Northeast Financial Consultants

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

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Portfolio Holdings for Northeast Financial Consultants

Companies in the Northeast Financial Consultants portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 13.0 $143M +2% 630k 227.61
Pfizer (PFE) 9.5 $105M +3% 2.9M 36.70
Vanguard Whitehall Fds High Div Yld (VYM) 4.2 $47M -6% 576k 80.93
First Tr Exchange-traded Dj Internt Idx (FDN) 3.8 $42M -2% 221k 188.35
Broadmark Rlty Cap (BRMK) 3.7 $41M 4.2M 9.86
Ishares Tr Core Div Grwth (DGRO) 3.5 $39M 982k 39.79
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $34M +9% 265k 128.66
Amazon (AMZN) 3.0 $34M 11k 3149.63
Microsoft Corporation (MSFT) 2.5 $28M 132k 210.32
Apple (AAPL) 2.5 $28M +289% 239k 115.81
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $25M 147k 170.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $22M +16% 64k 334.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $21M -45% 98k 212.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $20M 72k 277.84

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Blackstone Mtg Tr Com Cl A (BXMT) 1.8 $20M 899k 21.97
JPMorgan Chase & Co. (JPM) 1.8 $20M +5% 203k 96.26
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.4 $15M +2023% 150k 101.96
Alphabet Cap Stk Cl C (GOOG) 1.2 $13M 8.7k 1469.57
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 1.1 $12M 364k 33.06
Select Sector Spdr Tr Technology (XLK) 1.1 $12M 100k 116.70
Alphabet Cap Stk Cl A (GOOGL) 1.0 $11M +3% 7.5k 1465.61
Liberty Broadband Corp Com Ser C (LBRDK) 1.0 $11M 77k 142.87
Merck & Co (MRK) 0.9 $9.6M 115k 82.95
Cable One (CABO) 0.9 $9.4M 5.0k 1885.49
Bank of America Corporation (BAC) 0.8 $8.7M +12% 363k 24.09
Ishares Tr Expanded Tech (IGV) 0.7 $8.1M NEW 26k 311.15
Disney Walt Com Disney (DIS) 0.7 $7.8M 63k 124.08
Chevron Corporation (CVX) 0.7 $7.4M 102k 72.00
Home Depot (HD) 0.6 $7.1M 26k 277.71
Vanguard World Fds Financials Etf (VFH) 0.6 $7.0M -21% 120k 58.50
MPLX Com Unit Rep Ltd (MPLX) 0.6 $7.0M +9% 444k 15.74
Enterprise Products Partners (EPD) 0.6 $6.4M 407k 15.79
Johnson & Johnson (JNJ) 0.5 $6.0M +8% 41k 148.89
Waste Management (WM) 0.5 $5.8M 52k 113.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $5.3M 17k 307.65
Shell Midstream Partners Unit Ltd Int (SHLX) 0.5 $5.3M -17% 559k 9.46
Eli Lilly & Co. (LLY) 0.5 $5.1M 34k 148.02
Kkr & Co (KKR) 0.4 $4.7M 136k 34.34
Bristol Myers Squibb (BMY) 0.4 $4.7M 77k 60.27
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.4 $4.6M -48% 76k 60.87
MetLife (MET) 0.4 $4.4M +27% 119k 37.17
Facebook Cl A (FB) 0.4 $4.3M +2% 16k 261.91
Exxon Mobil Corporation (XOM) 0.4 $4.2M -3% 124k 34.33
Ishares Tr U.s. Med Dvc Etf (IHI) 0.4 $4.2M 14k 299.63
Zoetis Cl A (ZTS) 0.4 $3.9M 24k 165.38
Blackstone Group Com Cl A (BX) 0.3 $3.8M 73k 52.20
Mastercard Incorporated Cl A (MA) 0.3 $3.7M -9% 11k 338.19
Charles Schwab Corporation (SCHW) 0.3 $3.6M 101k 36.23
Deere & Company (DE) 0.3 $3.6M 16k 221.63
Procter & Gamble Company (PG) 0.3 $3.5M -23% 25k 138.98
Ishares Tr Russell 2000 Etf (IWM) 0.3 $3.2M 21k 149.80
L3harris Technologies (LHX) 0.3 $3.1M 18k 169.85
