Northeast Financial Group, Inc. Purchases in Q4 2024

Northeast Financial Group, Inc.

  • $273 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCMB
Schwab Strategic Tr Mun Bd ETF
65.2K
New
N/A
65.2K $1.67B
TGT
Target Corp

Consumer Defensive
11.6K
New
$121.59 - $160.69 $1.41M - $1.86M
11.6K $1.57B
GOOGL
Alphabet Inc.

Communication Services
5.37K
+ 34.56%
$161.86 - $196.66 $870K - $1.06M
20.9K $3.96B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.2K
+ 33.09%
$96.64 - $101.23 $1.47M - $1.54M
61.2K $5.93B
TLT
Ishares Barclays 20+ Year Trea

ETFs
17.4K
+ 32.01%
$87.1 - $98.49 $1.52M - $1.72M
71.8K $6.27B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.32K
+ 42.83%
$567.81 - $607.81 $750K - $803K
4.41K $2.58B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.15M
+ 196.35%
$22.4 - $68.28 $25.8M - $78.7M
1.74M $40.3B
SCHV
Schwab Strategic Tr Us Large C

ETFs
126K
+ 242.23%
$25.79 - $80.4 $3.26M - $10.2M
179K $4.66B
SUB
Ishares Short Term National Mu

ETFs
4.81K
+ 7.03%
$104.94 - $106.2 $505K - $511K
73.3K $7.74B
ITM
Vaneck Intermediate Muni ETF

ETFs
9.87K
New
$45.56 - $46.97 $450K - $464K
9.87K $455M
PK
Park Hotels & Resorts Inc.

Real Estate
31.9K
+ 34.43%
$13.68 - $15.82 $437K - $505K
125K $1.75B
IEFA
Ishares Tr

ETFs
4.4K
+ 75.17%
$70.06 - $77.43 $308K - $341K
10.2K $720M
TSLA
Tesla, Inc.

Consumer Cyclical
627
New
$213.65 - $479.86 $134K - $301K
627 $253M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.43K
New
$55.1 - $61.74 $244K - $273K
4.43K $245M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
26K
+ 9.87%
$12.74 - $14.23 $332K - $370K
290K $3.76B
SCHA
Schwab Strategic Tr Us Small C

ETFs
63.1K
+ 114.69%
$25.33 - $51.16 $1.6M - $3.23M
118K $3.06B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
23.9K
+ 6.9%
$24.94 - $26.14 $595K - $624K
370K $9.23B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
9.98K
+ 4.84%
$36.54 - $37.53 $365K - $375K
216K $7.96B
NVDA
Nvidia Corp

Technology
535
+ 7.0%
$117.0 - $148.88 $62.6K - $79.7K
8.18K $1.1B
VTI
Vanguard Total Stock Market Et

ETFs
161
+ 1.96%
$280.04 - $302.45 $45.1K - $48.7K
8.38K $2.43B
IWM
Ishares Russell 2000 ETF

ETFs
452
+ 41.35%
$216.13 - $242.4 $97.7K - $110K
1.55K $341M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.68K
+ 5.91%
$77.86 - $79.27 $131K - $133K
30.1K $2.35B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
117K
+ 111.83%
$22.63 - $47.53 $2.64M - $5.55M
221K $5.02B
WMT
Walmart Inc.

Consumer Defensive
29
+ 0.98%
$79.1 - $95.7 $2.29K - $2.78K
2.99K $270M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.42K
+ 4.96%
$23.42 - $24.25 $56.8K - $58.8K
51.3K $1.21B
TT
Trane Technologies PLC

Industrials
114
+ 18.91%
$369.35 - $419.14 $42.1K - $47.8K
717 $265M
CMF
Ishares California Muni Bond E

ETFs
638
+ 7.94%
$56.66 - $58.1 $36.1K - $37.1K
8.68K $497M
WW
Ww International, Inc.

Consumer Cyclical
13.7K
New
$0.72 - $1.96 $9.84K - $26.8K
13.7K $17.4M
HD
Home Depot, Inc.

Consumer Cyclical
64
+ 7.52%
$385.02 - $431.37 $24.6K - $27.6K
915 $356M
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.06K
+ 12.33%
$26.05 - $29.17 $79.6K - $89.2K
27.8K $729M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.42K
+ 2.54%
$45.38 - $46.88 $64.3K - $66.4K
57.1K $2.6B
WM
Waste Management Inc

Industrials
86
+ 2.39%
$201.79 - $228.46 $17.4K - $19.6K
3.68K $743M
NYF
Ishares New York Muni Bond ETF

ETFs
12
+ 0.2%
$52.85 - $54.34 $634 - $652
5.95K $317M
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 2.09%
$288.47 - $316.54 $4.9K - $5.38K
831 $241M
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.28%
$161.05 - $179.7 $644 - $719
1.41K $236M
MSFT
Microsoft Corp

Technology
91
+ 1.67%
$406.35 - $454.46 $37K - $41.4K
5.55K $2.34B
GLD
Spdr Gold Trust

ETFs
16
+ 0.11%
$236.59 - $257.5 $3.79K - $4.12K
15K $3.62B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
57
+ 1.49%
$58.88 - $64.8 $3.36K - $3.69K
3.87K $228M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
21
+ 0.1%
$51.54 - $52.55 $1.08K - $1.1K
21.4K $1.11B
JNJ
Johnson & Johnson

Healthcare
12
+ 0.47%
$143.34 - $165.86 $1.72K - $1.99K
2.54K $368M
HSY
Hershey CO

Consumer Defensive
4
+ 0.2%
$168.67 - $193.65 $675 - $775
2.05K $348M
UNH
Unitedhealth Group Inc

Healthcare
204
+ 5.99%
$485.52 - $625.25 $99K - $128K
3.61K $1.83B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
516K
+ 197.11%
$27.54 - $83.04 $14.2M - $42.8M
777K $21.5B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
499K
+ 113.58%
$18.41 - $40.87 $9.19M - $20.4M
939K $17.4B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.12K
+ 0.91%
$74.68 - $81.45 $83.6K - $91.1K
124K $9.3B
SCHG
Schwab Strategic Tr Us Large C

ETFs
303K
+ 244.77%
$25.93 - $105.3 $7.87M - $31.9M
427K $11.9B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
310K
+ 181.41%
$26.93 - $84.95 $8.34M - $26.3M
480K $13.1B
Activity Summary
Buys All Purchases 48 New Holdings 6 Increased Positions 42 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 4
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