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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, PFE, and represent 34.48% of Northeast Financial Consultants's stock portfolio.
Added to shares of these 10 stocks: VOO (+$21M), ITOT (+$12M), VUG (+$6.9M), PFE (+$5.9M), IWN, VIG, QQQ, BXSL, IGV, IJR.
Started 10 new stock positions in BG, ENB, CAT, LBTYK, UBER, URNJ, WFC, DOW, IWN, QCOM.
Reduced shares in these 10 stocks: VTV, SPYV, VFH, , BAC, BXMT, IHI, XLE, SCHD, Etf Managers Tr purefunds ise cy.
Sold out of its positions in BNTX, CSCO, Etf Managers Tr purefunds ise cy, F, SPHD, MTTR, MRNA, RLYB, SCHD, Seagen. XLF, SQ, VONV, Bunge, Liberty Global Inc C.
Northeast Financial Consultants was a net buyer of stock by $55M.
Northeast Financial Consultants has $1.8B in assets under management (AUM), dropping by 13.27%.
Central Index Key (CIK): 0001599863

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Portfolio Holdings for Northeast Financial Consultants

Northeast Financial Consultants holds 280 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	12.1	$218M	+3%	702k	310.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.6	$138M	+17%	316k	436.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.8	$106M	+4%	620k	170.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.7	$85M		178k	475.31	View chart
Pfizer (PFE)	4.2	$77M	+8%	2.7M	28.79	View chart
Apple (AAPL)	4.0	$73M		380k	192.53	View chart
Ishares Tr Core Div Grwth (DGRO)	4.0	$73M		1.4M	53.82	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.0	$55M		494k	111.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$53M	+8%	129k	409.52	View chart
Microsoft Corporation (MSFT)	2.6	$47M		126k	376.04	View chart
Amazon (AMZN)	2.2	$40M		264k	151.94	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.2	$40M	+2%	768k	51.99	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	1.8	$33M		177k	186.55	View chart
JPMorgan Chase & Co. (JPM)	1.7	$30M		178k	170.10	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$30M		209k	140.93	View chart
Blackstone Secd Lending Common Stock (BXSL)	1.6	$28M	+14%	1.0M	27.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$27M		114k	237.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$27M	+4%	192k	139.69	View chart
Ishares Tr Expanded Tech (IGV)	1.4	$26M	+14%	63k	405.64	View chart
Select Sector Spdr Tr Technology (XLK)	1.2	$21M		110k	192.48	View chart
Bank of America Corporation (BAC)	0.9	$16M	-8%	476k	33.67	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$15M	-21%	100k	149.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$15M	+363%	141k	105.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$13M	+15%	123k	108.25	View chart
Chevron Corporation (CVX)	0.6	$12M		77k	149.16	View chart
Kkr & Co (KKR)	0.6	$11M		137k	82.85	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.6	$11M	-9%	209k	53.97	View chart
Broadcom (AVGO)	0.6	$10M		9.2k	1116.23	View chart
Vanguard World Fds Financials Etf (VFH)	0.5	$9.7M	-13%	105k	92.26	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.5	$9.4M		235k	40.12	View chart
Home Depot (HD)	0.5	$9.0M		26k	346.56	View chart
Blackstone Group Inc Com Cl A (BX)	0.5	$8.9M	-7%	68k	130.92	View chart
Walt Disney Company (DIS)	0.5	$8.8M		98k	90.29	View chart
Zoetis Cl A (ZTS)	0.5	$8.7M		44k	197.37	View chart
NVIDIA Corporation (NVDA)	0.5	$8.6M	+15%	17k	495.23	View chart
Goldman Sachs (GS)	0.5	$8.6M		22k	385.77	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.5	$8.4M		230k	36.72	View chart
Merck & Co (MRK)	0.5	$8.2M		76k	109.02	View chart
Ares Capital Corporation (ARCC)	0.5	$8.2M	+22%	409k	20.03	View chart
Exxon Mobil Corporation (XOM)	0.5	$8.2M		82k	99.98	View chart
Enterprise Products Partners (EPD)	0.4	$7.7M		293k	26.35	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.4	$7.7M		83k	92.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$7.6M	+5%	16k	477.64	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$7.3M	-2%	71k	103.07	View chart
