Northeast Financial Consultants Inc has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.25 Billion distributed in 294 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $293M, Vanguard Index Fds S&P 500 ETF with a value of $239M, Vanguard Dividend Appreciation with a value of $123M, Spdr S&P 500 ETF Trust with a value of $98.5M, and Ishares Core Dividend Growth E with a value of $88.4M.
Examining the 13F form we can see an increase of $96.6M in the current position value, from $2.16B to 2.25B.
Northeast Financial Consultants Inc is based out at Westport, CT
Below you can find more details about Northeast Financial Consultants Inc portfolio as well as his latest detailed transactions.
Portfolio value
$2.25 Billion
ETFs: $1.42 Billion
Financial Services: $233 Million
Technology: $198 Million
Healthcare: $100 Million
Communication Services: $78.9 Million
Consumer Cyclical: $72.6 Million
Energy: $56.6 Million
Industrials: $43.4 Million
Other: $47.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
