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 HFSI, CGGR, VCRB, AVUV, RSP, and represent 64.66% of New England Capital Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: HFSI (+$77M), VCRB (+$41M), CGMU, CSRE, SLYG, CGDV, TOUS, MDYG, RSP, XCEM.
- Started 23 new stock positions in PNFP, VGK, WAT, NEM, ISSC, DAL, SLVP, AZN, SHLD, CPSY. MEME, VSNT, GLDG, GARP, CLX, GDX, BWXT, ATI, SLV, MGA, VALE, USAS, SAFE.
- Reduced shares in these 10 stocks: CGCP (-$6.5M), CGSD, EVLN, CGGR, SPYG, SPDW, SPYV, AstraZeneca, PDBC, RTX.
- Sold out of its positions in OKLO, AstraZeneca, GSK, PPA, SOXQ, IEZ, LHX, MRNA, EVLN, NIO. OPEN, OPENW, OPENL, OPENZ, PCAR, HOOD, RY, SPAB, SA, XLK, XLC, SYM, SNV, VC.
- New England Capital Financial Advisors was a net buyer of stock by $111M.
- New England Capital Financial Advisors has $365M in assets under management (AUM), dropping by 42.67%.
- Central Index Key (CIK): 0001964652
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Portfolio Holdings for New England Capital Financial Advisors
New England Capital Financial Advisors holds 425 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Hartford Fds Exchange Traded Strategic Income (HFSI) | 24.2 | $88M | +705% | 2.5M | 34.72 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 15.3 | $56M | -2% | 1.4M | 40.19 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 12.5 | $46M | +811% | 591k | 77.38 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 6.6 | $24M | 218k | 110.47 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 6.0 | $22M | 115k | 191.92 |
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| Ssga Active Etf Tr State Street Mul (RLY) | 4.9 | $18M | 497k | 36.15 |
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| Spdr Series Trust State Street Spd (SPYV) | 3.1 | $12M | -3% | 202k | 56.58 |
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| Spdr Series Trust State Street Spd (SPYG) | 2.8 | $10M | -7% | 105k | 97.91 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 2.8 | $10M | -4% | 222k | 45.65 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 2.1 | $7.7M | +81% | 283k | 27.15 |
|
| Spdr Series Trust State Street Spd (SLYG) | 1.8 | $6.4M | +26% | 67k | 96.62 |
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| Cohen & Steers Etf Trust Real Estate Acti (CSRE) | 1.7 | $6.4M | +55% | 242k | 26.28 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.7 | $6.1M | +24% | 143k | 42.54 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 1.6 | $5.9M | -52% | 263k | 22.34 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 1.3 | $4.7M | +4% | 114k | 40.81 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.2 | $4.5M | -2% | 260k | 17.32 |
|
| Apple (AAPL) | 0.6 | $2.1M | 8.2k | 253.78 |
|
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.5 | $1.9M | -71% | 74k | 25.79 |
|
| Spdr Series Trust State Street Spd (MDYG) | 0.5 | $1.7M | +35% | 18k | 95.96 |
|
| Calamos Etf Tr S&p 500 Structu (CPSD) | 0.4 | $1.5M | 57k | 25.92 |
|
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.4M | 8.4k | 169.65 |
|
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| T Rowe Price Etf International Eq (TOUS) | 0.3 | $1.1M | +1084% | 33k | 34.54 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.1M | -4% | 5.8k | 192.90 |
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| Procter & Gamble Company (PG) | 0.3 | $1.1M | 7.3k | 144.44 |
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| Wal-Mart Stores (WMT) | 0.3 | $996k | 8.0k | 124.27 |
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| Spdr Index Shs Fds State Street Spd (SPGM) | 0.2 | $877k | +10% | 12k | 75.71 |
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| Fifth Third Ban (FITB) | 0.2 | $676k | -2% | 15k | 46.46 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $675k | -2% | 3.9k | 174.39 |
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| Amazon (AMZN) | 0.2 | $657k | -2% | 3.2k | 208.28 |
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| Eversource Energy (ES) | 0.2 | $613k | 8.9k | 69.28 |
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| Chevron Corporation (CVX) | 0.2 | $585k | 2.8k | 206.93 |
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| Johnson & Johnson (JNJ) | 0.2 | $575k | 2.4k | 244.46 |
|
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| Microsoft Corporation (MSFT) | 0.2 | $549k | 1.5k | 370.08 |
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| Equifax (EFX) | 0.1 | $546k | 3.0k | 180.08 |
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| Trane Technologies SHS (TT) | 0.1 | $515k | -7% | 1.2k | 416.79 |
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| Coca-Cola Company (KO) | 0.1 | $458k | -2% | 6.0k | 76.05 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $446k | 4.7k | 94.58 |
