Northeast Financial Consultants Inc Incresed Positions 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
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
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
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
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
MO
Altria Group, Inc.

Consumer Defensive
1K
+ 2.83%
$45.95 - $54.71 $46K - $54.7K
36.3K $1.85M
MDLZ
Mondelez International, Inc.

Consumer Defensive
695
+ 3.1%
$64.35 - $75.71 $44.7K - $52.6K
23.1K $1.7M
LMT
Lockheed Martin Corp

Industrials
5
+ 0.3%
$460.3 - $584.56 $2.3K - $2.92K
1.66K $967K
DUK
Duke Energy Corp

Utilities
50
+ 0.4%
$99.35 - $117.71 $4.97K - $5.89K
12.4K $1.43M
XOM
Exxon Mobil Corp

Energy
144
+ 0.18%
$109.72 - $119.0 $15.8K - $17.1K
81.9K $9.6M
OKE
Oneok Inc

Energy
32
+ 0.19%
$78.62 - $95.27 $2.52K - $3.05K
16.8K $1.53M
GLD
Spdr Gold Trust

ETFs
319
+ 10.44%
$215.56 - $246.98 $68.8K - $78.8K
3.38K $820K
ORCL
Oracle Corp

Technology
79
+ 1.64%
$125.9 - $170.35 $9.95K - $13.5K
4.89K $832K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
53
+ 0.54%
$125.95 - $142.04 $6.68K - $7.53K
9.79K $1.39M
FVD
First Tr Value Line Divid Inde

ETFs
152
+ 0.5%
$40.45 - $45.49 $6.15K - $6.91K
30.4K $1.38M
TJX
Tjx Companies Inc

Consumer Cyclical
34
+ 0.19%
$107.93 - $120.23 $3.67K - $4.09K
18K $2.11M
META
Meta Platforms, Inc.

Communication Services
81
+ 6.2%
$453.41 - $572.44 $36.7K - $46.4K
1.39K $794K
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
Track This Portfolio

Track Northeast Financial Consultants Inc Portfolio

Follow Northeast Financial Consultants Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northeast Financial Consultants Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northeast Financial Consultants Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email