New England Capital Financial Advisors
Latest statistics and disclosures from New England Capital Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CGGR, AVUV, RSP, RLY, CGCP, and represent 52.82% of New England Capital Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: HFSI (+$11M), VCRB (+$5.0M), CGDV, CGMU, SPDW, CSRE, RSP, RLY, SLYG, PDBC.
- Started 28 new stock positions in SA, Opendoor Technologies, DFIS, Unilever, FS Specialty Lending Fund, Opendoor Technologies, BE, SYM, TOUS, Opendoor Technologies.
- Reduced shares in these 10 stocks: CGGR, EVLN, CGCP, MU, CGSD, SPYG, SPYV, VOO, VTI, RTX.
- Sold out of its positions in ADT, ANET, ALAB, DFLI, ETSY, FGBI, SHLD, HBI, HST, K. NRDY, NMAX, NEE, FLRN, SRDX, TTI, TTE, UL, VBR, VUG, ZIMV.
- New England Capital Financial Advisors was a net buyer of stock by $17M.
- New England Capital Financial Advisors has $256M in assets under management (AUM), dropping by 8.82%.
- Central Index Key (CIK): 0001964652
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Portfolio Holdings for New England Capital Financial Advisors
New England Capital Financial Advisors holds 426 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 24.7 | $63M | 1.4M | 44.47 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 8.7 | $22M | 219k | 101.98 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 8.4 | $22M | 113k | 191.56 |
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| Ssga Active Etf Tr State Street Mul (RLY) | 6.1 | $16M | 494k | 31.45 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 4.9 | $13M | -2% | 555k | 22.64 |
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| Spdr Series Trust State Street Spd (SPYG) | 4.7 | $12M | 114k | 106.70 |
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| Spdr Series Trust State Street Spd (SPYV) | 4.6 | $12M | 209k | 56.81 |
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| Hartford Fds Exchange Traded Strategic Income (HFSI) | 4.4 | $11M | NEW | 316k | 35.48 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 4.0 | $10M | +3% | 232k | 44.41 |
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 2.6 | $6.7M | -3% | 259k | 26.01 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 2.0 | $5.0M | NEW | 65k | 77.89 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 2.0 | $5.0M | +15% | 115k | 43.64 |
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| Spdr Series Trust State Street Spd (SLYG) | 1.9 | $4.9M | +4% | 52k | 94.19 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 1.7 | $4.3M | +10% | 156k | 27.38 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 1.6 | $4.2M | +3% | 110k | 38.36 |
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| Cohen & Steers Etf Trust Real Estate Acti (CSRE) | 1.6 | $4.0M | +7% | 156k | 25.51 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.4 | $3.5M | +5% | 266k | 13.25 |
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| Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) | 1.2 | $3.0M | -12% | 61k | 49.47 |
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| Apple (AAPL) | 0.9 | $2.2M | 8.2k | 271.86 |
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| Calamos Etf Tr S&p 500 Structu (CPSD) | 0.6 | $1.5M | 58k | 26.02 |
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| Spdr Series Trust State Street Spd (MDYG) | 0.5 | $1.2M | +6% | 13k | 92.43 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $1.1M | -4% | 6.1k | 183.41 |
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| Procter & Gamble Company (PG) | 0.4 | $1.0M | 7.3k | 143.31 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.0M | 8.4k | 120.34 |
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| Wal-Mart Stores (WMT) | 0.3 | $887k | 8.0k | 111.41 |
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| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.3 | $806k | +7% | 11k | 76.71 |
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| Amazon (AMZN) | 0.3 | $744k | -3% | 3.2k | 230.84 |
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| NVIDIA Corporation (NVDA) | 0.3 | $737k | +11% | 4.0k | 186.49 |
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| Microsoft Corporation (MSFT) | 0.3 | $716k | 1.5k | 483.66 |
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| Fifth Third Ban (FITB) | 0.3 | $697k | -3% | 15k | 46.81 |
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| Equifax (EFX) | 0.3 | $658k | 3.0k | 216.99 |
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| Eversource Energy (ES) | 0.2 | $600k | 8.9k | 67.33 |
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| Bowhead Specialty Hldgs Com Shs (BOW) | 0.2 | $567k | 20k | 28.54 |
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| Tesla Motors (TSLA) | 0.2 | $533k | 1.2k | 449.55 |
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| Trane Technologies SHS (TT) | 0.2 | $520k | 1.3k | 389.25 |
