Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, BXSL, SPY, and represent 37.34% of Northeast Financial Consultants's stock portfolio.
Added to shares of these 10 stocks: BXSL (+$25M), GBDC (+$24M), OBDC (+$6.1M), RSP (+$5.2M), ARCC, CB, DGRO, QQQ, LLY, QUAL.
Started 7 new stock positions in LUNR, EXPD, RSP, AWK, CE, CSWC, YUM.
Reduced shares in these 10 stocks: JPM (-$7.3M), ITOT (-$6.8M), VIG (-$6.0M), SPY, AAPL, IJR, IWN, UNH, COWZ, XOM.
Sold out of its positions in ACI, CCJ, CAT, CLX, COHR, IQV, IYH, LGND, LFUS, MAR. RLYB, RL, SNOW, TTE, VIOG, VRNA, Arcadium Lithium.
Northeast Financial Consultants was a net buyer of stock by $14M.
Northeast Financial Consultants has $2.3B in assets under management (AUM), dropping by -4.88%.
Central Index Key (CIK): 0001599863

Tip: Access up to 7 years of quarterly data

Positions held by Northeast Financial Consultants consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Northeast Financial Consultants

Northeast Financial Consultants holds 278 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	12.7	$286M		770k	370.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.5	$237M		462k	513.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.5	$124M	-4%	639k	193.99	View chart
Blackstone Secd Lending Common Stock (BXSL)	4.5	$102M	+33%	3.1M	32.36	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.1	$94M	-4%	167k	559.39	View chart
Ishares Tr Core Div Grwth (DGRO)	4.0	$91M		1.5M	61.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$86M		184k	468.92	View chart
Apple (AAPL)	3.0	$68M	-4%	308k	222.13	View chart
Golub Capital BDC (GBDC)	2.8	$62M	+60%	4.1M	15.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.7	$62M		477k	128.96	View chart
Amazon (AMZN)	2.5	$56M		296k	190.26	View chart
Microsoft Corporation (MSFT)	2.4	$53M		142k	375.39	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.9	$43M	-4%	782k	54.76	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	1.5	$34M		154k	222.15	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$33M		210k	156.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$30M	-2%	108k	274.84	View chart
JPMorgan Chase & Co. (JPM)	1.3	$30M	-19%	121k	245.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$29M		189k	154.64	View chart
Pfizer (PFE)	1.3	$29M		1.2M	25.34	View chart
Ishares Tr Expanded Tech (IGV)	1.3	$29M		324k	88.99	View chart
Select Sector Spdr Tr Technology (XLK)	0.9	$21M	-4%	102k	206.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$21M	-10%	197k	104.57	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.9	$20M	-25%	166k	122.01	View chart
Ares Capital Corporation (ARCC)	0.8	$19M	+22%	857k	22.16	View chart
NVIDIA Corporation (NVDA)	0.8	$18M		169k	108.38	View chart
Kkr & Co (KKR)	0.7	$17M		144k	115.61	View chart
Broadcom (AVGO)	0.7	$15M		91k	167.43	View chart
Chevron Corporation (CVX)	0.6	$13M		77k	167.29	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.5	$12M		231k	53.52	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.5	$12M		235k	52.41	View chart
Bank of America Corporation (BAC)	0.5	$12M		277k	41.73	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$10M	-8%	59k	172.74	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.4	$10M	-2%	111k	90.67	View chart
Enterprise Products Partners (EPD)	0.4	$9.9M		291k	34.14	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.4	$9.8M		84k	116.55	View chart
Vanguard World Financials Etf (VFH)	0.4	$9.6M	+2%	81k	119.47	View chart
Walt Disney Company (DIS)	0.4	$9.4M		96k	98.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$9.3M	+3%	17k	561.89	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$9.2M		66k	139.78	View chart
Eli Lilly & Co. (LLY)	0.4	$8.7M	+6%	11k	825.91	View chart
Goldman Sachs (GS)	0.4	$8.7M		16k	546.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$8.5M	+6%	50k	170.89	View chart