|
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| Bowhead Specialty Hldgs Com Shs (BOW) | 0.1 | $446k | 20k | 22.43 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $444k | 926.00 | 479.20 |
|
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| Tesla Motors (TSLA) | 0.1 | $440k | 1.2k | 371.61 |
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| At&t (T) | 0.1 | $428k | 15k | 28.99 |
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| Bristol Myers Squibb (BMY) | 0.1 | $388k | 6.4k | 60.65 |
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| McDonald's Corporation (MCD) | 0.1 | $382k | 1.2k | 310.70 |
|
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| Home Depot (HD) | 0.1 | $381k | -5% | 1.2k | 328.92 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $363k | 8.9k | 40.83 |
|
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| Micron Technology (MU) | 0.1 | $350k | 1.0k | 337.98 |
|
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| Ge Aerospace Com New (GE) | 0.1 | $299k | 1.1k | 283.74 |
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| Meta Platforms Cl A (META) | 0.1 | $289k | 505.00 | 572.38 |
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| AFLAC Incorporated (AFL) | 0.1 | $270k | -10% | 2.5k | 109.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $265k | 922.00 | 287.69 |
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| Merck & Co (MRK) | 0.1 | $262k | 2.2k | 120.28 |
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| Walt Disney Company (DIS) | 0.1 | $260k | -3% | 2.7k | 96.40 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $259k | 1.2k | 209.02 |
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| Carrier Global Corporation (CARR) | 0.1 | $259k | -3% | 4.6k | 56.31 |
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| UnitedHealth (UNH) | 0.1 | $251k | 927.00 | 270.60 |
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| American Express Company (AXP) | 0.1 | $234k | 774.00 | 302.36 |
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| Ge Vernova (GEV) | 0.1 | $209k | 240.00 | 872.37 |
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| Manulife Finl Corp (MFC) | 0.1 | $205k | 6.0k | 34.44 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $197k | 458.00 | 430.53 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $195k | -3% | 2.5k | 77.07 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $187k | 2.2k | 84.65 |
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| Oracle Corporation (ORCL) | 0.1 | $183k | 1.2k | 147.16 |
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| Hubbell (HUBB) | 0.0 | $182k | -14% | 371.00 | 490.19 |
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| Air Products & Chemicals (APD) | 0.0 | $178k | 611.00 | 290.54 |
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| Johnson Controls Internation SHS (JCI) | 0.0 | $173k | 1.3k | 130.95 |
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| Pepsi (PEP) | 0.0 | $167k | 1.1k | 155.24 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $166k | 1.3k | 130.97 |
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| Pfizer (PFE) | 0.0 | $161k | 5.7k | 28.08 |
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| Anthem (ELV) | 0.0 | $160k | 547.00 | 292.50 |
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| Cisco Systems (CSCO) | 0.0 | $158k | -4% | 2.0k | 77.60 |
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| Netflix (NFLX) | 0.0 | $154k | -3% | 1.6k | 96.15 |
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| Visa Com Cl A (V) | 0.0 | $154k | 509.00 | 302.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $153k | -15% | 533.00 | 286.68 |
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| Hartford Financial Services (HIG) | 0.0 | $152k | -10% | 1.1k | 135.18 |
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| Regions Financial Corporation (RF) | 0.0 | $149k | 5.7k | 26.12 |
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| Verizon Communications (VZ) | 0.0 | $141k | -6% | 2.8k | 50.19 |
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| Unum (UNM) | 0.0 | $139k | 1.9k | 73.05 |
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| Philip Morris International (PM) | 0.0 | $135k | 815.00 | 165.29 |
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| Caterpillar (CAT) | 0.0 | $134k | 189.00 | 709.86 |
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| Costco Wholesale Corporation (COST) | 0.0 | $130k | 131.00 | 995.27 |
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| Amphenol Corp Cl A (APH) | 0.0 | $130k | 1.0k | 126.35 |
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| Medtronic SHS (MDT) | 0.0 | $122k | 1.4k | 86.66 |
