New England Capital Financial Advisors LLC Purchases in Q2 2025

New England Capital Financial Advisors LLC

  • $218 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 12.05%
$416.06 - $551.64 $4.16K - $5.52K
93 $51.1M
ETR
Entergy Corp

Utilities
148
New
$79.01 - $86.61 $11.7K - $12.8K
148 $12.3M
ENB
Enbridge Inc

Energy
223
+ 21.0%
$41.09 - $47.16 $9.16K - $10.5K
1.29K $58.2M
JEF
Jefferies Financial Group Inc.

Financial Services
202
New
$41.06 - $56.09 $8.29K - $11.3K
202 $11M
NVS
Novartis Ag

Healthcare
91
New
$101.96 - $121.01 $9.28K - $11K
91 $11M
VTR
Ventas, Inc.

Real Estate
152
New
$62.45 - $70.08 $9.49K - $10.7K
152 $9.6M
NKE
Nike, Inc.

Consumer Cyclical
105
+ 65.63%
$53.27 - $72.04 $5.59K - $7.56K
265 $18.9M
LAMR
Lamar Advertising CO

Real Estate
70
New
$102.35 - $121.67 $7.16K - $8.52K
70 $8.5M
O
Realty Income Corp

Real Estate
146
New
$52.27 - $58.52 $7.63K - $8.54K
146 $8.41M
DELL
Dell Technologies Inc.

Technology
59
+ 184.38%
$71.63 - $125.98 $4.23K - $7.43K
91 $11.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
33
+ 220.0%
$171.4 - $227.1 $5.66K - $7.49K
48 $10.8M
HON
Honeywell International Inc

Industrials
15
+ 7.61%
$182.86 - $232.88 $2.74K - $3.49K
212 $49.3M
ALLE
Allegion PLC

Industrials
1
+ 0.19%
$118.52 - $145.64 $119 - $146
519 $74.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
235
+ 66.95%
$29.0 - $30.68 $6.82K - $7.21K
586 $18M
NGG
National Grid PLC

Utilities
91
New
$62.74 - $74.79 $5.71K - $6.81K
91 $6.77M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
608
New
$10.78 - $11.28 $6.55K - $6.86K
608 $6.77M
UGI
Ugi Corp

Utilities
185
New
$30.18 - $36.59 $5.58K - $6.77K
185 $6.74M
HWM
Howmet Aerospace Inc.

Industrials
31
+ 182.35%
$112.33 - $186.13 $3.48K - $5.77K
48 $8.93M
TTE
Total Energies Se

Energy
101
New
N/A
101 $6.2M
EMLP
First Tr Exchange Traded Iv

ETFs
164
New
$33.62 - $37.89 $5.51K - $6.21K
164 $6.15M
American Healthcare Reit Inc
7
+ 0.78%
N/A
903 $33.2M
HOOD
Robinhood Markets, Inc.

Technology
64
New
$34.17 - $93.63 $2.19K - $5.99K
64 $5.99M
FGBI
First Guaranty Bancshares, Inc.

Financial Services
701
New
$7.41 - $10.35 $5.19K - $7.26K
701 $5.76M
LYG
Lloyds Banking Group PLC

Financial Services
1.32K
New
$3.32 - $4.29 $4.38K - $5.66K
1.32K $5.61M
DRS
Leonardo Drs, Inc.
119
New
N/A
119 $5.53M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 1.1%
$496.48 - $617.85 $496 - $618
92 $56.6M
HBM
Hudbay Minerals Inc.

Basic Materials
510
New
$6.09 - $10.7 $3.11K - $5.46K
510 $5.41M
ATI
Allegheny Technologies Inc

Industrials
62
New
$41.97 - $86.8 $2.6K - $5.38K
62 $5.35M
ALCC
Alt C Acquisition Corp.

Financial Services
95
New
N/A
95 $5.32M
QCOM
Qualcomm Inc

Technology
22
+ 6.96%
$124.66 - $159.48 $2.74K - $3.51K
338 $53.9M
Calamos ETF Tr
181
New
N/A
181 $5.04M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1
+ 0.26%
$57.46 - $75.58 $57.5 - $75.6
389 $29.4M
Brookfield Corp
1
+ 0.2%
N/A
500 $30.9M
AMD
Advanced Micro Devices Inc

Technology
24
+ 77.42%
$78.21 - $143.81 $1.88K - $3.45K
55 $7.86M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
10
New
$376.48 - $440.65 $3.76K - $4.41K
10 $4.41M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
25
+ 71.43%
$225.56 - $335.19 $5.64K - $8.38K
60 $14.3M
IWM
Ishares Russell 2000 ETF

ETFs
20
New
$174.82 - $215.79 $3.5K - $4.32K
20 $4.32M
HPE
Hewlett Packard Enterprise CO

Technology
4
+ 0.48%
$12.51 - $20.45 $50 - $81.8
840 $17.2M
UBER
Uber Technologies, Inc

Technology
45
New
$64.62 - $93.3 $2.91K - $4.2K
45 $4.2M
D
Dominion Energy, Inc

Utilities
63
+ 15.67%
$49.66 - $58.0 $3.13K - $3.65K
465 $26.3M
VVR
Invesco Senior Income Trust

Financial Services
939
New
$3.31 - $3.8 $3.11K - $3.57K
939 $3.57M
NFG
National Fuel Gas CO

Energy
2
+ 0.34%
$73.0 - $86.01 $146 - $172
594 $50.3M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
2
+ 0.78%
$74.67 - $97.29 $149 - $195
260 $25.3M
BK
Bank Of New York Mellon Corp

Financial Services
2
+ 0.6%
$73.31 - $91.62 $147 - $183
335 $30.5M
FE
Firstenergy Corp

Utilities
63
+ 31.82%
$38.31 - $43.17 $2.41K - $2.72K
261 $10.5M
BAC
Bank Of America Corp

Financial Services
1
+ 0.24%
$34.39 - $47.46 $34.4 - $47.5
424 $20.1M
WBD
Warner Bros. Discovery, Inc.

Communication Services
2
+ 0.06%
$7.69 - $11.46 $15.4 - $22.9
3.16K $36.2M
INTC
Intel Corp

Technology
117
+ 6.83%
$18.13 - $22.69 $2.12K - $2.65K
1.83K $41M
VZ
Verizon Communications Inc

Communication Services
187
+ 6.43%
$41.67 - $45.62 $7.79K - $8.53K
3.1K $134M
Activity Summary
Buys All Purchases 186 New Holdings 38 Increased Positions 148 Sells All Sells 25 Reductions 24 Sold out 1 Options Calls 0 Puts 0
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