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| Johnson & Johnson (JNJ) | 0.2 | $485k | 2.3k | 206.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $466k | 926.00 | 502.65 |
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| Chevron Corporation (CVX) | 0.2 | $430k | 2.8k | 152.42 |
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| Coca-Cola Company (KO) | 0.2 | $430k | 6.2k | 69.91 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.2 | $428k | 4.7k | 90.96 |
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| Home Depot (HD) | 0.2 | $421k | +3% | 1.2k | 344.17 |
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| McDonald's Corporation (MCD) | 0.1 | $375k | 1.2k | 305.56 |
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| At&t (T) | 0.1 | $366k | 15k | 24.84 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $357k | -8% | 8.9k | 40.35 |
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| Bristol Myers Squibb (BMY) | 0.1 | $344k | +2% | 6.4k | 53.94 |
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| Meta Platforms Cl A (META) | 0.1 | $337k | -2% | 510.00 | 660.15 |
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| Ge Aerospace Com New (GE) | 0.1 | $324k | +36% | 1.1k | 308.16 |
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| Walt Disney Company (DIS) | 0.1 | $319k | +7% | 2.8k | 113.76 |
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| UnitedHealth (UNH) | 0.1 | $306k | 925.00 | 330.25 |
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| AFLAC Incorporated (AFL) | 0.1 | $305k | 2.8k | 110.26 |
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| Micron Technology (MU) | 0.1 | $295k | -49% | 1.0k | 285.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $289k | +2% | 924.00 | 313.06 |
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| American Express Company (AXP) | 0.1 | $286k | -4% | 772.00 | 370.19 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $282k | 1.2k | 227.51 |
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| Carrier Global Corporation (CARR) | 0.1 | $252k | 4.8k | 52.85 |
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| Oracle Corporation (ORCL) | 0.1 | $242k | 1.2k | 194.94 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $230k | 2.6k | 87.35 |
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| Merck & Co (MRK) | 0.1 | $228k | 2.2k | 105.25 |
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| Manulife Finl Corp (MFC) | 0.1 | $216k | 5.9k | 36.28 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $199k | 633.00 | 313.61 |
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| Hubbell (HUBB) | 0.1 | $192k | 433.00 | 443.79 |
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| Anthem (ELV) | 0.1 | $191k | 544.00 | 350.81 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $188k | 2.2k | 85.10 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $182k | +2% | 458.00 | 396.54 |
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| Visa Com Cl A (V) | 0.1 | $178k | 509.00 | 350.50 |
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| Hartford Financial Services (HIG) | 0.1 | $174k | +16% | 1.3k | 137.84 |
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| Cisco Systems (CSCO) | 0.1 | $164k | 2.1k | 77.01 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $158k | 1.3k | 119.75 |
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| Ge Vernova (GEV) | 0.1 | $157k | +100% | 240.00 | 652.89 |
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| Netflix (NFLX) | 0.1 | $155k | +927% | 1.7k | 93.76 |
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| Regions Financial Corporation (RF) | 0.1 | $155k | 5.7k | 27.10 |
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| Pepsi (PEP) | 0.1 | $152k | 1.1k | 143.46 |
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| Air Products & Chemicals (APD) | 0.1 | $151k | 611.00 | 247.07 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $149k | 1.3k | 117.19 |
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| Unum (UNM) | 0.1 | $148k | 1.9k | 77.52 |
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| Pfizer (PFE) | 0.1 | $142k | 5.7k | 24.90 |
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| International Business Machines (IBM) | 0.1 | $139k | 470.00 | 296.17 |
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| Amphenol Corp Cl A (APH) | 0.1 | $139k | 1.0k | 135.09 |
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| Global Payments (GPN) | 0.1 | $137k | 1.8k | 77.39 |
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| Medtronic SHS (MDT) | 0.1 | $135k | +7% | 1.4k | 96.07 |
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| Philip Morris International (PM) | 0.1 | $130k | 808.00 | 160.50 |
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| Abbvie (ABBV) | 0.0 | $123k | 538.00 | 228.49 |
