Northeast Financial Group, Inc. Reduced Holdings in Q3 2025

Northeast Financial Group, Inc.

  • $402 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-249K
- 48.03%
$26.38 - $27.95 $6.57M - $6.96M
270K $7.36B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-50.8K
- 23.57%
$55.61 - $57.37 $2.82M - $2.91M
165K $9.4B
AMZN
Amazon Com Inc

Consumer Cyclical
-10.3K
- 67.3%
$211.65 - $238.24 $2.18M - $2.46M
5.01K $1.1B
MSFT
Microsoft Corp

Technology
-2.4K
- 47.12%
$491.09 - $535.64 $1.18M - $1.29M
2.69K $1.4B
GOOGL
Alphabet Inc.

Communication Services
-7.29K
- 48.43%
$174.36 - $254.72 $1.27M - $1.86M
7.76K $1.89B
DGRO
Ishares Core Dividend Growth E

ETFs
-7.37K
- 60.14%
$64.12 - $68.08 $473K - $502K
4.89K $333M
SCMB
Schwab Strategic Tr Mun Bd ETF
-7.53K
- 14.58%
N/A
44.1K $1.13B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-12.9K
- 14.01%
$25.29 - $28.33 $327K - $366K
79.3K $2.21B
Npk International Inc
-27K
- 28.78%
N/A
66.8K $756M
AMP
Ameriprise Financial Inc

Financial Services
-17
- 2.26%
$486.13 - $544.55 $8.26K - $9.26K
734 $361M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-246
- 3.61%
$72.57 - $74.72 $17.9K - $18.4K
6.56K $488M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-288
- 1.62%
$52.39 - $53.11 $15.1K - $15.3K
17.5K $927M
PG
Procter & Gamble CO

Consumer Defensive
-6
- 0.36%
$150.47 - $161.22 $903 - $967
1.65K $254M
IEFA
Ishares Tr

ETFs
-438
- 5.81%
$81.7 - $87.53 $35.8K - $38.3K
7.1K $621M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-422
- 4.25%
$25.67 - $27.21 $10.8K - $11.5K
9.51K $256M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-57
- 1.49%
$82.38 - $83.0 $4.7K - $4.73K
3.76K $312M
MCD
Mcdonalds Corp

Consumer Cyclical
-11
- 1.41%
$291.67 - $316.99 $3.21K - $3.49K
770 $234M
VO
Vanguard Mid Cap ETF

ETFs
-20
- 1.37%
$279.83 - $293.74 $5.6K - $5.87K
1.44K $422M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.48K
- 6.77%
$42.67 - $46.91 $63K - $69.2K
20.3K $951M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-22
- 2.62%
$393.18 - $439.39 $8.65K - $9.67K
817 $356M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-3
- 0.17%
$185.88 - $207.44 $558 - $622
1.77K $356M
AVGO
Broadcom Inc.

Technology
-25
- 2.63%
$264.74 - $369.57 $6.62K - $9.24K
926 $305M
XLK
Technology Sector Spdr

ETFs
-35
- 1.51%
$250.97 - $282.66 $8.78K - $9.89K
2.28K $642M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1
- -0.0%
$36.04 - $38.78 $36 - $38.8
29.1K $1.12B
VTI
Vanguard Total Stock Market Et

ETFs
-19
- 0.23%
$303.93 - $329.86 $5.77K - $6.27K
8.24K $2.7B
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
Track This Portfolio

Track Northeast Financial Group, Inc. Portfolio

Follow Northeast Financial Group, Inc. 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 Northeast Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Northeast Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email