Northeast Financial Group, Inc. Reduced Holdings in Q4 2024

Northeast Financial Group, Inc.

  • $273 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-16.6K
- 8.08%
$44.04 - $49.49 $731K - $821K
189K $8.31B
V
Visa Inc.

Financial Services
-5.33K
- 64.7%
$273.87 - $320.91 $1.46M - $1.71M
2.91K $919M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.7K
- 2.55%
$57.53 - $60.83 $270K - $286K
180K $10.3B
MUB
Ishares National Muni Bond ETF

ETFs
-4.14K
- 4.5%
$105.78 - $108.7 $438K - $450K
87.7K $9.35B
DGRO
Ishares Core Dividend Growth E

ETFs
-7.07K
- 27.53%
$60.73 - $64.94 $429K - $459K
18.6K $1.14B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-843
- 43.61%
$340.59 - $380.5 $287K - $321K
1.09K $399M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-305
- 1.21%
$38.37 - $42.82 $11.7K - $13.1K
25K $958M
VO
Vanguard Mid Cap ETF

ETFs
-323
- 17.4%
$261.5 - $284.63 $84.5K - $91.9K
1.53K $405M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.04K
- 6.5%
$33.92 - $36.6 $69.3K - $74.8K
29.4K $1.02B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-410
- 4.94%
$71.75 - $75.11 $29.4K - $30.8K
7.89K $567M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-431
- 9.57%
$81.68 - $82.93 $35.2K - $35.7K
4.07K $334M
XLK
Technology Sector Spdr

ETFs
-203
- 8.36%
$220.26 - $241.44 $44.7K - $49K
2.23K $518M
DFAX
Dimensional ETF Tr
-217
- 2.44%
$24.76 - $27.04 $5.37K - $5.87K
8.67K $216M
UPS
United Parcel Service Inc

Industrials
-32
- 1.66%
$122.65 - $138.35 $3.92K - $4.43K
1.9K $239M
ESSA
Essa Bancorp, Inc.

Financial Services
-700
- 4.28%
$18.15 - $20.98 $12.7K - $14.7K
15.6K $305M
SGOL
Abrdn Gold ETF Trust

ETFs
-224
- 1.41%
$24.46 - $26.62 $5.48K - $5.96K
15.7K $393M
MO
Altria Group, Inc.

Consumer Defensive
-30
- 0.49%
$49.06 - $57.74 $1.47K - $1.73K
6.1K $319M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-36
- 2.04%
$178.39 - $215.0 $6.42K - $7.74K
1.73K $333M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-23
- 0.92%
$521.84 - $558.82 $12K - $12.9K
2.47K $1.33B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.68K
- 11.69%
$180.88 - $232.93 $303K - $390K
12.7K $2.78B
AAPL
Apple Inc.

Technology
-133
- 1.55%
$221.69 - $259.02 $29.5K - $34.4K
8.42K $2.11B
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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