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| Verizon Communications (VZ) | 0.0 | $123k | 3.0k | 40.72 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $122k | 544.00 | 224.61 |
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| Goldman Sachs (GS) | 0.0 | $119k | +800% | 135.00 | 879.00 |
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| Hilltop Holdings (HTH) | 0.0 | $115k | NEW | 3.4k | 33.94 |
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| Costco Wholesale Corporation (COST) | 0.0 | $113k | 131.00 | 860.22 |
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| Caterpillar (CAT) | 0.0 | $109k | 189.00 | 573.89 |
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| Crane Company Common Stock (CR) | 0.0 | $105k | 567.00 | 184.43 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $103k | 1.1k | 91.96 |
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| Rockwell Automation (ROK) | 0.0 | $97k | 250.00 | 389.57 |
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| Alliant Energy Corporation (LNT) | 0.0 | $97k | 1.5k | 65.01 |
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| T Rowe Price Etf International Eq (TOUS) | 0.0 | $97k | NEW | 2.8k | 34.50 |
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| Fidelity National Information Services (FIS) | 0.0 | $92k | 1.4k | 66.47 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $91k | 3.2k | 28.82 |
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| Ingersoll Rand (IR) | 0.0 | $91k | 1.1k | 79.23 |
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| Cigna Corp (CI) | 0.0 | $88k | 320.00 | 275.16 |
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| TJX Companies (TJX) | 0.0 | $88k | 570.00 | 153.61 |
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| Prologis (PLD) | 0.0 | $84k | 654.00 | 127.71 |
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| Allegion Ord Shs (ALLE) | 0.0 | $83k | 522.00 | 159.16 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $82k | 394.00 | 209.12 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $80k | +27% | 117.00 | 680.77 |
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| Wells Fargo & Company (WFC) | 0.0 | $78k | 839.00 | 93.15 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $76k | 408.00 | 185.31 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $75k | 169.00 | 444.59 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $75k | +14% | 231.00 | 322.75 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $73k | 96.00 | 756.46 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $71k | +16% | 173.00 | 412.77 |
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| General Dynamics Corporation (GD) | 0.0 | $71k | 209.00 | 337.20 |
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| CVS Caremark Corporation (CVS) | 0.0 | $70k | -9% | 880.00 | 79.34 |
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| BP Sponsored Adr (BP) | 0.0 | $70k | 2.0k | 34.74 |
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| Deere & Company (DE) | 0.0 | $69k | 147.00 | 466.80 |
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| Intel Corporation (INTC) | 0.0 | $68k | 1.8k | 36.89 |
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| Palo Alto Networks (PANW) | 0.0 | $65k | +185% | 354.00 | 184.20 |
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| ConocoPhillips (COP) | 0.0 | $63k | 672.00 | 93.64 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $63k | +17% | 1.3k | 49.65 |
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| United Parcel Service CL B (UPS) | 0.0 | $62k | +46% | 630.00 | 99.12 |
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| Stanley Black & Decker (SWK) | 0.0 | $62k | 835.00 | 74.31 |
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| Enbridge (ENB) | 0.0 | $62k | 1.3k | 47.83 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $61k | 973.00 | 62.99 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $61k | 99.00 | 612.33 |
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| Gilead Sciences (GILD) | 0.0 | $60k | 492.00 | 122.76 |
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| Qualcomm (QCOM) | 0.0 | $58k | 342.00 | 170.82 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $58k | 2.0k | 29.90 |
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| Altria (MO) | 0.0 | $58k | 1.0k | 57.65 |
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| Abbott Laboratories (ABT) | 0.0 | $58k | 462.00 | 125.20 |
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| First Tr Exchange Traded Nasdq Artfcial (ROBT) | 0.0 | $56k | +10% | 1.1k | 51.88 |
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| Allstate Corporation (ALL) | 0.0 | $55k | -29% | 264.00 | 208.15 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $54k | -20% | 312.00 | 173.53 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $54k | -50% | 160.00 | 335.27 |