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| Hilltop Holdings (HTH) | 0.0 | $121k | 3.4k | 35.82 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $113k | 544.00 | 208.21 |
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| Astrazeneca Ord (AZN) | 0.0 | $110k | NEW | 560.00 | 197.11 |
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| Alliant Energy Corporation (LNT) | 0.0 | $107k | 1.5k | 71.76 |
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| Goldman Sachs (GS) | 0.0 | $97k | -14% | 115.00 | 845.99 |
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| Crane Company Common Stock (CR) | 0.0 | $97k | 567.00 | 171.00 |
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| BP Sponsored Adr (BP) | 0.0 | $94k | 2.0k | 47.01 |
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| Ingersoll Rand (IR) | 0.0 | $92k | 1.1k | 80.13 |
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| TJX Companies (TJX) | 0.0 | $91k | 570.00 | 159.70 |
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| Rockwell Automation (ROK) | 0.0 | $90k | 250.00 | 359.34 |
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| ConocoPhillips (COP) | 0.0 | $89k | 675.00 | 131.96 |
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| Prologis (PLD) | 0.0 | $87k | 660.00 | 132.11 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $87k | 3.2k | 27.46 |
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| Cigna Corp (CI) | 0.0 | $86k | 321.00 | 266.79 |
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| Deere & Company (DE) | 0.0 | $83k | 148.00 | 562.53 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $81k | 394.00 | 205.80 |
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| Global Payments (GPN) | 0.0 | $80k | -32% | 1.2k | 67.30 |
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| Fidelity National Information Services (FIS) | 0.0 | $79k | +21% | 1.7k | 46.90 |
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| Abbvie (ABBV) | 0.0 | $79k | -32% | 363.00 | 217.49 |
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| Intel Corporation (INTC) | 0.0 | $76k | -5% | 1.7k | 44.14 |
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| Allegion Ord Shs (ALLE) | 0.0 | $76k | 522.00 | 145.24 |
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| General Dynamics Corporation (GD) | 0.0 | $72k | 209.00 | 343.77 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $71k | 410.00 | 173.30 |
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| Enbridge (ENB) | 0.0 | $70k | 1.3k | 54.14 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $69k | 169.00 | 407.69 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $68k | +70% | 1.7k | 39.83 |
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| Altria (MO) | 0.0 | $68k | 1.0k | 65.99 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $67k | 96.00 | 700.50 |
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| Wells Fargo & Company (WFC) | 0.0 | $67k | 839.00 | 79.57 |
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| International Business Machines (IBM) | 0.0 | $66k | -42% | 270.00 | 242.46 |
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| Ishares Tr Msci Usa Quality (GARP) | 0.0 | $65k | NEW | 1.0k | 63.95 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $64k | 173.00 | 367.45 |
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| CVS Caremark Corporation (CVS) | 0.0 | $64k | 885.00 | 71.80 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $62k | 973.00 | 63.91 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $61k | 312.00 | 195.98 |
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| Phillips 66 (PSX) | 0.0 | $60k | 329.00 | 182.43 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $60k | -21% | 92.00 | 649.83 |
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| Eaton Corp SHS (ETN) | 0.0 | $60k | 167.00 | 357.67 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $59k | -12% | 202.00 | 293.53 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $58k | 100.00 | 575.51 |
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| National Fuel Gas (NFG) | 0.0 | $56k | 600.00 | 93.94 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $56k | 2.0k | 28.71 |
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| Allstate Corporation (ALL) | 0.0 | $55k | 264.00 | 207.34 |
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| Stanley Black & Decker (SWK) | 0.0 | $55k | -8% | 766.00 | 71.09 |
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| Calamos Etf Tr S&p 500 Structur (CPSR) | 0.0 | $54k | +62% | 2.1k | 25.27 |
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| Gilead Sciences (GILD) | 0.0 | $54k | -20% | 389.00 | 139.36 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $52k | -16% | 527.00 | 98.37 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $51k | 160.00 | 320.81 |
