New England Capital Financial Advisors LLC Incresed Positions in Q4 2024

New England Capital Financial Advisors LLC

  • $205 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RLY
Ssga Active ETF Tr

ETFs
476K
+ 119914.11%
$26.85 - $29.18 $12.8M - $13.9M
476K $12.9B
CGDV
Capital Group Divid Value ETF

ETFs
16.7K
+ 55.97%
$35.16 - $37.12 $588K - $621K
46.6K $1.64B
CGSD
Capital Grp Core Plus Income E
13.4K
+ 5.88%
N/A
241K $6.18B
CGCP
Capital Group Core Plus Income

ETFs
32.6K
+ 6.6%
$22.13 - $23.17 $722K - $756K
527K $11.7B
TSLA
Tesla, Inc.

Consumer Cyclical
30
+ 2.58%
$213.65 - $479.86 $6.41K - $14.4K
1.2K $483M
CGMU
Capital Group Core Plus Income
8.38K
+ 6.44%
N/A
138K $3.73B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.44K
+ 3.16%
$84.34 - $95.14 $122K - $137K
47K $4.1B
FLRN
Spdr Bloomberg Investment Grad

ETFs
4.17K
+ 4.19%
$30.67 - $30.84 $128K - $129K
104K $3.19B
AMZN
Amazon Com Inc

Consumer Cyclical
10
+ 0.29%
$180.88 - $232.93 $1.81K - $2.33K
3.43K $752M
ABBV
Abb Vie Inc.

Healthcare
425
+ 117.08%
$164.99 - $203.87 $70.1K - $86.6K
788 $140M
BMY
Bristol Myers Squibb CO

Healthcare
11
+ 0.17%
$51.92 - $59.94 $571 - $659
6.38K $361M
CI
Cigna Corp

Healthcare
127
+ 67.2%
$265.59 - $358.58 $33.7K - $45.5K
316 $87.3M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.67K
+ 3.57%
$89.9 - $100.66 $150K - $168K
48.4K $4.37B
V
Visa Inc.

Financial Services
1
+ 0.19%
$273.87 - $320.91 $274 - $321
514 $162M
AXP
American Express CO

Financial Services
1
+ 0.12%
$267.35 - $305.57 $267 - $306
816 $242M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
153
+ 32.48%
$28.38 - $39.27 $4.34K - $6.01K
624 $24.2M
ORCL
Oracle Corp

Technology
64
+ 6.42%
$165.41 - $192.43 $10.6K - $12.3K
1.06K $177M
GLD
Spdr Gold Trust

ETFs
28
+ 7.0%
$236.59 - $257.5 $6.62K - $7.21K
428 $104M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.56%
$205.18 - $250.29 $205 - $250
181 $43.3M
Gsk PLC
162
+ 66.94%
N/A
404 $13.7M
MO
Altria Group, Inc.

Consumer Defensive
32
+ 1.91%
$49.06 - $57.74 $1.57K - $1.85K
1.71K $89.3M
BAC
Bank Of America Corp

Financial Services
1
+ 0.12%
$39.22 - $47.77 $39.2 - $47.8
835 $36.7M
HWM
Howmet Aerospace Inc.

Industrials
25
+ 147.06%
$99.72 - $120.09 $2.49K - $3K
42 $4.61M
EDOW
First Tr Exchange Traded Fd

ETFs
15
+ 0.19%
$35.29 - $38.02 $529 - $570
7.8K $283M
PAYX
Paychex Inc

Industrials
3
+ 0.75%
$135.86 - $148.73 $408 - $446
403 $56.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.18%
$278.19 - $315.36 $278 - $315
543 $156M
PYPL
Pay Pal Holdings, Inc.

Financial Services
20
+ 20.0%
$77.25 - $91.3 $1.55K - $1.83K
120 $10.2M
COF
Capital One Financial Corp

Financial Services
1
+ 1.27%
$145.19 - $192.01 $145 - $192
80 $14.2M
American Healthcare Reit Inc
9
+ 1.02%
N/A
888 $25.2M
AMT
American Tower Corp

Real Estate
16
+ 106.67%
$179.4 - $232.01 $2.87K - $3.71K
31 $5.63M
ET
Energy Transfer LP

Energy
10
+ 1.85%
$16.05 - $19.86 $161 - $199
551 $10.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 1.22%
$481.22 - $538.17 $481 - $538
83 $42.2M
BK
Bank Of New York Mellon Corp

Financial Services
2
+ 0.61%
$70.82 - $81.87 $142 - $164
331 $25.4M
APH
Amphenol Corp

Technology
1
+ 0.27%
$62.07 - $75.35 $62.1 - $75.4
378 $26.2M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.71%
$63.31 - $82.85 $63.3 - $82.9
142 $10.5M
ALL
Allstate Corp

Financial Services
1
+ 0.27%
$181.25 - $208.2 $181 - $208
374 $72M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
4
+ 0.54%
$42.89 - $48.05 $172 - $192
746 $33.6M
WBS
Webster Financial Corp

Financial Services
1
+ 0.83%
$44.33 - $62.82 $44.3 - $62.8
122 $6.74M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
4
+ 0.67%
$25.74 - $31.51 $103 - $126
597 $17M
Brookfield Asset Managmt LTD
1
+ 0.77%
N/A
131 $7.08M
IRBO
Ishares Robotics & Artificial

ETFs
1
+ 0.34%
N/A
297 $11M
USB
Us Bancorp \De\

Financial Services
4
+ 1.25%
$43.98 - $53.66 $176 - $215
323 $15.4M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.4%
$43.37 - $51.46 $43.4 - $51.5
253 $12.2M
HPE
Hewlett Packard Enterprise CO

Technology
3
+ 0.36%
$19.31 - $23.95 $57.9 - $71.9
833 $17.8M
VTRS
Viatris Inc

Healthcare
7
+ 0.9%
$11.32 - $13.37 $79.2 - $93.6
786 $9.78M
WPP
Wpp PLC

Communication Services
8
+ 1.92%
$49.35 - $56.55 $395 - $452
424 $21.8M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.22%
$216.13 - $242.4 $216 - $242
453 $100M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1
+ 0.68%
$66.77 - $71.52 $66.8 - $71.5
149 $10.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 8.33%
$198.04 - $221.51 $198 - $222
13 $2.69M
Activity Summary
Buys All Purchases 153 New Holdings 32 Increased Positions 121 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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