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| Eaton Corp SHS (ETN) | 0.0 | $53k | NEW | 167.00 | 318.51 |
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| L3harris Technologies (LHX) | 0.0 | $50k | 170.00 | 293.57 |
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| National Fuel Gas (NFG) | 0.0 | $48k | 598.00 | 80.04 |
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| Paychex (PAYX) | 0.0 | $47k | 415.00 | 112.27 |
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| Urban Outfitters (URBN) | 0.0 | $45k | 600.00 | 75.26 |
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| Edwards Lifesciences (EW) | 0.0 | $45k | 528.00 | 85.25 |
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| Kenvue (KVUE) | 0.0 | $44k | 2.6k | 17.25 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $43k | 49.00 | 878.35 |
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $43k | 914.00 | 47.08 |
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| Synovus Finl Corp Com New (SNV) | 0.0 | $43k | 859.00 | 50.07 |
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| Boeing Company (BA) | 0.0 | $42k | 195.00 | 217.55 |
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| Phillips 66 (PSX) | 0.0 | $42k | 328.00 | 129.00 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $42k | 192.00 | 219.78 |
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| Honeywell International (HON) | 0.0 | $41k | 212.00 | 194.77 |
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| Yum! Brands (YUM) | 0.0 | $41k | 273.00 | 151.04 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $40k | 931.00 | 43.23 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $39k | 338.00 | 116.14 |
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| Broadcom (AVGO) | 0.0 | $39k | 112.00 | 346.11 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $38k | 1.0k | 38.34 |
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| Southwest Airlines (LUV) | 0.0 | $38k | -51% | 928.00 | 41.31 |
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| Wp Carey (WPC) | 0.0 | $38k | 583.00 | 64.33 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $37k | 210.00 | 177.75 |
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| Eli Lilly & Co. (LLY) | 0.0 | $37k | +142% | 34.00 | 1085.29 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $37k | 300.00 | 121.75 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $35k | +50% | 751.00 | 45.91 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $34k | 162.00 | 210.35 |
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| Simon Property (SPG) | 0.0 | $34k | 182.00 | 184.85 |
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| Pentair SHS (PNR) | 0.0 | $34k | 323.00 | 104.14 |
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| Calamos Etf Tr S&p 500 Structur (CPSR) | 0.0 | $33k | 1.3k | 25.20 |
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| Nvent Electric SHS (NVT) | 0.0 | $33k | 323.00 | 101.97 |
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| Dominion Resources (D) | 0.0 | $32k | 553.00 | 58.58 |
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| Travelers Companies (TRV) | 0.0 | $32k | 110.00 | 290.06 |
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| Ellington Financial Inc ellington financ (EFC) | 0.0 | $31k | +2% | 2.3k | 13.58 |
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| Ubiquiti (UI) | 0.0 | $31k | 56.00 | 552.43 |
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| Crane Holdings (CXT) | 0.0 | $30k | 641.00 | 47.06 |
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| Kraft Heinz (KHC) | 0.0 | $30k | +70% | 1.2k | 24.25 |
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| Wec Energy Group (WEC) | 0.0 | $29k | 279.00 | 105.52 |
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| Citigroup Com New (C) | 0.0 | $29k | -5% | 252.00 | 116.75 |
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| MetLife (MET) | 0.0 | $29k | 363.00 | 78.87 |
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| Becton, Dickinson and (BDX) | 0.0 | $29k | 147.00 | 194.07 |
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| First Tr Exchange-traded Indxx Nextg Etf (NXTG) | 0.0 | $28k | 262.00 | 107.89 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $28k | 390.00 | 71.40 |
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| Diageo Spon Adr New (DEO) | 0.0 | $27k | +2% | 308.00 | 86.36 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $26k | 489.00 | 53.82 |
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| Cion Invt Corp (CION) | 0.0 | $26k | +3% | 2.7k | 9.67 |
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| American Intl Group Com New (AIG) | 0.0 | $26k | 302.00 | 85.54 |
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| Welltower Inc Com reit (WELL) | 0.0 | $25k | 136.00 | 185.67 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $25k | 192.00 | 130.33 |