Home Depot (HD)	0.4	$8.5M		23k	366.49	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$8.3M	-4%	208k	39.69	View chart
Visa Com Cl A (V)	0.4	$8.1M		23k	350.46	View chart
Exxon Mobil Corporation (XOM)	0.4	$8.0M	-18%	68k	118.93	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$7.8M	-5%	97k	80.37	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$7.8M	+359%	532k	14.66	View chart
MetLife (MET)	0.3	$7.7M		96k	80.29	View chart
Waste Management (WM)	0.3	$7.7M		33k	231.51	View chart
Zoetis Cl A (ZTS)	0.3	$7.3M		44k	164.65	View chart
Merck & Co (MRK)	0.3	$6.8M		76k	89.76	View chart
Deere & Company (DE)	0.3	$6.8M		15k	469.35	View chart
Johnson & Johnson (JNJ)	0.3	$6.4M		39k	165.84	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$6.4M		136k	46.81	View chart
Philip Morris International (PM)	0.3	$5.8M		37k	158.73	View chart
Fmc Corp Com New (FMC)	0.2	$5.4M		128k	42.19	View chart
Mastercard Incorporated Cl A (MA)	0.2	$5.3M	-3%	9.6k	548.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$5.2M	NEW	30k	173.23	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$5.0M	-20%	84k	60.19	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$5.0M	+2%	54k	92.83	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$5.0M	-2%	52k	97.48	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$4.8M		60k	80.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$4.8M	+7%	59k	81.73	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$4.4M		22k	199.49	View chart
Procter & Gamble Company (PG)	0.2	$4.4M		26k	170.42	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$4.2M	-11%	29k	146.01	View chart
Honeywell International (HON)	0.2	$4.2M		20k	211.75	View chart
Phillips 66 (PSX)	0.2	$4.0M		33k	123.48	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$3.9M	-22%	42k	93.45	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$3.9M		5.9k	662.63	View chart
salesforce (CRM)	0.2	$3.8M	-13%	14k	268.36	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.2	$3.7M		40k	93.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.7M		10k	361.09	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$3.6M		12k	306.75	View chart
Abbvie (ABBV)	0.2	$3.5M		17k	209.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.5M		19k	186.29	View chart
Automatic Data Processing (ADP)	0.2	$3.5M		12k	305.53	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$3.5M		28k	125.97	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$3.5M		29k	121.12	View chart
Schlumberger Com Stk (SLB)	0.2	$3.5M	+2%	83k	41.80	View chart
Pepsi (PEP)	0.2	$3.5M		23k	149.94	View chart
Apollo Global Mgmt (APO)	0.2	$3.4M		25k	136.94	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.2M		6.5k	497.62	View chart
UnitedHealth (UNH)	0.1	$3.2M	-42%	6.1k	523.75	View chart
Spdr Ser Tr Comp Software (XSW)	0.1	$3.1M	-3%	19k	159.86	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.0M		49k	60.66	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$2.9M		6.0k	484.82	View chart
Occidental Petroleum Corporation (OXY)	0.1	$2.9M		59k	49.36	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.9M		21k	140.44	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.8M		149k	18.59	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$2.7M	-3%	66k	40.76	View chart
Mettler-Toledo International (MTD)	0.1	$2.6M		2.2k	1180.91	View chart
Chubb (CB)	0.1	$2.6M	+962%	8.7k	301.99	View chart
Boeing Company (BA)	0.1	$2.5M		15k	170.55	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.4M	-49%	16k	150.98	View chart
Coca-Cola Company (KO)	0.1	$2.4M		34k	71.62	View chart
Bristol Myers Squibb (BMY)	0.1	$2.4M	-7%	39k	60.99	View chart
McDonald's Corporation (MCD)	0.1	$2.3M		7.5k	312.36	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$2.3M		18k	124.50	View chart
TJX Companies (TJX)	0.1	$2.2M		18k	121.80	View chart
Altria (MO)	0.1	$2.2M		36k	60.02	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.2M		12k	179.70	View chart
