Northeast Financial Group, Inc. Portfolio Holdings

Northeast Financial Group, Inc.

  • $273 Billion
  • Q4 2024

Northeast Financial Group, Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $273 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $40.3B, Schwab Strategic U.S. Mid Cap with a value of $21.5B, Schwab Strategic Tr Intl Eqty with a value of $17.4B, Schwab Strategic Tr Us Dividen with a value of $13.1B, and Schwab Strategic Tr Us Large C with a value of $11.9B.

Examining the 13F form we can see an increase of $4.07B in the current position value, from $269B to 273B.

Northeast Financial Group, Inc. is based out at Tannersville, PA

Below you can find more details about Northeast Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $273 Billion
ETFs: $243 Billion
Technology: $6.71 Billion
Communication Services: $4.22 Billion
Consumer Defensive: $4.15 Billion
Consumer Cyclical: $3.84 Billion
Healthcare: $2.67 Billion
Financial Services: $2.12 Billion
Real Estate: $2.02 Billion
Other: $1.25 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $273 Billion
  • Prior Value $269 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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