Northeast Financial Consultants Inc Incresed Positions in Q1 2025

Northeast Financial Consultants Inc

  • $2.22 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BXSL
Blackstone Secured Lending Fund

Financial Services
781K
+ 33.09%
$31.3 - $34.5 $24.5M - $27M
3.14M $102M
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.55M
+ 60.45%
$14.46 - $15.96 $22.4M - $24.8M
4.12M $62.4M
ORCC
Owl Rock Capital Corp

Financial Services
416K
+ 359.84%
N/A
532K $7.12M
ARCC
Ares Capital Corp

Financial Services
156K
+ 22.23%
$21.28 - $23.81 $3.32M - $3.71M
857K $19M
CB
Chubb LTD

Financial Services
7.9K
+ 962.24%
$257.71 - $301.99 $2.04M - $2.39M
8.72K $2.63M
DGRO
Ishares Core Dividend Growth E

ETFs
20.8K
+ 1.43%
$60.46 - $64.42 $1.26M - $1.34M
1.47M $90.8M
LLY
Eli Lilly & CO

Healthcare
601
+ 6.04%
$725.72 - $929.72 $436K - $559K
10.6K $8.72M
JNJ
Johnson & Johnson

Healthcare
3
+ 0.01%
$142.06 - $167.7 $426 - $503
38.8K $6.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.3K
+ 7.92%
$74.85 - $84.89 $322K - $365K
58.6K $4.79M
SLB
Schlumberger Limited

Energy
2.2K
+ 2.72%
$38.4 - $43.74 $84.5K - $96.2K
83K $3.47M
VFH
Vanguard Financial ETF

ETFs
1.8K
+ 2.28%
$114.07 - $127.34 $205K - $229K
80.8K $9.65M
NKE
Nike, Inc.

Consumer Cyclical
6K
+ 43.15%
$63.29 - $81.72 $380K - $490K
19.9K $1.26M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.02%
$56.12 - $68.15 $224 - $273
23.6K $1.6M
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 0.29%
$279.74 - $321.29 $6.15K - $7.07K
7.51K $2.35M
PPA
Invesco Exchange Traded Fd Tr

ETFs
44
+ 0.05%
$113.59 - $123.29 $5K - $5.42K
83.8K $9.77M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.9K
+ 6.15%
$168.16 - $186.21 $487K - $540K
50K $8.54M
PG
Procter & Gamble CO

Consumer Defensive
32
+ 0.12%
$158.56 - $176.26 $5.07K - $5.64K
25.7K $4.38M
ICE
Intercontinental Exchange, Inc.

Financial Services
2
+ 0.06%
$142.8 - $176.36 $286 - $353
3.26K $562K
COP
Conocophillips

Energy
400
+ 9.17%
$88.6 - $105.85 $35.4K - $42.3K
4.76K $500K
GE
General Electric CO

Industrials
1
+ 0.06%
$168.59 - $212.13 $169 - $212
1.61K $322K
XLU
Utilities Sector Spdr

ETFs
1
+ 0.01%
$74.7 - $80.27 $74.7 - $80.3
17.2K $1.36M
AZN
Astrazeneca PLC

Healthcare
21
+ 0.42%
$65.37 - $77.96 $1.37K - $1.64K
5.08K $373K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
56
+ 0.61%
$128.74 - $138.67 $7.21K - $7.77K
9.29K $1.26M
NOC
Northrop Grumman Corp

Industrials
1
+ 0.13%
$433.45 - $513.82 $433 - $514
796 $407K
FVD
First Tr Value Line Divid Inde

ETFs
162
+ 0.59%
$42.61 - $45.51 $6.9K - $7.37K
27.8K $1.24M
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.02%
$91.75 - $115.81 $91.8 - $116
4.59K $450K
KMI
Kinder Morgan, Inc.

Energy
400
+ 3.09%
$26.1 - $31.22 $10.4K - $12.5K
13.4K $381K
OXY
Occidental Petroleum Corp

Energy
242
+ 0.42%
$45.45 - $52.7 $11K - $12.8K
58.5K $2.89M
CGTX
Cognition Therapeutics Inc

Healthcare
38.9K
+ 158.58%
$0.39 - $0.85 $15.2K - $33K
63.4K $26K
Fidelity Covington Trust
34
+ 0.46%
N/A
7.44K $0
IWP
Ishares Russell Mid Cap Growth

ETFs
400
+ 6.32%
$114.9 - $139.6 $46K - $55.8K
6.73K $790K
PEP
Pepsico Inc

Consumer Defensive
22
+ 0.1%
$142.64 - $156.42 $3.14K - $3.44K
23K $3.45M
TSLA
Tesla, Inc.

Consumer Cyclical
200
+ 29.37%
$222.15 - $428.22 $44.4K - $85.6K
881 $228K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2
+ 0.13%
$333.37 - $384.99 $667 - $770
1.55K $519K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.02%
$57.21 - $65.8 $172 - $197
17.7K $1.03M
MTDR
Matador Resources CO

Energy
153
+ 0.68%
$44.79 - $63.77 $6.85K - $9.76K
22.7K $1.16M
ADBE
Adobe Inc.

Technology
36
+ 1.75%
$377.84 - $464.11 $13.6K - $16.7K
2.1K $804K
ASML
Asml Holding Nv

Technology
86
+ 1.47%
$662.63 - $776.99 $57K - $66.8K
5.92K $3.92M
IVV
Ishares Core S&P 500 ETF

ETFs
519
+ 3.25%
$554.06 - $615.85 $288K - $320K
16.5K $9.27M
CVLG
Covenant Logistics Group, Inc.

Industrials
20K
+ 100.0%
$22.2 - $29.12 $444K - $582K
40K $888K
VTRS
Viatris Inc

Healthcare
28
+ 0.05%
$8.68 - $12.42 $243 - $348
57.7K $502K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
167
+ 1.89%
$165.25 - $224.62 $27.6K - $37.5K
9.01K $1.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.55K
+ 2.95%
$92.45 - $106.69 $144K - $166K
54.2K $5.03M
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.0%
$140.44 - $166.79 $140 - $167
20.6K $2.89M
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.06%
$524.81 - $672.19 $5.25K - $6.72K
15.8K $8.65M
IWM
Ishares Russell 2000 ETF

ETFs
32
+ 0.15%
$198.1 - $229.79 $6.34K - $7.35K
22K $4.38M
MRK
Merck & Co., Inc.

Healthcare
110
+ 0.14%
$83.01 - $101.02 $9.13K - $11.1K
76K $6.82M
DIS
Walt Disney CO

Communication Services
8
+ 0.01%
$96.87 - $114.0 $775 - $912
95.5K $9.43M
AVGO
Broadcom Inc.

Technology
65
+ 0.07%
$167.43 - $244.7 $10.9K - $15.9K
91.1K $15.3M
Activity Summary
Buys All Purchases 58 New Holdings 7 Increased Positions 51 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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