New England Capital Financial Advisors LLC Sells in Q1 2025

New England Capital Financial Advisors LLC

  • $197 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-79.4K
- 99.76%
$183.02 - $207.75 $14.5M - $16.5M
193 $36M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-42.2K
- 89.81%
$77.33 - $90.16 $3.27M - $3.81M
4.79K $376M
SPYG
Spdr Portfolio

ETFs
-11.8K
- 9.02%
$80.05 - $92.39 $944K - $1.09M
119K $9.56B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-23K
- 9.76%
$49.78 - $53.19 $1.14M - $1.22M
213K $10.9B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3.44K
- 7.11%
$80.73 - $94.96 $278K - $327K
45K $3.73B
CGCP
Capital Group Core Plus Income

ETFs
-25K
- 4.74%
$21.94 - $22.64 $549K - $566K
502K $11.3B
CGMU
Capital Group Core Plus Income
-15.4K
- 11.1%
N/A
123K $3.3B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-751
- 0.69%
$169.43 - $182.84 $127K - $137K
108K $18.8B
AAPL
Apple Inc.

Technology
-23
- 0.3%
$209.68 - $247.1 $4.82K - $5.68K
7.56K $1.68B
TSLA
Tesla, Inc.

Consumer Cyclical
-125
- 10.46%
$222.15 - $428.22 $27.8K - $53.5K
1.07K $277M
XLV
Select Sector Spdr Fund Health

ETFs
-1.3K
- 95.36%
$137.61 - $149.68 $178K - $194K
63 $9.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-167
- 4.87%
$190.26 - $242.06 $31.8K - $40.4K
3.26K $621M
HUBB
Hubbell Inc

Industrials
-199
- 29.53%
$330.91 - $456.86 $65.9K - $90.9K
475 $157M
MSFT
Microsoft Corp

Technology
-32
- 2.16%
$375.39 - $447.2 $12K - $14.3K
1.45K $545M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-16K
- 6.98%
$33.84 - $37.77 $540K - $603K
213K $7.75B
GPN
Global Payments Inc

Industrials
-184
- 9.41%
$92.18 - $113.03 $17K - $20.8K
1.77K $173M
CARR
Carrier Global Corp

Industrials
-281
- 5.36%
$62.07 - $70.55 $17.4K - $19.8K
4.97K $315M
DIS
Walt Disney CO

Communication Services
-55
- 1.96%
$96.87 - $114.0 $5.33K - $6.27K
2.75K $271M
MRK
Merck & Co., Inc.

Healthcare
-179
- 7.44%
$83.01 - $101.02 $14.9K - $18.1K
2.23K $200M
Calamos ETF Tr
-754
- 1.27%
N/A
58.8K $1.41B
ABBV
Abb Vie Inc.

Healthcare
-250
- 31.73%
$169.2 - $216.66 $42.3K - $54.2K
538 $113M
SNV
Synovus Financial Corp

Financial Services
-365
- 23.66%
$43.7 - $56.87 $16K - $20.8K
1.18K $55M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-1.06K
- 1.02%
$30.71 - $30.87 $32.5K - $32.7K
103K $3.16B
BAC
Bank Of America Corp

Financial Services
-412
- 49.34%
$39.61 - $47.74 $16.3K - $19.7K
423 $17.7M
VGT
Vanguard Information Technolog

ETFs
-18
- 15.79%
$542.38 - $646.34 $9.76K - $11.6K
96 $52.2M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-100
- 32.89%
$102.72 - $143.06 $10.3K - $14.3K
204 $21.3M
Kenvue Inc
-832
- 34.18%
N/A
1.6K $38.4M
WFC
Wells Fargo & Company

Financial Services
-205
- 19.64%
$66.78 - $81.42 $13.7K - $16.7K
839 $60.2M
BIIB
Biogen Inc.

Healthcare
-50
- 79.37%
$133.43 - $153.27 $6.67K - $7.66K
13 $1.78M
USB
Us Bancorp \De\

Financial Services
-51
- 15.79%
$40.92 - $50.9 $2.09K - $2.6K
272 $11.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-20
- 16.67%
$65.15 - $91.81 $1.3K - $1.84K
100 $6.53M
GILD
Gilead Sciences, Inc.

Healthcare
-139
- 22.17%
$89.14 - $117.41 $12.4K - $16.3K
488 $54.7M
HWM
Howmet Aerospace Inc.

Industrials
-25
- 59.52%
$110.79 - $139.39 $2.77K - $3.48K
17 $2.23M
FE
Firstenergy Corp

Utilities
-47
- 19.18%
$37.95 - $43.5 $1.78K - $2.04K
198 $8.01M
CMPS
Compass Pathways PLC

Healthcare
-58
- 16.2%
N/A
300 $858K
VACC
Vaccitech PLC

Healthcare
-59
- 56.73%
N/A
45 $44K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-75
- 13.46%
$46.15 - $63.53 $3.46K - $4.76K
482 $29.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-19
- 4.46%
$208.48 - $244.03 $3.96K - $4.64K
407 $99.4M
AFL
Aflac Inc

Financial Services
-115
- 4.0%
$100.99 - $111.19 $11.6K - $12.8K
2.76K $307M
CVS
Cvs Health Corp

Healthcare
-43
- 6.15%
$44.22 - $68.64 $1.9K - $2.95K
656 $44.4M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-20
- 1.8%
$106.31 - $123.73 $2.13K - $2.47K
1.09K $135M
ELV
Elevance Health, Inc.

Healthcare
-59
- 9.87%
$365.9 - $436.25 $21.6K - $25.7K
539 $235M
OTIS
Otis Worldwide Corp

Industrials
-138
- 4.72%
$90.77 - $104.01 $12.5K - $14.4K
2.79K $287M
BMY
Bristol Myers Squibb CO

Healthcare
-189
- 2.96%
$53.9 - $63.11 $10.2K - $11.9K
6.19K $377M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.37K
- 2.41%
$39.18 - $43.52 $92.9K - $103K
96.2K $4.03B
JNJ
Johnson & Johnson

Healthcare
-97
- 3.91%
$142.06 - $167.7 $13.8K - $16.3K
2.38K $395M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-6.32K
- 2.52%
$13.05 - $13.97 $82.5K - $88.3K
244K $3.33B
Activity Summary
Buys All Purchases 132 New Holdings 13 Increased Positions 119 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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