Northeast Financial Group, Inc. Reduced Holdings in Q3 2024

Northeast Financial Group, Inc.

  • $269 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
-143K
- 38.46%
$47.93 - $49.06 $6.85M - $7.01M
229K $11.2B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-22.7K
- 29.43%
$89.91 - $101.33 $2.04M - $2.3M
54.4K $5.34B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-75.8K
- 17.98%
$24.86 - $26.33 $1.88M - $1.99M
346K $9.04B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-17.6K
- 79.59%
$81.31 - $83.29 $1.43M - $1.46M
4.5K $375M
DGRO
Ishares Core Dividend Growth E

ETFs
-17.5K
- 40.53%
$57.47 - $62.76 $1.01M - $1.1M
25.7K $1.61B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-9.48K
- 17.11%
$96.25 - $101.98 $913K - $967K
45.9K $4.65B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-24K
- 12.3%
$77.02 - $85.06 $1.84M - $2.04M
171K $14.4B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-25K
- 50.22%
$26.69 - $29.87 $667K - $747K
24.8K $721M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.16K
- 31.79%
$475.2 - $527.7 $553K - $614K
2.5K $1.32B
VGSH
Vanguard

ETFs
-7.23K
- 46.71%
$57.74 - $59.13 $417K - $427K
8.24K $486M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-10.3K
- 24.72%
$31.05 - $34.29 $321K - $354K
31.5K $1.08B
NVDA
Nvidia Corp

Technology
-1.65K
- 17.78%
$98.91 - $134.91 $163K - $223K
7.65K $929M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-600
- 23.69%
$305.34 - $350.41 $183K - $210K
1.93K $668M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.5K
- 10.45%
$51.02 - $52.74 $127K - $132K
21.4K $1.13B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-6.44K
- 5.81%
$45.2 - $47.87 $291K - $308K
104K $4.96B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-734
- 8.13%
$71.45 - $75.64 $52.4K - $55.5K
8.3K $623M
DFAX
Dimensional ETF Tr
-1.07K
- 10.73%
$24.29 - $27.25 $26K - $29.1K
8.89K $240M
COST
Costco Wholesale Corp

Consumer Defensive
-26
- 7.28%
$801.83 - $917.05 $20.8K - $23.8K
331 $294M
IEFA
Ishares Tr

ETFs
-389
- 6.23%
$70.09 - $78.74 $27.3K - $30.6K
5.85K $457M
PG
Procter & Gamble CO

Consumer Defensive
-10
- 0.71%
$160.76 - $177.82 $1.61K - $1.78K
1.4K $243M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-231
- 11.58%
$156.14 - $187.2 $36.1K - $43.2K
1.76K $326M
JNJ
Johnson & Johnson

Healthcare
-49
- 1.9%
$145.48 - $167.38 $7.13K - $8.2K
2.53K $410M
WMT
Walmart Inc.

Consumer Defensive
-33
- 1.1%
$66.91 - $81.4 $2.21K - $2.69K
2.96K $239M
ORCL
Oracle Corp

Technology
-25
- 1.72%
$125.9 - $170.35 $3.15K - $4.26K
1.43K $244M
SGOL
Abrdn Gold ETF Trust

ETFs
-270
- 1.67%
$22.26 - $25.51 $6.01K - $6.89K
15.9K $400M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-880
- 3.36%
$36.02 - $41.68 $31.7K - $36.7K
25.3K $1.04B
VTI
Vanguard Total Stock Market Et

ETFs
-91
- 1.1%
$255.18 - $283.2 $23.2K - $25.8K
8.22K $2.33B
Activity Summary
Buys All Purchases 39 New Holdings 7 Increased Positions 32 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 5
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