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| Shell Spon Ads (SHEL) | 0.0 | $25k | 338.00 | 73.45 |
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| Sarepta Therapeutics (SRPT) | 0.0 | $24k | 1.1k | 21.52 |
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| Ford Motor Company (F) | 0.0 | $24k | +5% | 1.8k | 13.12 |
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| Bank of America Corporation (BAC) | 0.0 | $24k | 426.00 | 55.06 |
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| 3M Company (MMM) | 0.0 | $23k | 145.00 | 160.10 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $23k | NEW | 65.00 | 350.00 |
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| Macerich Company (MAC) | 0.0 | $22k | 1.2k | 18.46 |
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| Paccar (PCAR) | 0.0 | $22k | 200.00 | 109.51 |
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| FedEx Corporation (FDX) | 0.0 | $22k | 76.00 | 287.38 |
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| Hershey Company (HSY) | 0.0 | $21k | -4% | 115.00 | 181.23 |
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| GSK Sponsored Adr (GSK) | 0.0 | $21k | 421.00 | 48.98 |
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| Nucor Corporation (NUE) | 0.0 | $20k | 125.00 | 163.11 |
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| Southern Company (SO) | 0.0 | $20k | 233.00 | 87.29 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $20k | 846.00 | 24.02 |
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| Vulcan Materials Company (VMC) | 0.0 | $20k | 71.00 | 285.27 |
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| Prudential Financial (PRU) | 0.0 | $20k | 178.00 | 113.17 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $20k | 225.00 | 89.26 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $20k | 97.00 | 205.85 |
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| Valvoline Inc Common (VVV) | 0.0 | $20k | 686.00 | 29.06 |
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| Hp (HPQ) | 0.0 | $20k | 893.00 | 22.28 |
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| Canadian Natl Ry (CNI) | 0.0 | $20k | 200.00 | 98.85 |
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| Zimmer Holdings (ZBH) | 0.0 | $20k | 220.00 | 89.81 |
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| Capital One Financial (COF) | 0.0 | $20k | 81.00 | 241.32 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $19k | 303.00 | 64.10 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $19k | 273.00 | 70.53 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $19k | 118.00 | 162.64 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $19k | 130.00 | 146.78 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $19k | 599.00 | 30.95 |
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| Global Ship Lease Com Cl A (GSL) | 0.0 | $19k | 528.00 | 35.03 |
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| Viking Holdings Ord Shs (VIK) | 0.0 | $18k | 257.00 | 71.51 |
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| Sempra Energy (SRE) | 0.0 | $18k | 205.00 | 88.30 |
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| Principal Financial (PFG) | 0.0 | $18k | 200.00 | 88.21 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $18k | 638.00 | 27.43 |
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| Polaris Industries (PII) | 0.0 | $17k | 271.00 | 63.21 |
|
|
| Nike CL B (NKE) | 0.0 | $17k | 268.00 | 63.81 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $17k | 413.00 | 41.08 |
|
|
| Spdr Series Trust State Street Spd (SPAB) | 0.0 | $17k | 648.00 | 25.73 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $16k | 150.00 | 108.49 |
|
|
| Tyson Foods Cl A (TSN) | 0.0 | $16k | 275.00 | 58.69 |
|
|
| Berkshire Hills Ban (BBT) | 0.0 | $16k | 609.00 | 26.37 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $16k | +60% | 101.00 | 155.05 |
|
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $16k | 823.00 | 18.91 |
|
|
| Abercrombie & Fitch Cl A (ANF) | 0.0 | $16k | 123.00 | 126.02 |
|
|
| Calamos Etf Tr S&p 500 Structur (CPSP) | 0.0 | $15k | 585.00 | 26.07 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $15k | 281.00 | 53.43 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $14k | 144.00 | 99.67 |
|
|
| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $14k | 297.00 | 48.11 |
|
|
| Drdgold Spon Adr Repstg (DRD) | 0.0 | $14k | 459.00 | 31.02 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $14k | 24.00 | 570.92 |
|
|
| Entergy Corporation (ETR) | 0.0 | $14k | 148.00 | 92.43 |
|
|
| Baxter International (BAX) | 0.0 | $14k | -23% | 706.00 | 19.10 |
|
| Primerica (PRI) | 0.0 | $13k | 50.00 | 258.36 |
|
|
| Bath & Body Works In (BBWI) | 0.0 | $13k | 643.00 | 20.07 |
|
|
| Ashland (ASH) | 0.0 | $13k | 218.00 | 58.67 |
|
|
