New England Capital Financial Advisors LLC Purchases in Q1 2025

New England Capital Financial Advisors LLC

  • $197 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
209K
+ 2320511.0%
$84.95 - $100.62 $17.7M - $21M
209K $18.2B
RLY
Ssga Active ETF Tr

ETFs
8.09K
+ 1.7%
$27.21 - $28.6 $220K - $231K
485K $13.8B
CGDV
Capital Group Divid Value ETF

ETFs
13.1K
+ 28.18%
$34.95 - $37.36 $459K - $491K
59.8K $2.13B
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
3.62K
New
$74.34 - $81.0 $269K - $293K
3.62K $275M
XCEM
Columbia ETF Tr Ii

ETFs
8.95K
+ 9.37%
$29.18 - $30.72 $261K - $275K
104K $3.09B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.7K
+ 30.52%
$77.91 - $92.26 $210K - $249K
11.5K $916M
T
At&T Inc.

Communication Services
1.52K
+ 11.57%
$21.56 - $28.28 $32.7K - $42.9K
14.6K $413M
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.13%
$114.1 - $135.66 $913 - $1.09K
6.39K $847M
XOM
Exxon Mobil Corp

Energy
10
+ 0.13%
$105.44 - $118.93 $1.05K - $1.19K
7.68K $914M
CGSD
Capital Grp Core Plus Income E
1.83K
+ 0.76%
N/A
243K $6.27B
CVX
Chevron Corp

Energy
4
+ 0.14%
$146.71 - $167.97 $587 - $672
2.86K $479M
ES
Eversource Energy

Utilities
343
+ 4.04%
$55.63 - $63.8 $19.1K - $21.9K
8.84K $549M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
958
+ 11.64%
$61.91 - $66.79 $59.3K - $64K
9.19K $574M
UPS
United Parcel Service Inc

Industrials
402
+ 1608.0%
$109.66 - $136.26 $44.1K - $54.8K
427 $46.9M
Calamos ETF Tr
1.34K
New
N/A
1.34K $31.6M
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 1.02%
$117.15 - $158.79 $937 - $1.27K
791 $125M
GE
General Electric CO

Industrials
35
+ 5.0%
$168.59 - $212.13 $5.9K - $7.42K
735 $147M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.25%
$279.74 - $321.29 $839 - $964
1.22K $380M
Brookfield Renewable Corp
1K
New
N/A
1K $27.9M
D
Dominion Energy, Inc

Utilities
402
New
$52.85 - $57.43 $21.2K - $23.1K
402 $22.6M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.03%
$158.56 - $176.26 $317 - $353
7.3K $1.24B
PCAR
Paccar Inc

Industrials
200
New
$96.91 - $112.51 $19.4K - $22.5K
200 $19.5M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
300
New
$63.82 - $127.89 $19.1K - $38.4K
300 $19.1M
CI
Cigna Corp

Healthcare
1
+ 0.32%
$274.49 - $329.0 $274 - $329
317 $104M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.11%
$461.52 - $548.18 $462 - $548
921 $482M
VZ
Verizon Communications Inc

Communication Services
7
+ 0.24%
$37.81 - $46.49 $265 - $325
2.91K $132M
MO
Altria Group, Inc.

Consumer Defensive
32
+ 1.87%
$50.81 - $60.02 $1.63K - $1.92K
1.74K $104M
NFLX
Netflix Inc

Communication Services
7
+ 4.35%
$828.4 - $1058.6 $5.8K - $7.41K
168 $156M
MDT
Medtronic PLC

Healthcare
2
+ 0.15%
$79.84 - $94.5 $160 - $189
1.3K $117M
IBM
International Business Machines Corp

Technology
1
+ 0.24%
$217.4 - $264.74 $217 - $265
422 $105M
Calamos ETF Tr
482
New
N/A
482 $11.5M
EHC
Encompass Health Corp

Healthcare
111
New
$91.05 - $102.2 $10.1K - $11.3K
111 $11.2M
NFG
National Fuel Gas CO

Energy
2
+ 0.34%
$60.71 - $79.19 $121 - $158
592 $46.9M
MET
Metlife Inc

Financial Services
120
+ 49.59%
$77.7 - $87.0 $9.32K - $10.4K
362 $29.1M
BAX
Baxter International Inc

Healthcare
151
+ 19.61%
$29.26 - $36.57 $4.42K - $5.52K
921 $31.5M
PLTR
Palantir Technologies Inc.

Technology
87
+ 49.71%
$64.98 - $124.62 $5.65K - $10.8K
262 $22.1M
DGX
Quest Diagnostics Inc

Healthcare
1
+ 0.26%
N/A
391 $66.1M
COP
Conocophillips

Energy
32
+ 5.07%
$88.6 - $105.85 $2.84K - $3.39K
663 $69.6M
DE
Deere & CO

Industrials
1
+ 0.69%
$408.57 - $509.27 $409 - $509
146 $68.5M
Ishares Bitcoin Trust ETF
221
+ 36.17%
N/A
832 $38.9M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.37%
$123.25 - $162.53 $123 - $163
269 $42.4M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
25
+ 250.0%
$283.06 - $421.16 $7.08K - $10.5K
35 $9.91M
PAYX
Paychex Inc

Industrials
2
+ 0.5%
$136.06 - $154.52 $272 - $309
405 $62.5M
CSCO
Cisco Systems, Inc.

Technology
13
+ 0.65%
$58.74 - $64.87 $764 - $843
2K $123M
CCRV
Ishares U S ETF Tr Commodity C

ETFs
115
+ 1.74%
$19.55 - $20.85 $2.25K - $2.4K
6.71K $137M
KHC
Kraft Heinz CO

Consumer Defensive
158
+ 33.83%
$28.51 - $32.22 $4.5K - $5.09K
625 $19M
PLD
Prologis, Inc.

Real Estate
3
+ 0.47%
$103.59 - $124.04 $311 - $372
648 $72.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.84%
$56.12 - $68.15 $224 - $273
480 $32.5M
PSX
Phillips 66

Energy
1
+ 0.31%
$113.93 - $131.55 $114 - $132
322 $39.8M
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
Track This Portfolio

Track New England Capital Financial Advisors LLC Portfolio

Follow New England Capital Financial Advisors LLC 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 New England Capital Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Capital Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email