Corning Incorporated (GLW)	0.1	$2.1M		47k	45.78	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.1M	-3%	11k	188.16	View chart
Steel Dynamics (STLD)	0.1	$2.1M		17k	125.08	View chart
Amgen (AMGN)	0.1	$2.0M		6.4k	311.55	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$1.9M		33k	59.60	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$1.9M		13k	146.61	View chart
Netflix (NFLX)	0.1	$1.9M		2.0k	932.72	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.9M		14k	132.46	View chart
Intel Corporation (INTC)	0.1	$1.8M		81k	22.71	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$1.8M		90k	20.00	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$1.8M		46k	38.31	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$1.7M		13k	131.07	View chart
Ready Cap Corp Com reit (RC)	0.1	$1.7M		330k	5.09	View chart
Oneok (OKE)	0.1	$1.7M		17k	99.22	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.6M		24k	67.85	View chart
Trane Technologies SHS (TT)	0.1	$1.6M		4.6k	336.92	View chart
Ecolab (ECL)	0.1	$1.5M		6.0k	253.52	View chart
International Business Machines (IBM)	0.1	$1.5M	-2%	6.1k	248.65	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.5M		12k	121.97	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.5M		9.0k	166.00	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.5M		18k	79.86	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$1.4M		20k	71.80	View chart
Martin Marietta Materials (MLM)	0.1	$1.4M	-17%	3.0k	478.13	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.4M		8.7k	160.54	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.4M		17k	78.85	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.3M		5.5k	244.66	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$1.3M		41k	32.34	View chart
Nike CL B (NKE)	0.1	$1.3M	+43%	20k	63.48	View chart
Illinois Tool Works (ITW)	0.1	$1.3M		5.1k	248.01	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.3M		9.3k	135.67	View chart
Hannon Armstrong (HASI)	0.1	$1.3M		43k	29.24	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.2M		28k	44.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.2M	+20%	4.2k	288.14	View chart
Ishares Tr Cybersecurity (IHAK)	0.1	$1.2M		25k	46.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.2M	-7%	16k	75.65	View chart
United Parcel Service CL B (UPS)	0.1	$1.2M	-2%	11k	109.99	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$1.2M		62k	19.07	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.2M	-6%	4.6k	251.77	View chart
Matador Resources (MTDR)	0.1	$1.2M		23k	51.09	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.1M		21k	53.97	View chart
Stryker Corporation (SYK)	0.0	$1.1M		3.0k	372.25	View chart
Citigroup Com New (C)	0.0	$1.1M		16k	70.99	View chart
Freeport-mcmoran CL B (FCX)	0.0	$1.1M		29k	37.86	View chart
HEICO Corporation (HEI)	0.0	$1.1M		4.1k	267.19	View chart
Meta Platforms Cl A (META)	0.0	$1.0M		1.8k	576.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.0M		18k	58.35	View chart
PNC Financial Services (PNC)	0.0	$1.0M	-49%	5.7k	175.77	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$998k	-5%	1.6k	634.04	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$951k	-17%	25k	37.50	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$925k		12k	75.74	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.0	$920k		21k	43.83	View chart
Covenant Logistics Group Cl A (CVLG)	0.0	$888k	+100%	40k	22.20	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$871k		6.8k	127.90	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.0	$866k		24k	35.77	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$863k	-9%	1.6k	542.21	View chart
Abbott Laboratories (ABT)	0.0	$846k		6.4k	132.65	View chart
Adobe Systems Incorporated (ADBE)	0.0	$804k		2.1k	383.53	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$800k		7.1k	112.67	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$791k	+6%	6.7k	117.49	View chart
