Northeast Financial Consultants Inc Incresed Positions in Q4 2024

Northeast Financial Consultants Inc

  • $2.34 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
8.03K
+ 1.05%
$378.79 - $428.11 $3.04M - $3.44M
772K $317M
BXSL
Blackstone Secured Lending Fund

Financial Services
264K
+ 12.61%
$29.25 - $33.27 $7.74M - $8.8M
2.36M $76.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.29K
+ 0.44%
$180.88 - $232.93 $233K - $300K
297K $65.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.73K
+ 1.93%
$521.84 - $558.82 $4.56M - $4.88M
462K $249M
AAPL
Apple Inc.

Technology
1.04K
+ 0.32%
$221.69 - $259.02 $230K - $269K
322K $80.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.31K
+ 1.28%
$481.22 - $538.17 $1.11M - $1.25M
182K $93.2M
GOOG
Alphabet Inc.

Communication Services
980
+ 0.47%
$163.08 - $198.16 $160K - $194K
210K $40M
GOOGL
Alphabet Inc.

Communication Services
396
+ 0.21%
$161.86 - $196.66 $64.1K - $77.9K
190K $36M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.13K
+ 1.83%
$567.81 - $607.81 $1.78M - $1.9M
175K $102M
IGV
Ishares Expanded Tech Software

ETFs
1.82K
+ 0.55%
$87.5 - $110.17 $159K - $200K
330K $33M
ARCC
Ares Capital Corp

Financial Services
88.2K
+ 14.38%
$20.74 - $22.27 $1.83M - $1.96M
701K $15.4M
SLB
Schlumberger Limited

Energy
39.4K
+ 95.06%
$36.83 - $45.59 $1.45M - $1.79M
80.8K $3.1M
GS
Goldman Sachs Group Inc

Financial Services
258
+ 1.66%
$486.1 - $608.57 $125K - $157K
15.8K $9.06M
BX
Blackstone Inc.

Financial Services
251
+ 0.38%
$148.45 - $199.05 $37.3K - $50K
66.3K $11.4M
ORCC
Owl Rock Capital Corp

Financial Services
97.6K
+ 541.65%
N/A
116K $1.55M
V
Visa Inc.

Financial Services
274
+ 1.19%
$273.87 - $320.91 $75K - $87.9K
23.4K $7.38M
CRM
Salesforce, Inc.

Technology
1
+ 0.01%
$270.87 - $367.87 $271 - $368
16.2K $5.42M
ITOT
Ishares Core S&P Total U.S. St

ETFs
238
+ 0.11%
$124.26 - $134.12 $29.6K - $31.9K
222K $28.5M
VFH
Vanguard Financial ETF

ETFs
128
+ 0.16%
$108.87 - $126.2 $13.9K - $16.2K
79K $9.32M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.4K
+ 1.57%
$126.68 - $134.74 $937K - $997K
479K $61.1M
DGRO
Ishares Core Dividend Growth E

ETFs
38.3K
+ 2.72%
$60.73 - $64.94 $2.33M - $2.49M
1.45M $88.8M
NFLX
Netflix Inc

Communication Services
8
+ 0.39%
$687.65 - $936.56 $5.5K - $7.49K
2.03K $1.81M
BA
Boeing CO

Industrials
25
+ 0.17%
$138.14 - $180.72 $3.45K - $4.52K
14.8K $2.61M
MA
Mastercard Inc

Financial Services
18
+ 0.18%
$491.3 - $536.15 $8.84K - $9.65K
9.96K $5.25M
IVV
Ishares Core S&P 500 ETF

ETFs
207
+ 1.31%
$570.51 - $610.59 $118K - $126K
16K $9.41M
VB
Vanguard Small Cap ETF

ETFs
1.15K
+ 39.89%
$233.76 - $261.58 $268K - $300K
4.02K $965K
META
Meta Platforms, Inc.

Communication Services
430
+ 30.98%
$554.08 - $632.68 $238K - $272K
1.82K $1.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
342
+ 4.02%
$172.07 - $207.36 $58.8K - $70.9K
8.85K $1.75M
AXP
American Express CO

Financial Services
800
+ 94.56%
$267.35 - $305.57 $214K - $244K
1.65K $488K
BMY
Bristol Myers Squibb CO

Healthcare
1
+ 0.0%
$51.92 - $59.94 $51.9 - $59.9
41.8K $2.36M
IWB
Ishares Tr Russell 1000 ETF

ETFs
279
+ 2.4%
$311.11 - $335.64 $86.8K - $93.6K
11.9K $3.83M
GLW
Corning Inc

Technology
1.5K
+ 3.33%
$44.11 - $49.76 $66.2K - $74.6K
46.6K $2.21M
MTDR
Matador Resources CO

Energy
102
+ 0.45%
$50.33 - $60.91 $5.13K - $6.21K
22.5K $1.27M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.28K
+ 6.72%
$44.33 - $49.55 $190K - $212K
68K $3.05M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.16K
+ 2.52%
$176.42 - $186.91 $205K - $217K
47.1K $8.39M
CRWD
Crowd Strike Holdings, Inc.

Technology
89
+ 6.08%
$275.15 - $388.2 $24.5K - $34.5K
1.55K $531K
WFC
Wells Fargo & Company

Financial Services
800
+ 18.24%
$54.98 - $77.35 $44K - $61.9K
5.19K $364K
IBM
International Business Machines Corp

Technology
528
+ 9.23%
$204.9 - $238.04 $108K - $126K
6.25K $1.37M
RLYB
Rallybio Corp

Healthcare
74.3K
+ 336.54%
$0.86 - $1.2 $63.9K - $89.2K
96.4K $92K
VTRS
Viatris Inc

Healthcare
1.46K
+ 2.59%
$11.32 - $13.37 $16.5K - $19.5K
57.7K $718K
ORCL
Oracle Corp

Technology
467
+ 9.55%
$165.41 - $192.43 $77.2K - $89.9K
5.36K $892K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
393
+ 5.0%
$58.39 - $67.04 $22.9K - $26.3K
8.25K $523K
TXN
Texas Instruments Inc

Technology
234
+ 1.97%
N/A
12.1K $2.36M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
5
+ 0.32%
$340.59 - $380.5 $1.7K - $1.9K
1.55K $567K
GE
General Electric CO

Industrials
353
+ 28.13%
$159.95 - $194.23 $56.5K - $68.6K
1.61K $268K
IXN
Ishares Global Information Tec

ETFs
23
+ 0.19%
$80.67 - $87.84 $1.86K - $2.02K
12.2K $1.04M
T
At&T Inc.

Communication Services
800
+ 7.76%
$21.22 - $23.88 $17K - $19.1K
11.1K $252K
GLD
Spdr Gold Trust

ETFs
107
+ 3.17%
$236.59 - $257.5 $25.3K - $27.6K
3.48K $843K
SJM
J M Smucker CO

Consumer Defensive
300
+ 15.0%
$106.92 - $121.75 $32.1K - $36.5K
2.3K $253K
Activity Summary
Buys All Purchases 114 New Holdings 12 Increased Positions 102 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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