Pepsi (PEP) 0.3 $3.1M 22k 138.61
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $3.1M +43% 13k 231.09
Broadcom (AVGO) 0.3 $3.0M +6% 8.3k 364.37
Cedar Fair Depositry Unit (FUN) 0.3 $3.0M 108k 28.07
Thermo Fisher Scientific (TMO) 0.3 $3.0M 6.8k 441.54
Philip Morris International (PM) 0.3 $2.9M 39k 74.98
First Tr Exchange-traded Nasdaq 100 Ex (QQXT) 0.3 $2.9M 42k 68.51
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $2.7M -5% 53k 50.44
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $2.6M +15% 8.8k 293.88
salesforce (CRM) 0.2 $2.5M -24% 10k 251.28
Ares Capital Corporation (ARCC) 0.2 $2.5M 181k 13.95
UnitedHealth (UNH) 0.2 $2.5M 7.9k 311.83
NVIDIA Corporation (NVDA) 0.2 $2.5M +70% 4.6k 541.13
Ishares Tr Core High Dv Etf (HDV) 0.2 $2.5M 31k 80.48
Mettler-Toledo International (MTD) 0.2 $2.4M 2.4k 965.60
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.2 $2.3M 1.7k 1342.26
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $2.2M 28k 80.84
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $2.2M +32% 20k 112.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $2.2M +35% 10k 216.90
Dow (DOW) 0.2 $2.2M 47k 47.05
Phillips 66 Partners Com Unit Rep Int (PSXP) 0.2 $2.2M +26% 95k 23.04
Apollo Global Mgmt Com Cl A (APO) 0.2 $2.2M 48k 44.76
Spdr Gold Tr Gold Shs (GLD) 0.2 $2.2M +27% 12k 177.16
Visa Com Cl A (V) 0.2 $2.1M 10k 200.00
Wisdomtree Tr Us Midcap Fund (EZM) 0.2 $2.1M -17% 60k 34.19
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.2 $2.0M 58k 34.21
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $1.9M +64% 356k 5.42
Dyadic International (DYAI) 0.2 $1.9M 250k 7.57
Texas Instruments Incorporated (TXN) 0.2 $1.9M 13k 142.78
Hannon Armstrong (HASI) 0.2 $1.9M 44k 42.28
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.8M +172% 20k 88.20
Trane Technologies SHS (TT) 0.2 $1.7M 14k 121.22
Paypal Holdings (PYPL) 0.2 $1.7M 8.7k 196.86
McDonald's Corporation (MCD) 0.2 $1.7M -48% 7.6k 219.52
Abbvie (ABBV) 0.1 $1.6M +2% 19k 87.59
Comcast Corp Cl A (CMCSA) 0.1 $1.6M 35k 46.26
Corning Incorporated (GLW) 0.1 $1.6M 48k 32.42
Mondelez Intl Cl A (MDLZ) 0.1 $1.6M 27k 57.44
Amgen (AMGN) 0.1 $1.5M +2% 6.1k 254.19
Automatic Data Processing (ADP) 0.1 $1.5M 11k 139.48
Coca-Cola Company (KO) 0.1 $1.5M -15% 31k 49.37
Goldman Sachs (GS) 0.1 $1.5M -2% 7.6k 201.02
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.5M 5.0k 301.03
Altria (MO) 0.1 $1.5M -2% 38k 38.65
Athene Holding Cl A (ATH) 0.1 $1.4M 42k 34.07
Twitter (TWTR) 0.1 $1.4M 31k 44.51
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.4M +51% 12k 118.15
Netflix (NFLX) 0.1 $1.4M +10% 2.7k 500.73
Verizon Communications (VZ) 0.1 $1.3M 23k 59.50
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.3M -23% 19k 70.25
Lockheed Martin Corporation (LMT) 0.1 $1.3M 3.4k 383.24
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.3M 4.00 320000.00
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.3M 4.7k 272.19
Wal-Mart Stores (WMT) 0.1 $1.3M 9.1k 139.91
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.3M 7.1k 180.19
Starbucks Corporation (SBUX) 0.1 $1.3M 15k 85.90
Cummins (CMI) 0.1 $1.3M 6.0k 211.17
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $1.2M 22k 55.73
