New England Capital Financial Advisors LLC Incresed Positions in Q3 2024

New England Capital Financial Advisors LLC

  • $193 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.44%
$200.87 - $224.6 $402 - $449
452 $99.8M
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
PEP
Pepsico Inc

Consumer Defensive
7
+ 0.69%
$161.9 - $179.3 $1.13K - $1.26K
1.03K $174M
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
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3
+ 2.4%
$72.18 - $107.33 $217 - $322
128 $13.6M
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
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
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
EFC
Ellington Financial Inc.

Real Estate
57
+ 2.97%
$11.87 - $13.38 $677 - $763
1.97K $25.4M
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
GIS
General Mills Inc

Consumer Defensive
2
+ 1.14%
$62.5 - $75.15 $125 - $150
178 $13.1M
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
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
PII
Polaris Inc.

Consumer Cyclical
2
+ 0.79%
$72.9 - $86.86 $146 - $174
254 $21.2M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
43
+ 2.84%
$12.28 - $14.02 $528 - $603
1.56K $20.3M
Brookfield Asset Managmt LTD
1
+ 0.78%
N/A
130 $6.15M
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.71%
$95.54 - $108.77 $95.5 - $109
141 $14.6M
HPQ
Hp Inc

Technology
3
+ 0.35%
$32.02 - $38.11 $96.1 - $114
868 $31.2M
NIO
Nio Inc.

Consumer Cyclical
126
+ 2100.0%
$3.67 - $6.68 $462 - $842
132 $881K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
5
+ 0.82%
$24.86 - $26.33 $124 - $132
614 $16.1M
TSN
Tyson Foods, Inc.

Consumer Defensive
2
+ 0.76%
$55.91 - $65.87 $112 - $132
264 $15.7M
PFF
Ishares Trust Ishares Pfd And

ETFs
5
+ 1.49%
$31.18 - $33.5 $156 - $168
340 $11.3M
Gsk PLC
2
+ 0.83%
N/A
242 $9.89M
KEY
Keycorp

Financial Services
1
+ 0.43%
$13.95 - $17.34 $14 - $17.3
235 $3.94M
DRD
Drdgold LTD

Basic Materials
3
+ 0.66%
$7.83 - $10.65 $23.5 - $32
455 $4.39M
WBS
Webster Financial Corp

Financial Services
1
+ 0.83%
$42.49 - $49.62 $42.5 - $49.6
121 $5.65M
CION
Cion Investment Corp

Financial Services
74
+ 3.41%
$11.55 - $12.46 $855 - $922
2.25K $26.7M
NSC
Norfolk Southern Corp

Industrials
1
+ 16.67%
$213.75 - $259.69 $214 - $260
7 $1.62M
IP
International Paper CO

Consumer Cyclical
1
+ 3.13%
$42.55 - $49.98 $42.6 - $50
33 $1.6M
CGXU
Capital Group Intl Focus Equit

ETFs
2
+ 2.15%
$24.27 - $27.46 $48.5 - $54.9
95 $2.57M
PARA
Paramount Global

Communication Services
2
+ 0.35%
$9.98 - $11.95 $20 - $23.9
572 $6.08M
NEE
Nextera Energy Inc

Utilities
1
+ 10.0%
$69.9 - $84.97 $69.9 - $85
11 $889K
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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