Northeast Financial Consultants Inc Purchases in Q2 2025

Northeast Financial Consultants Inc

  • $2.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
4.81K
+ 0.62%
$329.49 - $438.4 $1.58M - $2.11M
775K $340M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17.1K
+ 3.7%
$456.74 - $568.03 $7.8M - $9.7M
479K $272M
QQQ
Invesco Qqq Trust, Series 1

ETFs
694
+ 0.38%
$416.06 - $551.64 $289K - $383K
185K $102M
NVDA
Nvidia Corp

Technology
12.2K
+ 7.22%
$94.31 - $157.99 $1.15M - $1.93M
181K $28.6M
ACWI
Ishares Msci Acwi ETF

ETFs
70.2K
New
$103.59 - $128.6 $7.27M - $9.02M
70.2K $9.02M
PPA
Invesco Exchange Traded Fd Tr

ETFs
7.84K
+ 9.36%
$105.2 - $141.69 $825K - $1.11M
91.7K $13M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.83K
+ 97.94%
$141.37 - $228.57 $1.25M - $2.02M
17.8K $4.04M
EFA
Ishares Tr Msci Eafe ETF

ETFs
20.9K
+ 35.7%
$72.96 - $90.39 $1.53M - $1.89M
79.6K $7.11M
ITOT
Ishares Core S&P Total U.S. St

ETFs
23
+ 0.01%
$108.12 - $135.04 $2.49K - $3.11K
166K $22.4M
WLK
Westlake Corp

Basic Materials
24.8K
New
$69.83 - $102.01 $1.73M - $2.53M
24.8K $1.88M
BXSL
Blackstone Secured Lending Fund

Financial Services
217K
+ 6.9%
$26.88 - $32.74 $5.83M - $7.1M
3.36M $103M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
5.68K
New
$196.72 - $266.32 $1.12M - $1.51M
5.68K $1.31M
IVV
Ishares Core S&P 500 ETF

ETFs
444
+ 2.69%
$498.8 - $620.9 $221K - $276K
16.9K $10.5M
SOXX
Ishares Semiconductor ETF

ETFs
4.65K
+ 270.37%
$154.86 - $239.07 $721K - $1.11M
6.37K $1.52M
VIG
Vanguard Dividend Appreciation

ETFs
6.21K
+ 0.97%
N/A
645K $118M
SSIC
Silver Spike Investment Corp.

Healthcare
82.2K
New
N/A
82.2K $1.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
120
+ 0.22%
$82.96 - $110.1 $9.96K - $13.2K
54.3K $5.98M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.9K
+ 9.68%
$152.93 - $181.74 $443K - $527K
32.8K $5.97M
ENFR
Alerian Energy Infrastructure

ETFs
23.4K
New
$28.49 - $33.44 $667K - $783K
23.4K $754K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
59.4K
+ 139.0%
$13.55 - $16.25 $806K - $966K
102K $1.4M
BX
Blackstone Inc.

Financial Services
269
+ 0.41%
$120.07 - $151.11 $32.3K - $40.6K
66.4K $9.94M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
7.62K
+ 92.42%
$57.46 - $75.58 $438K - $576K
15.9K $1.2M
GLD
Spdr Gold Trust

ETFs
1.89K
+ 45.11%
$273.71 - $316.29 $516K - $597K
6.07K $1.85M
IWM
Ishares Russell 2000 ETF

ETFs
490
+ 2.23%
$174.82 - $215.79 $85.7K - $106K
22.4K $4.84M
COF
Capital One Financial Corp

Financial Services
2.17K
New
$150.57 - $212.76 $327K - $462K
2.17K $461K
TSLA
Tesla, Inc.

Consumer Cyclical
864
+ 98.07%
$221.86 - $362.89 $192K - $314K
1.75K $554K
SNOW
Snowflake Inc.

Technology
1.3K
New
$130.53 - $223.77 $170K - $291K
1.3K $290K
CAT
Caterpillar Inc

Industrials
712
New
$273.94 - $388.21 $195K - $276K
712 $276K
KLAC
Kla Corp

Technology
289
New
$576.53 - $902.94 $167K - $261K
289 $258K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.13K
New
$45.07 - $52.57 $231K - $270K
5.13K $250K
RL
Ralph Lauren Corp

Consumer Cyclical
900
New
$182.34 - $286.22 $164K - $258K
900 $246K
PLTR
Palantir Technologies Inc.

Technology
1.72K
New
$74.01 - $144.25 $127K - $248K
1.72K $234K
LFUS
Littelfuse Inc

Technology
1K
New
$149.72 - $227.31 $150K - $227K
1K $226K
MAR
Marriott International Inc

Consumer Cyclical
807
New
$211.12 - $274.14 $170K - $221K
807 $220K
XLI
Industrial Sector Spdr

ETFs
14
+ 0.11%
$116.42 - $147.52 $1.63K - $2.07K
13.1K $1.93M
LGND
Ligand Pharmaceuticals Inc

Healthcare
1.88K
New
$96.67 - $118.22 $181K - $222K
1.88K $213K
NUE
Nucor Corp

Basic Materials
1.6K
New
$103.22 - $131.43 $165K - $210K
1.6K $207K
CTVA
Corteva, Inc.

Basic Materials
2.72K
New
$55.52 - $74.53 $151K - $203K
2.72K $202K
BK
Bank Of New York Mellon Corp

Financial Services
2.2K
New
$73.31 - $91.62 $161K - $202K
2.2K $200K
CMPS
Compass Pathways PLC

Healthcare
21K
New
N/A
21K $179K
ADBE
Adobe Inc.

Technology
434
+ 20.7%
$340.0 - $420.68 $148K - $183K
2.53K $979K
IEFA
Ishares Tr

ETFs
577
+ 3.66%
$67.83 - $84.09 $39.1K - $48.5K
16.3K $1.36M
IWP
Ishares Russell Mid Cap Growth

ETFs
100
+ 1.49%
$104.34 - $138.68 $10.4K - $13.9K
6.83K $947K
V
Visa Inc.

Financial Services
55
+ 0.24%
$308.27 - $373.31 $17K - $20.5K
23.3K $8.27M
EMR
Emerson Electric CO

Industrials
125
+ 2.71%
$94.15 - $133.33 $11.8K - $16.7K
4.74K $632K
IWN
Ishares Russell2000 Val ETF

ETFs
8
+ 0.05%
$131.84 - $157.76 $1.05K - $1.26K
16.1K $2.54M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2
+ 0.13%
$299.15 - $396.54 $598 - $793
1.56K $616K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
400
+ 2.27%
$51.16 - $62.02 $20.5K - $24.8K
18.1K $1.12M
CARR
Carrier Global Corp

Industrials
469
+ 12.34%
$55.55 - $75.83 $26.1K - $35.6K
4.27K $312K
Activity Summary
Buys All Purchases 73 New Holdings 33 Increased Positions 40 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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