New England Capital Financial Advisors LLC Purchases in Q3 2024

New England Capital Financial Advisors LLC

  • $193 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGCP
Capital Group Core Plus Income

ETFs
111K
+ 28.96%
$22.12 - $23.31 $2.46M - $2.59M
494K $11.4B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.03K
+ 1.93%
$162.83 - $179.16 $331K - $364K
107K $19.2B
VBR
Vanguard Small Cap Value ETF

ETFs
203
+ 0.25%
$179.99 - $201.6 $36.5K - $40.9K
79.9K $16B
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.13K
+ 2.29%
$38.04 - $45.36 $81K - $96.6K
95K $4.25B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.68K
+ 1.73%
$33.74 - $37.96 $124K - $140K
216K $8.13B
CGDV
Capital Group Divid Value ETF

ETFs
12.1K
+ 67.6%
$32.96 - $36.48 $397K - $440K
29.9K $1.09B
CGSD
Capital Grp Core Plus Income E
14.4K
+ 6.76%
N/A
228K $5.9B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
835
+ 1.87%
$77.23 - $87.97 $64.5K - $73.5K
45.6K $3.96B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
846
+ 1.84%
$85.03 - $94.56 $71.9K - $80K
46.7K $4.35B
CGMU
Capital Group Core Plus Income
11.8K
+ 10.0%
N/A
130K $3.57B
XLV
Select Sector Spdr Fund Health

ETFs
234
+ 1.06%
$143.3 - $157.24 $33.5K - $36.8K
22.4K $3.45B
Te Connectivity PLC
1.25K
New
N/A
1.25K $188M
FLRN
Spdr Bloomberg Investment Grad

ETFs
4.65K
+ 4.9%
$30.55 - $30.85 $142K - $143K
99.6K $3.07B
RTX
Raytheon Technologies Corp

Industrials
23
+ 0.36%
$99.55 - $123.34 $2.29K - $2.84K
6.44K $781M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.2K
+ 16.43%
$57.85 - $64.92 $69.5K - $78K
8.51K $551M
WMT
Walmart Inc.

Consumer Defensive
18
+ 0.22%
$66.91 - $81.4 $1.2K - $1.47K
8.1K $654M
FITB
Fifth Third Bancorp

Financial Services
25
+ 0.16%
$36.01 - $43.64 $900 - $1.09K
16.1K $689M
CARR
Carrier Global Corp

Industrials
10
+ 0.19%
$61.9 - $80.88 $619 - $809
5.24K $422M
TT
Trane Technologies PLC

Industrials
2
+ 0.15%
$314.21 - $388.71 $628 - $777
1.33K $515M
SWK
Stanley Black & Decker, Inc.

Industrials
633
+ 319.7%
$77.75 - $110.17 $49.2K - $69.7K
831 $91.5M
VXF
Vanguard Extended Market ETF

ETFs
394
New
$163.98 - $182.92 $64.6K - $72.1K
394 $71.7M
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 2.19%
$245.82 - $304.51 $6.39K - $7.92K
1.21K $369M
BMY
Bristol Myers Squibb CO

Healthcare
13
+ 0.2%
$39.66 - $51.75 $516 - $673
6.37K $329M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.09%
$333.64 - $405.2 $334 - $405
1.06K $429M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.03%
$160.76 - $177.82 $322 - $356
7.34K $1.27B
AXP
American Express CO

Financial Services
2
+ 0.25%
$225.92 - $271.17 $452 - $542
815 $221M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
8
+ 0.1%
$81.1 - $89.18 $649 - $713
8.02K $704M
ORCL
Oracle Corp

Technology
1
+ 0.1%
$125.9 - $170.35 $126 - $170
997 $170M
OTIS
Otis Worldwide Corp

Industrials
8
+ 0.27%
$91.43 - $104.43 $731 - $835
2.95K $307M
ENB
Enbridge Inc

Energy
500
+ 88.97%
$35.27 - $41.18 $17.6K - $20.6K
1.06K $43.1M
HIG
Hartford Financial Services Group, Inc.

Financial Services
15
+ 1.2%
$98.71 - $117.61 $1.48K - $1.76K
1.27K $149M
American Healthcare Reit Inc
879
New
N/A
879 $22.9M
EDOW
First Tr Exchange Traded Fd

ETFs
15
+ 0.19%
$32.74 - $36.1 $491 - $542
7.78K $280M
CVX
Chevron Corp

Energy
284
+ 11.04%
$137.88 - $161.97 $39.2K - $46K
2.86K $421M
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 1.04%
$101.25 - $127.45 $810 - $1.02K
775 $94.1M
LUV
Southwest Airlines CO

Industrials
502
+ 35.33%
$23.7 - $29.93 $11.9K - $15K
1.92K $57M
MFC
Manulife Financial Corp

Financial Services
1
+ 0.02%
$24.13 - $29.63 $24.1 - $29.6
5.53K $163M
MDT
Medtronic PLC

Healthcare
2
+ 0.15%
$76.84 - $91.03 $154 - $182
1.3K $117M
ALLE
Allegion PLC

Industrials
1
+ 0.19%
$114.67 - $145.7 $115 - $146
515 $75.1M
CSCO
Cisco Systems, Inc.

Technology
17
+ 0.79%
$44.74 - $53.22 $761 - $905
2.18K $116M
NVDA
Nvidia Corp

Technology
170
+ 4.53%
$98.91 - $134.91 $16.8K - $22.9K
3.92K $476M
NKE
Nike, Inc.

Consumer Cyclical
134
+ 536.0%
$71.09 - $89.44 $9.53K - $12K
159 $14M
Kenvue Inc
9
+ 0.37%
N/A
2.42K $55.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.37%
$256.4 - $289.78 $513 - $580
542 $154M
JPM
Jpmorgan Chase & CO

Financial Services
50
+ 38.46%
$194.9 - $224.8 $9.75K - $11.2K
180 $38M
ALL
Allstate Corp

Financial Services
1
+ 0.27%
$158.43 - $192.86 $158 - $193
373 $70.8M
KHC
Kraft Heinz CO

Consumer Defensive
306
+ 197.42%
$31.86 - $36.13 $9.75K - $11.1K
461 $16.2M
VZ
Verizon Communications Inc

Communication Services
7
+ 0.24%
$38.89 - $45.0 $272 - $315
2.9K $130M
MO
Altria Group, Inc.

Consumer Defensive
33
+ 2.01%
$45.95 - $54.71 $1.52K - $1.81K
1.68K $85.5M
Activity Summary
Buys All Purchases 144 New Holdings 23 Increased Positions 121 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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