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| First Tr Exchange Traded Nasdq Artfcial (ROBT) | 0.0 | $50k | 1.1k | 46.17 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $49k | 1.3k | 38.42 |
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| Honeywell International (HON) | 0.0 | $48k | 212.00 | 225.66 |
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| Abbott Laboratories (ABT) | 0.0 | $47k | 462.00 | 102.64 |
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| Qualcomm (QCOM) | 0.0 | $44k | 344.00 | 128.67 |
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| Ubiquiti (UI) | 0.0 | $44k | 56.00 | 789.82 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $44k | 49.00 | 896.27 |
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $43k | 919.00 | 47.17 |
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| Yum! Brands (YUM) | 0.0 | $43k | 274.00 | 155.27 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $42k | 931.00 | 45.50 |
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| Edwards Lifesciences (EW) | 0.0 | $42k | 528.00 | 80.08 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $41k | 192.00 | 215.06 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $40k | 340.00 | 118.50 |
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| Wp Carey (WPC) | 0.0 | $40k | 583.00 | 67.92 |
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| Boeing Company (BA) | 0.0 | $39k | 195.00 | 199.43 |
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| Paychex (PAYX) | 0.0 | $39k | 420.00 | 92.14 |
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| Nvent Elec SHS (NVT) | 0.0 | $38k | 323.00 | 118.28 |
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| Urban Outfitters (URBN) | 0.0 | $38k | 600.00 | 63.35 |
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| Kenvue (KVUE) | 0.0 | $36k | -19% | 2.1k | 17.24 |
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| Broadcom (AVGO) | 0.0 | $35k | 112.00 | 309.52 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $35k | 162.00 | 213.67 |
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| Simon Property (SPG) | 0.0 | $34k | 184.00 | 186.46 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $33k | 300.00 | 109.69 |
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| Wec Energy Group (WEC) | 0.0 | $32k | 280.00 | 115.68 |
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| Travelers Companies (TRV) | 0.0 | $32k | 110.00 | 291.68 |
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| Eli Lilly & Co. (LLY) | 0.0 | $32k | 34.00 | 930.47 |
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| Shell Spon Ads (SHEL) | 0.0 | $31k | 338.00 | 92.96 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $31k | 752.00 | 40.49 |
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| Webster Financial Corporation (WBS) | 0.0 | $30k | +246% | 437.00 | 69.47 |
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| First Tr Exchange-traded Indxx Nextg Etf (NXTG) | 0.0 | $29k | 263.00 | 111.86 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $29k | 118.00 | 244.19 |
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| Citigroup Com New (C) | 0.0 | $29k | 252.00 | 113.47 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $28k | 493.00 | 57.60 |
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| Kraft Heinz (KHC) | 0.0 | $28k | 1.3k | 22.49 |
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| Pentair SHS (PNR) | 0.0 | $28k | 323.00 | 87.11 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $28k | 225.00 | 124.90 |
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| Ellington Financial Inc ellington financ (EFC) | 0.0 | $28k | +3% | 2.4k | 11.85 |
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| Calamos Etf Tr S&p 500 Stru Feb (CPSF) | 0.0 | $28k | +172% | 1.1k | 25.59 |
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| FedEx Corporation (FDX) | 0.0 | $27k | 76.00 | 355.61 |
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| Welltower Inc Com reit (WELL) | 0.0 | $27k | 136.00 | 197.77 |
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| Crane Holdings (CXT) | 0.0 | $26k | 641.00 | 40.58 |
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| MetLife (MET) | 0.0 | $26k | 363.00 | 70.68 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $26k | -16% | 175.00 | 146.28 |
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| Nike CL B (NKE) | 0.0 | $25k | +75% | 470.00 | 52.84 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $25k | 390.00 | 62.75 |
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| Butterfly Network Com Cl A (BFLY) | 0.0 | $24k | +200% | 6.0k | 4.04 |