Golub Capital BDC (GBDC)	0.4	$7.1M	+13%	469k	15.10	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$6.7M	-13%	81k	83.84	View chart
Deere & Company (DE)	0.4	$6.6M		17k	399.87	View chart
Honeywell International (HON)	0.4	$6.6M	-10%	31k	209.71	View chart
MetLife (MET)	0.4	$6.6M		99k	66.13	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$6.5M		44k	147.14	View chart
Liberty Broadband Corp Com Ser C (LBRDK)	0.3	$6.3M		78k	80.59	View chart
Johnson & Johnson (JNJ)	0.3	$6.1M		39k	156.74	View chart
PNC Financial Services (PNC)	0.3	$5.9M		38k	154.85	View chart
Visa Com Cl A (V)	0.3	$5.9M	+6%	23k	260.35	View chart
Waste Management (WM)	0.3	$5.7M		32k	179.10	View chart
UnitedHealth (UNH)	0.3	$5.4M		10k	526.48	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$5.4M	+17%	83k	65.06	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$5.1M	-6%	137k	37.56	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$5.0M	NEW	32k	155.33	View chart
Fmc Corp Com New (FMC)	0.3	$4.9M		78k	63.05	View chart
Phillips 66 (PSX)	0.2	$4.4M		33k	133.14	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$4.4M	+6%	32k	136.38	View chart
Mastercard Incorporated Cl A (MA)	0.2	$4.4M	+13%	10k	426.51	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$4.2M		21k	200.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$4.1M		54k	75.10	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$4.0M	+3%	5.3k	756.92	View chart
Pepsi (PEP)	0.2	$3.9M		23k	169.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.9M	-5%	22k	179.97	View chart
Apollo Global Mgmt (APO)	0.2	$3.9M		42k	93.19	View chart
Procter & Gamble Company (PG)	0.2	$3.8M		26k	146.54	View chart
salesforce (CRM)	0.2	$3.8M		14k	263.14	View chart
Eli Lilly & Co. (LLY)	0.2	$3.6M	+25%	6.1k	582.92	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.2	$3.5M	-2%	40k	88.13	View chart
Martin Marietta Materials (MLM)	0.2	$3.5M	+4%	7.0k	498.91	View chart
Thermo Fisher Scientific (TMO)	0.2	$3.5M	+3%	6.6k	530.80	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$3.5M	+14%	73k	48.03	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$3.5M		60k	57.64	View chart
Ready Cap Corp Com reit (RC)	0.2	$3.5M	-2%	337k	10.25	View chart
Dupont De Nemours (DD)	0.2	$3.4M		45k	76.93	View chart
Occidental Petroleum Corporation (OXY)	0.2	$3.4M		57k	59.71	View chart
Philip Morris International (PM)	0.2	$3.4M		36k	94.08	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$3.2M		28k	116.29	View chart
Citigroup Com New (C)	0.2	$3.2M		62k	51.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.1M		10k	303.17	View chart
Spdr Ser Tr Comp Software (XSW)	0.2	$3.0M		20k	150.33	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.9M		29k	101.99	View chart
Mettler-Toledo International (MTD)	0.2	$2.9M		2.4k	1212.96	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$2.8M	-5%	66k	42.18	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$2.8M		49k	56.14	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$2.7M	-3%	22k	125.14	View chart
Automatic Data Processing (ADP)	0.1	$2.7M		12k	232.97	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.6M		21k	122.75	View chart
Abbvie (ABBV)	0.1	$2.5M		16k	154.97	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.4M		35k	68.80	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$2.4M		5.9k	406.89	View chart
Coca-Cola Company (KO)	0.1	$2.3M	-22%	39k	58.93	View chart
Bristol Myers Squibb (BMY)	0.1	$2.2M		42k	51.31	View chart
McDonald's Corporation (MCD)	0.1	$2.1M		7.2k	296.51	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.1M	+6%	150k	13.80	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$2.0M	-40%	96k	21.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.0M		12k	165.25	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.0M		12k	170.46	View chart
Steel Dynamics (STLD)	0.1	$2.0M		17k	118.10	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$1.9M	-5%	34k	57.39	View chart
United Parcel Service CL B (UPS)	0.1	$1.9M		12k	157.23	View chart
