New England Capital Financial Advisors LLC Purchases in Q4 2024

New England Capital Financial Advisors LLC

  • $205 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 1.22%
$481.22 - $538.17 $481 - $538
83 $42.2M
Sadot Group Inc
500
New
N/A
500 $1.9M
Weride Inc
130
New
N/A
130 $1.84M
ALKT
Alkami Technology, Inc.

Technology
50
New
$31.06 - $42.22 $1.55K - $2.11K
50 $1.83M
BK
Bank Of New York Mellon Corp

Financial Services
2
+ 0.61%
$70.82 - $81.87 $142 - $164
331 $25.4M
APH
Amphenol Corp

Technology
1
+ 0.27%
$62.07 - $75.35 $62.1 - $75.4
378 $26.2M
OPFI
Opp Fi Inc.

Technology
200
New
$4.47 - $8.33 $894 - $1.67K
200 $1.53M
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
2K
New
N/A
2K $1.4M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.71%
$63.31 - $82.85 $63.3 - $82.9
142 $10.5M
ACIW
Aci Worldwide, Inc.

Technology
25
New
$48.81 - $59.2 $1.22K - $1.48K
25 $1.3M
CVU
Cpi Aerostructures, Inc.

Industrials
300
New
$2.93 - $4.07 $879 - $1.22K
300 $1.22M
NRGV
Energy Vault Holdings, Inc.

Utilities
500
New
$0.88 - $2.47 $440 - $1.24K
500 $1.14M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
4
+ 0.54%
$42.89 - $48.05 $172 - $192
746 $33.6M
WBS
Webster Financial Corp

Financial Services
1
+ 0.83%
$44.33 - $62.82 $44.3 - $62.8
122 $6.74M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
4
+ 0.67%
$25.74 - $31.51 $103 - $126
597 $17M
ACHR
Archer Aviation Inc.

Industrials
100
New
$2.94 - $11.33 $294 - $1.13K
100 $975K
Brookfield Asset Managmt LTD
1
+ 0.77%
N/A
131 $7.08M
IRBO
Ishares Robotics & Artificial

ETFs
1
+ 0.34%
N/A
297 $11M
USB
Us Bancorp \De\

Financial Services
4
+ 1.25%
$43.98 - $53.66 $176 - $215
323 $15.4M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.4%
$43.37 - $51.46 $43.4 - $51.5
253 $12.2M
HPE
Hewlett Packard Enterprise CO

Technology
3
+ 0.36%
$19.31 - $23.95 $57.9 - $71.9
833 $17.8M
VTRS
Viatris Inc

Healthcare
7
+ 0.9%
$11.32 - $13.37 $79.2 - $93.6
786 $9.78M
WAVE
Eco Wave Power Global Ab (Publ)
50
New
$4.38 - $15.64 $219 - $782
50 $550K
Capital Group Dividend Growe
17
New
N/A
17 $499K
WPP
Wpp PLC

Communication Services
8
+ 1.92%
$49.35 - $56.55 $395 - $452
424 $21.8M
BHF
Brighthouse Financial, Inc.

Financial Services
10
New
$43.95 - $52.91 $440 - $529
10 $481K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.22%
$216.13 - $242.4 $216 - $242
453 $100M
Optinose Inc
666
New
N/A
666 $276K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1
+ 0.68%
$66.77 - $71.52 $66.8 - $71.5
149 $10.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 8.33%
$198.04 - $221.51 $198 - $222
13 $2.69M
AVUV
American Centy ETF Tr Avantis

ETFs
2
+ 28.57%
$94.37 - $106.41 $189 - $213
9 $888K
NFG
National Fuel Gas CO

Energy
3
+ 0.51%
$58.89 - $64.23 $177 - $193
590 $35.8M
KEY
Keycorp

Financial Services
1
+ 0.43%
$16.21 - $19.97 $16.2 - $20
236 $4.05M
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 1.03%
$118.38 - $133.06 $947 - $1.06K
783 $94.2M
CGXU
Capital Group Intl Focus Equit

ETFs
13
+ 13.68%
$24.67 - $26.94 $321 - $350
108 $2.66M
VDE
Vanguard Energy ETF

ETFs
1
+ 1.2%
$116.67 - $136.78 $117 - $137
84 $10.2M
LNC
Lincoln National Corp

Financial Services
1
+ 2.22%
$30.46 - $36.84 $30.5 - $36.8
46 $1.46M
Dragonfly Energy Holdings CO
10
New
N/A
10 $28K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.99%
$113.79 - $124.5 $114 - $125
102 $11.7M
PARA
Paramount Global

Communication Services
3
+ 0.52%
$10.27 - $11.57 $30.8 - $34.7
575 $6.02M
Annaly Capital Management In
2
+ 2.53%
N/A
81 $1.49M
AIG
American International Group, Inc.

Financial Services
1
+ 0.27%
$70.0 - $79.22 $70 - $79.2
365 $26.5M
STAG
Stag Industrial, Inc.

Real Estate
1
+ 2.78%
$33.22 - $39.1 $33.2 - $39.1
37 $1.24M
SAGE
Sage Therapeutics, Inc.

Healthcare
260
+ 29.12%
$4.78 - $8.57 $1.24K - $2.23K
1.15K $6.26M
UPS
United Parcel Service Inc

Industrials
1
+ 4.17%
$122.65 - $138.35 $123 - $138
25 $3.13M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
43
+ 2.76%
$12.43 - $13.36 $534 - $574
1.6K $20.1M
CC
Chemours CO

Basic Materials
1
+ 1.16%
$16.82 - $21.94 $16.8 - $21.9
87 $1.47M
CTVA
Corteva, Inc.

Basic Materials
1
+ 0.58%
$55.21 - $64.13 $55.2 - $64.1
172 $9.77M
TGT
Target Corp

Consumer Defensive
1
+ 6.25%
$121.59 - $160.69 $122 - $161
17 $2.24M
Activity Summary
Buys All Purchases 153 New Holdings 32 Increased Positions 121 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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