR
$94.3M
MSFTMICROSOFT CORP
$91.5M
HEFAISHARES TR
$71.1M
SLYVSPDR SERIES TRUST
$69.9M
SLYGSPDR SERIES TRUST
$62.3M
JMSTJ P MORGAN EXCHANGE TRADED F
$52.9M
IWFISHARES TR
$52.0M
SPEMSPDR INDEX SHS FDS
$51.8M
IWRISHARES TR
$51.5M
PGRPROGRESSIVE CORP
$44.8M
AMZNAMAZON COM INC
$42.9M
IUSBISHARES TR
$41.5M
IEMGISHARES INC
$37.4M
GOOGLALPHABET INC
$36.3M
TAFMAB ACTIVE ETFS INC
$34.1M
MDLZMONDELEZ INTL INC
$33.2M
TSLATESLA INC
$32.3M
BUFRFIRST TR EXCHNG TRADED FD VI
$31.5M
4I1PHILIP MORRIS INTL INC
$30.9M
IWBISHARES TR
$29.5M
MBBISHARES TR
$29.0M
EFAISHARES TR
$29.0M
METAMETA PLATFORMS INC
$28.9M
SPHQINVESCO EXCHANGE TRADED FD T
$28.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$28.1M
PGPROCTER AND GAMBLE CO
$27.1M
IJRISHARES TR
$26.2M
SPTISPDR SERIES TRUST
$25.7M
DYNFBLACKROCK ETF TRUST
$25.5M
BILSPDR SERIES TRUST
$24.2M
JPMJPMORGAN CHASE & CO.
$23.8M
VYMIVANGUARD WHITEHALL FDS
$23.4M
AVGOBROADCOM INC
$23.0M
SCHZSCHWAB STRATEGIC TR
$22.0M
BDYNBLACKROCK ETF TRUST
$21.8M
IVEISHARES TR
$20.6M
VTIVANGUARD INDEX FDS
$20.5M
VWOVANGUARD INTL EQUITY INDEX F
$19.9M
ABBVABBVIE INC
$19.2M
GOOGALPHABET INC
$18.9M
IVVISHARES TR
$16.4M
OEFISHARES TR
$16.4M
VVISA INC
$14.4M
MOALTRIA GROUP INC
$14.2M
VMBSVANGUARD SCOTTSDALE FDS
$13.6M
IWPISHARES TR
$13.2M
VGLTVANGUARD SCOTTSDALE FDS
$12.7M
ORCLORACLE CORP
$12.6M
NFLXNETFLIX INC
$11.8M
LLYELI LILLY & CO
$11.7M
BINCBLACKROCK ETF TRUST II
$11.6M
SCHXSCHWAB STRATEGIC TR
$10.8M
COSTCOSTCO WHSL CORP NEW
$10.8M
VIGVANGUARD SPECIALIZED FUNDS
$10.8M
KDPKEURIG DR PEPPER INC
$10.5M
XLKSELECT SECTOR SPDR TR
$9.6M
EFGISHARES TR
$9.5M
MTUMISHARES TR
$9.2M
JNJJOHNSON & JOHNSON
$9.1M
PLTRPALANTIR TECHNOLOGIES INC
$9.0M
IYWISHARES TR
$8.9M
HDHOME DEPOT INC
$8.6M
XOMEXXON MOBIL CORP
$8.6M
WMTWALMART INC
$8.3M
CVXCHEVRON CORP NEW
$8.3M
MCDMCDONALDS CORP
$8.2M
XLFSELECT SECTOR SPDR TR
$8.1M
IGIBISHARES TR
$8.0M
VGTVANGUARD WORLD FD
$7.9M
IGEBISHARES TR
$7.9M
BDVLBLACKROCK ETF TRUST
$7.9M
MAMASTERCARD INCORPORATED
$7.7M
IWDISHARES TR
$7.6M
BNDXVANGUARD CHARLOTTE FDS
$7.5M
VEAVANGUARD TAX-MANAGED FDS
$7.4M
WFCWELLS FARGO CO NEW
$7.4M
A4SAMERIPRISE FINL INC
$7.3M
ABTABBOTT LABS
$7.3M
IBMINTERNATIONAL BUSINESS MACHS
$7.3M
IVWISHARES TR
$7.3M
AXPAMERICAN EXPRESS CO
$7.2M
VUGVANGUARD INDEX FDS
$7.0M
IAU*ISHARES GOLD TR
$7.0M
BACBANK AMERICA CORP
$6.9M
EFVISHARES TR
$6.6M
SOXQINVESCO EXCH TRADED FD TR II
$6.6M
SYKSTRYKER CORPORATION
$6.4M
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