Viatris (VTRS)	0.1	$1.9M		173k	10.83	View chart
Amgen (AMGN)	0.1	$1.8M		6.1k	288.02	View chart
TJX Companies (TJX)	0.1	$1.7M		18k	93.81	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$1.7M		14k	118.92	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$1.6M		5.7k	286.24	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.6M		22k	72.43	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$1.6M	-20%	51k	31.03	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$1.5M		3.2k	484.00	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.5M		1.7k	878.29	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$1.5M	-2%	13k	113.99	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.5M	-31%	18k	84.14	View chart
L3harris Technologies (LHX)	0.1	$1.5M		7.0k	210.62	View chart
Altria (MO)	0.1	$1.4M		36k	40.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.4M		5.9k	241.77	View chart
Corning Incorporated (GLW)	0.1	$1.4M		45k	30.45	View chart
Illinois Tool Works (ITW)	0.1	$1.3M		5.1k	261.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.3M		19k	70.35	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.3M		18k	70.28	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.3M		8.8k	145.01	View chart
Matador Resources (MTDR)	0.1	$1.3M	+7%	22k	56.86	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.3M		31k	40.56	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$1.3M		43k	29.31	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$1.3M	-57%	27k	46.63	View chart
Spdr Ser Tr Hlth Cr Equip (XHE)	0.1	$1.2M	-40%	15k	84.26	View chart
Freeport-mcmoran CL B (FCX)	0.1	$1.2M	-4%	29k	42.57	View chart
Ishares Tr Cybersecurity (IHAK)	0.1	$1.2M		27k	45.43	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.2M		5.5k	219.55	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.2M		9.6k	124.97	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.2M		12k	97.04	View chart
Hannon Armstrong (HASI)	0.1	$1.2M		43k	27.58	View chart
Trane Technologies SHS (TT)	0.1	$1.2M		4.8k	243.92	View chart
Oneok (OKE)	0.1	$1.2M	-9%	17k	70.22	View chart
Ecolab (ECL)	0.1	$1.1M		5.8k	198.35	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$1.1M		62k	18.46	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.1M		17k	63.33	View chart
Watsco, Incorporated (WSO)	0.1	$1.1M		2.5k	428.47	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.0M		1.7k	596.60	View chart
Netflix (NFLX)	0.1	$974k	-4%	2.0k	486.88	View chart
Morgan Stanley Com New (MS)	0.1	$946k	+3%	10k	93.25	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$941k	-15%	6.9k	135.84	View chart
Covenant Logistics Group Cl A (CVLG)	0.1	$921k		20k	46.04	View chart
Bunge Global Sa Com Shs (BG)	0.1	$914k	NEW	9.1k	100.95	View chart
Stryker Corporation (SYK)	0.0	$891k		3.0k	299.46	View chart
Costco Wholesale Corporation (COST)	0.0	$879k	+51%	1.3k	660.08	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$872k		13k	68.18	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.0	$866k		21k	41.26	View chart
Nike CL B (NKE)	0.0	$858k		7.9k	108.57	View chart
Cummins (CMI)	0.0	$856k		3.6k	239.57	View chart
Lockheed Martin Corporation (LMT)	0.0	$842k	-47%	1.9k	453.24	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$836k	+59%	8.0k	104.00	View chart
Iqvia Holdings (IQV)	0.0	$828k	+72%	3.6k	231.38	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.0	$741k		24k	30.63	View chart
Boeing Company (BA)	0.0	$740k		2.8k	260.66	View chart
HEICO Corporation (HEI)	0.0	$733k		4.1k	178.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$729k		2.6k	277.14	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$703k		7.1k	99.02	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$697k		7.3k	95.20	View chart
Orion Marine (ORN)	0.0	$669k		135k	4.94	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$667k		6.4k	104.46	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.0	$660k	+179%	14k	48.27	View chart
