Northeast Financial Consultants Inc Incresed Positions 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
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
HON
Honeywell International Inc

Industrials
5.61K
+ 28.37%
$182.86 - $232.88 $1.03M - $1.31M
25.4K $5.91M
BXSL
Blackstone Secured Lending Fund

Financial Services
217K
+ 6.9%
$26.88 - $32.74 $5.83M - $7.1M
3.36M $103M
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
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
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
TSLA
Tesla, Inc.

Consumer Cyclical
864
+ 98.07%
$221.86 - $362.89 $192K - $314K
1.75K $554K
XLI
Industrial Sector Spdr

ETFs
14
+ 0.11%
$116.42 - $147.52 $1.63K - $2.07K
13.1K $1.93M
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
WMT
Walmart Inc.

Consumer Defensive
90
+ 1.77%
$81.79 - $99.98 $7.36K - $9K
5.17K $505K
XLU
Utilities Sector Spdr

ETFs
1
+ 0.01%
$73.09 - $82.77 $73.1 - $82.8
17.2K $1.4M
NEE
Nextera Energy Inc

Utilities
600
+ 20.7%
$64.11 - $75.0 $38.5K - $45K
3.5K $242K
ICE
Intercontinental Exchange, Inc.

Financial Services
2
+ 0.06%
$151.62 - $183.47 $303 - $367
3.26K $598K
FVD
First Tr Value Line Divid Inde

ETFs
160
+ 0.58%
$40.62 - $45.12 $6.5K - $7.22K
27.9K $1.25M
VDE
Vanguard Energy ETF

ETFs
50
+ 2.49%
$105.87 - $130.56 $5.29K - $6.53K
2.06K $244K
MTDR
Matador Resources CO

Energy
159
+ 0.7%
$36.67 - $52.23 $5.83K - $8.3K
22.8K $1.09M
LLY
Eli Lilly & CO

Healthcare
132
+ 1.25%
$713.71 - $898.95 $94.2K - $119K
10.7K $8.33M
TMO
Thermo Fisher Scientific Inc.

Healthcare
96
+ 1.48%
$390.26 - $489.06 $37.5K - $46.9K
6.59K $2.67M
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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