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
UL
Unilever PLC

Consumer Defensive
29
+ 18.35%
$57.9 - $65.43 $1.68K - $1.9K
187 $11.4M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.7%
$69.06 - $91.24 $69.1 - $91.2
143 $13M
MU
Micron Technology Inc

Technology
13
New
$64.72 - $127.91 $841 - $1.66K
13 $1.6M
F
Ford Motor CO

Consumer Cyclical
14
+ 0.84%
$8.69 - $10.85 $122 - $152
1.68K $18.2M
Newsmax Inc
100
New
N/A
100 $1.51M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.37%
$58.13 - $69.92 $58.1 - $69.9
273 $19.1M
Volatility Shs Tr
2
+ 3.28%
N/A
63 $3.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1
+ 0.67%
$58.41 - $72.69 $58.4 - $72.7
150 $10.9M
BFLY
Butterfly Network, Inc.

Healthcare
600
+ 85.71%
$1.96 - $2.63 $1.18K - $1.58K
1.3K $2.6M
USB
Us Bancorp \De\

Financial Services
3
+ 1.1%
$36.4 - $45.76 $109 - $137
275 $12.5M
CI
Cigna Corp

Healthcare
1
+ 0.32%
$301.89 - $340.04 $302 - $340
318 $105M
Fidelity Covington Trust
17
+ 94.44%
N/A
35 $1.15M
PARA
Paramount Global

Communication Services
2
+ 0.35%
$10.65 - $12.9 $21.3 - $25.8
580 $7.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
New
$456.74 - $568.03 $457 - $568
1 $569K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1
+ 16.67%
$179.95 - $278.88 $180 - $279
7 $1.89M
Ge Healthcare Technologies I
12
+ 21.43%
N/A
68 $5.01M
VTRS
Viatris Inc

Healthcare
31
+ 3.9%
$7.26 - $9.12 $225 - $283
826 $7.38M
Tuhura Biosciences Inc
202
New
N/A
202 $452K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.09%
$335.24 - $380.78 $335 - $381
1.06K $389M
WBS
Webster Financial Corp

Financial Services
1
+ 0.81%
$41.76 - $54.91 $41.8 - $54.9
124 $6.76M
NIO
Nio Inc.

Consumer Cyclical
130
+ 98.48%
$3.14 - $4.31 $408 - $560
262 $898K
STAG
Stag Industrial, Inc.

Real Estate
11
+ 21.15%
$30.08 - $37.02 $331 - $407
63 $2.28M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5
New
$72.02 - $73.82 $360 - $369
5 $368K
KEY
Keycorp

Financial Services
1
+ 0.42%
$13.23 - $17.42 $13.2 - $17.4
239 $4.16M
MLPA
Global X Mlp ETF

ETFs
7
New
$46.47 - $54.16 $325 - $379
7 $352K
CMPS
Compass Pathways PLC

Healthcare
104
+ 34.67%
N/A
404 $1.13M
EFC
Ellington Financial Inc.

Real Estate
65
+ 3.1%
$11.53 - $13.28 $749 - $863
2.16K $28.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
New
$90.56 - $109.49 $181 - $219
2 $219K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7
+ 1.12%
$24.98 - $25.66 $175 - $180
633 $16.2M
Scilex Holding CO
23
New
N/A
23 $136K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38
+ 6.33%
$24.32 - $27.87 $924 - $1.06K
638 $16.9M
SO
Southern CO

Utilities
2
+ 0.88%
$84.91 - $92.56 $170 - $185
230 $21.1M
PII
Polaris Inc.

Consumer Cyclical
4
+ 1.53%
$31.97 - $42.61 $128 - $170
265 $10.8M
VLO
Valero Energy Corp

Energy
1
+ 6.67%
$104.69 - $141.77 $105 - $142
16 $2.09M
Gsk PLC
5
+ 1.23%
N/A
412 $15.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3
+ 0.63%
$63.54 - $68.5 $191 - $206
483 $32.5M
CION
Cion Investment Corp

Financial Services
187
+ 8.04%
$8.68 - $10.48 $1.62K - $1.96K
2.51K $24M
Annaly Capital Management In
3
+ 3.57%
N/A
87 $1.63M
ET
Energy Transfer LP

Energy
10
+ 1.79%
$15.65 - $18.93 $157 - $189
570 $10.3M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
5
+ 0.8%
$25.21 - $34.03 $126 - $170
632 $18.9M
CC
Chemours CO

Basic Materials
1
+ 1.14%
$9.4 - $13.06 $9.4 - $13.1
89 $1.02M
IP
International Paper CO

Consumer Cyclical
1
+ 3.03%
$43.89 - $54.46 $43.9 - $54.5
34 $1.57M
HAL
Halliburton CO

Energy
1
+ 1.89%
$19.26 - $25.7 $19.3 - $25.7
54 $1.1M
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.7%
$87.57 - $96.0 $87.6 - $96
144 $13M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
800
+ 266.67%
$17.1 - $63.66 $13.7K - $50.9K
1.1K $18.8M
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.41%
$96.91 - $113.0 $194 - $226
490 $54.3M
HOG
Harley Davidson, Inc.

Consumer Cyclical
2
+ 0.67%
$20.82 - $25.94 $41.6 - $51.9
300 $7.08M
KHC
Kraft Heinz CO

Consumer Defensive
94
+ 15.04%
$25.61 - $30.81 $2.41K - $2.9K
719 $18.6M
IEZ
Ishares Tr

ETFs
1
+ 0.48%
$14.77 - $19.84 $14.8 - $19.8
208 $3.54M
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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