Northeast Financial Group, Inc. Incresed Positions in Q1 2025

Northeast Financial Group, Inc.

  • $285 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
27.6K
+ 31.45%
$104.71 - $107.69 $2.89M - $2.97M
115K $12.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.43K
+ 100.48%
$551.42 - $612.93 $2.44M - $2.71M
8.83K $4.94B
JEPI
J P Morgan Exchange Traded Fd

ETFs
20.1K
+ 11.19%
$56.17 - $59.71 $1.13M - $1.2M
200K $11.4B
IWM
Ishares Russell 2000 ETF

ETFs
4.54K
+ 293.79%
$198.1 - $229.79 $899K - $1.04M
6.08K $1.21B
SCHV
Schwab Strategic Tr Us Large C

ETFs
28.6K
+ 15.98%
$25.77 - $27.6 $736K - $788K
207K $5.51B
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.85K
+ 8.14%
$85.29 - $92.57 $499K - $541K
77.7K $7.07B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.47K
+ 3.96%
$42.5 - $46.71 $318K - $349K
196K $8.88B
Npk International Inc
112K
+ 169.81%
N/A
178K $1.03B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
11.4K
+ 20.05%
$44.81 - $46.22 $513K - $529K
68.5K $3.09B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.2K
+ 3.26%
$22.46 - $23.26 $162K - $167K
228K $5.29B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
10.7K
+ 20.8%
$22.83 - $23.75 $244K - $254K
62K $1.43B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
930
+ 0.75%
$73.11 - $77.43 $68K - $72K
125K $9.51B
SCHO
Schwab Short Term Us Treasury

ETFs
3.08K
+ 0.64%
$24.1 - $24.34 $74.3K - $75K
488K $11.9B
UNH
Unitedhealth Group Inc

Healthcare
271
+ 7.51%
$461.52 - $548.18 $125K - $149K
3.88K $2.03B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.47K
+ 1.6%
$36.63 - $37.45 $127K - $130K
220K $8.09B
PM
Philip Morris International Inc.

Consumer Defensive
32
+ 1.0%
$117.15 - $158.79 $3.75K - $5.08K
3.23K $512M
JNJ
Johnson & Johnson

Healthcare
5
+ 0.2%
$142.06 - $167.7 $710 - $839
2.55K $422M
LLY
Eli Lilly & CO

Healthcare
19
+ 3.07%
$725.72 - $929.72 $13.8K - $17.7K
637 $526M
NVDA
Nvidia Corp

Technology
2.32K
+ 28.32%
$106.98 - $149.43 $248K - $346K
10.5K $1.14B
PG
Procter & Gamble CO

Consumer Defensive
60
+ 4.26%
$158.56 - $176.26 $9.51K - $10.6K
1.47K $250M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.3%
$890.62 - $1076.86 $891 - $1.08K
332 $314M
HSY
Hershey CO

Consumer Defensive
4
+ 0.2%
$144.74 - $186.36 $579 - $745
2.06K $352M
PNC
Pnc Financial Services Group, Inc.

Financial Services
169
+ 9.79%
$168.84 - $202.89 $28.5K - $34.3K
1.9K $333M
AAPL
Apple Inc.

Technology
1.07K
+ 12.74%
$209.68 - $247.1 $225K - $265K
9.49K $2.11B
VO
Vanguard Mid Cap ETF

ETFs
31
+ 2.02%
$251.87 - $277.95 $7.81K - $8.62K
1.56K $405M
NYF
Ishares New York Muni Bond ETF

ETFs
28
+ 0.47%
$52.33 - $53.92 $1.47K - $1.51K
5.98K $315M
HD
Home Depot, Inc.

Consumer Cyclical
45
+ 4.92%
$347.25 - $424.87 $15.6K - $19.1K
960 $352M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
43.4K
+ 5.59%
$25.58 - $29.24 $1.11M - $1.27M
821K $21.5B
DLR
Digital Realty Trust, Inc.

Real Estate
46
+ 3.07%
$142.1 - $183.56 $6.54K - $8.44K
1.55K $222M
XLK
Technology Sector Spdr

ETFs
51
+ 2.29%
$206.38 - $242.18 $10.5K - $12.4K
2.28K $470M
MSFT
Microsoft Corp

Technology
429
+ 7.73%
$375.39 - $447.2 $161K - $192K
5.98K $2.24B
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.19K
+ 6.09%
$23.16 - $27.04 $167K - $195K
125K $2.94B
AMZN
Amazon Com Inc

Consumer Cyclical
1.11K
+ 8.73%
$190.26 - $242.06 $210K - $267K
13.8K $2.62B
SCHG
Schwab Strategic Tr Us Large C

ETFs
35.3K
+ 8.26%
$24.91 - $29.02 $879K - $1.02M
463K $11.6B
Activity Summary
Buys All Purchases 41 New Holdings 6 Increased Positions 35 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 3
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