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
RLY
Ssga Active ETF Tr

ETFs
476K
+ 119914.11%
$26.85 - $29.18 $12.8M - $13.9M
476K $12.9B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
251K
New
$12.74 - $14.23 $3.19M - $3.57M
251K $3.26B
Calamos ETF Tr
59.6K
New
N/A
59.6K $1.44B
CGDV
Capital Group Divid Value ETF

ETFs
16.7K
+ 55.97%
$35.16 - $37.12 $588K - $621K
46.6K $1.64B
CGSD
Capital Grp Core Plus Income E
13.4K
+ 5.88%
N/A
241K $6.18B
CGCP
Capital Group Core Plus Income

ETFs
32.6K
+ 6.6%
$22.13 - $23.17 $722K - $756K
527K $11.7B
TSLA
Tesla, Inc.

Consumer Cyclical
30
+ 2.58%
$213.65 - $479.86 $6.41K - $14.4K
1.2K $483M
CGMU
Capital Group Core Plus Income
8.38K
+ 6.44%
N/A
138K $3.73B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.44K
+ 3.16%
$84.34 - $95.14 $122K - $137K
47K $4.1B
CCRV
Ishares U S ETF Tr Commodity C

ETFs
6.6K
New
$19.65 - $21.86 $130K - $144K
6.6K $132M
AMZN
Amazon Com Inc

Consumer Cyclical
10
+ 0.29%
$180.88 - $232.93 $1.81K - $2.33K
3.43K $752M
ABBV
Abb Vie Inc.

Healthcare
425
+ 117.08%
$164.99 - $203.87 $70.1K - $86.6K
788 $140M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
806
+ 10.05%
$86.65 - $94.9 $69.8K - $76.5K
8.83K $767M
Ishares Bitcoin Trust ETF
611
New
N/A
611 $32.4M
BMY
Bristol Myers Squibb CO

Healthcare
11
+ 0.17%
$51.92 - $59.94 $571 - $659
6.38K $361M
SPG
Simon Property Group Inc

Real Estate
173
New
$167.23 - $183.84 $28.9K - $31.8K
173 $29.8M
CI
Cigna Corp

Healthcare
127
+ 67.2%
$265.59 - $358.58 $33.7K - $45.5K
316 $87.3M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.67K
+ 3.57%
$89.9 - $100.66 $150K - $168K
48.4K $4.37B
V
Visa Inc.

Financial Services
1
+ 0.19%
$273.87 - $320.91 $274 - $321
514 $162M
AXP
American Express CO

Financial Services
1
+ 0.12%
$267.35 - $305.57 $267 - $306
816 $242M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
153
+ 32.48%
$28.38 - $39.27 $4.34K - $6.01K
624 $24.2M
HST
Host Hotels & Resorts, Inc.

Real Estate
500
New
$17.24 - $19.07 $8.62K - $9.54K
500 $8.76M
MRNA
Moderna, Inc.

Healthcare
200
New
$36.85 - $63.93 $7.37K - $12.8K
200 $8.32M
WEC
Wec Energy Group, Inc.

Utilities
76
New
$92.94 - $101.82 $7.06K - $7.74K
76 $7.11M
ORCL
Oracle Corp

Technology
64
+ 6.42%
$165.41 - $192.43 $10.6K - $12.3K
1.06K $177M
GLD
Spdr Gold Trust

ETFs
28
+ 7.0%
$236.59 - $257.5 $6.62K - $7.21K
428 $104M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
58
New
$109.14 - $121.63 $6.33K - $7.05K
58 $6.37M
Super Micro Computer Inc
200
New
N/A
200 $6.1M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.56%
$205.18 - $250.29 $205 - $250
181 $43.3M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
10
New
$260.53 - $404.79 $2.61K - $4.05K
10 $3.83M
Gsk PLC
162
+ 66.94%
N/A
404 $13.7M
FTNT
Fortinet, Inc.

Technology
40
New
$76.49 - $99.21 $3.06K - $3.97K
40 $3.78M
MO
Altria Group, Inc.

Consumer Defensive
32
+ 1.91%
$49.06 - $57.74 $1.57K - $1.85K
1.71K $89.3M
HOOD
Robinhood Markets, Inc.

Technology
100
New
$22.33 - $43.2 $2.23K - $4.32K
100 $3.73M
BAC
Bank Of America Corp

Financial Services
1
+ 0.12%
$39.22 - $47.77 $39.2 - $47.8
835 $36.7M
IBKR
Interactive Brokers Group, Inc.

Financial Services
20
New
$138.3 - $192.95 $2.77K - $3.86K
20 $3.53M
KEN
Kenon Holdings Ltd.

Utilities
100
New
$26.03 - $34.0 $2.6K - $3.4K
100 $3.4M
ABNB
Airbnb, Inc.

Consumer Cyclical
25
New
$125.36 - $147.37 $3.13K - $3.68K
25 $3.29M
HWM
Howmet Aerospace Inc.

Industrials
25
+ 147.06%
$99.72 - $120.09 $2.49K - $3K
42 $4.61M
EDOW
First Tr Exchange Traded Fd

ETFs
15
+ 0.19%
$35.29 - $38.02 $529 - $570
7.8K $283M
PAYX
Paychex Inc

Industrials
3
+ 0.75%
$135.86 - $148.73 $408 - $446
403 $56.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.18%
$278.19 - $315.36 $278 - $315
543 $156M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
30
New
$81.34 - $96.75 $2.44K - $2.9K
30 $2.44M
PYPL
Pay Pal Holdings, Inc.

Financial Services
20
+ 20.0%
$77.25 - $91.3 $1.55K - $1.83K
120 $10.2M
COF
Capital One Financial Corp

Financial Services
1
+ 1.27%
$145.19 - $192.01 $145 - $192
80 $14.2M
American Healthcare Reit Inc
9
+ 1.02%
N/A
888 $25.2M
AMT
American Tower Corp

Real Estate
16
+ 106.67%
$179.4 - $232.01 $2.87K - $3.71K
31 $5.63M
ET
Energy Transfer LP

Energy
10
+ 1.85%
$16.05 - $19.86 $161 - $199
551 $10.8M
NTGR
Netgear, Inc.

Technology
75
New
$19.06 - $29.03 $1.43K - $2.18K
75 $2.09M
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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