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Northeast Financial Consultants

Latest statistics and disclosures from Northeast Financial Consultants's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VOO, VIG, SPY, DGRO, and represent 37.30% of Northeast Financial Consultants's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$15M), VOO (+$10M), GBDC (+$8.2M), BXSL (+$6.8M), IBIT (+$6.3M), BA, SLB, IJR, QQQ, MSFT.
Started 25 new stock positions in AON, VEA, NEE, SLB, AWK, AXP, Sirius XM Holdings, DHR, KR, VAW.
Reduced shares in these 10 stocks: LBRDK (-$5.8M), BAC, CALF, FDN, AAPL, XLE, VYM, COWZ, NOBL, VFH.
Sold out of its positions in AKLI, LSXMK, NOBL, TSLA, BG.
Northeast Financial Consultants was a net buyer of stock by $41M.
Northeast Financial Consultants has $2.3B in assets under management (AUM), dropping by 5.37%.
Central Index Key (CIK): 0001599863

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Portfolio Holdings for Northeast Financial Consultants

Northeast Financial Consultants holds 294 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	12.8	$294M		764k	383.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.5	$239M	+4%	453k	527.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.8	$134M		674k	198.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.3	$99M		172k	573.76	View chart
Ishares Tr Core Div Grwth (DGRO)	3.9	$88M		1.4M	62.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$88M		180k	488.07	View chart
Apple (AAPL)	3.3	$75M		321k	233.00	View chart
Blackstone Secd Lending Common Stock (BXSL)	2.7	$61M	+12%	2.1M	29.29	View chart
Microsoft Corporation (MSFT)	2.7	$61M		142k	430.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.6	$61M		472k	128.20	View chart
Amazon (AMZN)	2.4	$55M		296k	186.33	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.1	$47M		817k	57.83	View chart
Golub Capital BDC (GBDC)	1.7	$40M	+25%	2.6M	15.11	View chart
JPMorgan Chase & Co. (JPM)	1.6	$36M		170k	210.86	View chart
Pfizer (PFE)	1.5	$35M		1.2M	28.94	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$35M		209k	167.19	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	1.5	$35M	-5%	163k	211.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$33M		116k	283.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$31M		190k	165.85	View chart
Ishares Tr Expanded Tech (IGV)	1.3	$29M		328k	89.37	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$28M		222k	125.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$26M	+5%	220k	116.96	View chart
Select Sector Spdr Tr Technology (XLK)	1.1	$25M		110k	225.76	View chart
NVIDIA Corporation (NVDA)	0.9	$21M		173k	121.44	View chart
Kkr & Co (KKR)	0.8	$19M		146k	130.58	View chart
Broadcom (AVGO)	0.7	$17M	+901%	96k	172.50	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.7	$15M	+2%	370k	41.49	View chart
Ares Capital Corporation (ARCC)	0.6	$13M	+3%	613k	20.94	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.5	$13M		235k	53.15	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$12M		70k	174.57	View chart
Chevron Corporation (CVX)	0.5	$12M		78k	147.27	View chart
Bank of America Corporation (BAC)	0.5	$11M	-28%	282k	39.68	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.5	$11M		115k	95.94	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.4	$10M		231k	44.46	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$10M		66k	153.13	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.4	$9.6M		84k	114.97	View chart
Exxon Mobil Corporation (XOM)	0.4	$9.6M		82k	117.22	View chart
Home Depot (HD)	0.4	$9.4M		23k	405.19	View chart
Walt Disney Company (DIS)	0.4	$9.2M		96k	96.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$9.1M	+2%	16k	576.82	View chart
Eli Lilly & Co. (LLY)	0.4	$8.8M		9.9k	885.97	View chart
Vanguard World Financials Etf (VFH)	0.4	$8.7M	-6%	79k	109.91	View chart
Zoetis Cl A (ZTS)	0.4	$8.6M		44k	195.38	View chart
Merck & Co (MRK)	0.4	$8.6M		76k	113.56	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$8.5M	+11%	103k	82.94	View chart
Enterprise Products Partners (EPD)	0.4	$8.5M		291k	29.11	View chart
Fmc Corp Com New (FMC)	0.4	$8.4M		128k	65.94	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$8.2M		46k	179.30	View chart
MetLife (MET)	0.3	$8.0M		97k	82.48	View chart
