Northeast Financial Consultants Inc has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.22 Billion distributed in 278 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $286M, Vanguard Index Fds S&P 500 ETF with a value of $237M, Vanguard Dividend Appreciation with a value of $116M, Blackstone Secured Lending Fund with a value of $102M, and Spdr S&P 500 ETF Trust with a value of $93.5M.
Examining the 13F form we can see an decrease of $112M in the current position value, from $2.34B to 2.22B.
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
$2.22 Billion
ETFs: $1.36 Billion
Financial Services: $306 Million
Technology: $177 Million
Healthcare: $84.7 Million
Communication Services: $75.6 Million
Consumer Cyclical: $73.2 Million
Energy: $62 Million
Industrials: $42.8 Million
Other: $41.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
