Northeast Financial Group, Inc. Reduced Holdings in Q2 2025

Northeast Financial Group, Inc.

  • $343 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-4.78K
- 33.49%
$273.71 - $316.29 $1.31M - $1.51M
9.5K $2.89B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-33.1K
- 26.41%
$20.42 - $25.3 $676K - $838K
92.3K $2.33B
Npk International Inc
-84K
- 47.24%
N/A
93.8K $798M
SGOL
Abrdn Gold ETF Trust

ETFs
-6.5K
- 42.48%
$28.39 - $32.75 $185K - $213K
8.8K $278M
GOOGL
Alphabet Inc.

Communication Services
-3.03K
- 16.74%
$144.7 - $178.6 $438K - $540K
15.1K $2.65B
VGSH
Vanguard

ETFs
-1.87K
- 26.76%
$58.32 - $58.95 $109K - $110K
5.13K $301M
JNJ
Johnson & Johnson

Healthcare
-453
- 17.79%
$146.36 - $159.82 $66.3K - $72.4K
2.09K $320M
HSY
Hershey CO

Consumer Defensive
-537
- 26.13%
$151.29 - $173.13 $81.2K - $93K
1.52K $252M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.92K
- 9.75%
$51.68 - $52.76 $99.2K - $101K
17.8K $937M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-336
- 15.08%
$456.74 - $568.03 $153K - $191K
1.89K $1.07B
LLY
Eli Lilly & CO

Healthcare
-14
- 2.2%
$713.71 - $898.95 $9.99K - $12.6K
623 $486M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.02K
- 7.66%
$55.22 - $63.94 $56.2K - $65K
12.3K $784M
NYF
Ishares New York Muni Bond ETF

ETFs
-565
- 9.45%
$51.29 - $53.06 $29K - $30K
5.41K $282M
MCD
Mcdonalds Corp

Consumer Cyclical
-50
- 6.02%
$285.55 - $321.23 $14.3K - $16.1K
781 $228M
WM
Waste Management Inc

Industrials
-68
- 1.88%
$216.47 - $242.1 $14.7K - $16.5K
3.54K $810M
HD
Home Depot, Inc.

Consumer Cyclical
-57
- 5.94%
$335.24 - $380.78 $19.1K - $21.7K
903 $331M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-135
- 3.41%
$82.21 - $83.12 $11.1K - $11.2K
3.82K $317M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-124
- 6.54%
$149.76 - $186.42 $18.6K - $23.1K
1.77K $330M
VO
Vanguard Mid Cap ETF

ETFs
-108
- 6.91%
$228.54 - $279.83 $24.7K - $30.2K
1.46K $408M
COST
Costco Wholesale Corp

Consumer Defensive
-11
- 3.31%
$908.13 - $1056.85 $9.99K - $11.6K
321 $318M
DFAX
Dimensional ETF Tr
-640
- 7.59%
$23.37 - $29.39 $15K - $18.8K
7.8K $229M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-233
- 6.62%
$55.54 - $69.09 $12.9K - $16.1K
3.29K $227M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-55
- 0.18%
$77.94 - $79.5 $4.29K - $4.37K
29.9K $2.38B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-71
- 7.8%
$299.15 - $396.54 $21.2K - $28.2K
839 $333M
AMP
Ameriprise Financial Inc

Financial Services
-10
- 1.31%
$422.19 - $533.73 $4.22K - $5.34K
751 $401M
DLR
Digital Realty Trust, Inc.

Real Estate
-32
- 2.07%
$136.11 - $177.69 $4.36K - $5.69K
1.51K $264M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-224
- 0.76%
$29.12 - $35.84 $6.52K - $8.03K
29.1K $1.04B
VTI
Vanguard Total Stock Market Et

ETFs
-47
- 0.57%
$243.75 - $303.93 $11.5K - $14.3K
8.26K $2.51B
MSFT
Microsoft Corp

Technology
-884
- 14.79%
$354.56 - $497.45 $313K - $440K
5.1K $2.53B
Activity Summary
Buys All Purchases 51 New Holdings 10 Increased Positions 41 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 7
Track This Portfolio

Track Northeast Financial Group, Inc. Portfolio

Follow Northeast Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northeast Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Northeast Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email