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.2M -35% 11k 110.62
Citrix Systems (CTXS) 0.1 $1.2M +14% 8.7k 137.70
Nike CL B (NKE) 0.1 $1.2M 9.5k 125.59
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $1.2M 23k 52.42
Illinois Tool Works (ITW) 0.1 $1.1M 5.9k 193.18
International Business Machines (IBM) 0.1 $1.1M -3% 9.2k 121.66
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $1.1M 22k 49.56
Biogen Idec (BIIB) 0.1 $1.1M 3.9k 283.73
Duke Energy Corp Com New (DUK) 0.1 $1.1M 12k 88.59
Golub Capital BDC (GBDC) 0.1 $1.1M +5% 82k 13.24
Phillips 66 (PSX) 0.1 $1.1M -6% 21k 51.83
Honeywell International (HON) 0.1 $1.0M -19% 6.2k 164.61
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $1.0M -14% 29k 34.80
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.0M 17k 59.40
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.0M -18% 9.9k 101.37
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $1.0M 32k 31.32
TJX Companies (TJX) 0.1 $999k -10% 18k 55.63
First Tr Value Line Divid In SHS (FVD) 0.1 $984k -8% 31k 31.45
Autodesk (ADSK) 0.1 $980k 4.2k 230.91
Ishares Tr Nasdaq Biotech (IBB) 0.1 $968k 7.2k 135.38
Northrop Grumman Corporation (NOC) 0.1 $920k 2.9k 315.50
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $919k 9.9k 92.42
Seagate Technology SHS (STX) 0.1 $915k 19k 49.26
Te Connectivity Reg Shs (TEL) 0.1 $914k 9.4k 97.71
Avangrid (AGR) 0.1 $912k 18k 50.43
Freeport-mcmoran CL B (FCX) 0.1 $838k 54k 15.65
Stryker Corporation (SYK) 0.1 $828k 4.0k 208.30
Johnson Ctls Intl SHS (JCI) 0.1 $806k 20k 40.86
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $803k +245% 4.9k 163.34
Cree (CREE) 0.1 $785k 12k 63.75
Regeneron Pharmaceuticals (REGN) 0.1 $774k -8% 1.4k 559.65
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $770k +19% 129k 5.98
Seattle Genetics (SGEN) 0.1 $769k -33% 3.9k 195.72
Cerner Corporation (CERN) 0.1 $752k 10k 72.31
Sea Sponsord Ads (SE) 0.1 $725k +97% 4.7k 154.58
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.1 $708k 4.2k 168.57
Ppd (PPD) 0.1 $684k 19k 36.97
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $683k 6.5k 105.50
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) 0.1 $679k 456.00 1489.04
Ishares Tr Phlx Semicnd Etf (SOXX) 0.1 $671k +17% 2.2k 304.45
Willis Towers Watson SHS (WLTW) 0.1 $659k 3.2k 208.74
Kimberly-Clark Corporation (KMB) 0.1 $648k 4.4k 147.68
Ecolab (ECL) 0.1 $622k -24% 3.1k 200.00
Guardant Health (GH) 0.1 $616k 5.5k 111.86
Boeing Company (BA) 0.1 $613k -21% 3.7k 165.14
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $601k +76% 3.5k 172.80
Astrazeneca Sponsored Adr (AZN) 0.1 $595k NEW 11k 54.79
Advanced Micro Devices (AMD) 0.1 $580k NEW 7.1k 82.06
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $578k 9.6k 60.21
Ishares Tr Core S&p500 Etf (IVV) 0.1 $577k 1.7k 335.86
Abbott Laboratories (ABT) 0.1 $577k 5.3k 108.74
At&t (T) 0.1 $576k +2% 20k 28.51
Biontech Se Sponsored Ads (BNTX) 0.1 $574k +164% 8.2k 69.80
Invesco Exchange Traded Fd T Dynmc Phrmctls (PJP) 0.1 $563k 8.8k 63.85
Ishares Tr Global Tech Etf (IXN) 0.1 $562k 2.1k 263.60
Occidental Petroleum Corporation (OXY) 0.1 $558k -2% 56k 10.00
Abiomed (ABMD) 0.1 $554k 2.0k 277.00
