Northeast Financial Group, Inc. Incresed Positions in Q2 2024

Northeast Financial Group, Inc.

  • $234 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
51.5K
+ 91.77%
$55.45 - $57.39 $2.85M - $2.95M
108K $6.1B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
36.6K
+ 64.1%
$73.79 - $77.66 $2.7M - $2.84M
93.6K $7.1B
SCHX
Schwab Strategic Tr Us Large C

ETFs
16K
+ 3.38%
$58.7 - $64.78 $939K - $1.04M
489K $31.4B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
54.6K
+ 15.59%
$37.19 - $39.82 $2.03M - $2.17M
405K $15.6B
MUB
Ishares National Muni Bond ETF

ETFs
15K
+ 23.55%
$105.37 - $107.16 $1.58M - $1.6M
78.6K $8.37B
SCHO
Schwab Short Term Us Treasury

ETFs
27.2K
+ 7.9%
$47.75 - $48.13 $1.3M - $1.31M
372K $17.9B
AMZN
Amazon Com Inc

Consumer Cyclical
5.13K
+ 66.67%
$173.67 - $197.85 $891K - $1.02M
12.8K $2.48B
MSFT
Microsoft Corp

Technology
1.56K
+ 48.16%
$389.33 - $452.85 $607K - $706K
4.8K $2.15B
VTI
Vanguard Total Stock Market Et

ETFs
2.48K
+ 42.45%
$245.23 - $269.4 $607K - $667K
8.31K $2.22B
V
Visa Inc.

Financial Services
2.47K
+ 49.53%
$262.47 - $281.5 $649K - $696K
7.47K $1.96B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
12.7K
+ 7.05%
$35.59 - $36.41 $453K - $463K
193K $7.01B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.26K
+ 0.77%
$40.83 - $44.89 $51.5K - $56.6K
165K $7.21B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.4K
+ 6.53%
$95.11 - $97.92 $323K - $333K
55.4K $5.38B
TGT
Target Corp

Consumer Defensive
2.23K
+ 116.28%
$141.16 - $177.82 $315K - $396K
4.15K $614M
NVDA
Nvidia Corp

Technology
8.21K
+ 754.69%
$118.11 - $1224.4 $970K - $10.1M
9.3K $1.15B
SUB
Ishares Short Term National Mu

ETFs
1.53K
+ 3.42%
$104.04 - $104.8 $159K - $160K
46.1K $4.82B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
6.57K
+ 21.16%
$23.33 - $23.97 $153K - $158K
37.6K $891M
UNH
Unitedhealth Group Inc

Healthcare
146
+ 3.4%
$439.2 - $524.63 $64.1K - $76.6K
4.45K $2.26B
LLY
Eli Lilly & CO

Healthcare
3
+ 0.49%
$724.87 - $909.04 $2.17K - $2.73K
614 $556M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
533
+ 2.49%
$76.35 - $77.35 $40.7K - $41.2K
21.9K $1.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
76
+ 11.91%
$396.73 - $420.24 $30.2K - $31.9K
714 $290M
PG
Procter & Gamble CO

Consumer Defensive
75
+ 5.6%
$155.33 - $168.56 $11.6K - $12.6K
1.41K $233M
CMF
Ishares California Muni Bond E

ETFs
210
+ 3.23%
$56.38 - $57.26 $11.8K - $12K
6.72K $382M
HD
Home Depot, Inc.

Consumer Cyclical
44
+ 5.49%
$325.1 - $368.03 $14.3K - $16.2K
846 $291M
HSY
Hershey CO

Consumer Defensive
2
+ 0.1%
$182.0 - $209.51 $364 - $419
2.04K $376M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.57K
+ 4.09%
$75.69 - $81.19 $724K - $777K
244K $19B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.18K
+ 0.61%
$75.81 - $80.15 $89.5K - $94.7K
195K $15.1B
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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