New England Capital Financial Advisors LLC Incresed Positions in Q2 2025

New England Capital Financial Advisors LLC

  • $218 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
20.8K
+ 1.46%
$30.53 - $40.65 $636K - $846K
1.44M $58.6B
CGDV
Capital Group Divid Value ETF

ETFs
29.2K
+ 48.93%
$31.93 - $39.49 $934K - $1.15M
89K $3.51B
AVUV
American Centy ETF Tr Avantis

ETFs
4.55K
+ 2.18%
$75.17 - $91.21 $342K - $415K
213K $19.4B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.42K
+ 1.31%
$152.93 - $181.74 $217K - $258K
110K $20B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.02K
+ 3.3%
$32.66 - $40.75 $229K - $286K
220K $8.9B
CGCP
Capital Group Core Plus Income

ETFs
41.9K
+ 8.34%
$21.92 - $22.56 $918K - $945K
544K $12.2B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.79K
+ 8.44%
$72.61 - $88.75 $275K - $337K
48.8K $4.33B
XCEM
Columbia ETF Tr Ii

ETFs
711
+ 0.68%
$26.68 - $34.18 $19K - $24.3K
105K $3.6B
CGSD
Capital Grp Core Plus Income E
16.7K
+ 6.89%
N/A
260K $6.74B
CGMU
Capital Group Core Plus Income
11.9K
+ 9.65%
N/A
135K $3.6B
FLRN
Spdr Bloomberg Investment Grad

ETFs
7.9K
+ 7.7%
$30.29 - $30.83 $239K - $244K
111K $3.41B
NVDA
Nvidia Corp

Technology
566
+ 18.8%
$94.31 - $157.99 $53.4K - $89.4K
3.58K $565M
MSFT
Microsoft Corp

Technology
58
+ 3.99%
$354.56 - $497.45 $20.6K - $28.9K
1.51K $751M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
809
+ 7.02%
$70.44 - $86.87 $57K - $70.3K
12.3K $1.07B
TT
Trane Technologies PLC

Industrials
2
+ 0.15%
$315.21 - $437.41 $630 - $875
1.33K $582M
META
Meta Platforms, Inc.

Communication Services
77
+ 17.19%
$484.66 - $738.09 $37.3K - $56.8K
525 $388M
ORCL
Oracle Corp

Technology
154
+ 13.26%
$122.82 - $218.63 $18.9K - $33.7K
1.32K $288M
AMZN
Amazon Com Inc

Consumer Cyclical
24
+ 0.74%
$167.32 - $223.3 $4.02K - $5.36K
3.29K $721M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
550
+ 5.99%
$55.5 - $69.0 $30.5K - $38K
9.74K $672M
RTX
Raytheon Technologies Corp

Industrials
21
+ 0.33%
$113.75 - $148.48 $2.39K - $3.12K
6.42K $937M
TSLA
Tesla, Inc.

Consumer Cyclical
79
+ 7.38%
$221.86 - $362.89 $17.5K - $28.7K
1.15K $365M
WMT
Walmart Inc.

Consumer Defensive
35
+ 0.43%
$81.79 - $99.98 $2.86K - $3.5K
8.12K $794M
GE
General Electric CO

Industrials
37
+ 5.03%
$166.81 - $257.39 $6.17K - $9.52K
772 $199M
GOOGL
Alphabet Inc.

Communication Services
201
+ 28.55%
$144.7 - $178.6 $29.1K - $35.9K
905 $159M
CARR
Carrier Global Corp

Industrials
10
+ 0.2%
$55.55 - $75.83 $556 - $758
4.98K $364M
AXP
American Express CO

Financial Services
2
+ 0.24%
$231.39 - $318.98 $463 - $638
819 $261M
HUBB
Hubbell Inc

Industrials
2
+ 0.42%
$315.94 - $408.41 $632 - $817
477 $195M
JCI
Johnson Controls International PLC

Industrials
31
+ 2.4%
$71.14 - $105.62 $2.21K - $3.27K
1.32K $139M
IBM
International Business Machines Corp

Technology
48
+ 11.37%
$221.03 - $294.78 $10.6K - $14.1K
470 $138M
Ge Vernova Inc
9
+ 8.18%
N/A
119 $63.2M
Ishares Bitcoin Trust ETF
277
+ 33.29%
N/A
1.11K $67.9M
CCRV
Ishares U S ETF Tr Commodity C

ETFs
1.71K
+ 25.48%
$18.23 - $21.19 $31.2K - $36.2K
8.42K $165M
CSCO
Cisco Systems, Inc.

Technology
106
+ 5.3%
$53.19 - $69.38 $5.64K - $7.35K
2.11K $146M
CVS
Cvs Health Corp

Healthcare
315
+ 48.02%
$60.04 - $70.18 $18.9K - $22.1K
971 $67M
WEC
Wec Energy Group, Inc.

Utilities
202
+ 265.79%
$102.24 - $109.76 $20.7K - $22.2K
278 $29M
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.76%
$149.23 - $184.95 $895 - $1.11K
797 $145M
MFC
Manulife Financial Corp

Financial Services
411
+ 7.43%
$26.93 - $32.44 $11.1K - $13.3K
5.94K $190M
T
At&T Inc.

Communication Services
250
+ 1.71%
$26.33 - $28.94 $6.58K - $7.24K
14.9K $430M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
231
+ 30.97%
$35.38 - $48.3 $8.17K - $11.2K
977 $47.2M
WELL
Welltower Inc.

Real Estate
102
+ 300.0%
$136.49 - $155.22 $13.9K - $15.8K
136 $20.9M
ES
Eversource Energy

Utilities
26
+ 0.29%
$54.25 - $65.89 $1.41K - $1.71K
8.87K $564M
JPM
Jpmorgan Chase & CO

Financial Services
20
+ 11.05%
$210.28 - $289.91 $4.21K - $5.8K
201 $58.3M
APH
Amphenol Corp

Technology
1
+ 0.26%
$59.09 - $98.75 $59.1 - $98.8
383 $37.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 12.05%
$416.06 - $551.64 $4.16K - $5.52K
93 $51.1M
ENB
Enbridge Inc

Energy
223
+ 21.0%
$41.09 - $47.16 $9.16K - $10.5K
1.29K $58.2M
NKE
Nike, Inc.

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