Northeast Financial Group, Inc. Incresed Positions in Q3 2025

Northeast Financial Group, Inc.

  • $402 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
31.3K
+ 254.43%
$617.65 - $666.84 $19.3M - $20.9M
43.6K $29B
SCHV
Schwab Strategic Tr Us Large C

ETFs
315K
+ 114.38%
$27.61 - $29.15 $8.7M - $9.19M
591K $17.2B
Goldman Sachs ETF Tr
172K
+ 149.99%
N/A
286K $15B
IWM
Ishares Russell 2000 ETF

ETFs
33.8K
+ 322.12%
$214.92 - $244.84 $7.26M - $8.28M
44.3K $10.7B
SCHG
Schwab Strategic Tr Us Large C

ETFs
202K
+ 39.12%
$28.92 - $32.19 $5.85M - $6.51M
719K $23B
SCHX
Schwab Strategic Tr Us Large C

ETFs
132K
+ 7.38%
$24.46 - $26.5 $3.24M - $3.51M
1.93M $50.7B
VNQ
Vanguard Specialized Funds Van

ETFs
73.8K
+ 159.51%
$88.47 - $93.24 $6.53M - $6.88M
120K $11B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
232K
+ 1616.28%
$23.54 - $23.97 $5.47M - $5.56M
247K $5.9B
TSLA
Tesla, Inc.

Consumer Cyclical
4.4K
+ 53.48%
$293.94 - $444.72 $1.29M - $1.96M
12.6K $5.62B
AAPL
Apple Inc.

Technology
8.36K
+ 74.66%
$202.38 - $256.87 $1.69M - $2.15M
19.6K $4.98B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
181K
+ 56.63%
$12.9 - $13.59 $2.34M - $2.46M
501K $6.72B
MUB
Ishares National Muni Bond ETF

ETFs
21.5K
+ 18.41%
$103.24 - $106.68 $2.22M - $2.29M
138K $14.7B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.06K
+ 0.72%
$28.15 - $30.13 $171K - $183K
850K $25.2B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
28.6K
+ 23.67%
$50.53 - $50.82 $1.45M - $1.45M
149K $7.59B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.7K
+ 1.89%
$21.69 - $23.34 $361K - $389K
898K $20.9B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.09K
+ 0.46%
$49.43 - $54.52 $53.9K - $59.5K
238K $12.9B
SCHO
Schwab Short Term Us Treasury

ETFs
36.8K
+ 7.14%
$24.23 - $24.42 $892K - $899K
552K $13.5B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
8.26K
+ 5.94%
$73.94 - $78.51 $611K - $648K
147K $11.4B
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.03K
+ 7.16%
$85.01 - $90.35 $512K - $545K
90.2K $8.07B
GLD
Spdr Gold Trust

ETFs
135
+ 1.42%
$300.96 - $355.47 $40.6K - $48K
9.63K $3.42B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
18.8K
+ 8.18%
$22.9 - $23.58 $431K - $443K
249K $5.84B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.17K
+ 6.33%
$97.75 - $100.75 $408K - $420K
70.1K $7.03B
NVDA
Nvidia Corp

Technology
55
+ 0.37%
$153.3 - $186.58 $8.43K - $10.3K
15K $2.8B
WMT
Walmart Inc.

Consumer Defensive
2.85K
+ 90.08%
$94.4 - $104.27 $269K - $297K
6.01K $619M
MSTR
Microstrategy Inc

Technology
1.8K
+ 51.43%
$300.7 - $455.9 $541K - $821K
5.3K $1.71B
HD
Home Depot, Inc.

Consumer Cyclical
504
+ 55.81%
$357.4 - $423.42 $180K - $213K
1.41K $570M
SUB
Ishares Short Term National Mu

ETFs
1.87K
+ 2.48%
$106.17 - $107.3 $198K - $201K
77.3K $8.25B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.25K
+ 1.3%
$25.21 - $25.99 $107K - $110K
330K $8.53B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
5.82K
+ 7.49%
$21.89 - $23.17 $127K - $135K
83.5K $1.93B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.01K
+ 2.61%
$44.22 - $45.74 $89K - $92.1K
79.2K $3.61B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.8K
+ 6.01%
$78.96 - $80.04 $142K - $144K
31.7K $2.54B
HSY
Hershey CO

Consumer Defensive
400
+ 26.35%
$161.95 - $193.45 $64.8K - $77.4K
1.92K $359M
ORCL
Oracle Corp

Technology
6
+ 0.38%
$218.96 - $328.33 $1.31K - $1.97K
1.6K $449M
COST
Costco Wholesale Corp

Consumer Defensive
119
+ 37.07%
$915.95 - $994.57 $109K - $118K
440 $408M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.11%
$567.77 - $614.76 $1.14K - $1.23K
1.89K $1.16B
JNJ
Johnson & Johnson

Healthcare
38
+ 1.82%
$155.17 - $185.42 $5.9K - $7.05K
2.13K $395M
SGOL
Abrdn Gold ETF Trust

ETFs
290
+ 3.29%
$31.18 - $36.81 $9.04K - $10.7K
9.09K $335M
CMF
Ishares California Muni Bond E

ETFs
682
+ 7.27%
$55.16 - $57.13 $37.6K - $39K
10.1K $574M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
58
+ 7.72%
$459.11 - $506.91 $26.6K - $29.4K
809 $407M
META
Meta Platforms, Inc.

Communication Services
30
+ 8.57%
$695.21 - $791.73 $20.9K - $23.8K
380 $279M
NYF
Ishares New York Muni Bond ETF

ETFs
42
+ 0.78%
$51.6 - $53.44 $2.17K - $2.24K
5.46K $291M
LLY
Eli Lilly & CO

Healthcare
25
+ 4.01%
$625.65 - $812.69 $15.6K - $20.3K
648 $494M
KO
Coca Cola CO

Consumer Defensive
125
+ 3.35%
$65.67 - $71.67 $8.21K - $8.96K
3.85K $256M
Activity Summary
Buys All Purchases 51 New Holdings 7 Increased Positions 44 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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