New England Asset Management Inc Purchases in Q1 2025

New England Asset Management Inc

  • $580 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
46.8K
+ 23.13%
$126.11 - $135.06 $5.9M - $6.32M
249K $32.1M
VTI
Vanguard Total Stock Market Et

ETFs
21.3K
+ 41.66%
$271.18 - $303.12 $5.77M - $6.45M
72.4K $19.9M
O
Realty Income Corp

Real Estate
55.1K
New
$51.67 - $58.49 $2.85M - $3.23M
55.1K $3.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.63K
New
$468.34 - $539.52 $3.1M - $3.58M
6.63K $3.11M
IEFA
Ishares Tr

ETFs
15.3K
+ 4.46%
$69.57 - $78.65 $1.06M - $1.2M
358K $27.1M
CVS
Cvs Health Corp

Healthcare
8.27K
+ 9.56%
$44.22 - $68.64 $365K - $567K
94.7K $6.42M
JNJ
Johnson & Johnson

Healthcare
7.33K
+ 13.05%
$142.06 - $167.7 $1.04M - $1.23M
63.5K $10.5M
CI
Cigna Corp

Healthcare
4.17K
+ 22.11%
$274.49 - $329.0 $1.14M - $1.37M
23K $7.57M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4.41K
New
$408.78 - $448.82 $1.8M - $1.98M
4.41K $1.85M
VZ
Verizon Communications Inc

Communication Services
16.5K
+ 9.13%
$37.81 - $46.49 $623K - $765K
197K $8.93M
AMGN
Amgen Inc

Healthcare
1.95K
+ 10.08%
$258.59 - $327.36 $504K - $638K
21.3K $6.63M
T
At&T Inc.

Communication Services
1.69K
+ 0.6%
$21.56 - $28.28 $36.3K - $47.7K
282K $7.97M
DUK
Duke Energy Corp

Utilities
5.3K
+ 8.0%
$105.87 - $121.97 $561K - $646K
71.6K $8.73M
UL
Unilever PLC

Consumer Defensive
22.4K
+ 25.29%
$54.72 - $60.29 $1.23M - $1.35M
111K $6.62M
PPL
Ppl Corp

Utilities
1.88K
+ 0.62%
$31.68 - $36.11 $59.6K - $67.9K
303K $10.9M
BDX
Becton Dickinson & CO

Healthcare
4.71K
+ 20.27%
$222.79 - $249.08 $1.05M - $1.17M
27.9K $6.4M
CSX
Csx Corp

Industrials
51.3K
+ 37.95%
$29.11 - $33.67 $1.49M - $1.73M
186K $5.49M
AEP
American Electric Power CO Inc

Utilities
5.75K
+ 20.47%
$90.32 - $109.27 $519K - $628K
33.8K $3.69M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
24.4K
+ 26.75%
$57.21 - $65.8 $1.4M - $1.6M
116K $6.74M
EXC
Exelon Corp

Utilities
760
+ 0.63%
$37.3 - $46.08 $28.3K - $35K
121K $5.57M
LMT
Lockheed Martin Corp

Industrials
3.47K
+ 23.62%
$423.19 - $506.29 $1.47M - $1.76M
18.2K $8.11M
MRK
Merck & Co., Inc.

Healthcare
14K
+ 44.8%
$83.01 - $101.02 $1.16M - $1.42M
45.3K $4.07M
SHEL
Shell PLC

Energy
625
+ 0.73%
$62.84 - $73.29 $39.3K - $45.8K
86K $6.31M
KO
Coca Cola CO

Consumer Defensive
535
+ 0.6%
$60.81 - $72.32 $32.5K - $38.7K
89.2K $6.39M
CVX
Chevron Corp

Energy
225
+ 0.66%
$146.71 - $167.97 $33K - $37.8K
34.1K $5.7M
AAPL
Apple Inc.

Technology
3.38K
New
$209.68 - $247.1 $709K - $836K
3.38K $751K
CMS
Cms Energy Corp

Utilities
515
+ 0.63%
$64.99 - $75.11 $33.5K - $38.7K
82.5K $6.2M
ABBV
Abb Vie Inc.

Healthcare
120
+ 0.54%
$169.2 - $216.66 $20.3K - $26K
22.1K $4.64M
XOM
Exxon Mobil Corp

Energy
1.68K
+ 4.37%
$105.44 - $118.93 $177K - $199K
40K $4.75M
LNT
Alliant Energy Corp

Utilities
565
+ 0.67%
$56.66 - $66.04 $32K - $37.3K
84.9K $5.46M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.51K
+ 50.67%
$102.49 - $119.96 $462K - $541K
13.4K $1.4M
PEP
Pepsico Inc

Consumer Defensive
2.17K
+ 8.64%
$142.64 - $156.42 $310K - $339K
27.3K $4.09M
WFC
Wells Fargo & Company

Financial Services
815
+ 0.63%
$66.78 - $81.42 $54.4K - $66.4K
130K $9.32M
MCD
Mcdonalds Corp

Consumer Cyclical
55
+ 0.55%
$279.74 - $321.29 $15.4K - $17.7K
10.1K $3.15M
KMI
Kinder Morgan, Inc.

Energy
1.31K
+ 0.93%
$26.1 - $31.22 $34.2K - $40.9K
142K $4.04M
BMY
Bristol Myers Squibb CO

Healthcare
305
+ 0.78%
$53.9 - $63.11 $16.4K - $19.2K
39.5K $2.41M
PG
Procter & Gamble CO

Consumer Defensive
305
+ 0.67%
$158.56 - $176.26 $48.4K - $53.8K
46.1K $7.86M
TAP
Molson Coors Beverage CO

Consumer Defensive
280
+ 0.62%
$52.44 - $62.91 $14.7K - $17.6K
45.4K $2.76M
UNP
Union Pacific Corp

Industrials
95
+ 0.6%
$225.21 - $254.42 $21.4K - $24.2K
15.9K $3.76M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.05K
+ 6.46%
$507.05 - $563.67 $532K - $592K
17.3K $8.89M
FE
Firstenergy Corp

Utilities
820
+ 0.76%
$37.95 - $43.5 $31.1K - $35.7K
109K $4.41M
QCOM
Qualcomm Inc

Technology
435
+ 0.98%
$151.94 - $175.86 $66.1K - $76.5K
45K $6.92M
TXN
Texas Instruments Inc

Technology
180
+ 0.6%
N/A
30K $5.84M
KHC
Kraft Heinz CO

Consumer Defensive
660
+ 0.91%
$28.51 - $32.22 $18.8K - $21.3K
72.8K $2.22M
CRH.L
Crh PLC

Basic Materials
442
+ 0.69%
N/A
64.2K $0
GIS
General Mills Inc

Consumer Defensive
270
+ 0.89%
$57.56 - $65.3 $15.5K - $17.6K
30.4K $1.82M
PEG
Public Service Enterprise Group Inc

Utilities
680
+ 0.9%
$78.2 - $90.39 $53.2K - $61.5K
76.2K $6.27M
CPB
Campbell Soup CO

Consumer Defensive
370
+ 0.58%
$37.29 - $42.04 $13.8K - $15.6K
64.7K $2.58M
SYY
Sysco Corp

Consumer Defensive
790
+ 0.62%
$70.0 - $77.13 $55.3K - $60.9K
129K $9.68M
Activity Summary
Buys All Purchases 59 New Holdings 4 Increased Positions 55 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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