Goldman Sachs (GS)	0.3	$7.7M	-2%	16k	495.10	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.3	$7.7M	-6%	130k	59.22	View chart
Waste Management (WM)	0.3	$6.8M		33k	207.60	View chart
Visa Com Cl A (V)	0.3	$6.3M		23k	274.95	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$6.3M	NEW	175k	36.13	View chart
Johnson & Johnson (JNJ)	0.3	$6.3M		39k	162.06	View chart
UnitedHealth (UNH)	0.3	$6.1M		11k	584.66	View chart
Deere & Company (DE)	0.3	$6.0M		15k	417.33	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$5.8M	-2%	54k	107.66	View chart
Honeywell International (HON)	0.3	$5.8M		28k	206.71	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$5.3M		32k	166.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$5.2M		54k	95.75	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$5.1M	-17%	58k	87.80	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$5.0M	-2%	33k	154.02	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$4.9M		5.9k	833.25	View chart
Mastercard Incorporated Cl A (MA)	0.2	$4.9M	-2%	9.9k	493.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$4.9M		22k	220.89	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$4.7M		60k	77.61	View chart
Philip Morris International (PM)	0.2	$4.5M	+2%	37k	121.40	View chart
salesforce (CRM)	0.2	$4.4M	-2%	16k	273.71	View chart
Procter & Gamble Company (PG)	0.2	$4.4M	-2%	26k	173.20	View chart
Phillips 66 (PSX)	0.2	$4.3M		33k	131.45	View chart
Thermo Fisher Scientific (TMO)	0.2	$4.1M		6.6k	618.59	View chart
Pepsi (PEP)	0.2	$3.9M		23k	170.05	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.8M		10k	375.38	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.8M		19k	200.78	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.2	$3.7M		40k	93.06	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$3.7M		28k	132.25	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$3.7M		12k	314.39	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$3.4M		29k	117.62	View chart
Mettler-Toledo International (MTD)	0.1	$3.4M		2.2k	1499.70	View chart
Abbvie (ABBV)	0.1	$3.3M		17k	197.48	View chart
Spdr Ser Tr Comp Software (XSW)	0.1	$3.2M		20k	160.69	View chart
Automatic Data Processing (ADP)	0.1	$3.2M		12k	276.73	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.1M		21k	151.62	View chart
Apollo Global Mgmt (APO)	0.1	$3.1M		25k	124.91	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.1M		49k	63.00	View chart
Occidental Petroleum Corporation (OXY)	0.1	$3.0M		58k	51.54	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$2.9M		64k	45.51	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$2.8M		20k	139.49	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$2.8M		6.0k	465.08	View chart
Ready Cap Corp Com reit (RC)	0.1	$2.5M		332k	7.63	View chart
Coca-Cola Company (KO)	0.1	$2.5M		35k	71.86	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.5M		12k	206.57	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.4M		149k	16.05	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.3M		12k	189.80	View chart
McDonald's Corporation (MCD)	0.1	$2.3M		7.5k	304.51	View chart
Boeing Company (BA)	0.1	$2.2M	+438%	15k	152.04	View chart
Bristol Myers Squibb (BMY)	0.1	$2.2M		42k	51.74	View chart
TJX Companies (TJX)	0.1	$2.1M		18k	117.54	View chart
Steel Dynamics (STLD)	0.1	$2.1M		17k	126.08	View chart
PNC Financial Services (PNC)	0.1	$2.1M		11k	184.85	View chart
Amgen (AMGN)	0.1	$2.1M		6.4k	322.21	View chart
Corning Incorporated (GLW)	0.1	$2.0M		45k	45.15	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$2.0M		13k	155.84	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$2.0M		33k	62.34	View chart
Martin Marietta Materials (MLM)	0.1	$2.0M		3.6k	538.25	View chart
Intel Corporation (INTC)	0.1	$1.9M		81k	23.46	View chart
Altria (MO)	0.1	$1.9M	+2%	36k	51.04	View chart
Trane Technologies SHS (TT)	0.1	$1.8M		4.7k	388.73	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$1.8M		13k	135.44	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.8M		1.7k	1051.24	View chart