Oaktree Specialty Lending Corp (OCSL)	0.0	$657k		32k	20.42	View chart
International Business Machines (IBM)	0.0	$657k	+3%	4.0k	163.55	View chart
Tcg Bdc (CGBD)	0.0	$640k		43k	14.96	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$632k		1.8k	350.91	View chart
Shell Spon Ads (SHEL)	0.0	$609k	+27%	9.3k	65.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$607k		8.1k	75.35	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$605k		5.2k	117.22	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.0	$598k		44k	13.68	View chart
ConocoPhillips (COP)	0.0	$594k	-44%	5.1k	116.07	View chart
CSX Corporation (CSX)	0.0	$587k		17k	34.67	View chart
Uber Technologies (UBER)	0.0	$585k	NEW	9.5k	61.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$584k		3.1k	191.17	View chart
Abbott Laboratories (ABT)	0.0	$568k		5.2k	110.06	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$562k		26k	21.60	View chart
Emerson Electric (EMR)	0.0	$547k	+24%	5.6k	97.33	View chart
Verizon Communications (VZ)	0.0	$528k	+5%	14k	37.70	View chart
Hca Holdings (HCA)	0.0	$504k		1.9k	270.68	View chart
Monster Beverage Corp (MNST)	0.0	$498k		8.6k	57.61	View chart
Tesla Motors (TSLA)	0.0	$497k		2.0k	248.42	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.0	$496k		2.6k	190.95	View chart
Casey's General Stores (CASY)	0.0	$495k		1.8k	274.74	View chart
Marsh & McLennan Companies (MMC)	0.0	$485k		2.6k	189.47	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$483k		6.2k	77.73	View chart
MGM Resorts International. (MGM)	0.0	$480k		11k	44.68	View chart
Varonis Sys (VRNS)	0.0	$475k		11k	45.28	View chart
Centene Corporation (CNC)	0.0	$475k		6.4k	74.21	View chart
Sonoco Products Company (SON)	0.0	$464k		8.3k	55.87	View chart
Meridian Bank (MRBK)	0.0	$463k		33k	13.90	View chart
Kimberly-Clark Corporation (KMB)	0.0	$448k		3.7k	121.51	View chart
Starbucks Corporation (SBUX)	0.0	$440k		4.6k	96.01	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$431k	-22%	8.5k	50.58	View chart
EQT Corporation (EQT)	0.0	$425k	+120%	11k	38.66	View chart
Sprott Fds Tr Junior Uranium (URNJ)	0.0	$420k	NEW	18k	23.59	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$419k		4.1k	103.55	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$418k		1.5k	270.71	View chart
Genuine Parts Company (GPC)	0.0	$416k		3.0k	138.50	View chart
Intercontinental Exchange (ICE)	0.0	$414k		3.2k	128.43	View chart
Union Pacific Corporation (UNP)	0.0	$410k		1.7k	245.62	View chart
Oracle Corporation (ORCL)	0.0	$410k	+18%	3.9k	105.43	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.0	$403k		4.4k	91.56	View chart
Dyadic International (DYAI)	0.0	$403k		250k	1.61	View chart
Liberty Media Corp Del Com Lbty Srm S C (LSXMK)	0.0	$402k		14k	28.78	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$398k		1.5k	262.26	View chart
Kla Corp Com New (KLAC)	0.0	$398k		685.00	581.48	View chart
Advanced Micro Devices (AMD)	0.0	$383k	+11%	2.6k	147.41	View chart
Keurig Dr Pepper (KDP)	0.0	$382k		12k	33.32	View chart
Boston Scientific Corporation (BSX)	0.0	$378k		6.5k	57.81	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$376k		5.8k	64.48	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$372k		8.2k	45.47	View chart
Northrop Grumman Corporation (NOC)	0.0	$371k		792.00	468.43	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.0	$369k		3.1k	117.44	View chart
BioCryst Pharmaceuticals (BCRX)	0.0	$363k		61k	5.99	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$359k		1.4k	255.32	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$357k		4.8k	74.46	View chart
Paychex (PAYX)	0.0	$357k		3.0k	119.11	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$353k		6.6k	53.84	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$338k		5.0k	67.34	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$338k		3.2k	105.63	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$335k		3.5k	96.85	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$330k		22k	15.15	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$324k		6.9k	47.05	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$322k		4.1k	79.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$316k	-3%	5.6k	56.40	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$315k		4.7k	67.38	View chart
