New England Capital Financial Advisors LLC Incresed Positions in Q2 2025

New England Capital Financial Advisors LLC

  • $218 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ALLE
Allegion PLC

Industrials
1
+ 0.19%
$118.52 - $145.64 $119 - $146
519 $74.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
235
+ 66.95%
$29.0 - $30.68 $6.82K - $7.21K
586 $18M
HWM
Howmet Aerospace Inc.

Industrials
31
+ 182.35%
$112.33 - $186.13 $3.48K - $5.77K
48 $8.93M
American Healthcare Reit Inc
7
+ 0.78%
N/A
903 $33.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 1.1%
$496.48 - $617.85 $496 - $618
92 $56.6M
QCOM
Qualcomm Inc

Technology
22
+ 6.96%
$124.66 - $159.48 $2.74K - $3.51K
338 $53.9M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1
+ 0.26%
$57.46 - $75.58 $57.5 - $75.6
389 $29.4M
Brookfield Corp
1
+ 0.2%
N/A
500 $30.9M
AMD
Advanced Micro Devices Inc

Technology
24
+ 77.42%
$78.21 - $143.81 $1.88K - $3.45K
55 $7.86M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
25
+ 71.43%
$225.56 - $335.19 $5.64K - $8.38K
60 $14.3M
D
Dominion Energy, Inc

Utilities
63
+ 15.67%
$49.66 - $58.0 $3.13K - $3.65K
465 $26.3M
NFG
National Fuel Gas CO

Energy
2
+ 0.34%
$73.0 - $86.01 $146 - $172
594 $50.3M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
2
+ 0.78%
$74.67 - $97.29 $149 - $195
260 $25.3M
BK
Bank Of New York Mellon Corp

Financial Services
2
+ 0.6%
$73.31 - $91.62 $147 - $183
335 $30.5M
FE
Firstenergy Corp

Utilities
63
+ 31.82%
$38.31 - $43.17 $2.41K - $2.72K
261 $10.5M
BAC
Bank Of America Corp

Financial Services
1
+ 0.24%
$34.39 - $47.46 $34.4 - $47.5
424 $20.1M
WBD
Warner Bros. Discovery, Inc.

Communication Services
2
+ 0.06%
$7.69 - $11.46 $15.4 - $22.9
3.16K $36.2M
INTC
Intel Corp

Technology
117
+ 6.83%
$18.13 - $22.69 $2.12K - $2.65K
1.83K $41M
VZ
Verizon Communications Inc

Communication Services
187
+ 6.43%
$41.67 - $45.62 $7.79K - $8.53K
3.1K $134M
UL
Unilever PLC

Consumer Defensive
29
+ 18.35%
$57.9 - $65.43 $1.68K - $1.9K
187 $11.4M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.7%
$69.06 - $91.24 $69.1 - $91.2
143 $13M
F
Ford Motor CO

Consumer Cyclical
14
+ 0.84%
$8.69 - $10.85 $122 - $152
1.68K $18.2M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.37%
$58.13 - $69.92 $58.1 - $69.9
273 $19.1M
Volatility Shs Tr
2
+ 3.28%
N/A
63 $3.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1
+ 0.67%
$58.41 - $72.69 $58.4 - $72.7
150 $10.9M
BFLY
Butterfly Network, Inc.

Healthcare
600
+ 85.71%
$1.96 - $2.63 $1.18K - $1.58K
1.3K $2.6M
USB
Us Bancorp \De\

Financial Services
3
+ 1.1%
$36.4 - $45.76 $109 - $137
275 $12.5M
Brookfield Asset Managmt LTD
1
+ 0.76%
N/A
133 $7.33M
CI
Cigna Corp

Healthcare
1
+ 0.32%
$301.89 - $340.04 $302 - $340
318 $105M
Fidelity Covington Trust
17
+ 94.44%
N/A
35 $1.15M
PARA
Paramount Global

Communication Services
2
+ 0.35%
$10.65 - $12.9 $21.3 - $25.8
580 $7.49M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1
+ 16.67%
$179.95 - $278.88 $180 - $279
7 $1.89M
Ge Healthcare Technologies I
12
+ 21.43%
N/A
68 $5.01M
VTRS
Viatris Inc

Healthcare
31
+ 3.9%
$7.26 - $9.12 $225 - $283
826 $7.38M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.09%
$335.24 - $380.78 $335 - $381
1.06K $389M
WBS
Webster Financial Corp

Financial Services
1
+ 0.81%
$41.76 - $54.91 $41.8 - $54.9
124 $6.76M
NIO
Nio Inc.

Consumer Cyclical
130
+ 98.48%
$3.14 - $4.31 $408 - $560
262 $898K
STAG
Stag Industrial, Inc.

Real Estate
11
+ 21.15%
$30.08 - $37.02 $331 - $407
63 $2.28M
KEY
Keycorp

Financial Services
1
+ 0.42%
$13.23 - $17.42 $13.2 - $17.4
239 $4.16M
CMPS
Compass Pathways PLC

Healthcare
104
+ 34.67%
N/A
404 $1.13M
EFC
Ellington Financial Inc.

Real Estate
65
+ 3.1%
$11.53 - $13.28 $749 - $863
2.16K $28.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7
+ 1.12%
$24.98 - $25.66 $175 - $180
633 $16.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38
+ 6.33%
$24.32 - $27.87 $924 - $1.06K
638 $16.9M
SO
Southern CO

Utilities
2
+ 0.88%
$84.91 - $92.56 $170 - $185
230 $21.1M
PII
Polaris Inc.

Consumer Cyclical
4
+ 1.53%
$31.97 - $42.61 $128 - $170
265 $10.8M
VLO
Valero Energy Corp

Energy
1
+ 6.67%
$104.69 - $141.77 $105 - $142
16 $2.09M
Gsk PLC
5
+ 1.23%
N/A
412 $15.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3
+ 0.63%
$63.54 - $68.5 $191 - $206
483 $32.5M
CION
Cion Investment Corp

Financial Services
187
+ 8.04%
$8.68 - $10.48 $1.62K - $1.96K
2.51K $24M
Activity Summary
Buys All Purchases 186 New Holdings 38 Increased Positions 148 Sells All Sells 25 Reductions 24 Sold out 1 Options Calls 0 Puts 0
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