| Jefferies Finl Group (JEF) | 0.0 | $13k | 204.00 | 62.06 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $13k | 91.00 | 137.88 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $12k | 60.00 | 203.05 |
|
|
| Calamos Etf Tr S&p 500 Structur (CPSO) | 0.0 | $12k | NEW | 448.00 | 27.06 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $12k | 48.00 | 252.25 |
|
|
| Spdr Series Trust State Street Spd (SPLG) | 0.0 | $12k | 151.00 | 79.96 |
|
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $12k | 58.00 | 205.60 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $12k | 55.00 | 215.80 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $12k | 111.00 | 106.12 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $12k | 46.00 | 256.04 |
|
|
| Ventas (VTR) | 0.0 | $12k | 152.00 | 77.38 |
|
|
| FirstEnergy (FE) | 0.0 | $12k | 261.00 | 44.77 |
|
|
| Corteva (CTVA) | 0.0 | $12k | 173.00 | 67.18 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $12k | 119.00 | 97.45 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $12k | 92.00 | 125.40 |
|
|
| Corning Incorporated (GLW) | 0.0 | $12k | 132.00 | 87.39 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $12k | 145.00 | 79.21 |
|
|
| Biohaven (BHVN) | 0.0 | $11k | 1.0k | 11.29 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $11k | 300.00 | 37.00 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $11k | 87.00 | 125.87 |
|
|
| Unilever Spon Adr New | 0.0 | $11k | NEW | 165.00 | 65.40 |
|
| HudBay Minerals (HBM) | 0.0 | $11k | +5% | 540.00 | 19.85 |
|
| Block Cl A (XYZ) | 0.0 | $11k | 162.00 | 65.09 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $11k | 29.00 | 361.07 |
|
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $10k | NEW | 315.00 | 32.94 |
|
| WPP Adr (WPP) | 0.0 | $10k | +2% | 455.00 | 22.47 |
|
| Viatris (VTRS) | 0.0 | $10k | 818.00 | 12.45 |
|
|
| Calamos Etf Tr S&p 500 Stru Feb (CPSF) | 0.0 | $10k | 398.00 | 25.59 |
|
|
| Guidewire Software (GWRE) | 0.0 | $10k | 50.00 | 201.02 |
|
|
| Fortune Brands (FBIN) | 0.0 | $10k | 200.00 | 50.02 |
|
|
| American Electric Power Company (AEP) | 0.0 | $9.9k | 86.00 | 115.31 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $9.9k | 156.00 | 63.35 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $9.8k | 205.00 | 47.76 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $9.8k | 592.00 | 16.50 |
|
|
| Amalgamated Financial Corp (AMAL) | 0.0 | $9.6k | 300.00 | 32.03 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $9.6k | -2% | 727.00 | 13.21 |
|
| Sensient Technologies Corporation (SXT) | 0.0 | $9.5k | 101.00 | 93.75 |
|
|
| Lumentum Hldgs (LITE) | 0.0 | $9.2k | 25.00 | 368.60 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $8.9k | 70.00 | 126.59 |
|
|
| Moderna (MRNA) | 0.0 | $8.8k | 300.00 | 29.49 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $8.8k | 104.00 | 84.37 |
|
|
| General Mills (GIS) | 0.0 | $8.7k | 188.00 | 46.50 |
|
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $8.6k | 640.00 | 13.41 |
|
|
| Realty Income (O) | 0.0 | $8.2k | 146.00 | 56.38 |
|
|
| Calamos Etf Tr S&p 500 Structur (CPSU) | 0.0 | $8.2k | 301.00 | 27.08 |
|
|
| Webster Financial Corporation (WBS) | 0.0 | $7.9k | 126.00 | 62.74 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $7.7k | 16.00 | 482.06 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $7.7k | 15.00 | 510.73 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $7.7k | 76.00 | 100.68 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $7.6k | 250.00 | 30.54 |
|
|
| Butterfly Network Com Cl A (BFLY) | 0.0 | $7.6k | +53% | 2.0k | 3.80 |
|
| Bk Nova Cad (BNS) | 0.0 | $7.4k | 100.00 | 73.69 |
|
|
| Fs Specialty Lending Com Sh Ben Int | 0.0 | $7.3k | NEW | 519.00 | 14.15 |
|
| Qnity Electronics Common Stock | 0.0 | $7.3k | NEW | 89.00 | 81.65 |
|
| Dupont De Nemours (DD) | 0.0 | $7.3k | 181.00 | 40.12 |
|
|
| Evergy (EVRG) | 0.0 | $7.2k | 100.00 | 72.49 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $7.2k | 64.00 | 113.11 |
|
|
| Chart Industries (GTLS) | 0.0 | $7.2k | 35.00 | 206.26 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $7.0k | 134.00 | 52.55 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $7.0k | 91.00 | 77.35 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $7.0k | 1.3k | 5.30 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $6.8k | 608.00 | 11.24 |
|
|
| Pure Storage Cl A (PSTG) | 0.0 | $6.7k | 100.00 | 67.01 |
|
|
| Totalenergies Se Act (TTFNF) | 0.0 | $6.6k | NEW | 101.00 | 65.43 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $6.6k | 500.00 | 13.20 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $6.5k | 35.00 | 185.57 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $6.4k | 11.00 | 583.91 |
|
|
| Harley-Davidson (HOG) | 0.0 | $6.2k | 302.00 | 20.51 |
|
|
| Etfis Ser Tr I Virtus Lifesc Ct (BBC) | 0.0 | $6.1k | NEW | 158.00 | 38.46 |
|
| Danaher Corporation (DHR) | 0.0 | $6.0k | 26.00 | 231.85 |
|
|
| Essential Utils (WTRG) | 0.0 | $6.0k | 157.00 | 38.36 |
|
|
