Northeast Financial Consultants Inc Sells in Q1 2025

Northeast Financial Consultants Inc

  • $2.22 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-2.38K
- 0.31%
$369.1 - $427.61 $878K - $1.02M
770K $286M
AAPL
Apple Inc.

Technology
-14.2K
- 4.42%
$209.68 - $247.1 $2.98M - $3.52M
308K $68.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-271
- 0.06%
$507.05 - $563.67 $137K - $153K
462K $237M
SPY
Spdr S&P 500 ETF Trust

ETFs
-7.64K
- 4.37%
$551.42 - $612.93 $4.21M - $4.68M
167K $93.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-844
- 0.28%
$190.26 - $242.06 $161K - $204K
296K $56.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-55.5K
- 25.03%
$120.29 - $134.6 $6.68M - $7.47M
166K $20.3M
MSFT
Microsoft Corp

Technology
-463
- 0.32%
$375.39 - $447.2 $174K - $207K
142K $53.4M
GOOGL
Alphabet Inc.

Communication Services
-663
- 0.35%
$154.33 - $206.19 $102K - $137K
189K $29.3M
JPM
Jpmorgan Chase & CO

Financial Services
-29.9K
- 19.84%
$225.19 - $279.95 $6.72M - $8.36M
121K $29.6M
VIG
Vanguard Dividend Appreciation

ETFs
-31.1K
- 4.65%
N/A
639K $116M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-24K
- 10.85%
$102.49 - $119.96 $2.46M - $2.88M
197K $20.6M
NVDA
Nvidia Corp

Technology
-3.2K
- 1.86%
$106.98 - $149.43 $343K - $479K
169K $18.3M
IGV
Ishares Expanded Tech Software

ETFs
-5.72K
- 1.73%
$88.3 - $107.83 $505K - $616K
324K $28.8M
XLK
Technology Sector Spdr

ETFs
-4.93K
- 4.59%
$206.38 - $242.18 $1.02M - $1.19M
102K $21.1M
FDN
First Tr Fd Dow Jones

ETFs
-1.23K
- 0.79%
$221.38 - $266.86 $272K - $328K
154K $34.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-33.6K
- 4.12%
$53.6 - $58.97 $1.8M - $1.98M
781K $42.8M
IWN
Ishares Russell2000 Val ETF

ETFs
-15.9K
- 49.63%
$149.27 - $169.4 $2.37M - $2.69M
16.1K $2.43M
VTI
Vanguard Total Stock Market Et

ETFs
-3.15K
- 2.84%
$271.18 - $303.12 $854K - $954K
108K $29.6M
BX
Blackstone Inc.

Financial Services
-157
- 0.24%
$136.53 - $186.74 $21.4K - $29.3K
66.2K $9.25M
UNH
Unitedhealth Group Inc

Healthcare
-4.53K
- 42.74%
$461.52 - $548.18 $2.09M - $2.48M
6.07K $3.18M
CRM
Salesforce, Inc.

Technology
-2.22K
- 13.72%
$268.36 - $359.95 $597K - $800K
14K $3.75M
IGM
Ishares Expanded Tech Sector E

ETFs
-2.65K
- 2.33%
$90.67 - $108.46 $240K - $287K
111K $10.1M
PFE
Pfizer Inc

Healthcare
-4.37K
- 0.38%
$25.01 - $27.13 $109K - $118K
1.15M $29.2M
SPYG
Spdr Portfolio

ETFs
-5.48K
- 5.33%
$80.05 - $92.39 $439K - $506K
97.4K $7.83M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-5.5K
- 49.13%
$168.84 - $202.89 $929K - $1.12M
5.69K $1M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-21.6K
- 20.44%
$58.32 - $65.09 $1.26M - $1.4M
83.9K $5.05M
XOM
Exxon Mobil Corp

Energy
-15.1K
- 18.28%
$105.44 - $118.93 $1.6M - $1.8M
67.7K $8.05M
VTV
Vanguard Value ETF

ETFs
-5.53K
- 8.64%
$167.73 - $179.21 $928K - $991K
58.5K $10.1M
BAC
Bank Of America Corp

Financial Services
-2.38K
- 0.85%
$39.61 - $47.74 $94.4K - $114K
277K $11.6M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.27K
- 2.4%
$96.3 - $112.23 $122K - $142K
51.6K $5.03M
XLE
Energy Sector Spdr

ETFs
-12K
- 22.27%
$85.7 - $93.96 $1.03M - $1.13M
42K $3.92M
XSW
Spdr S&P Software & Services E

ETFs
-734
- 3.7%
$159.76 - $197.42 $117K - $145K
19.1K $3.05M
RC
Ready Capital Corp

Real Estate
-2.36K
- 0.71%
$4.9 - $7.05 $11.6K - $16.6K
330K $1.68M
COST
Costco Wholesale Corp

Consumer Defensive
-522
- 39.73%
$890.62 - $1076.86 $465K - $562K
792 $749K
MLM
Martin Marietta Materials Inc

Basic Materials
-642
- 17.63%
$460.39 - $552.64 $296K - $355K
3K $1.43M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-5.5K
- 17.81%
$36.64 - $45.76 $201K - $252K
25.4K $951K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.37K
- 3.48%
$40.03 - $46.81 $94.8K - $111K
65.6K $2.68M
HON
Honeywell International Inc

Industrials
-340
- 1.69%
$202.75 - $226.52 $68.9K - $77K
19.8K $4.19M
VB
Vanguard Small Cap ETF

ETFs
-1.21K
- 30.11%
$217.89 - $252.64 $264K - $306K
2.81K $622K
XLV
Select Sector Spdr Fund Health

ETFs
-3.87K
- 11.85%
$137.61 - $149.68 $532K - $579K
28.8K $4.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-265
- 1.44%
$121.0 - $142.28 $32.1K - $37.7K
18.1K $2.26M
VGT
Vanguard Information Technolog

ETFs
-165
- 9.4%
$542.38 - $646.34 $89.5K - $107K
1.59K $862K
VBK
Vanguard Small Cap Growth ETF

ETFs
-345
- 6.94%
$247.97 - $296.33 $85.5K - $102K
4.63K $1.16M
UPS
United Parcel Service Inc

Industrials
-233
- 2.1%
$109.66 - $136.26 $25.6K - $31.7K
10.8K $1.19M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-29
- 0.24%
$302.31 - $337.54 $8.77K - $9.79K
11.9K $3.64M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-94
- 5.64%
$634.14 - $744.83 $59.6K - $70K
1.57K $998K
UNP
Union Pacific Corp

Industrials
-755
- 44.26%
$225.21 - $254.42 $170K - $192K
951 $224K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-567
- 5.61%
$81.05 - $95.73 $46K - $54.3K
9.54K $784K
LOW
Lowes Companies Inc

Consumer Cyclical
-300
- 24.47%
$222.66 - $268.42 $66.8K - $80.5K
926 $215K
Activity Summary
Buys All Purchases 58 New Holdings 7 Increased Positions 51 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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