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
GILD
Gilead Sciences, Inc.

Healthcare
4
+ 0.6%
$66.59 - $83.99 $266 - $336
674 $56.5M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
25
+ 17.36%
$305.34 - $350.41 $7.63K - $8.76K
169 $58.4M
IRBO
Ishares Robotics & Artificial

ETFs
296
New
$30.09 - $34.95 $8.91K - $10.3K
296 $10.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
148
New
$60.84 - $67.51 $9K - $9.99K
148 $10M
PLD
Prologis, Inc.

Real Estate
2
+ 0.31%
$111.95 - $132.43 $224 - $265
643 $81.2M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.44%
$200.87 - $224.6 $402 - $449
452 $99.8M
GS
Goldman Sachs Group Inc

Financial Services
15
New
$459.02 - $510.25 $6.89K - $7.65K
15 $7.43M
DGX
Quest Diagnostics Inc

Healthcare
1
+ 0.26%
$137.09 - $137.09 $137 - $137
390 $60.5M
PAYX
Paychex Inc

Industrials
3
+ 0.76%
$116.17 - $135.19 $349 - $406
400 $53.7M
DE
Deere & CO

Industrials
1
+ 0.69%
$344.84 - $418.0 $345 - $418
145 $60.5M
Brookfield Corp
1
+ 0.2%
N/A
498 $26.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
50
+ 20.0%
$85.48 - $98.39 $4.27K - $4.92K
300 $29M
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 5.81%
$517.38 - $573.86 $2.59K - $2.87K
91 $52.4M
CMCSA
Comcast Corp

Communication Services
4
+ 0.21%
$37.33 - $41.78 $149 - $167
1.93K $80.7M
CVS
Cvs Health Corp

Healthcare
40
+ 5.82%
$55.81 - $63.18 $2.23K - $2.53K
727 $45.7M
ZTS
Zoetis Inc.

Healthcare
25
New
$172.58 - $196.48 $4.31K - $4.91K
25 $4.89M
AMZN
Amazon Com Inc

Consumer Cyclical
148
+ 4.52%
$161.02 - $200.0 $23.8K - $29.6K
3.42K $637M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3
+ 2.4%
$72.18 - $107.33 $217 - $322
128 $13.6M
CEG
Constellation Energy Corp

Utilities
16
New
$167.08 - $262.86 $2.67K - $4.21K
16 $4.25M
DOW
Dow Inc.

Basic Materials
7
+ 0.3%
$50.15 - $55.41 $351 - $388
2.32K $127M
BK
Bank Of New York Mellon Corp

Financial Services
2
+ 0.61%
$59.54 - $72.17 $119 - $144
329 $23.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3
+ 0.64%
$64.35 - $75.71 $193 - $227
474 $34.9M
NFG
National Fuel Gas CO

Energy
3
+ 0.51%
$54.14 - $61.22 $162 - $184
587 $35.6M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.4%
$29.24 - $45.37 $29.2 - $45.4
252 $11.4M
BAX
Baxter International Inc

Healthcare
2
+ 0.26%
$32.85 - $40.26 $65.7 - $80.5
767 $29.1M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
52
New
$56.16 - $68.57 $2.92K - $3.57K
52 $3.45M
GOOG
Alphabet Inc.

Communication Services
74
+ 13.26%
$149.54 - $192.66 $11.1K - $14.3K
632 $106M
CI
Cigna Corp

Healthcare
1
+ 0.53%
$319.12 - $367.1 $319 - $367
189 $65.5M
MCY
Mercury General Corp

Financial Services
50
New
$52.25 - $66.23 $2.61K - $3.31K
50 $3.15M
SO
Southern CO

Utilities
1
+ 0.45%
$77.0 - $90.52 $77 - $90.5
225 $20.3M
WPP
Wpp PLC

Communication Services
13
+ 3.23%
$43.23 - $52.12 $562 - $678
416 $21.3M
Siriusxm Holdings Inc
110
New
N/A
110 $2.6M
TGT
Target Corp

Consumer Defensive
16
New
$133.47 - $159.25 $2.14K - $2.55K
16 $2.56M
JOBY
Joby Aviation, Inc.

Industrials
500
New
$4.77 - $7.46 $2.39K - $3.73K
500 $2.52M
EFC
Ellington Financial Inc.

Real Estate
57
+ 2.97%
$11.87 - $13.38 $677 - $763
1.97K $25.4M
Air Inds Group
400
New
N/A
400 $2.23M
CFB
Crossfirst Bankshares, Inc.

Financial Services
125
New
$13.95 - $18.68 $1.74K - $2.34K
125 $2.09M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.38%
$125.95 - $139.96 $126 - $140
267 $37.4M
USB
Us Bancorp \De\

Financial Services
3
+ 0.95%
$39.04 - $47.23 $117 - $142
319 $14.6M
TSEM
Tower Semiconductor LTD

Technology
45
New
$36.25 - $44.27 $1.63K - $1.99K
45 $1.99M
GOLD
Barrick Gold Corp

Basic Materials
100
New
$16.56 - $21.01 $1.66K - $2.1K
100 $1.99M
GIS
General Mills Inc

Consumer Defensive
2
+ 1.14%
$62.5 - $75.15 $125 - $150
178 $13.1M
HALO
Halozyme Therapeutics, Inc.

Healthcare
30
New
$51.3 - $64.42 $1.54K - $1.93K
30 $1.72M
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.57%
$77.22 - $89.49 $77.2 - $89.5
176 $15.7M
FE
Firstenergy Corp

Utilities
2
+ 0.83%
$38.25 - $44.54 $76.5 - $89.1
243 $10.8M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.37%
$63.82 - $70.54 $63.8 - $70.5
272 $19.2M
AOSL
Alpha & Omega Semiconductor LTD

Technology
40
New
$32.1 - $47.03 $1.28K - $1.88K
40 $1.49M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
1
+ 0.39%
$78.05 - $88.63 $78.1 - $88.6
257 $22.4M
SJM
J M Smucker CO

Consumer Defensive
1
+ 0.89%
$109.12 - $122.4 $109 - $122
113 $13.7M
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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