Northeast Financial Consultants Inc Sells in Q2 2025

Northeast Financial Consultants Inc

  • $2.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-74.5K
- 24.22%
$172.42 - $223.89 $12.8M - $16.7M
233K $47.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-69.9K
- 35.5%
$90.56 - $109.49 $6.33M - $7.66M
127K $13.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-108K
- 13.86%
$47.46 - $55.3 $5.14M - $5.99M
673K $37.1M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-233K
- 5.65%
$13.03 - $15.28 $3.04M - $3.56M
3.89M $56.9M
PFE
Pfizer Inc

Healthcare
-111K
- 9.64%
$21.59 - $24.84 $2.4M - $2.76M
1.04M $25.2M
ARCC
Ares Capital Corp

Financial Services
-109K
- 12.67%
$18.91 - $22.43 $2.05M - $2.44M
749K $16.4M
SLB
Schlumberger Limited

Energy
-41.4K
- 49.91%
$31.95 - $42.2 $1.32M - $1.75M
41.6K $1.4M
CVX
Chevron Corp

Energy
-600
- 0.78%
$133.73 - $168.51 $80.2K - $101K
76.1K $10.9M
MRK
Merck & Co., Inc.

Healthcare
-13K
- 17.04%
$73.47 - $87.12 $952K - $1.13M
63.1K $4.99M
UNH
Unitedhealth Group Inc

Healthcare
-1.49K
- 24.47%
$274.35 - $599.47 $408K - $891K
4.59K $1.43M
XOM
Exxon Mobil Corp

Energy
-7.26K
- 10.73%
$99.93 - $119.04 $726K - $864K
60.4K $6.51M
ORCC
Owl Rock Capital Corp

Financial Services
-113K
- 21.17%
N/A
419K $5.61M
BAC
Bank Of America Corp

Financial Services
-62K
- 22.4%
$34.39 - $47.46 $2.13M - $2.94M
215K $10.2M
PG
Procter & Gamble CO

Consumer Defensive
-5.1K
- 19.84%
$157.66 - $172.39 $804K - $879K
20.6K $3.28M
EPD
Enterprise Products Partners L.P.

Energy
-3.98K
- 1.37%
$28.95 - $34.22 $115K - $136K
287K $8.9M
HD
Home Depot, Inc.

Consumer Cyclical
-2.77K
- 11.88%
$335.24 - $380.78 $928K - $1.05M
20.5K $7.53M
XLV
Select Sector Spdr Fund Health

ETFs
-4.42K
- 15.38%
$128.77 - $144.3 $570K - $638K
24.3K $3.28M
BMY
Bristol Myers Squibb CO

Healthcare
-1.69K
- 4.34%
$44.12 - $59.6 $74.4K - $100K
37.2K $1.72M
JNJ
Johnson & Johnson

Healthcare
-449
- 1.16%
$146.36 - $159.82 $65.7K - $71.8K
38.4K $5.86M
ZTS
Zoetis Inc.

Healthcare
-1.2K
- 2.71%
$144.41 - $170.3 $173K - $204K
43K $6.71M
PEP
Pepsico Inc

Consumer Defensive
-1.18K
- 5.14%
$128.02 - $151.37 $152K - $179K
21.9K $2.89M
KO
Coca Cola CO

Consumer Defensive
-7.21K
- 21.42%
$68.37 - $73.9 $493K - $533K
26.5K $1.87M
OKE
Oneok Inc

Energy
-2.43K
- 14.51%
$78.71 - $100.37 $192K - $244K
14.3K $1.17M
XLE
Energy Sector Spdr

ETFs
-1.46K
- 3.47%
$76.44 - $94.13 $111K - $137K
40.5K $3.44M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-501
- 31.83%
$483.07 - $625.6 $242K - $313K
1.07K $563K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-11.8K
- 46.67%
$32.0 - $39.87 $379K - $472K
13.5K $538K
ET
Energy Transfer LP

Energy
-16.5K
- 11.08%
$15.65 - $18.93 $259K - $313K
133K $2.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-4.4K
- 8.54%
$83.54 - $100.04 $368K - $440K
47.2K $4.69M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.46K
- 26.42%
$121.58 - $136.74 $298K - $336K
6.84K $928K
CRM
Salesforce, Inc.

Technology
-1.39K
- 9.94%
$236.26 - $291.15 $328K - $405K
12.6K $3.43M
CRWD
Crowd Strike Holdings, Inc.

Technology
-975
- 62.74%
$321.63 - $509.31 $314K - $497K
579 $294K
PSX
Phillips 66

Energy
-500
- 1.53%
$92.87 - $125.73 $46.4K - $62.9K
32.2K $3.84M
IBB
Ishares Biotechnology ETF

ETFs
-1.46K
- 21.49%
$112.02 - $129.0 $164K - $189K
5.35K $676K
VTV
Vanguard Value ETF

ETFs
-2.38K
- 4.07%
$153.67 - $176.74 $366K - $421K
56.1K $9.92M
INTC
Intel Corp

Technology
-6.79K
- 8.36%
$18.13 - $22.69 $123K - $154K
74.4K $1.67M
MET
Metlife Inc

Financial Services
-1.97K
- 2.04%
$68.42 - $82.49 $134K - $162K
94.4K $7.59M
COP
Conocophillips

Energy
-739
- 15.52%
$82.66 - $106.1 $61.1K - $78.4K
4.02K $360K
HDV
Ishares Core High Dividend ETF

ETFs
-170
- 0.59%
$108.41 - $120.51 $18.4K - $20.5K
28.6K $3.35M
VZ
Verizon Communications Inc

Communication Services
-2.37K
- 17.74%
$41.67 - $45.62 $98.7K - $108K
11K $475K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-3K
- 9.23%
$51.81 - $61.79 $155K - $185K
29.5K $1.82M
GE
General Electric CO

Industrials
-751
- 46.67%
$166.81 - $257.39 $125K - $193K
858 $220K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-4.83K
- 5.76%
$54.27 - $63.01 $262K - $304K
79.1K $4.95M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.31K
- 6.93%
$162.76 - $195.77 $214K - $257K
17.6K $3.44M
NOC
Northrop Grumman Corp

Industrials
-151
- 18.97%
$456.3 - $540.39 $68.9K - $81.6K
645 $322K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.28K
- 20.55%
$74.88 - $91.97 $95.5K - $117K
4.93K $453K
VTRS
Viatris Inc

Healthcare
-7.77K
- 13.46%
$7.26 - $9.12 $56.4K - $70.8K
49.9K $445K
VBK
Vanguard Small Cap Growth ETF

ETFs
-587
- 12.69%
$219.76 - $276.94 $129K - $163K
4.04K $1.12M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-502
- 2.13%
$63.54 - $68.5 $31.9K - $34.4K
23.1K $1.56M
T
At&T Inc.

Communication Services
-424
- 3.82%
$26.33 - $28.94 $11.2K - $12.3K
10.7K $309K
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
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