Spdr Ser Tr Hlth Cr Equip (XHE)	0.0	$784k	-5%	9.5k	82.20	View chart
Casey's General Stores (CASY)	0.0	$781k		1.8k	434.04	View chart
Orion Marine (ORN)	0.0	$764k		146k	5.23	View chart
Costco Wholesale Corporation (COST)	0.0	$749k	-39%	792.00	945.78	View chart
Oracle Corporation (ORCL)	0.0	$749k		5.4k	139.80	View chart
Uber Technologies (UBER)	0.0	$742k		10k	72.86	View chart
Lockheed Martin Corporation (LMT)	0.0	$739k		1.7k	446.71	View chart
L3harris Technologies (LHX)	0.0	$739k		3.5k	209.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$701k		14k	50.83	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$693k		5.2k	134.29	View chart
Tcg Bdc (CGBD)	0.0	$692k		43k	16.18	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$691k		2.2k	312.04	View chart
Shell Spon Ads (SHEL)	0.0	$678k		9.3k	73.28	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$676k		12k	54.67	View chart
Bankwell Financial (BWFG)	0.0	$661k		22k	30.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$623k	-30%	2.8k	221.78	View chart
EQT Corporation (EQT)	0.0	$621k		12k	53.43	View chart
Verizon Communications (VZ)	0.0	$606k	-4%	13k	45.36	View chart
Morgan Stanley Com New (MS)	0.0	$593k		5.1k	116.67	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$582k		26k	22.38	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$571k		2.6k	218.86	View chart
Boston Scientific Corporation (BSX)	0.0	$562k		5.6k	100.88	View chart
Intercontinental Exchange (ICE)	0.0	$562k		3.3k	172.50	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$548k		1.6k	352.58	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$528k		6.2k	85.07	View chart
Kimberly-Clark Corporation (KMB)	0.0	$525k		3.7k	142.22	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$524k		11k	47.89	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$520k		8.2k	63.00	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$520k		1.6k	334.49	View chart
Hca Holdings (HCA)	0.0	$518k		1.5k	345.55	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$507k		26k	19.78	View chart
Emerson Electric (EMR)	0.0	$506k		4.6k	109.64	View chart
Monster Beverage Corp (MNST)	0.0	$506k		8.6k	58.52	View chart
Viatris (VTRS)	0.0	$503k		58k	8.71	View chart
ConocoPhillips (COP)	0.0	$500k	+9%	4.8k	105.02	View chart
Sprott Fds Tr Junior Uranium (URNJ)	0.0	$496k		35k	14.36	View chart
Oaktree Specialty Lending Corp (OCSL)	0.0	$494k		32k	15.36	View chart
BioCryst Pharmaceuticals (BCRX)	0.0	$492k		66k	7.50	View chart
Capital Southwest Corporation (CSWC)	0.0	$488k	NEW	22k	22.32	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$465k		7.9k	58.96	View chart
Starbucks Corporation (SBUX)	0.0	$450k		4.6k	98.09	View chart
Wal-Mart Stores (WMT)	0.0	$446k		5.1k	87.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$446k		16k	27.96	View chart
American Express Company (AXP)	0.0	$443k		1.6k	269.05	View chart
Blackrock (BLK)	0.0	$442k		467.00	946.48	View chart
Allstate Corporation (ALL)	0.0	$440k		2.1k	207.07	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$436k		22k	20.00	View chart
Varonis Sys (VRNS)	0.0	$425k		11k	40.45	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$420k		4.1k	103.60	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$411k		3.2k	128.43	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$410k		5.8k	70.21	View chart
Northrop Grumman Corporation (NOC)	0.0	$407k		796.00	511.80	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.0	$396k		4.4k	90.09	View chart
Cbre Group Cl A (CBRE)	0.0	$392k		3.0k	130.78	View chart
Sonoco Products Company (SON)	0.0	$392k		8.3k	47.24	View chart
Kinder Morgan (KMI)	0.0	$381k	+3%	13k	28.53	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.0	$381k		3.1k	120.94	View chart
Qualcomm (QCOM)	0.0	$377k		2.5k	153.60	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$373k		5.1k	73.50	View chart