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| Sarepta Therapeutics (SRPT) | 0.0 | $24k | 1.1k | 21.76 |
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| Hershey Company (HSY) | 0.0 | $24k | 115.00 | 208.07 |
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| Becton, Dickinson and (BDX) | 0.0 | $23k | 147.00 | 157.23 |
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| Valvoline Inc Common (VVV) | 0.0 | $23k | 686.00 | 33.68 |
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| Diageo Spon Adr New (DEO) | 0.0 | $23k | 308.00 | 74.53 |
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| Macerich Company (MAC) | 0.0 | $23k | 1.2k | 18.90 |
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| Southern Company (SO) | 0.0 | $23k | 235.00 | 96.43 |
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| Nucor Corporation (NUE) | 0.0 | $21k | 125.00 | 169.10 |
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| 3M Company (MMM) | 0.0 | $21k | 145.00 | 145.23 |
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| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $21k | 303.00 | 69.43 |
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| First Tr Exchange-traded Cloud Computing (SKYY) | 0.0 | $21k | 192.00 | 109.57 |
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| Bank of America Corporation (BAC) | 0.0 | $21k | 428.00 | 48.70 |
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| Clorox Company (CLX) | 0.0 | $21k | NEW | 200.00 | 103.63 |
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| Canadian Natl Ry (CNI) | 0.0 | $21k | 200.00 | 102.77 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $21k | NEW | 301.00 | 68.14 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $20k | 849.00 | 23.81 |
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| Zimmer Holdings (ZBH) | 0.0 | $20k | 220.00 | 90.57 |
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| Sempra Energy (SRE) | 0.0 | $20k | 205.00 | 97.18 |
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| Palo Alto Networks (PANW) | 0.0 | $20k | -64% | 124.00 | 160.32 |
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| Ford Motor Company (F) | 0.0 | $20k | -4% | 1.7k | 11.54 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $20k | 643.00 | 30.68 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $19k | 97.00 | 200.16 |
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| Vulcan Materials Company (VMC) | 0.0 | $19k | 71.00 | 272.90 |
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| Cion Invt Corp (CION) | 0.0 | $19k | +3% | 2.8k | 6.84 |
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| Viking Holdings Ord Shs (VIK) | 0.0 | $19k | 257.00 | 73.58 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $18k | 413.00 | 44.62 |
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| Berkshire Hills Ban (BBT) | 0.0 | $18k | 613.00 | 29.98 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $18k | 274.00 | 66.84 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $18k | 601.00 | 30.34 |
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| Principal Financial (PFG) | 0.0 | $18k | 200.00 | 90.11 |
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| Corning Incorporated (GLW) | 0.0 | $18k | 132.00 | 135.70 |
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| Tyson Foods Cl A (TSN) | 0.0 | $18k | 278.00 | 63.99 |
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| American Intl Group Com New (AIG) | 0.0 | $18k | -21% | 236.00 | 75.25 |
|
| Lumentum Hldgs (LITE) | 0.0 | $18k | 25.00 | 702.76 |
|
|
| Prudential Financial (PRU) | 0.0 | $17k | 178.00 | 97.94 |
|
|
| Hp (HPQ) | 0.0 | $17k | 900.00 | 19.21 |
|
|
| Pinnacle Finl Partners (PNFP) | 0.0 | $17k | NEW | 198.00 | 86.31 |
|
| Entergy Corporation (ETR) | 0.0 | $17k | 148.00 | 112.36 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $16k | 130.00 | 125.64 |
|
|
| Global Ship Lease Com Cl A (GSL) | 0.0 | $16k | -17% | 436.00 | 37.27 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $16k | 65.00 | 243.09 |
|
|
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $15k | 823.00 | 18.40 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $15k | 87.00 | 173.95 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $15k | 92.00 | 163.77 |
|
|
| Polaris Industries (PII) | 0.0 | $15k | 274.00 | 54.59 |
|
|
| Calamos Etf Tr S&p 500 Structur (CPSP) | 0.0 | $15k | -3% | 566.00 | 26.41 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $15k | 101.00 | 147.08 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $15k | 284.00 | 52.03 |
|
|
| Capital One Financial (COF) | 0.0 | $15k | 81.00 | 182.38 |
|
|
| Corteva (CTVA) | 0.0 | $15k | 174.00 | 83.61 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $14k | 150.00 | 94.62 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $14k | 91.00 | 152.76 |
