New England Capital Financial Advisors LLC Reduced Holdings in Q2 2025

New England Capital Financial Advisors LLC

  • $218 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-1.43K
- 39.55%
$67.22 - $81.54 $96.2K - $117K
2.19K $178M
XOM
Exxon Mobil Corp

Energy
-4
- 0.05%
$99.93 - $119.04 $400 - $476
7.68K $828M
CVX
Chevron Corp

Energy
-48
- 1.68%
$133.73 - $168.51 $6.42K - $8.09K
2.82K $403M
MO
Altria Group, Inc.

Consumer Defensive
-762
- 43.82%
$55.56 - $60.91 $42.3K - $46.4K
977 $57.3M
JNJ
Johnson & Johnson

Healthcare
-103
- 4.32%
$146.36 - $159.82 $15.1K - $16.5K
2.28K $348M
VBR
Vanguard Small Cap Value ETF

ETFs
-86
- 44.56%
$162.76 - $195.77 $14K - $16.8K
107 $20.8M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-199
- 26.82%
$139.8 - $197.22 $27.8K - $39.2K
543 $107M
DUK
Duke Energy Corp

Utilities
-48
- 3.66%
$112.46 - $124.05 $5.4K - $5.95K
1.26K $149M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-100
- 49.02%
$99.97 - $129.69 $10K - $13K
104 $10.8M
Kenvue Inc
-189
- 11.8%
N/A
1.41K $29.6M
CGXU
Capital Group Intl Focus Equit

ETFs
-131
- 78.92%
$21.44 - $27.35 $2.81K - $3.58K
35 $958K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-109
- 2.28%
$67.03 - $80.35 $7.31K - $8.76K
4.68K $373M
RF
Regions Financial Corp

Financial Services
-529
- 8.48%
$18.34 - $23.52 $9.7K - $12.4K
5.71K $134M
CCL
Carnival Corp

Consumer Cyclical
-116
- 31.69%
$16.43 - $28.12 $1.91K - $3.26K
250 $7.03M
PLTR
Palantir Technologies Inc.

Technology
-50
- 19.08%
$74.01 - $144.25 $3.7K - $7.21K
212 $28.9M
Crane Company
-73
- 11.41%
N/A
567 $108M
FITB
Fifth Third Bancorp

Financial Services
-268
- 1.7%
$33.32 - $41.51 $8.93K - $11.1K
15.5K $637M
Calamos ETF Tr
-551
- 0.94%
N/A
58.3K $1.45B
DIS
Walt Disney CO

Communication Services
-145
- 5.28%
$81.72 - $124.01 $11.8K - $18K
2.6K $323M
NFLX
Netflix Inc

Communication Services
-7
- 4.17%
$855.86 - $1339.13 $5.99K - $9.37K
161 $215M
RLY
Ssga Active ETF Tr

ETFs
-2.59K
- 0.53%
$25.82 - $29.59 $66.9K - $76.7K
482K $14B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-592
- 0.28%
$45.11 - $52.34 $26.7K - $31K
212K $11.1B
SPYG
Spdr Portfolio

ETFs
-1.6K
- 1.35%
$71.83 - $95.32 $115K - $153K
117K $11.2B
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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