Northeast Financial Consultants Inc Incresed Positions in Q4 2024

Northeast Financial Consultants Inc

  • $2.34 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.2K
+ 200.0%
$22.4 - $68.28 $251K - $765K
16.8K $389K
IEMG
Ishares Inc

ETFs
141
+ 0.67%
N/A
21.1K $1.13M
LBRDK
Liberty Broadband Corp

Communication Services
177
+ 6.29%
$74.72 - $101.4 $13.2K - $17.9K
2.99K $223K
SPYI
Shp ETF Tr Neos S&P 500 High I
1.2K
+ 12.29%
N/A
10.9K $0
Siriusxm Holdings Inc
885
+ 5.84%
N/A
16K $0
Liberty Global LTD
1.88K
+ 18.05%
N/A
12.3K $0
Fidelity Covington Trust
166
+ 2.29%
N/A
7.4K $0
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
3
+ 0.1%
$123.69 - $133.68 $371 - $401
3.15K $393K
CB
Chubb LTD

Financial Services
21
+ 2.63%
$271.57 - $301.89 $5.7K - $6.34K
821 $226K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.6K
+ 200.0%
$26.93 - $84.95 $286K - $903K
16K $435K
PPA
Invesco Exchange Traded Fd Tr

ETFs
44
+ 0.05%
$113.79 - $124.5 $5.01K - $5.48K
83.8K $9.61M
VDC
Vanguard Consumer Staples ETF

ETFs
14
+ 0.54%
$210.96 - $223.62 $2.95K - $3.13K
2.61K $551K
IXUS
Ishares Tr

ETFs
65
+ 1.78%
$65.95 - $72.56 $4.29K - $4.72K
3.71K $245K
QCOM
Qualcomm Inc

Technology
89
+ 3.76%
$150.4 - $178.04 $13.4K - $15.8K
2.45K $376K
IGF
Ishares Global Infrastructure

ETFs
10
+ 0.08%
$51.2 - $55.7 $512 - $557
12.4K $645K
UNP
Union Pacific Corp

Industrials
20
+ 1.19%
$223.15 - $249.32 $4.46K - $4.99K
1.71K $389K
SBUX
Starbucks Corp

Consumer Cyclical
2
+ 0.04%
$87.44 - $102.5 $175 - $205
4.59K $418K
MGM
Mgm Resorts International

Consumer Cyclical
500
+ 4.65%
$33.44 - $41.99 $16.7K - $21K
11.3K $389K
ICE
Intercontinental Exchange, Inc.

Financial Services
2
+ 0.06%
$148.29 - $166.93 $297 - $334
3.26K $485K
VEA
Vanguard Ftse Developed Market

ETFs
572
+ 4.33%
$47.57 - $52.44 $27.2K - $30K
13.8K $659K
NOC
Northrop Grumman Corp

Industrials
1
+ 0.13%
$466.52 - $543.88 $467 - $544
795 $373K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.8K
+ 100.0%
$18.41 - $40.87 $236K - $524K
25.7K $474K
VZ
Verizon Communications Inc

Communication Services
35
+ 0.25%
$39.6 - $45.21 $1.39K - $1.58K
14K $557K
RTX
Raytheon Technologies Corp

Industrials
28
+ 0.2%
$114.45 - $127.21 $3.2K - $3.56K
14K $1.62M
ADBE
Adobe Inc.

Technology
150
+ 7.85%
$437.39 - $552.96 $65.6K - $82.9K
2.06K $916K
XLU
Utilities Sector Spdr

ETFs
157
+ 0.92%
$74.89 - $82.93 $11.8K - $13K
17.2K $1.3M
IWS
Ishares Russell Midcap Value E

ETFs
40
+ 0.14%
$128.08 - $140.32 $5.12K - $5.61K
27.8K $3.6M
ECL
Ecolab Inc.

Basic Materials
180
+ 3.09%
$234.32 - $261.43 $42.2K - $47.1K
6K $1.41M
IWN
Ishares Russell2000 Val ETF

ETFs
9
+ 0.03%
$162.69 - $181.35 $1.46K - $1.63K
32K $5.25M
WM
Waste Management Inc

Industrials
500
+ 1.52%
$201.79 - $228.46 $101K - $114K
33.4K $6.74M
LHX
L3 Harris Technologies, Inc.

Industrials
21
+ 0.6%
$208.94 - $264.22 $4.39K - $5.55K
3.53K $742K
MCD
Mcdonalds Corp

Consumer Cyclical
34
+ 0.46%
$288.47 - $316.54 $9.81K - $10.8K
7.49K $2.17M
OXY
Occidental Petroleum Corp

Energy
441
+ 0.76%
$45.36 - $55.91 $20K - $24.7K
58.3K $2.88M
UBER
Uber Technologies, Inc

Technology
560
+ 5.82%
$59.93 - $86.34 $33.6K - $48.4K
10.2K $613K
PG
Procter & Gamble CO

Consumer Defensive
63
+ 0.25%
$161.05 - $179.7 $10.1K - $11.3K
25.7K $4.3M
HDV
Ishares Core High Dividend ETF

ETFs
29
+ 0.1%
$110.82 - $121.28 $3.21K - $3.52K
28.7K $3.22M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.29K
+ 0.59%
$113.92 - $127.38 $147K - $164K
221K $25.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
297
+ 0.61%
$57.29 - $63.1 $17K - $18.7K
49.2K $2.82M
MDLZ
Mondelez International, Inc.

Consumer Defensive
504
+ 2.18%
$59.25 - $72.99 $29.9K - $36.8K
23.6K $1.41M
HD
Home Depot, Inc.

Consumer Cyclical
208
+ 0.9%
$385.02 - $431.37 $80.1K - $89.7K
23.3K $9.07M
FCX
Freeport Mcmoran Inc

Basic Materials
160
+ 0.56%
$38.08 - $50.82 $6.09K - $8.13K
29K $1.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
66
+ 1.1%
$396.64 - $516.74 $26.2K - $34.1K
6.04K $2.43M
PEP
Pepsico Inc

Consumer Defensive
22
+ 0.1%
$151.29 - $176.1 $3.33K - $3.87K
23K $3.5M
XLV
Select Sector Spdr Fund Health

ETFs
81
+ 0.25%
$136.28 - $154.74 $11K - $12.5K
32.6K $4.49M
JNJ
Johnson & Johnson

Healthcare
191
+ 0.49%
$143.34 - $165.86 $27.4K - $31.7K
38.8K $5.62M
XOM
Exxon Mobil Corp

Energy
883
+ 1.08%
$105.51 - $125.37 $93.2K - $111K
82.8K $8.91M
UNH
Unitedhealth Group Inc

Healthcare
96
+ 0.91%
$485.52 - $625.25 $46.6K - $60K
10.6K $5.37M
MSFT
Microsoft Corp

Technology
838
+ 0.59%
$406.35 - $454.46 $341K - $381K
143K $60.1M
MRK
Merck & Co., Inc.

Healthcare
150
+ 0.2%
$96.31 - $114.76 $14.4K - $17.2K
75.9K $7.55M
Activity Summary
Buys All Purchases 114 New Holdings 12 Increased Positions 102 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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