Northeast Financial Consultants Inc Reduced Holdings in Q3 2024

Northeast Financial Consultants Inc

  • $2.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
-113K
- 28.61%
$36.65 - $44.13 $4.14M - $4.98M
282K $11.2M
LBRDK
Liberty Broadband Corp

Communication Services
-75K
- 96.39%
$52.66 - $78.14 $3.95M - $5.86M
2.81K $217K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-53.7K
- 63.19%
$42.22 - $48.62 $2.27M - $2.61M
31.3K $1.46M
AMZN
Amazon Com Inc

Consumer Cyclical
-340
- 0.11%
$161.02 - $200.0 $54.7K - $68K
295K $55.1M
XLE
Energy Sector Spdr

ETFs
-12.4K
- 17.56%
$84.35 - $93.39 $1.05M - $1.16M
58.2K $5.11M
FDN
First Tr Fd Dow Jones

ETFs
-9.32K
- 5.41%
$183.68 - $212.48 $1.71M - $1.98M
163K $34.5M
VIG
Vanguard Dividend Appreciation

ETFs
-2.63K
- 0.39%
$182.15 - $182.15 $479K - $479K
674K $123M
NVDA
Nvidia Corp

Technology
-1.41K
- 0.81%
$98.91 - $134.91 $140K - $191K
173K $21M
XLK
Technology Sector Spdr

ETFs
-1.35K
- 1.21%
$197.34 - $237.68 $266K - $321K
110K $24.8M
VGT
Vanguard Information Technolog

ETFs
-470
- 14.89%
$514.43 - $606.85 $242K - $285K
2.69K $1.58M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-1.71K
- 14.47%
$82.19 - $91.05 $141K - $156K
10.1K $914K
IXN
Ishares Global Information Tec

ETFs
-600
- 4.69%
$73.0 - $87.81 $43.8K - $52.7K
12.2K $1.01M
UPS
United Parcel Service Inc

Industrials
-100
- 0.89%
$123.32 - $147.38 $12.3K - $14.7K
11.1K $1.51M
IYW
Ishares Dj Us Tech ETF

ETFs
-192
- 0.93%
$133.16 - $158.73 $25.6K - $30.5K
20.6K $3.12M
Meridian Corporation
-5K
- 33.33%
N/A
10K $0
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-100
- 1.26%
$52.1 - $59.66 $5.21K - $5.97K
7.85K $465K
IWP
Ishares Russell Mid Cap Growth

ETFs
-50
- 0.78%
$103.87 - $117.59 $5.19K - $5.88K
6.33K $742K
IEFA
Ishares Tr

ETFs
-330
- 1.77%
$70.09 - $78.74 $23.1K - $26K
18.3K $1.43M
PG
Procter & Gamble CO

Consumer Defensive
-762
- 2.89%
$160.76 - $177.82 $122K - $135K
25.6K $4.43M
PEP
Pepsico Inc

Consumer Defensive
-101
- 0.44%
$161.9 - $179.3 $16.4K - $18.1K
23K $3.91M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-705
- 0.78%
$17.09 - $20.23 $12K - $14.3K
90K $1.71M
XLV
Select Sector Spdr Fund Health

ETFs
-826
- 2.47%
$143.3 - $157.24 $118K - $130K
32.5K $5.01M
CRM
Salesforce, Inc.

Technology
-426
- 2.56%
$238.42 - $276.53 $102K - $118K
16.2K $4.43M
APO
Apollo Global Management, Inc.

Financial Services
-50
- 0.2%
$99.16 - $125.81 $4.96K - $6.29K
24.7K $3.09M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-25
- 0.21%
$283.28 - $314.39 $7.08K - $7.86K
11.6K $3.65M
VFH
Vanguard Financial ETF

ETFs
-5.58K
- 6.61%
$99.27 - $111.21 $554K - $620K
78.8K $8.66M
IGV
Ishares Expanded Tech Software

ETFs
-5.96K
- 1.78%
$77.94 - $89.37 $464K - $532K
328K $29.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.62K
- 2.92%
$95.81 - $109.03 $155K - $176K
53.7K $5.79M
MA
Mastercard Inc

Financial Services
-278
- 2.72%
$429.6 - $500.99 $119K - $139K
9.94K $4.91M
GS
Goldman Sachs Group Inc

Financial Services
-321
- 2.02%
$459.02 - $510.25 $147K - $164K
15.6K $7.71M
UNH
Unitedhealth Group Inc

Healthcare
-27
- 0.26%
$488.01 - $604.18 $13.2K - $16.3K
10.5K $6.14M
VTV
Vanguard Value ETF

ETFs
-479
- 0.68%
$159.75 - $174.57 $76.5K - $83.6K
70.1K $12.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-13.6K
- 1.63%
$53.41 - $57.9 $724K - $785K
817K $47.2M
KKR
Kkr & Co. Inc.

Financial Services
-400
- 0.27%
$104.51 - $133.23 $41.8K - $53.3K
146K $19.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6.24K
- 1.3%
$117.9 - $128.2 $735K - $799K
472K $60.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-194
- 0.11%
$517.38 - $573.86 $100K - $111K
172K $98.5M
AAPL
Apple Inc.

Technology
-5.88K
- 1.8%
$207.23 - $234.82 $1.22M - $1.38M
321K $74.7M
VUG
Vanguard Growth ETF

ETFs
-242
- 0.03%
$341.08 - $391.94 $82.5K - $94.8K
764K $293M
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