New England Capital Financial Advisors LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $205 Billion distributed in 412 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Growth ETF Shs C with a value of $51.8B, Invesco S&P 500 Equal Weight E with a value of $19.1B, Vanguard Small Cap Value ETF with a value of $15.8B, Ssga Active ETF Tr with a value of $12.9B, and Spdr Portfolio S&P 500 Value E with a value of $12B.
Examining the 13F form we can see an increase of $12.2B in the current position value, from $193B to 205B.
New England Capital Financial Advisors LLC is based out at Meriden, CT
Below you can find more details about New England Capital Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$205 Billion
ETFs: $169 Billion
Industrials: $4.38 Billion
Technology: $3.86 Billion
Financial Services: $3.05 Billion
Consumer Defensive: $2.94 Billion
Healthcare: $2.63 Billion
Consumer Cyclical: $2.34 Billion
Communication Services: $1.56 Billion
Other: $2.91 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
