New England Capital Financial Advisors LLC Incresed Positions in Q3 2025

New England Capital Financial Advisors LLC

  • $235 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
2.16K
+ 0.15%
$40.2 - $44.58 $86.8K - $96.2K
1.44M $63.5B
AVUV
American Centy ETF Tr Avantis

ETFs
3.58K
+ 1.68%
$90.37 - $102.12 $323K - $365K
217K $21.6B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.62K
+ 1.47%
$181.56 - $190.33 $293K - $308K
111K $21.1B
RLY
Ssga Active ETF Tr

ETFs
5.13K
+ 1.06%
$29.22 - $30.91 $150K - $159K
487K $15B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.31K
+ 1.96%
$39.8 - $42.86 $171K - $185K
224K $9.59B
CGCP
Capital Group Core Plus Income

ETFs
24.1K
+ 4.43%
$22.27 - $22.95 $537K - $553K
568K $12.9B
CGDV
Capital Group Divid Value ETF

ETFs
10.1K
+ 11.35%
$39.59 - $42.21 $400K - $426K
99.1K $4.17B
AAPL
Apple Inc.

Technology
505
+ 6.61%
$202.38 - $256.87 $102K - $130K
8.15K $2.07B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.35K
+ 2.77%
$87.69 - $96.0 $119K - $130K
50.1K $4.73B
MU
Micron Technology Inc

Technology
2.02K
+ 15538.46%
$104.88 - $168.89 $212K - $341K
2.03K $340M
XCEM
Columbia ETF Tr Ii

ETFs
464
+ 0.44%
$33.85 - $36.86 $15.7K - $17.1K
106K $3.84B
CGSD
Capital Grp Core Plus Income E
8.56K
+ 3.3%
N/A
268K $6.97B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4.63K
+ 1.87%
$12.9 - $13.59 $59.7K - $62.9K
252K $3.38B
TSLA
Tesla, Inc.

Consumer Cyclical
13
+ 1.13%
$293.94 - $444.72 $3.82K - $5.78K
1.16K $517M
XOM
Exxon Mobil Corp

Energy
689
+ 8.97%
$105.83 - $117.22 $72.9K - $80.8K
8.37K $944M
HD
Home Depot, Inc.

Consumer Cyclical
125
+ 11.78%
$357.4 - $423.42 $44.7K - $52.9K
1.19K $481M
APH
Amphenol Corp

Technology
633
+ 165.27%
$97.39 - $125.4 $61.6K - $79.4K
1.02K $126M
JNJ
Johnson & Johnson

Healthcare
51
+ 2.24%
$155.17 - $185.42 $7.91K - $9.46K
2.33K $432M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
263
+ 2.13%
$87.07 - $93.06 $22.9K - $24.5K
12.6K $1.15B
ES
Eversource Energy

Utilities
23
+ 0.26%
$62.86 - $71.14 $1.45K - $1.64K
8.89K $632M
VTI
Vanguard Total Stock Market Et

ETFs
164
+ 102.5%
$303.93 - $329.86 $49.8K - $54.1K
324 $106M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
89
+ 8900.0%
$567.77 - $614.76 $50.5K - $54.7K
90 $55.1M
FITB
Fifth Third Bancorp

Financial Services
28
+ 0.18%
$40.91 - $46.28 $1.15K - $1.3K
15.5K $691M
BP
Bp PLC

Energy
1.13K
+ 129.32%
$30.25 - $35.69 $34.2K - $40.3K
2K $69M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
10
+ 0.21%
$79.39 - $90.39 $794 - $904
4.69K $416M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.16%
$175.16 - $255.24 $175 - $255
633 $154M
CVX
Chevron Corp

Energy
3
+ 0.11%
$145.57 - $161.83 $437 - $485
2.82K $438M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.11%
$237.77 - $353.61 $238 - $354
924 $319M
GLD
Spdr Gold Trust

ETFs
19
+ 4.44%
$300.96 - $355.47 $5.72K - $6.75K
447 $159M
ALLE
Allegion PLC

Industrials
2
+ 0.39%
$145.55 - $179.33 $291 - $359
521 $92.3M
AFL
Aflac Inc

Financial Services
1
+ 0.04%
$98.09 - $111.7 $98.1 - $112
2.76K $308M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.25%
$291.67 - $316.99 $875 - $951
1.22K $372M
Kenvue Inc
1.15K
+ 81.39%
N/A
2.56K $41.6M
AMZN
Amazon Com Inc

Consumer Cyclical
50
+ 1.52%
$211.65 - $238.24 $10.6K - $11.9K
3.34K $732M
MDT
Medtronic PLC

Healthcare
2
+ 0.15%
$87.67 - $95.74 $175 - $191
1.3K $124M
Ge Vernova Inc
1
+ 0.84%
N/A
120 $73.6M
PEP
Pepsico Inc

Consumer Defensive
9
+ 0.86%
$133.81 - $152.16 $1.2K - $1.37K
1.06K $149M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2
+ 1.56%
$103.83 - $179.9 $208 - $360
130 $23.3M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
7
+ 0.32%
$81.55 - $85.33 $571 - $597
2.19K $187M
MO
Altria Group, Inc.

Consumer Defensive
15
+ 1.54%
$57.75 - $67.68 $866 - $1.02K
992 $65.6M
DUK
Duke Energy Corp

Utilities
5
+ 0.4%
$116.31 - $125.93 $582 - $630
1.27K $157M
D
Dominion Energy, Inc

Utilities
88
+ 18.92%
$56.32 - $62.1 $4.96K - $5.46K
553 $33.8M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
22
+ 314.29%
$275.84 - $326.36 $6.07K - $7.18K
29 $9.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 5.38%
$546.99 - $602.2 $2.73K - $3.01K
98 $58.6M
Viking Holdings LTD
87
+ 51.18%
N/A
257 $16M
CVS
Cvs Health Corp

Healthcare
5
+ 0.51%
$58.75 - $76.5 $294 - $383
976 $73.6M
DRD
Drdgold LTD

Basic Materials
2
+ 0.44%
$13.32 - $28.41 $26.6 - $56.8
459 $12.7M
PLD
Prologis, Inc.

Real Estate
2
+ 0.31%
$104.08 - $115.35 $208 - $231
652 $74.7M
BK
Bank Of New York Mellon Corp

Financial Services
1
+ 0.3%
$90.65 - $109.75 $90.7 - $110
336 $36.7M
Activity Summary
Buys All Purchases 142 New Holdings 22 Increased Positions 120 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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