New England Capital Financial Advisors LLC Incresed Positions in Q4 2024

New England Capital Financial Advisors LLC

  • $205 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
CION
Cion Investment Corp

Financial Services
68
+ 3.03%
$11.25 - $12.08 $765 - $821
2.32K $26.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
7
+ 2.06%
$31.23 - $33.51 $219 - $235
347 $10.9M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
1
+ 0.39%
$83.21 - $88.08 $83.2 - $88.1
258 $22M
FBT
First Trust Nyse Arca Biotechn

ETFs
1
+ 1.04%
$161.65 - $178.69 $162 - $179
97 $16.1M
TSN
Tyson Foods, Inc.

Consumer Defensive
2
+ 0.76%
$57.14 - $64.54 $114 - $129
266 $15.3M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1
+ 0.46%
$101.77 - $113.02 $102 - $113
218 $23M
COP
Conocophillips

Energy
32
+ 5.34%
$95.12 - $114.72 $3.04K - $3.67K
631 $62.6M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8
+ 1.3%
$24.94 - $26.14 $200 - $209
622 $15.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
400
+ 200.0%
$26.93 - $84.95 $10.8K - $34K
600 $16.4M
OGN
Organon & Co.

Healthcare
3
+ 1.95%
$14.44 - $18.83 $43.3 - $56.5
157 $2.34M
EFC
Ellington Financial Inc.

Real Estate
63
+ 3.19%
$11.92 - $12.81 $751 - $807
2.04K $24.7M
FE
Firstenergy Corp

Utilities
2
+ 0.82%
$39.14 - $44.52 $78.3 - $89
245 $9.77M
SJM
J M Smucker CO

Consumer Defensive
1
+ 0.88%
$106.92 - $121.75 $107 - $122
114 $12.6M
UL
Unilever PLC

Consumer Defensive
2
+ 1.29%
$56.7 - $64.64 $113 - $129
157 $8.88M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.37%
$130.36 - $139.54 $130 - $140
268 $36M
SO
Southern CO

Utilities
2
+ 0.89%
$81.5 - $94.15 $163 - $188
227 $18.7M
GIS
General Mills Inc

Consumer Defensive
2
+ 1.12%
$62.78 - $74.62 $126 - $149
180 $11.5M
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.71%
$90.22 - $102.31 $90.2 - $102
142 $12.9M
KHC
Kraft Heinz CO

Consumer Defensive
6
+ 1.3%
$30.1 - $36.02 $181 - $216
467 $14.3M
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.57%
$75.95 - $88.05 $76 - $88.1
177 $13.5M
HOG
Harley Davidson, Inc.

Consumer Cyclical
1
+ 0.34%
$29.69 - $38.02 $29.7 - $38
297 $8.96M
HSY
Hershey CO

Consumer Defensive
1
+ 0.85%
$168.67 - $193.65 $169 - $194
119 $20.1M
HPQ
Hp Inc

Technology
4
+ 0.46%
$32.46 - $39.3 $130 - $157
872 $28.5M
XOM
Exxon Mobil Corp

Energy
602
+ 8.51%
$105.51 - $125.37 $63.5K - $75.5K
7.67K $826M
Kenvue Inc
16
+ 0.66%
N/A
2.43K $52M
QCOM
Qualcomm Inc

Technology
2
+ 0.64%
$150.4 - $178.04 $301 - $356
315 $48.4M
PSX
Phillips 66

Energy
2
+ 0.63%
$110.35 - $138.93 $221 - $278
321 $36.5M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
21
+ 2.24%
$54.2 - $60.92 $1.14K - $1.28K
958 $51.9M
PII
Polaris Inc.

Consumer Cyclical
3
+ 1.18%
$56.74 - $83.06 $170 - $249
257 $14.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.42%
$59.25 - $72.99 $119 - $146
476 $28.5M
CVX
Chevron Corp

Energy
3
+ 0.11%
$141.15 - $162.53 $423 - $488
2.86K $414M
BAX
Baxter International Inc

Healthcare
3
+ 0.39%
$28.63 - $37.84 $85.9 - $114
770 $22.4M
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
Track This Portfolio

Track New England Capital Financial Advisors LLC Portfolio

Follow New England Capital Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New England Capital Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Capital Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email