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
SPG
Simon Property Group Inc

Real Estate
3
+ 1.71%
$140.37 - $171.44 $421 - $514
178 $28.5M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
2
+ 0.33%
$22.9 - $26.78 $45.8 - $53.6
602 $15.1M
VDE
Vanguard Energy ETF

ETFs
1
+ 1.18%
$105.87 - $130.56 $106 - $131
86 $10.2M
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.56%
$55.13 - $75.25 $55.1 - $75.3
179 $12.3M
PSX
Phillips 66

Energy
2
+ 0.62%
$92.87 - $125.73 $186 - $251
324 $38.7M
GIS
General Mills Inc

Consumer Defensive
2
+ 1.1%
$50.37 - $60.97 $101 - $122
183 $9.5M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.39%
$41.37 - $53.28 $41.4 - $53.3
255 $11.4M
TSN
Tyson Foods, Inc.

Consumer Defensive
3
+ 1.12%
$54.33 - $63.56 $163 - $191
271 $15.1M
ALL
Allstate Corp

Financial Services
1
+ 0.27%
$180.53 - $212.64 $181 - $213
375 $75.4M
PFE
Pfizer Inc

Healthcare
202
+ 3.19%
$21.59 - $24.84 $4.36K - $5.02K
6.53K $158M
CMCSA
Comcast Corp

Communication Services
4
+ 0.21%
$32.84 - $36.72 $131 - $147
1.94K $69.3M
SJM
J M Smucker CO

Consumer Defensive
1
+ 0.87%
$94.41 - $118.52 $94.4 - $119
116 $11.4M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.37%
$138.36 - $161.45 $138 - $161
270 $40.1M
HPQ
Hp Inc

Technology
5
+ 0.57%
$21.88 - $29.32 $109 - $147
882 $21.6M
PAYX
Paychex Inc

Industrials
3
+ 0.74%
$137.01 - $159.78 $411 - $479
408 $59.4M
MDT
Medtronic PLC

Healthcare
1
+ 0.08%
$80.68 - $88.86 $80.7 - $88.9
1.3K $113M
BAX
Baxter International Inc

Healthcare
3
+ 0.33%
$27.8 - $34.02 $83.4 - $102
924 $28M
UPS
United Parcel Service Inc

Industrials
2
+ 0.47%
$91.92 - $110.2 $184 - $220
429 $43.3M
PLD
Prologis, Inc.

Real Estate
2
+ 0.31%
$89.76 - $112.34 $180 - $225
650 $68.3M
KO
Coca Cola CO

Consumer Defensive
11
+ 0.19%
$68.37 - $73.9 $752 - $813
5.87K $415M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1
+ 0.46%
$90.21 - $112.66 $90.2 - $113
219 $19.9M
SWK
Stanley Black & Decker, Inc.

Industrials
1
+ 0.12%
$55.86 - $76.98 $55.9 - $77
833 $56.5M
COP
Conocophillips

Energy
3
+ 0.45%
$82.66 - $106.1 $248 - $318
666 $59.8M
OTIS
Otis Worldwide Corp

Industrials
8
+ 0.29%
$90.88 - $104.3 $727 - $834
2.79K $277M
AFL
Aflac Inc

Financial Services
1
+ 0.04%
$99.77 - $112.45 $99.8 - $112
2.76K $291M
DOW
Dow Inc.

Basic Materials
116
+ 4.95%
$25.81 - $34.89 $2.99K - $4.05K
2.46K $65.1M
PEP
Pepsico Inc

Consumer Defensive
9
+ 0.87%
$128.02 - $151.37 $1.15K - $1.36K
1.05K $139M
MRK
Merck & Co., Inc.

Healthcare
14
+ 0.63%
$73.47 - $87.12 $1.03K - $1.22K
2.24K $177M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.25%
$285.55 - $321.23 $857 - $964
1.22K $356M
ELV
Elevance Health, Inc.

Healthcare
2
+ 0.37%
$372.27 - $452.69 $745 - $905
541 $210M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.03%
$157.66 - $172.39 $315 - $345
7.3K $1.16B
BMY
Bristol Myers Squibb CO

Healthcare
13
+ 0.21%
$44.12 - $59.6 $574 - $775
6.2K $287M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.63K
+ 1.08%
$12.21 - $13.9 $32.1K - $36.6K
247K $3.22B
AAPL
Apple Inc.

Technology
79
+ 1.04%
$172.42 - $223.89 $13.6K - $17.7K
7.64K $1.57B
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.22%
$274.35 - $599.47 $549 - $1.2K
923 $288M
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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