Schlumberger Com Stk (SLB)	0.1	$1.7M	NEW	41k	41.95	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$1.7M		27k	65.00	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$1.7M		90k	19.01	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.7M	+3%	23k	73.67	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.7M		14k	121.16	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$1.6M		46k	34.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.6M	-14%	2.7k	586.52	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.5M		18k	83.21	View chart
Oneok (OKE)	0.1	$1.5M		17k	91.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.5M		18k	83.63	View chart
United Parcel Service CL B (UPS)	0.1	$1.5M		11k	136.34	View chart
Ecolab (ECL)	0.1	$1.5M		5.8k	255.33	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.5M	+13%	6.4k	230.60	View chart
Hannon Armstrong (HASI)	0.1	$1.5M		43k	34.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.5M		8.8k	167.67	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.5M		8.5k	173.68	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$1.5M	-63%	31k	46.52	View chart
Freeport-mcmoran CL B (FCX)	0.1	$1.4M		29k	49.92	View chart
Netflix (NFLX)	0.1	$1.4M		2.0k	709.27	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.4M		12k	115.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.4M		18k	78.05	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.4M		9.8k	142.04	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.4M		30k	45.49	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.4M		17k	80.78	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$1.4M		20k	68.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.3M		5.5k	243.45	View chart
Illinois Tool Works (ITW)	0.1	$1.3M		5.1k	262.07	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.3M		5.0k	267.37	View chart
International Business Machines (IBM)	0.1	$1.3M		5.7k	221.10	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$1.3M		41k	30.95	View chart
Ishares Tr Cybersecurity (IHAK)	0.1	$1.2M		25k	48.74	View chart
Nike CL B (NKE)	0.1	$1.2M	+75%	14k	88.40	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$1.2M		62k	19.78	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.2M	+146%	21k	57.41	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M		1.4k	886.52	View chart
Matador Resources (MTDR)	0.0	$1.1M		22k	49.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.1M		18k	62.32	View chart
Stryker Corporation (SYK)	0.0	$1.1M		3.0k	361.26	View chart
HEICO Corporation (HEI)	0.0	$1.1M		4.1k	261.48	View chart
Immunome (IMNM)	0.0	$1.1M		73k	14.62	View chart
Covenant Logistics Group Cl A (CVLG)	0.0	$1.1M		20k	52.84	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.0	$1.0M		21k	49.17	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$1.0M	-4%	12k	82.53	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$992k		6.8k	145.59	View chart
Adobe Systems Incorporated (ADBE)	0.0	$990k		1.9k	517.78	View chart
Citigroup Com New (C)	0.0	$978k		16k	62.60	View chart
Lockheed Martin Corporation (LMT)	0.0	$967k		1.7k	584.56	View chart
Spdr Ser Tr Hlth Cr Equip (XHE)	0.0	$915k	-14%	10k	90.51	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.0	$912k		24k	37.67	View chart
Albertsons Cos Common Stock (ACI)	0.0	$894k		48k	18.48	View chart
Orion Marine (ORN)	0.0	$843k		146k	5.77	View chart
L3harris Technologies (LHX)	0.0	$835k		3.5k	237.87	View chart
Oracle Corporation (ORCL)	0.0	$833k		4.9k	170.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$821k	+10%	3.4k	243.06	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$813k		7.1k	114.52	View chart
Meta Platforms Cl A (META)	0.0	$795k	+6%	1.4k	572.44	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$783k		2.2k	353.48	View chart
Sprott Fds Tr Junior Uranium (URNJ)	0.0	$762k		35k	22.07	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$743k		6.3k	117.29	View chart
Abbott Laboratories (ABT)	0.0	$728k		6.4k	114.01	View chart
Tcg Bdc (CGBD)	0.0	$726k		43k	16.97	View chart
Uber Technologies (UBER)	0.0	$723k		9.6k	75.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$698k	NEW	13k	52.81	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$697k		5.2k	135.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$682k	+98%	2.9k	237.22	View chart
Casey's General Stores (CASY)	0.0	$676k		1.8k	375.71	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$672k		12k	54.43	View chart
Viatris (VTRS)	0.0	$653k		56k	11.61	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.0	$628k		14k	45.88	View chart
