Northeast Financial Consultants Inc Reduced Holdings in Q2 2025

Northeast Financial Consultants Inc

  • $2.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Sprott Fds Tr
-15.1K
- 43.65%
N/A
19.4K $0
Fidelity Covington Trust
-465
- 6.25%
N/A
6.97K $0
Ishares Bitcoin Trust ETF
-9.9K
- 7.28%
N/A
126K $0
META
Meta Platforms, Inc.

Communication Services
-396
- 21.78%
$484.66 - $738.09 $192K - $292K
1.42K $1.05M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.53K
- 3.86%
$35.35 - $42.68 $89.5K - $108K
63.1K $2.69M
IBM
International Business Machines Corp

Technology
-907
- 14.86%
$221.03 - $294.78 $200K - $267K
5.2K $1.53M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-964
- 5.32%
$108.87 - $133.04 $105K - $128K
17.2K $2.28M
VB
Vanguard Small Cap ETF

ETFs
-2
- 0.07%
$193.73 - $237.37 $387 - $475
2.81K $665K
AXP
American Express CO

Financial Services
-37
- 2.25%
$231.39 - $318.98 $8.56K - $11.8K
1.61K $513K
LHX
L3 Harris Technologies, Inc.

Industrials
-250
- 7.08%
$200.21 - $256.99 $50.1K - $64.2K
3.28K $823K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-49
- 0.41%
$272.36 - $339.57 $13.3K - $16.6K
11.8K $4.01M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-7.07K
- 3.4%
$35.9 - $43.76 $254K - $309K
201K $8.69M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-11.7K
- 2.46%
$114.78 - $133.31 $1.34M - $1.56M
465K $62M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-280
- 0.56%
$152.42 - $182.82 $42.7K - $51.2K
49.7K $9.09M
ASML
Asml Holding Nv

Technology
-315
- 5.32%
$595.37 - $815.24 $188K - $257K
5.6K $4.49M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1
- 0.01%
$320.42 - $424.58 $320 - $425
10.3K $4.35M
IGM
Ishares Expanded Tech Sector E

ETFs
-12.4K
- 11.14%
$79.8 - $112.34 $988K - $1.39M
98.8K $11.1M
GS
Goldman Sachs Group Inc

Financial Services
-1.63K
- 10.29%
$462.22 - $707.75 $753K - $1.15M
14.2K $10.1M
DIS
Walt Disney CO

Communication Services
-3.41K
- 3.57%
$81.72 - $124.01 $279K - $423K
92.1K $11.4M
KKR
Kkr & Co. Inc.

Financial Services
-650
- 0.45%
$92.79 - $134.29 $60.3K - $87.3K
143K $19.1M
DGRO
Ishares Core Dividend Growth E

ETFs
-8.81K
- 0.6%
$55.22 - $63.94 $487K - $563K
1.46M $93.4M
JPM
Jpmorgan Chase & CO

Financial Services
-8.96K
- 7.42%
$210.28 - $289.91 $1.88M - $2.6M
112K $32.4M
VTI
Vanguard Total Stock Market Et

ETFs
-106
- 0.1%
$243.75 - $303.93 $25.8K - $32.2K
108K $32.7M
GOOG
Alphabet Inc.

Communication Services
-3.87K
- 1.84%
$146.58 - $180.01 $568K - $697K
206K $36.6M
GOOGL
Alphabet Inc.

Communication Services
-1.65K
- 0.87%
$144.7 - $178.6 $239K - $295K
188K $33.1M
XLK
Technology Sector Spdr

ETFs
-997
- 0.97%
$179.73 - $253.23 $179K - $252K
101K $25.7M
FDN
First Tr Fd Dow Jones

ETFs
-3.55K
- 2.3%
$200.29 - $269.33 $711K - $956K
151K $40.6M
IGV
Ishares Expanded Tech Software

ETFs
-487
- 0.15%
$80.15 - $109.5 $39K - $53.3K
324K $35.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.29K
- 1.45%
$167.32 - $223.3 $717K - $957K
292K $64M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.29K
- 1.37%
$496.48 - $617.85 $1.14M - $1.42M
165K $102M
AVGO
Broadcom Inc.

Technology
-892
- 0.98%
$146.29 - $275.65 $130K - $246K
90.2K $24.9M
MSFT
Microsoft Corp

Technology
-7.2K
- 5.07%
$354.56 - $497.45 $2.55M - $3.58M
135K $67.1M
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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