Meta Platforms Cl A (META)	0.0	$302k		854.00	353.96	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$298k	-16%	518.00	576.10	View chart
Allstate Corporation (ALL)	0.0	$295k		2.1k	139.98	View chart
Cbre Group Cl A (CBRE)	0.0	$279k		3.0k	93.09	View chart
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)	0.0	$279k		7.2k	38.93	View chart
Nucor Corporation (NUE)	0.0	$279k		1.6k	174.04	View chart
New Fortress Energy Com Cl A (NFE)	0.0	$270k		7.1k	37.73	View chart
Littelfuse (LFUS)	0.0	$268k		1.0k	267.56	View chart
BlackRock (BLK)	0.0	$265k	-20%	326.00	811.80	View chart
Inspire Med Sys (INSP)	0.0	$265k		1.3k	203.43	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.0	$256k		1.4k	185.40	View chart
Wal-Mart Stores (WMT)	0.0	$254k	-22%	1.6k	157.65	View chart
Global X Fds Global X Uranium (URA)	0.0	$253k	-45%	9.1k	27.69	View chart
Smucker J M Com New (SJM)	0.0	$253k		2.0k	126.39	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$252k		3.8k	66.49	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$246k	-10%	2.4k	101.77	View chart
Arrow Electronics (ARW)	0.0	$245k		2.0k	122.25	View chart
At&t (T)	0.0	$239k	+9%	14k	16.78	View chart
Qualcomm (QCOM)	0.0	$239k	NEW	1.7k	144.63	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.0	$237k		8.3k	28.77	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$237k		3.6k	64.93	View chart
Vanguard World Fds Energy Etf (VDE)	0.0	$235k		2.0k	117.28	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$232k		2.0k	116.03	View chart
Kraft Heinz (KHC)	0.0	$229k		6.2k	36.98	View chart
Expeditors International of Washington (EXPD)	0.0	$229k		1.8k	127.20	View chart
Kinder Morgan (KMI)	0.0	$229k		13k	17.64	View chart
Waste Connections (WCN)	0.0	$224k		1.5k	149.27	View chart
AFLAC Incorporated (AFL)	0.0	$223k		2.7k	82.50	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$222k		184.00	1205.28	View chart
Williams Companies (WMB)	0.0	$222k		6.4k	34.83	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.0	$221k		185.00	1195.62	View chart
Carrier Global Corporation (CARR)	0.0	$218k		3.8k	57.45	View chart
Enbridge (ENB)	0.0	$212k	NEW	5.9k	36.02	View chart
Wells Fargo & Company (WFC)	0.0	$212k	NEW	4.3k	49.23	View chart
Dow (DOW)	0.0	$210k	NEW	3.8k	54.84	View chart
Apa Corporation (APA)	0.0	$208k		5.8k	35.88	View chart
Becton, Dickinson and (BDX)	0.0	$207k	+6%	848.00	243.83	View chart
Caterpillar (CAT)	0.0	$205k	NEW	692.00	295.67	View chart
Liberty Global Com Cl C (LBTYK)	0.0	$194k	NEW	10k	18.64	View chart
E2open Parent Holdings Com Cl A (ETWO)	0.0	$161k	+4%	37k	4.39	View chart
Patriot Natl Bancorp Com New (PNBK)	0.0	$150k		39k	3.83	View chart
Promis Neurosciences Com New (PMN)	0.0	$115k		100k	1.15	View chart
Clearside Biomedical (CLSD)	0.0	$109k	+12%	93k	1.17	View chart
BlackRock MuniYield New York Insured Fnd (MYN)	0.0	$103k		10k	10.33	View chart
Macrogenics (MGNX)	0.0	$96k		10k	9.62	View chart
Aspira Womens Health Com New (AWH)	0.0	$96k		23k	4.08	View chart
Hertz Global Hldgs *w Exp 06/30/205 (HTZWW)	0.0	$85k	+26%	16k	5.48	View chart
Cognition Therapeutics (CGTX)	0.0	$45k		25k	1.85	View chart
Akili Common Stock (AKLI)	0.0	$28k		57k	0.49	View chart
Female Health (VERU)	0.0	$12k		16k	0.72	View chart
E2open Parent Holdings *w Exp 02/04/202 (ETWO.WS)	0.0	$4.1k	-50%	15k	0.28	View chart

Past Filings by Northeast Financial Consultants

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

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
Northeast Financial Consultants 2020 Q3 filed Oct. 29, 2020
Northeast Financial Consultants 2020 Q2 filed July 30, 2020
Northeast Financial Consultants 2020 Q1 filed May 13, 2020

View all past filings

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