Verizon Communications (VZ)	0.0	$625k		14k	44.91	View chart
Shell Spon Ads (SHEL)	0.0	$610k		9.3k	65.95	View chart
Hca Holdings (HCA)	0.0	$610k		1.5k	406.43	View chart
Iqvia Holdings (IQV)	0.0	$602k		2.5k	236.97	View chart
Varonis Sys (VRNS)	0.0	$593k		11k	56.50	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$567k		2.6k	218.47	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$547k		6.2k	88.14	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$534k		1.5k	345.31	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$534k		26k	20.53	View chart
Morgan Stanley Com New (MS)	0.0	$530k		5.1k	104.24	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$527k	NEW	13k	41.12	View chart
Kimberly-Clark Corporation (KMB)	0.0	$525k		3.7k	142.28	View chart
Oaktree Specialty Lending Corp (OCSL)	0.0	$525k		32k	16.31	View chart
Intercontinental Exchange (ICE)	0.0	$523k		3.3k	160.65	View chart
Emerson Electric (EMR)	0.0	$505k		4.6k	109.37	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$499k		9.7k	51.23	View chart
BioCryst Pharmaceuticals (BCRX)	0.0	$499k		66k	7.60	View chart
Advanced Micro Devices (AMD)	0.0	$479k	+2%	2.9k	164.08	View chart
Boston Scientific Corporation (BSX)	0.0	$467k		5.6k	83.80	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$465k		7.9k	59.23	View chart
Sonoco Products Company (SON)	0.0	$453k		8.3k	54.63	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$453k		4.1k	111.86	View chart
Monster Beverage Corp (MNST)	0.0	$451k		8.6k	52.17	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$449k	NEW	5.3k	84.53	View chart
Starbucks Corporation (SBUX)	0.0	$447k		4.6k	97.48	View chart
ConocoPhillips (COP)	0.0	$446k		4.2k	105.28	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.0	$438k		4.4k	99.53	View chart
EQT Corporation (EQT)	0.0	$426k	+5%	12k	36.64	View chart
MGM Resorts International. (MGM)	0.0	$420k		11k	39.09	View chart
Northrop Grumman Corporation (NOC)	0.0	$420k		794.00	528.33	View chart
Union Pacific Corporation (UNP)	0.0	$416k		1.7k	246.48	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$415k		5.8k	71.10	View chart
Wal-Mart Stores (WMT)	0.0	$415k	+3%	5.1k	80.75	View chart
Chemours (CC)	0.0	$413k		20k	20.32	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$411k	+7%	1.5k	280.47	View chart
Allstate Corporation (ALL)	0.0	$403k		2.1k	189.65	View chart
Qualcomm (QCOM)	0.0	$402k	+35%	2.4k	170.05	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$397k		3.2k	124.17	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.0	$394k		3.1k	125.44	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$394k		5.1k	77.91	View chart
BlackRock (BLK)	0.0	$382k		402.00	949.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$380k		5.6k	67.85	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$379k		22k	17.37	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$374k		4.1k	91.93	View chart
Cbre Group Cl A (CBRE)	0.0	$373k		3.0k	124.48	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$373k		3.5k	107.65	View chart
Siriusxm Holdings Common Stock	0.0	$358k	NEW	15k	23.65	View chart
CSX Corporation (CSX)	0.0	$352k		10k	34.53	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$342k		4.8k	71.17	View chart
Marsh & McLennan Companies (MMC)	0.0	$338k		1.5k	223.09	View chart
Lowe's Companies (LOW)	0.0	$332k		1.2k	270.85	View chart
Cummins (CMI)	0.0	$324k		1.0k	323.79	View chart
Carrier Global Corporation (CARR)	0.0	$306k		3.8k	80.49	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$302k		4.7k	64.62	View chart
AFLAC Incorporated (AFL)	0.0	$302k		2.7k	111.80	View chart
S&p Global (SPGI)	0.0	$299k	+2%	579.00	516.62	View chart
Discover Financial Services (DFS)	0.0	$299k		2.1k	140.29	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.0	$292k		4.1k	70.61	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$292k		513.00	569.66	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$291k		904.00	321.95	View chart
Kinder Morgan (KMI)	0.0	$286k		13k	22.09	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.0	$275k		7.0k	39.25	View chart
Inspire Med Sys (INSP)	0.0	$274k	NEW	1.3k	211.05	View chart
Paychex (PAYX)	0.0	$268k		2.0k	134.19	View chart
Waste Connections (WCN)	0.0	$268k		1.5k	178.82	View chart
