New England Capital Financial Advisors LLC New Holdings in Q2 2025

New England Capital Financial Advisors LLC

  • $218 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
112
New
$146.29 - $275.65 $16.4K - $30.9K
112 $30.9M
PFG
Principal Financial Group Inc

Financial Services
200
New
$69.56 - $86.19 $13.9K - $17.2K
200 $15.9M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
823
New
$18.11 - $18.97 $14.9K - $15.6K
823 $15.5M
Calamos ETF Tr
593
New
N/A
593 $15M
GSL
Global Ship Lease, Inc.

Industrials
510
New
$18.25 - $26.77 $9.31K - $13.7K
510 $13.4M
SGOL
Abrdn Gold ETF Trust

ETFs
413
New
$28.39 - $32.75 $11.7K - $13.5K
413 $13M
ETR
Entergy Corp

Utilities
148
New
$79.01 - $86.61 $11.7K - $12.8K
148 $12.3M
JEF
Jefferies Financial Group Inc.

Financial Services
202
New
$41.06 - $56.09 $8.29K - $11.3K
202 $11M
NVS
Novartis Ag

Healthcare
91
New
$101.96 - $121.01 $9.28K - $11K
91 $11M
VTR
Ventas, Inc.

Real Estate
152
New
$62.45 - $70.08 $9.49K - $10.7K
152 $9.6M
O
Realty Income Corp

Real Estate
146
New
$52.27 - $58.52 $7.63K - $8.54K
146 $8.41M
Global X Fds
132
New
N/A
132 $7.95M
NGG
National Grid PLC

Utilities
91
New
$62.74 - $74.79 $5.71K - $6.81K
91 $6.77M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
608
New
$10.78 - $11.28 $6.55K - $6.86K
608 $6.77M
UGI
Ugi Corp

Utilities
185
New
$30.18 - $36.59 $5.58K - $6.77K
185 $6.74M
TTE
Total Energies Se

Energy
101
New
N/A
101 $6.2M
EMLP
First Tr Exchange Traded Iv

ETFs
164
New
$33.62 - $37.89 $5.51K - $6.21K
164 $6.15M
HOOD
Robinhood Markets, Inc.

Technology
64
New
$34.17 - $93.63 $2.19K - $5.99K
64 $5.99M
FGBI
First Guaranty Bancshares, Inc.

Financial Services
701
New
$7.41 - $10.35 $5.19K - $7.26K
701 $5.76M
LYG
Lloyds Banking Group PLC

Financial Services
1.32K
New
$3.32 - $4.29 $4.38K - $5.66K
1.32K $5.61M
DRS
Leonardo Drs, Inc.
119
New
N/A
119 $5.53M
HBM
Hudbay Minerals Inc.

Basic Materials
510
New
$6.09 - $10.7 $3.11K - $5.46K
510 $5.41M
ATI
Allegheny Technologies Inc

Industrials
62
New
$41.97 - $86.8 $2.6K - $5.38K
62 $5.35M
ALCC
Alt C Acquisition Corp.

Financial Services
95
New
N/A
95 $5.32M
Calamos ETF Tr
181
New
N/A
181 $5.04M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
10
New
$376.48 - $440.65 $3.76K - $4.41K
10 $4.41M
IWM
Ishares Russell 2000 ETF

ETFs
20
New
$174.82 - $215.79 $3.5K - $4.32K
20 $4.32M
UBER
Uber Technologies, Inc

Technology
45
New
$64.62 - $93.3 $2.91K - $4.2K
45 $4.2M
VVR
Invesco Senior Income Trust

Financial Services
939
New
$3.31 - $3.8 $3.11K - $3.57K
939 $3.57M
MU
Micron Technology Inc

Technology
13
New
$64.72 - $127.91 $841 - $1.66K
13 $1.6M
Newsmax Inc
100
New
N/A
100 $1.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
New
$456.74 - $568.03 $457 - $568
1 $569K
Tuhura Biosciences Inc
202
New
N/A
202 $452K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5
New
$72.02 - $73.82 $360 - $369
5 $368K
MLPA
Global X Mlp ETF

ETFs
7
New
$46.47 - $54.16 $325 - $379
7 $352K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
New
$90.56 - $109.49 $181 - $219
2 $219K
Scilex Holding CO
23
New
N/A
23 $136K
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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