Northeast Financial Consultants Inc Purchases in Q3 2024

Northeast Financial Consultants Inc

  • $2.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19.2K
+ 4.42%
$475.2 - $527.7 $9.12M - $10.1M
453K $239M
DGRO
Ishares Core Dividend Growth E

ETFs
3.1K
+ 0.22%
$57.47 - $62.76 $178K - $195K
1.41M $88.4M
GBDC
Golub Capital Bdc, Inc.

Financial Services
544K
+ 25.86%
$14.36 - $16.0 $7.81M - $8.71M
2.65M $40M
BXSL
Blackstone Secured Lending Fund

Financial Services
232K
+ 12.46%
$28.75 - $31.59 $6.68M - $7.34M
2.1M $61.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.5K
+ 5.53%
$105.53 - $118.34 $1.21M - $1.36M
220K $25.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.71K
+ 1.53%
$434.77 - $502.96 $1.18M - $1.36M
180K $87.9M
VTI
Vanguard Total Stock Market Et

ETFs
706
+ 0.61%
$255.18 - $283.2 $180K - $200K
116K $32.8M
BX
Blackstone Inc.

Financial Services
246
+ 0.37%
$120.77 - $159.66 $29.7K - $39.3K
66.1K $10.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.3K
+ 1.05%
$113.41 - $125.62 $261K - $289K
221K $27.8M
BA
Boeing CO

Industrials
12K
+ 438.44%
$152.04 - $190.6 $1.82M - $2.29M
14.7K $2.24M
PFE
Pfizer Inc

Healthcare
11.2K
+ 0.94%
$27.7 - $31.39 $311K - $352K
1.21M $35M
JPM
Jpmorgan Chase & CO

Financial Services
74
+ 0.04%
$194.9 - $224.8 $14.4K - $16.6K
170K $35.8M
HD
Home Depot, Inc.

Consumer Cyclical
62
+ 0.27%
$333.64 - $405.2 $20.7K - $25.1K
23.1K $9.36M
IQLT
Ishares Msci Intl Quality Fact

ETFs
10.7K
+ 2.99%
$37.37 - $41.82 $401K - $449K
370K $15.4M
AVGO
Broadcom Inc.

Technology
86.5K
+ 901.97%
$136.27 - $1745.86 $11.8M - $151M
96.1K $16.6M
SPYG
Spdr Portfolio

ETFs
10.6K
+ 11.53%
$73.38 - $84.1 $780K - $894K
103K $8.53M
ZTS
Zoetis Inc.

Healthcare
19
+ 0.04%
$172.58 - $196.48 $3.28K - $3.73K
44.2K $8.63M
PM
Philip Morris International Inc.

Consumer Defensive
1.04K
+ 2.9%
$101.25 - $127.45 $105K - $132K
36.8K $4.46M
VEA
Vanguard Ftse Developed Market

ETFs
13.2K
New
$47.6 - $53.31 $629K - $704K
13.2K $697K
IVV
Ishares Core S&P 500 ETF

ETFs
415
+ 2.7%
$520.18 - $576.82 $216K - $239K
15.8K $9.1M
IEMG
Ishares Inc

ETFs
12.5K
+ 146.43%
$53.64 - $53.64 $670K - $670K
21K $1.13M
DE
Deere & CO

Industrials
8
+ 0.06%
$344.84 - $418.0 $2.76K - $3.34K
14.5K $6.04M
NKE
Nike, Inc.

Consumer Cyclical
6K
+ 75.89%
$71.09 - $89.44 $427K - $537K
13.9K $1.23M
JNJ
Johnson & Johnson

Healthcare
28
+ 0.07%
$145.48 - $167.38 $4.07K - $4.69K
38.6K $6.26M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.8K
New
$36.98 - $41.55 $474K - $533K
12.8K $527K
ARCC
Ares Capital Corp

Financial Services
20.7K
+ 3.49%
$19.8 - $21.28 $410K - $441K
613K $12.8M
MPLX
Mplx LP

Energy
1K
+ 0.44%
$40.44 - $45.07 $40.4K - $45.1K
230K $10.2M
IWN
Ishares Russell2000 Val ETF

ETFs
10
+ 0.03%
$150.05 - $171.34 $1.5K - $1.71K
31.9K $5.33M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.32K
New
$77.02 - $85.06 $410K - $452K
5.32K $449K
ABBV
Abb Vie Inc.

Healthcare
37
+ 0.22%
$163.84 - $199.33 $6.06K - $7.38K
16.9K $3.33M
ADP
Automatic Data Processing Inc

Industrials
18
+ 0.16%
$233.44 - $279.45 $4.2K - $5.03K
11.5K $3.19M
TMO
Thermo Fisher Scientific Inc.

Healthcare
9
+ 0.14%
$531.86 - $624.21 $4.79K - $5.62K
6.57K $4.06M
BMY
Bristol Myers Squibb CO

Healthcare
1
+ 0.0%
$39.66 - $51.75 $39.7 - $51.8
41.8K $2.16M
IWM
Ishares Russell 2000 ETF

ETFs
120
+ 0.55%
$200.87 - $224.6 $24.1K - $27K
22.1K $4.88M
MCD
Mcdonalds Corp

Consumer Cyclical
56
+ 0.76%
$245.82 - $304.51 $13.8K - $17.1K
7.45K $2.27M
VB
Vanguard Small Cap ETF

ETFs
1.43K
+ 98.55%
$214.77 - $237.72 $306K - $339K
2.87K $681K
IGM
Ishares Expanded Tech Sector E

ETFs
1.4K
+ 1.23%
$84.03 - $98.62 $118K - $138K
115K $11.1M
V
Visa Inc.

Financial Services
41
+ 0.18%
$253.74 - $291.56 $10.4K - $12K
23.1K $6.35M
KO
Coca Cola CO

Consumer Defensive
127
+ 0.37%
$62.69 - $73.01 $7.96K - $9.27K
34.6K $2.49M
TT
Trane Technologies PLC

Industrials
22
+ 0.47%
$314.21 - $388.71 $6.91K - $8.55K
4.73K $1.84M
IBM
International Business Machines Corp

Technology
22
+ 0.39%
$175.1 - $223.38 $3.85K - $4.91K
5.72K $1.26M
INSP
Inspire Medical Systems, Inc.

Healthcare
1.3K
New
$125.79 - $216.71 $164K - $282K
1.3K $274K
VRNA
Verona Pharma PLC

Healthcare
8.7K
New
$15.46 - $30.16 $135K - $262K
8.7K $250K
MO
Altria Group, Inc.

Consumer Defensive
1K
+ 2.83%
$45.95 - $54.71 $46K - $54.7K
36.3K $1.85M
NEE
Nextera Energy Inc

Utilities
2.9K
New
$69.9 - $84.97 $203K - $246K
2.9K $244K
ORCC
Owl Rock Capital Corp

Financial Services
18K
New
N/A
18K $241K
GE
General Electric CO

Industrials
1.26K
New
$156.66 - $189.66 $197K - $238K
1.26K $236K
MDLZ
Mondelez International, Inc.

Consumer Defensive
695
+ 3.1%
$64.35 - $75.71 $44.7K - $52.6K
23.1K $1.7M
CAT
Caterpillar Inc

Industrials
592
New
$316.8 - $391.12 $188K - $232K
592 $231K
Activity Summary
Buys All Purchases 126 New Holdings 25 Increased Positions 101 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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