New England Capital Financial Advisors LLC Portfolio Holdings
New England Capital Financial Advisors LLC
- $197 Billion
- Q1 2025
New England Capital Financial Advisors LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $197 Billion distributed in 394 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Growth ETF Shs C with a value of $48.7B, Invesco S&P 500 Equal Weight E with a value of $18.8B, American Centy ETF Tr Avantis with a value of $18.2B, Ssga Active ETF Tr with a value of $13.8B, and Capital Group Core Plus Income with a value of $11.3B.
Examining the 13F form we can see an decrease of $8.26B in the current position value, from $205B to 197B.
New England Capital Financial Advisors LLC is based out at Meriden, CT
Below you can find more details about New England Capital Financial Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|---|---|---|---|---|
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
Summary
- Portfolio
- No. of Stocks 394
- Current Value $197 Billion
- Prior Value $205 Billion
- Filing
- Period Q1 2025
- Filing Date May 05, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 13 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 48 stocks