Wells Fargo & Company (WFC)	0.0	$372k		5.2k	71.79	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$371k		17k	22.08	View chart
Marsh & McLennan Companies (MMC)	0.0	$370k		1.5k	244.03	View chart
Discover Financial Services (DFS)	0.0	$364k		2.1k	170.70	View chart
Siriusxm Holdings Common Stock (SIRI)	0.0	$362k		16k	22.55	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$346k		3.5k	100.00	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$344k		7.5k	45.65	View chart
Celanese Corporation (CE)	0.0	$341k	NEW	6.0k	56.77	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$338k		4.1k	83.28	View chart
Dyadic International (DYAI)	0.0	$338k		250k	1.35	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$324k		1.7k	188.20	View chart
Ge Aerospace Com New (GE)	0.0	$322k		1.6k	200.17	View chart
MGM Resorts International. (MGM)	0.0	$319k	-4%	11k	29.64	View chart
At&t (T)	0.0	$314k		11k	28.28	View chart
Cummins (CMI)	0.0	$313k		1.0k	313.44	View chart
Paychex (PAYX)	0.0	$309k		2.0k	154.28	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.0	$301k		7.0k	43.05	View chart
AFLAC Incorporated (AFL)	0.0	$300k		2.7k	111.19	View chart
CSX Corporation (CSX)	0.0	$300k		10k	29.43	View chart
S&p Global (SPGI)	0.0	$294k		579.00	508.10	View chart
Waste Connections (WCN)	0.0	$293k		1.5k	195.19	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.0	$292k		4.1k	70.56	View chart
Immunome (IMNM)	0.0	$289k		43k	6.73	View chart
Advanced Micro Devices (AMD)	0.0	$286k	-4%	2.8k	102.74	View chart
Axis Cap Hldgs SHS (AXS)	0.0	$281k		2.8k	100.24	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$279k		904.00	308.88	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$274k		513.00	533.48	View chart
Kroger (KR)	0.0	$271k		4.0k	67.69	View chart
Omniab (OABI)	0.0	$266k		111k	2.40	View chart
Enbridge (ENB)	0.0	$261k		5.9k	44.31	View chart
Vanguard World Energy Etf (VDE)	0.0	$260k		2.0k	129.71	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$259k		3.7k	69.81	View chart
Liberty Broadband Corp Com Ser C (LBRDK)	0.0	$254k		3.0k	85.05	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.0	$254k		7.8k	32.44	View chart
Liberty Media Corp Del Com Lbty Liv S C (LLYVK)	0.0	$244k		3.6k	68.14	View chart
Aon Shs Cl A (AON)	0.0	$243k		610.00	399.09	View chart
Carrier Global Corporation (CARR)	0.0	$241k		3.8k	63.40	View chart
Smucker J M Com New (SJM)	0.0	$237k	-13%	2.0k	118.41	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$229k		7.4k	30.74	View chart
Tesla Motors (TSLA)	0.0	$228k	+29%	881.00	259.01	View chart
Union Pacific Corporation (UNP)	0.0	$225k	-44%	951.00	236.24	View chart
Intuitive Machines Class A Com (LUNR)	0.0	$224k	NEW	30k	7.45	View chart
Fifth Third Ban (FITB)	0.0	$223k		5.7k	39.20	View chart
American Water Works (AWK)	0.0	$221k	NEW	1.5k	147.52	View chart
Yum! Brands (YUM)	0.0	$217k	NEW	1.4k	157.36	View chart
Expeditors International of Washington (EXPD)	0.0	$217k	NEW	1.8k	120.25	View chart
Lowe's Companies (LOW)	0.0	$216k	-24%	926.00	233.23	View chart
Global X Fds Global X Uranium (URA)	0.0	$209k		9.1k	22.92	View chart
Inspire Med Sys (INSP)	0.0	$207k		1.3k	159.28	View chart
Nextera Energy (NEE)	0.0	$205k		2.9k	70.89	View chart
Liberty Global Com Cl C (LBTYK)	0.0	$147k		12k	11.97	View chart
Clearside Biomedical (CLSD)	0.0	$85k		93k	0.92	View chart
Patriot Natl Bancorp Com New (PNBK)	0.0	$45k		39k	1.16	View chart
Cognition Therapeutics (CGTX)	0.0	$27k	+158%	63k	0.42	View chart
Fibrogen (FGEN)	0.0	$17k		55k	0.31	View chart
Female Health (VERU)	0.0	$8.0k		16k	0.49	View chart
Aspira Womens Health Com New (AWH)	0.0	$2.2k		23k	0.09	View chart

Past Filings by Northeast Financial Consultants

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

Northeast Financial Consultants 2025 Q1 filed May 16, 2025
Northeast Financial Consultants 2024 Q4 filed Feb. 14, 2025
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z