|
|
| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $14k | 297.00 | 46.46 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $14k | +18% | 703.00 | 19.29 |
|
| Drdgold Spon Adr Repstg (DRD) | 0.0 | $14k | 462.00 | 29.34 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $14k | 144.00 | 94.07 |
|
|
| FirstEnergy (FE) | 0.0 | $13k | 261.00 | 50.66 |
|
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $13k | 58.00 | 218.72 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $13k | 60.00 | 210.03 |
|
|
| Primerica (PRI) | 0.0 | $13k | 50.00 | 250.48 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $13k | 146.00 | 85.29 |
|
|
| Ventas (VTR) | 0.0 | $12k | 152.00 | 81.78 |
|
|
| Ashland (ASH) | 0.0 | $12k | 218.00 | 55.61 |
|
|
| Bath & Body Works In (BBWI) | 0.0 | $12k | 648.00 | 18.68 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $12k | 24.00 | 499.67 |
|
|
| Baxter International (BAX) | 0.0 | $12k | 706.00 | 16.80 |
|
|
| Amalgamated Financial Corp (AMAL) | 0.0 | $12k | 300.00 | 38.87 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $12k | 151.00 | 76.48 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $12k | 120.00 | 96.18 |
|
|
| HudBay Minerals (HBM) | 0.0 | $11k | 540.00 | 20.90 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $11k | 55.00 | 204.98 |
|
|
| American Electric Power Company (AEP) | 0.0 | $11k | 86.00 | 131.08 |
|
|
| Abercrombie & Fitch Cl A (ANF) | 0.0 | $11k | 123.00 | 91.49 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $11k | 29.00 | 384.38 |
|
|
| Viatris (VTRS) | 0.0 | $11k | 825.00 | 13.50 |
|
|
| Calamos Etf Tr S&p 500 Structur (CPSO) | 0.0 | $11k | -8% | 408.00 | 27.00 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $11k | 727.00 | 15.02 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $11k | 111.00 | 96.71 |
|
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $11k | 315.00 | 33.70 |
|
|
| Qnity Electronics Common Stock (Q) | 0.0 | $10k | 89.00 | 115.47 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $10k | 206.00 | 48.84 |
|
|
| Block Cl A (XYZ) | 0.0 | $9.8k | 162.00 | 60.19 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $9.7k | 16.00 | 605.69 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $9.6k | 300.00 | 32.01 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $9.4k | 165.00 | 56.98 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $9.2k | 101.00 | 90.98 |
|
|
| Dominion Resources (D) | 0.0 | $9.1k | -73% | 148.00 | 61.82 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $9.1k | 46.00 | 197.50 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $9.1k | 15.00 | 605.07 |
|
|
| Dow (DOW) | 0.0 | $9.0k | 215.00 | 41.64 |
|
|
| Realty Income (O) | 0.0 | $8.9k | 146.00 | 61.18 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $8.9k | 70.00 | 126.67 |
|
|
| Sensient Technologies Corporation (SXT) | 0.0 | $8.7k | 101.00 | 86.61 |
|
|
| Southwest Airlines (LUV) | 0.0 | $8.6k | -75% | 229.00 | 37.50 |
|
| Jefferies Finl Group (JEF) | 0.0 | $8.5k | 206.00 | 41.26 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $8.5k | -25% | 36.00 | 235.78 |
|
| Biohaven (BHVN) | 0.0 | $8.5k | 1.0k | 8.46 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $8.3k | 156.00 | 53.50 |
|
|
| Dupont De Nemours (DD) | 0.0 | $8.3k | 181.00 | 45.92 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $8.2k | NEW | 100.00 | 82.43 |
|
| Evergy (EVRG) | 0.0 | $8.2k | 100.00 | 81.92 |
|
|
| Calamos Etf Tr S&p 500 Structur (CPSU) | 0.0 | $8.2k | 301.00 | 27.17 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $8.1k | 104.00 | 78.04 |
|
|
| Fortune Brands (FBIN) | 0.0 | $7.8k | 200.00 | 38.97 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $7.7k | 91.00 | 84.60 |
|
|
| Guidewire Software (GWRE) | 0.0 | $7.5k | 50.00 | 149.56 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $7.4k | 76.00 | 96.91 |
|
|
| Applied Materials (AMAT) | 0.0 | $7.3k | 21.00 | 346.00 |
|
|
| Chart Industries (GTLS) | 0.0 | $7.2k | 35.00 | 206.77 |
|
|
| General Mills (GIS) | 0.0 | $7.1k | 191.00 | 37.13 |
|
|
| WPP Adr (WPP) | 0.0 | $7.1k | 455.00 | 15.56 |
|
|
| Bk Nova Cad (BNS) | 0.0 | $6.9k | 100.00 | 69.31 |
|
|
| Safehold (SAFE) | 0.0 | $6.8k | NEW | 500.00 | 13.53 |
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $6.7k | +3% | 536.00 | 12.52 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $6.6k | 1.3k | 5.03 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $6.6k | 608.00 | 10.88 |
|
|
| Etfis Ser Tr I Virtus Biotech C (BBC) | 0.0 | $6.6k | 158.00 | 41.51 |
|
|
| Carnival Corp Common Stock (CCL) | 0.0 | $6.5k | 251.00 | 25.83 |
|
|
| Essential Utils (WTRG) | 0.0 | $6.3k | 157.00 | 40.27 |
|
|