| Super Micro Computer Com New (SMCI) | 0.0 | $5.9k | 200.00 | 29.27 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $5.8k | 100.00 | 58.38 |
|
|
| Invesco Exchange Traded Fd T Leisure And Ente (PEJ) | 0.0 | $5.8k | 94.00 | 61.34 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $5.7k | 69.00 | 81.88 |
|
|
| Applied Materials (AMAT) | 0.0 | $5.5k | 21.00 | 260.19 |
|
|
| Coeur Mng Com New (CDE) | 0.0 | $5.4k | +7% | 304.00 | 17.83 |
|
| American Tower Reit (AMT) | 0.0 | $5.4k | 31.00 | 173.94 |
|
|
| Calamos Etf Tr S P 500 Structur (CPSM) | 0.0 | $5.2k | 181.00 | 28.63 |
|
|
| Macy's (M) | 0.0 | $5.0k | 227.00 | 22.05 |
|
|
| Dow (DOW) | 0.0 | $5.0k | -82% | 213.00 | 23.38 |
|
| Key (KEY) | 0.0 | $5.0k | 240.00 | 20.68 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $4.9k | 20.00 | 246.20 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $4.8k | 10.00 | 480.60 |
|
|
| PerkinElmer (RVTY) | 0.0 | $4.4k | 46.00 | 95.85 |
|
|
| Electronic Arts (EA) | 0.0 | $4.2k | 21.00 | 200.24 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $4.1k | 19.00 | 216.47 |
|
|
| Best Buy (BBY) | 0.0 | $4.0k | 59.00 | 67.36 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $3.9k | 50.00 | 78.68 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $3.8k | +5% | 19.00 | 200.00 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $3.5k | +100% | 24.00 | 144.00 |
|
| Paysafe SHS (PSFE) | 0.0 | $3.4k | 417.00 | 8.09 |
|
|
| salesforce (CRM) | 0.0 | $3.2k | -73% | 12.00 | 267.75 |
|
| Zoetis Cl A (ZTS) | 0.0 | $3.1k | 25.00 | 125.84 |
|
|
| Fuel Tech (FTEK) | 0.0 | $3.1k | 2.0k | 1.56 |
|
|
| Platinum Group Metals (PLG) | 0.0 | $3.1k | 1.3k | 2.36 |
|
|
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $3.1k | 939.00 | 3.27 |
|
|
| Seabridge Gold (SA) | 0.0 | $3.0k | NEW | 101.00 | 29.58 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $3.0k | 125.00 | 23.66 |
|
|
| Rbc Cad (RY) | 0.0 | $2.9k | 17.00 | 170.53 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $2.9k | 14.00 | 203.79 |
|
|
| Kinross Gold Corp (KGC) | 0.0 | $2.8k | 100.00 | 28.16 |
|
|
| Compass Pathways Sponsored Ads (CMPS) | 0.0 | $2.8k | 404.00 | 6.90 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $2.7k | +250% | 350.00 | 7.77 |
|
| Under Armour CL C (UA) | 0.0 | $2.7k | 557.00 | 4.80 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $2.6k | -40% | 16.00 | 160.75 |
|
| Solstice Advanced Matls Com Shs | 0.0 | $2.5k | NEW | 52.00 | 48.60 |
|
| Hecla Mining Company (HL) | 0.0 | $2.4k | 125.00 | 19.19 |
|
|
| Symbotic Class A Com (SYM) | 0.0 | $2.4k | NEW | 40.00 | 59.50 |
|
| Stag Industrial (STAG) | 0.0 | $2.4k | 64.00 | 36.81 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $2.2k | 7.00 | 321.14 |
|
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $2.2k | 100.00 | 22.32 |
|
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $2.2k | 110.00 | 20.00 |
|
|
| Lincoln National Corporation (LNC) | 0.0 | $2.2k | 48.00 | 44.92 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $2.1k | +150% | 10.00 | 207.90 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $2.1k | +3% | 93.00 | 22.30 |
|
| Sabre (SABR) | 0.0 | $2.0k | 1.5k | 1.36 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $1.9k | 300.00 | 6.48 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $1.8k | 50.00 | 36.52 |
|
|
| Uber Technologies (UBER) | 0.0 | $1.8k | -51% | 22.00 | 81.73 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $1.8k | NEW | 25.00 | 71.76 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $1.8k | 11.00 | 161.00 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $1.7k | NEW | 20.00 | 86.90 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.7k | 3.00 | 570.33 |
|
|
| Illumina (ILMN) | 0.0 | $1.7k | 13.00 | 131.23 |
|
|
| Target Corporation (TGT) | 0.0 | $1.7k | 17.00 | 99.41 |
|
|
| Opendoor Technologies (OPEN) | 0.0 | $1.7k | NEW | 289.00 | 5.83 |
|
| Verrica Pharmaceuticals Com Shs (VRCA) | 0.0 | $1.7k | 200.00 | 8.31 |
|
|
| Aris Mng Corp (ARMN) | 0.0 | $1.6k | NEW | 100.00 | 16.23 |
|
| Halliburton Company (HAL) | 0.0 | $1.5k | 55.00 | 28.07 |
|
|
| Trilogy Metals (TMQ) | 0.0 | $1.4k | 333.00 | 4.31 |
|
|
| International Paper Company (IP) | 0.0 | $1.4k | 34.00 | 39.79 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $1.3k | 262.00 | 5.10 |
|
|
| Carriage Services (CSV) | 0.0 | $1.3k | 31.00 | 42.97 |
|
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.0 | $1.3k | 35.00 | 36.63 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $1.2k | 161.00 | 7.16 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $1.1k | 12.00 | 95.08 |
|
|
| Alcoa (AA) | 0.0 | $1.1k | 21.00 | 53.38 |
|
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $1.1k | +2% | 37.00 | 29.73 |
|
| Chemours (CC) | 0.0 | $1.1k | 90.00 | 11.81 |
|
|
| Exelon Corporation (EXC) | 0.0 | $880.000000 | NEW | 20.00 | 44.00 |
|
| Mv Oil Tr Tr Units (MVO) | 0.0 | $868.000000 | 700.00 | 1.24 |
|
|