Littelfuse (LFUS)	0.0	$265k		1.0k	265.25	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$265k		3.6k	72.63	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$263k	NEW	18k	14.57	View chart
Global X Fds Global X Uranium (URA)	0.0	$261k		9.1k	28.61	View chart
Dyadic International (DYAI)	0.0	$260k		250k	1.04	View chart
Verona Pharma Sponsored Ads (VRNA)	0.0	$250k	NEW	8.7k	28.77	View chart
Wells Fargo & Company (WFC)	0.0	$248k	+2%	4.4k	56.49	View chart
Vanguard World Energy Etf (VDE)	0.0	$246k		2.0k	122.47	View chart
Nextera Energy (NEE)	0.0	$245k	NEW	2.9k	84.53	View chart
Fifth Third Ban (FITB)	0.0	$244k		5.7k	42.84	View chart
Smucker J M Com New (SJM)	0.0	$242k		2.0k	121.10	View chart
Nucor Corporation (NUE)	0.0	$241k		1.6k	150.34	View chart
Super Micro Computer (SMCI)	0.0	$240k		577.00	416.40	View chart
Enbridge (ENB)	0.0	$239k		5.9k	40.61	View chart
Novo-nordisk A S Adr (NVO)	0.0	$239k	+13%	2.0k	119.07	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.0	$237k		185.00	1282.20	View chart
Ge Aerospace Com New (GE)	0.0	$237k	NEW	1.3k	188.64	View chart
Expeditors International of Washington (EXPD)	0.0	$237k		1.8k	131.40	View chart
Caterpillar (CAT)	0.0	$232k	NEW	592.00	391.12	View chart
Chubb (CB)	0.0	$231k		800.00	288.39	View chart
American Express Company (AXP)	0.0	$229k	NEW	846.00	271.20	View chart
Kroger (KR)	0.0	$229k	NEW	4.0k	57.30	View chart
At&t (T)	0.0	$227k	+2%	10k	22.00	View chart
Kraft Heinz (KHC)	0.0	$225k	NEW	6.4k	35.11	View chart
Liberty Global Com Cl C (LBTYK)	0.0	$224k		10k	21.61	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$224k	NEW	7.2k	30.96	View chart
Axis Cap Hldgs SHS (AXS)	0.0	$223k	NEW	2.8k	79.61	View chart
American Water Works (AWK)	0.0	$219k	NEW	1.5k	146.24	View chart
Liberty Broadband Corp Com Ser C (LBRDK)	0.0	$217k	-96%	2.8k	77.29	View chart
Danaher Corporation (DHR)	0.0	$216k	NEW	777.00	278.02	View chart
Clorox Company (CLX)	0.0	$214k	NEW	1.3k	162.91	View chart
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)	0.0	$213k		7.2k	29.72	View chart
Aon Shs Cl A (AON)	0.0	$211k	NEW	610.00	345.99	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.0	$208k	NEW	1.7k	119.78	View chart
Vanguard World Materials Etf (VAW)	0.0	$206k	NEW	975.00	211.47	View chart
Marriott Intl Cl A (MAR)	0.0	$204k	NEW	822.00	248.64	View chart
Gartner (IT)	0.0	$203k	NEW	400.00	506.76	View chart
Meridian Bank (MRBK)	0.0	$126k	-33%	10k	12.64	View chart
Clearside Biomedical (CLSD)	0.0	$118k		93k	1.27	View chart
E2open Parent Holdings Com Cl A (ETWO)	0.0	$93k		21k	4.41	View chart
Patriot Natl Bancorp Com New (PNBK)	0.0	$74k		39k	1.90	View chart
Arcadium Lithium Com Shs (ALTM)	0.0	$45k		16k	2.85	View chart
Hertz Global Hldgs *w Exp 06/30/205 (HTZWW)	0.0	$40k	+9%	18k	2.19	View chart
Macrogenics (MGNX)	0.0	$33k		10k	3.29	View chart
Rallybio Corp (RLYB)	0.0	$26k		22k	1.17	View chart
Fibrogen (FGEN)	0.0	$22k		55k	0.40	View chart
Aspira Womens Health Com New (AWH)	0.0	$19k		23k	0.81	View chart
Female Health (VERU)	0.0	$13k		16k	0.77	View chart
Cognition Therapeutics (CGTX)	0.0	$12k		25k	0.47	View chart

Past Filings by Northeast Financial Consultants

SEC 13F filings are viewable for Northeast Financial Consultants going back to 2013

Northeast Financial Consultants 2024 Q3 filed Nov. 15, 2024
Northeast Financial Consultants 2024 Q2 filed Aug. 15, 2024
Northeast Financial Consultants 2024 Q1 filed May 15, 2024
Northeast Financial Consultants 2023 Q4 filed Feb. 14, 2024
Northeast Financial Consultants 2023 Q3 filed Nov. 14, 2023
Northeast Financial Consultants 2023 Q2 filed Aug. 8, 2023
Northeast Financial Consultants 2023 Q1 filed May 15, 2023
Northeast Financial Consultants 2022 Q4 filed Feb. 13, 2023
Northeast Financial Consultants 2022 Q3 filed Nov. 15, 2022
Northeast Financial Consultants 2022 Q2 filed Aug. 12, 2022
Northeast Financial Consultants 2022 Q1 filed May 12, 2022
Northeast Financial Consultants 2021 Q4 filed Feb. 11, 2022
Northeast Financial Consultants 2021 Q3 filed Nov. 15, 2021
Northeast Financial Consultants 2021 Q2 filed Aug. 16, 2021
Northeast Financial Consultants 2021 Q1 filed May 13, 2021
Northeast Financial Consultants 2020 Q4 filed Feb. 12, 2021

View all past filings

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