| Harley-Davidson (HOG) | 0.0 | $6.1k | 304.00 | 20.22 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $6.0k | 136.00 | 44.35 |
|
|
| Everpure Cl A (PSTG) | 0.0 | $5.9k | 100.00 | 59.04 |
|
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $5.8k | 643.00 | 9.02 |
|
|
| Roundhill Etf Trust Meme Stock Etf (MEME) | 0.0 | $5.7k | NEW | 925.00 | 6.18 |
|
| Coeur Mng Com New (CDE) | 0.0 | $5.7k | 304.00 | 18.77 |
|
|
| Waters Corporation (WAT) | 0.0 | $5.7k | NEW | 19.00 | 297.84 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $5.5k | +13% | 78.00 | 71.09 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $5.5k | 11.00 | 495.64 |
|
|
| Invesco Exchange Traded Fd T Leisure And Ente (PEJ) | 0.0 | $5.5k | 94.00 | 57.99 |
|
|
| American Tower Reit (AMT) | 0.0 | $5.3k | 31.00 | 170.97 |
|
|
| Calamos Etf Tr S P 500 Structur (CPSM) | 0.0 | $5.2k | 181.00 | 28.86 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $5.0k | 35.00 | 142.86 |
|
|
| Danaher Corporation (DHR) | 0.0 | $5.0k | 26.00 | 192.27 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $5.0k | 20.00 | 248.00 |
|
|
| Key (KEY) | 0.0 | $4.8k | 241.00 | 20.09 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $4.8k | 19.00 | 253.53 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $4.6k | 10.00 | 463.20 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $4.6k | +200% | 30.00 | 153.10 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $4.6k | 200.00 | 22.77 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $4.5k | 100.00 | 45.23 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $4.3k | 19.00 | 224.89 |
|
|
| Electronic Arts (EA) | 0.0 | $4.2k | 21.00 | 199.95 |
|
|
| Hecla Mining Company (HL) | 0.0 | $4.2k | +80% | 225.00 | 18.63 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $4.1k | 500.00 | 8.26 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $4.1k | 50.00 | 82.50 |
|
|
| Macy's (M) | 0.0 | $4.1k | 227.00 | 18.09 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $4.1k | NEW | 20.00 | 204.50 |
|
| PerkinElmer (RVTY) | 0.0 | $4.0k | 46.00 | 86.87 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $4.0k | 52.00 | 76.17 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $3.9k | 16.00 | 245.25 |
|
|
| Best Buy (BBY) | 0.0 | $3.8k | 59.00 | 64.61 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $3.7k | NEW | 40.00 | 91.78 |
|
| Under Armour CL C (UA) | 0.0 | $3.2k | 557.00 | 5.79 |
|
|
| Calamos Etf Tr S&p 500 Struct (CPSY) | 0.0 | $3.2k | NEW | 126.00 | 25.02 |
|
| Kinross Gold Corp (KGC) | 0.0 | $3.1k | 100.00 | 30.52 |
|
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $3.0k | 125.00 | 24.39 |
|
|
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $3.0k | 939.00 | 3.22 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $3.0k | 25.00 | 118.24 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $2.9k | 14.00 | 209.79 |
|
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $2.9k | NEW | 20.00 | 145.50 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $2.9k | NEW | 43.00 | 66.49 |
|
| Paysafe SHS (PSFE) | 0.0 | $2.8k | 417.00 | 6.81 |
|
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $2.8k | NEW | 175.00 | 15.91 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $2.7k | 20.00 | 135.50 |
|
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $2.6k | NEW | 69.00 | 37.03 |
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $2.5k | 110.00 | 23.08 |
|
|
| Fuel Tech (FTEK) | 0.0 | $2.4k | 2.0k | 1.22 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $2.4k | 300.00 | 8.05 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $2.4k | 7.00 | 339.29 |
|
|
| Stag Industrial (STAG) | 0.0 | $2.3k | 64.00 | 36.22 |
|
|
| salesforce (CRM) | 0.0 | $2.3k | 12.00 | 189.00 |
|
|
| Magna Intl Inc cl a (MGA) | 0.0 | $2.2k | NEW | 40.00 | 55.83 |
|
| Sabre (SABR) | 0.0 | $2.2k | 1.5k | 1.45 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $2.2k | NEW | 20.00 | 108.25 |
|
| Halliburton Company (HAL) | 0.0 | $2.1k | 55.00 | 38.89 |
|
|
| Target Corporation (TGT) | 0.0 | $2.1k | 17.00 | 124.53 |
|
|
| Americas Gold And Silver Cor Com New (USAS) | 0.0 | $2.1k | NEW | 400.00 | 5.22 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $2.0k | 3.00 | 682.33 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $2.0k | +3% | 96.00 | 21.05 |
|
| Chemours (CC) | 0.0 | $2.0k | 91.00 | 21.92 |
|
|
| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.0 | $1.9k | 100.00 | 18.70 |
|
|
| Aris Mng Corp (ARIS) | 0.0 | $1.9k | 100.00 | 18.57 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $1.9k | 50.00 | 37.04 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $1.8k | NEW | 25.00 | 70.84 |
|
| Lincoln National Corporation (LNC) | 0.0 | $1.7k | +2% | 49.00 | 35.47 |
|
| Compass Pathways Sponsored Ads (CMPS) | 0.0 | $1.7k | -25% | 300.00 | 5.53 |