| Lucid Group Com New (LCID) | 0.0 | $856.996200 | 81.00 | 10.58 |
|
|
| Calamos Etf Tr S&p 500 Structrd (CPSA) | 0.0 | $809.001000 | 30.00 | 26.97 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $805.000000 | 8.00 | 100.62 |
|
|
| Dxc Technology (DXC) | 0.0 | $777.001200 | 53.00 | 14.66 |
|
|
| MaxLinear (MXL) | 0.0 | $766.999200 | 44.00 | 17.43 |
|
|
| Penn National Gaming (PENN) | 0.0 | $738.000000 | 50.00 | 14.76 |
|
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $697.998000 | 70.00 | 9.97 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $648.000000 | 10.00 | 64.80 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $628.000000 | -98% | 1.00 | 628.00 |
|
| Wynn Resorts (WYNN) | 0.0 | $620.000000 | 5.00 | 124.00 |
|
|
| Heron Therapeutics (HRTX) | 0.0 | $618.022500 | 475.00 | 1.30 |
|
|
| Magnum Ice Cream Co Nv Ord Shs | 0.0 | $570.999600 | NEW | 36.00 | 15.86 |
|
| Obsidian Energy (OBE) | 0.0 | $571.001400 | 93.00 | 6.14 |
|
|
| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $564.999200 | 19.00 | 29.74 |
|
|
| Enhabit Ord (EHAB) | 0.0 | $488.999200 | 53.00 | 9.23 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $478.999800 | 18.00 | 26.61 |
|
|
| Teradata Corporation (TDC) | 0.0 | $457.000500 | 15.00 | 30.47 |
|
|
| Snap Cl A (SNAP) | 0.0 | $404.000000 | 50.00 | 8.08 |
|
|
| ACCO Brands Corporation (ACCO) | 0.0 | $373.000000 | 100.00 | 3.73 |
|
|
| Array Technologies Com Shs (ARRY) | 0.0 | $356.998200 | 39.00 | 9.15 |
|
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $339.000200 | 7.00 | 48.43 |
|
|
| Amplify Etf Tr Altrntv Harv Etf (MJ) | 0.0 | $298.000000 | 10.00 | 29.80 |
|
|
| Ark Etf Tr Space & Defense (ARKX) | 0.0 | $290.000000 | 10.00 | 29.00 |
|
|
| Visteon Corp Com New (VC) | 0.0 | $285.999900 | NEW | 3.00 | 95.33 |
|
| Scilex Holding Com New (SCLX) | 0.0 | $281.000200 | 23.00 | 12.22 |
|
|
| Lithium Argentina Com Shs (LAR) | 0.0 | $279.000000 | 50.00 | 5.58 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $278.000000 | 8.00 | 34.75 |
|
|
| Calamos Etf Tr S&p 500 Strcturd (CPSN) | 0.0 | $243.000000 | NEW | 9.00 | 27.00 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $241.000000 | 2.00 | 120.50 |
|
|
| United Sts Nat Gas Unit Par (UNG) | 0.0 | $221.000400 | 18.00 | 12.28 |
|
|
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $218.000000 | 50.00 | 4.36 |
|
|
| Tuhura Biosciences (HURA) | 0.0 | $152.994800 | 202.00 | 0.76 |
|
|
| Mereo Biopharma Group Spon Ads (MREO) | 0.0 | $126.000000 | 300.00 | 0.42 |
|
|
| Evgo Cl A Com (EVGO) | 0.0 | $87.999000 | 30.00 | 2.93 |
|
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $85.000300 | 11.00 | 7.73 |
|
|
| Clean Energy Fuels (CLNE) | 0.0 | $84.000000 | 40.00 | 2.10 |
|
|
| Teladoc (TDOC) | 0.0 | $70.000000 | 10.00 | 7.00 |
|
|
| Halyard Health (AVNS) | 0.0 | $67.999800 | 6.00 | 11.33 |
|
|
| Sadot Group | 0.0 | $61.000000 | 50.00 | 1.22 |
|
|
| Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) | 0.0 | $51.000000 | -99% | 1.00 | 51.00 |
|
| Ishares Tr Us Oil Eq&sv Etf (IEZ) | 0.0 | $33.000000 | -99% | 2.00 | 16.50 |
|
| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $32.999400 | 21.00 | 1.57 |
|
|
| Plug Power Com New (PLUG) | 0.0 | $18.000000 | 9.00 | 2.00 |
|
|
| Smith Micro Software Com Shs (SMSI) | 0.0 | $17.000400 | 31.00 | 0.55 |
|
|
| Canopy Growth Corp Com New (CGC) | 0.0 | $12.000000 | 10.00 | 1.20 |
|
|
| Opendoor Technologies W Exp 11/20/202 | 0.0 | $9.000000 | NEW | 9.00 | 1.00 |
|
| Opendoor Technologies W Exp 11/20/202 | 0.0 | $5.000400 | NEW | 9.00 | 0.56 |
|
| Advisorshares Tr Pure Cannabis (YOLO) | 0.0 | $4.000000 | 1.00 | 4.00 |
|
|
| Opendoor Technologies W Exp 11/20/202 | 0.0 | $3.999600 | NEW | 9.00 | 0.44 |
|
| Dragonfly Energy Holdings Com Shs | 0.0 | $4.000000 | NEW | 1.00 | 4.00 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $0 | 0 | 0.00 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by New England Capital Financial Advisors
SEC 13F filings are viewable for New England Capital Financial Advisors going back to 2022
- New England Capital Financial Advisors 2025 Q4 filed Feb. 2, 2026
- New England Capital Financial Advisors 2025 Q3 filed Oct. 22, 2025
- New England Capital Financial Advisors 2025 Q2 filed Aug. 8, 2025
- New England Capital Financial Advisors 2025 Q1 filed May 5, 2025
- New England Capital Financial Advisors 2024 Q4 filed Feb. 4, 2025
- New England Capital Financial Advisors 2024 Q3 filed Oct. 30, 2024
- New England Capital Financial Advisors 2024 Q2 filed July 29, 2024
- New England Capital Financial Advisors 2024 Q1 filed May 2, 2024
- New England Capital Financial Advisors 2023 Q4 filed Feb. 1, 2024
- New England Capital Financial Advisors 2023 Q3 filed Nov. 6, 2023
- New England Capital Financial Advisors 2023 Q2 filed Aug. 2, 2023
- New England Capital Financial Advisors 2023 Q1 filed May 4, 2023
- New England Capital Financial Advisors 2022 Q4 filed Feb. 6, 2023