Northeast Financial Consultants Inc Reduced Holdings in Q4 2024

Northeast Financial Consultants Inc

  • $2.34 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
-152K
- 41.05%
$37.12 - $41.23 $5.64M - $6.26M
218K $8.1M
PFE
Pfizer Inc

Healthcare
-51.7K
- 4.28%
$24.8 - $30.19 $1.28M - $1.56M
1.16M $30.7M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-24.3K
- 18.75%
$57.38 - $61.11 $1.4M - $1.49M
105K $6.15M
VTV
Vanguard Value ETF

ETFs
-6.09K
- 8.68%
$168.32 - $181.87 $1.02M - $1.11M
64K $10.8M
HON
Honeywell International Inc

Industrials
-7.81K
- 27.95%
$202.84 - $236.0 $1.58M - $1.84M
20.1K $4.55M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.7K
- 0.21%
$56.06 - $61.35 $95.5K - $104K
815K $46M
SOXX
Ishares Semiconductor ETF

ETFs
-4.72K
- 73.26%
$211.27 - $239.8 $996K - $1.13M
1.72K $370K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-80.5K
- 3.04%
$14.69 - $15.67 $1.18M - $1.26M
2.57M $38.9M
ASML
Asml Holding Nv

Technology
-104
- 1.75%
$658.43 - $872.27 $68.5K - $90.7K
5.83K $4.04M
VIG
Vanguard Dividend Appreciation

ETFs
-3.82K
- 0.57%
N/A
670K $122M
VTI
Vanguard Total Stock Market Et

ETFs
-4.99K
- 4.31%
$280.04 - $302.45 $1.4M - $1.51M
111K $32.1M
IMNM
Immunome Inc.

Healthcare
-30K
- 41.12%
$9.11 - $14.53 $273K - $436K
43K $440K
VGT
Vanguard Information Technolog

ETFs
-930
- 34.62%
$571.78 - $647.97 $532K - $603K
1.76K $1.09M
XLE
Energy Sector Spdr

ETFs
-4.17K
- 7.17%
$83.32 - $97.27 $347K - $406K
54K $4.63M
KO
Coca Cola CO

Consumer Defensive
-921
- 2.66%
$61.74 - $71.71 $56.9K - $66K
33.7K $2.1M
CVX
Chevron Corp

Energy
-1.14K
- 1.46%
$141.15 - $162.53 $161K - $186K
77.2K $11.2M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-5.86K
- 42.86%
$40.0 - $52.93 $235K - $310K
7.82K $315K
IQV
Iqvia Holdings Inc.

Healthcare
-1.04K
- 40.94%
$190.97 - $236.63 $199K - $246K
1.5K $294K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.61K
- 8.04%
$134.53 - $150.65 $216K - $242K
18.4K $2.49M
INTC
Intel Corp

Technology
-150
- 0.18%
$19.07 - $26.23 $2.86K - $3.93K
81.2K $1.63M
IEFA
Ishares Tr

ETFs
-1.27K
- 6.93%
$70.06 - $77.43 $88.9K - $98.3K
17K $1.2M
FVD
First Tr Value Line Divid Inde

ETFs
-2.83K
- 9.29%
$43.4 - $46.7 $123K - $132K
27.6K $1.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-552
- 5.64%
$131.66 - $144.0 $72.7K - $79.5K
9.24K $1.22M
IWD
Ishares Russell 1000 Val ETF

ETFs
-485
- 4.02%
$183.23 - $199.79 $88.9K - $96.9K
11.6K $2.14M
TT
Trane Technologies PLC

Industrials
-122
- 2.58%
$369.35 - $419.14 $45.1K - $51.1K
4.61K $1.7M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-435
- 1.39%
$43.84 - $48.76 $19.1K - $21.2K
30.9K $1.36M
MET
Metlife Inc

Financial Services
-228
- 0.24%
$78.15 - $88.25 $17.8K - $20.1K
96.4K $7.89M
VOE
Vanguard Mid Cap Value Index F

ETFs
-58
- 0.66%
$160.89 - $176.18 $9.33K - $10.2K
8.77K $1.42M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-928
- 1.73%
$104.59 - $118.05 $97.1K - $110K
52.8K $5.74M
IWM
Ishares Russell 2000 ETF

ETFs
-174
- 0.79%
$216.13 - $242.4 $37.6K - $42.2K
21.9K $4.84M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-122
- 0.69%
$61.68 - $67.87 $7.52K - $8.28K
17.7K $1.1M
Ishares Bitcoin Trust ETF
-39.3K
- 22.43%
N/A
136K $0
COST
Costco Wholesale Corp

Consumer Defensive
-40
- 2.95%
$873.59 - $994.69 $34.9K - $39.8K
1.31K $1.2M
WMT
Walmart Inc.

Consumer Defensive
-55
- 1.07%
$79.1 - $95.7 $4.35K - $5.26K
5.08K $459K
XLK
Technology Sector Spdr

ETFs
-2.55K
- 2.32%
$220.26 - $241.44 $562K - $616K
107K $24.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.48K
- 2.73%
$94.43 - $105.47 $139K - $156K
52.7K $5.35M
JPM
Jpmorgan Chase & CO

Financial Services
-19.1K
- 11.28%
$205.18 - $250.29 $3.93M - $4.79M
151K $36.1M
XSW
Spdr S&P Software & Services E

ETFs
-101
- 0.51%
$156.76 - $204.72 $15.8K - $20.7K
19.8K $3.75M
IGM
Ishares Expanded Tech Sector E

ETFs
-1.55K
- 1.35%
$94.19 - $106.95 $146K - $166K
114K $11.6M
BAC
Bank Of America Corp

Financial Services
-2.21K
- 0.78%
$39.22 - $47.77 $86.5K - $105K
279K $12.3M
DIS
Walt Disney CO

Communication Services
-214
- 0.22%
$92.39 - $117.6 $19.8K - $25.2K
95.5K $10.6M
NVDA
Nvidia Corp

Technology
-990
- 0.57%
$117.0 - $148.88 $116K - $147K
172K $23.1M
FDN
First Tr Fd Dow Jones

ETFs
-7.29K
- 4.48%
$210.5 - $257.24 $1.53M - $1.87M
155K $37.8M
AVGO
Broadcom Inc.

Technology
-5.06K
- 5.27%
$159.67 - $250.0 $808K - $1.27M
91.1K $21.1M
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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