|
| Illumina (ILMN) | 0.0 | $1.6k | 13.00 | 123.31 |
|
|
| Uber Technologies (UBER) | 0.0 | $1.6k | 22.00 | 71.95 |
|
|
| Mv Oil Tr Tr Units (MVO) | 0.0 | $1.6k | 700.00 | 2.26 |
|
|
| Innovative Solutions & Support (ISSC) | 0.0 | $1.5k | NEW | 75.00 | 20.53 |
|
| Carriage Services (CSV) | 0.0 | $1.4k | +3% | 32.00 | 45.03 |
|
| Alcoa (AA) | 0.0 | $1.4k | 21.00 | 66.71 |
|
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.0 | $1.3k | 35.00 | 37.54 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $1.3k | 11.00 | 118.64 |
|
|
| International Paper Company (IP) | 0.0 | $1.2k | +2% | 35.00 | 35.49 |
|
| Trilogy Metals (TMQ) | 0.0 | $1.2k | 333.00 | 3.59 |
|
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $1.1k | 37.00 | 29.68 |
|
|
| Ishares Msci Glb Slv&mtl (SLVP) | 0.0 | $1.1k | NEW | 30.00 | 35.47 |
|
| Verrica Pharmaceuticals Com Shs (VRCA) | 0.0 | $1.1k | 200.00 | 5.29 |
|
|
| Exelon Corporation (EXC) | 0.0 | $998.000000 | 20.00 | 49.90 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $966.000000 | 161.00 | 6.00 |
|
|
| Obsidian Energy (OBE) | 0.0 | $880.998300 | 93.00 | 9.47 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $832.000000 | +8% | 13.00 | 64.00 |
|
| Calamos Etf Tr S&p 500 Structrd (CPSA) | 0.0 | $807.000000 | 30.00 | 26.90 |
|
|
| MaxLinear (MXL) | 0.0 | $766.000400 | 44.00 | 17.41 |
|
|
| Lucid Group Com New (LCID) | 0.0 | $763.000000 | 80.00 | 9.54 |
|
|
| Penn National Gaming (PENN) | 0.0 | $752.000000 | 50.00 | 15.04 |
|
|
| Enhabit Ord (EHAB) | 0.0 | $746.997900 | 53.00 | 14.09 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $715.000000 | 8.00 | 89.38 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $695.000000 | -71% | 100.00 | 6.95 |
|
| Dxc Technology (DXC) | 0.0 | $666.999700 | 53.00 | 12.58 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $599.000000 | 10.00 | 59.90 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $598.000000 | 1.00 | 598.00 |
|
|
| Goldmining (GLDG) | 0.0 | $595.000000 | NEW | 500.00 | 1.19 |
|
| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $585.999900 | 19.00 | 30.84 |
|
|
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $538.999200 | 36.00 | 14.97 |
|
|
| Wynn Resorts (WYNN) | 0.0 | $524.000000 | 5.00 | 104.80 |
|
|
| Tuhura Biosciences (HURA) | 0.0 | $502.990000 | +39% | 281.00 | 1.79 |
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $480.998000 | 70.00 | 6.87 |
|
|
| Teradata Corporation (TDC) | 0.0 | $385.000500 | 15.00 | 25.67 |
|
|
| Heron Therapeutics (HRTX) | 0.0 | $380.997500 | 475.00 | 0.80 |
|
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $378.000000 | 7.00 | 54.00 |
|
|
| Lithium Argentina Com Shs (LAR) | 0.0 | $334.000000 | 50.00 | 6.68 |
|
|
| ACCO Brands Corporation (ACCO) | 0.0 | $300.000000 | 100.00 | 3.00 |
|
|
| Ark Etf Tr Space & Defense (ARKX) | 0.0 | $294.000000 | 10.00 | 29.40 |
|
|
| Array Technologies Com Shs (ARRY) | 0.0 | $280.000500 | 39.00 | 7.18 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $249.000000 | 2.00 | 124.50 |
|
|
| Calamos Etf Tr S&p 500 Strcturd (CPSN) | 0.0 | $241.000200 | 9.00 | 26.78 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $237.000600 | 18.00 | 13.17 |
|
|
| Amplify Etf Tr Altrntv Harv Etf (MJ) | 0.0 | $231.000000 | 10.00 | 23.10 |
|
|
| Snap Cl A (SNAP) | 0.0 | $230.000000 | 50.00 | 4.60 |
|
|
| United Sts Nat Gas Unit Par (UNG) | 0.0 | $212.000400 | 18.00 | 11.78 |
|
|
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $198.000000 | 50.00 | 3.96 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $175.000000 | 8.00 | 21.88 |
|
|
| Scilex Holding Com New (SCLX) | 0.0 | $154.001100 | 23.00 | 6.70 |
|
|
| Clean Energy Fuels (CLNE) | 0.0 | $100.000000 | 40.00 | 2.50 |
|
|
| Mereo Biopharma Group Spon Ads (MREO) | 0.0 | $99.000000 | 300.00 | 0.33 |
|
|
| Halyard Health (AVNS) | 0.0 | $85.000200 | 6.00 | 14.17 |
|
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $79.999700 | 11.00 | 7.27 |
|
|
| Sadot Group (SDOT) | 0.0 | $77.000000 | 50.00 | 1.54 |
|
|
| Teladoc (TDOC) | 0.0 | $55.000000 | 10.00 | 5.50 |
|
|
| Evgo Cl A Com (EVGO) | 0.0 | $51.999000 | 30.00 | 1.73 |
|
|
| Smith Micro Software Com Shs (SMSI) | 0.0 | $22.998900 | 31.00 | 0.74 |
|
|
| Plug Pwr Com New (PLUG) | 0.0 | $20.999700 | 9.00 | 2.33 |
|
|
| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $21.000000 | 21.00 | 1.00 |
|
|
| Canopy Growth Corporation Com New (CGC) | 0.0 | $10.000000 | 10.00 | 1.00 |
|
|
| Advisorshares Tr Pure Cannabis (YOLO) | 0.0 | $3.000000 | 1.00 | 3.00 |
|
|
| Dragonfly Energy Holdings Com Shs (DFLI) | 0.0 | $2.000000 | 1.00 | 2.00 |
|
|
| Platinum Group Metals (PLG) | 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 2026 Q1 filed April 27, 2026
- 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