Ishares Tr Core Msci Eafe (IEFA) 0.0 $546k NEW 9.1k 60.32
Chart Inds Com Par $0.01 (GTLS) 0.0 $541k 7.7k 70.26
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $525k +3% 2.8k 185.32
Nuance Communications (NUAN) 0.0 $510k 15k 33.18
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $503k 1.6k 311.65
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $496k 12k 40.40
Lineage Cell Therapeutics In (LCTX) 0.0 $491k 524k 0.94
Bp Midstream Partners Unit Ltd Ptnr (BPMP) 0.0 $486k 49k 9.92
Allstate Corporation (ALL) 0.0 $481k 5.1k 94.17
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $476k -14% 9.1k 52.07
Tesla Motors (TSLA) 0.0 $472k NEW 1.1k 429.09
Ishares Tr Rus 1000 Etf (IWB) 0.0 $468k NEW 2.5k 187.20
Ishares Tr Msci Eafe Etf (EFA) 0.0 $464k -13% 7.3k 63.67
Liberty Media Corp Del Com C Siriusxm (LSXMK) 0.0 $462k 14k 33.05
Zoom Video Communications In Cl A (ZM) 0.0 $461k -8% 981.00 469.93
Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.0 $458k 4.1k 111.49
Western Digital (WDC) 0.0 $454k 12k 36.52
Ishares Tr Select Divid Etf (DVY) 0.0 $453k 5.6k 81.47
Owl Rock Capital Corporation (ORCC) 0.0 $446k 37k 12.05
Crowdstrike Hldgs Cl A (CRWD) 0.0 $437k 3.2k 137.21
Nucor Corporation (NUE) 0.0 $434k 9.7k 44.83
Vanguard World Fds Consum Stp Etf (VDC) 0.0 $424k 2.6k 163.33
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $424k 8.4k 50.68
Sonoco Products Company (SON) 0.0 $424k 8.3k 51.08
Vanguard Index Fds Value Etf (VTV) 0.0 $417k NEW 4.0k 104.54
Spdr Ser Tr Hlth Cr Equip (XHE) 0.0 $416k 4.3k 97.38
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $413k 17k 24.09
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $406k 3.0k 134.84
Varonis Sys (VRNS) 0.0 $404k 3.5k 115.43
First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $403k 4.3k 94.82
Dolby Laboratories Com Cl A (DLB) 0.0 $395k 6.0k 66.35
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $386k NEW 6.1k 63.54
Discovery Com Ser A (DISCA) 0.0 $385k 18k 21.76
Etf Managers Tr Prime Mobile Pay (IPAY) 0.0 $381k 7.0k 54.36
Centene Corporation (CNC) 0.0 $373k 6.4k 58.28
Intercontinental Exchange (ICE) 0.0 $372k 3.7k 100.16
Ionis Pharmaceuticals (IONS) 0.0 $367k 7.7k 47.42
Royal Dutch Shell Spon Adr B (RDS.B) 0.0 $362k -42% 15k 24.25
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $356k -7% 6.2k 57.35
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $348k 1.6k 214.68
International Paper Company (IP) 0.0 $347k 8.6k 40.54
ConocoPhillips (COP) 0.0 $347k -13% 11k 32.88
Monster Beverage Corp (MNST) 0.0 $346k NEW 4.3k 80.09
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.0 $346k -37% 9.2k 37.48
3M Company (MMM) 0.0 $345k 2.2k 160.32
CVS Caremark Corporation (CVS) 0.0 $343k 5.9k 58.40
Blackrock Muniyield Fund (MYD) 0.0 $341k 25k 13.43
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $341k 1.9k 176.68
Select Sector Spdr Tr Energy (XLE) 0.0 $337k -11% 11k 29.92
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $337k 13k 27.03
Fireeye (FEYE) 0.0 $337k 27k 12.33
Canadian Pacific Railway (CP) 0.0 $331k 1.1k 304.23
Iqvia Holdings (IQV) 0.0 $328k 2.1k 157.69
Dex (DXCM) 0.0 $326k 791.00 412.14
Hca Holdings (HCA) 0.0 $321k 2.6k 124.61
Casey's General Stores (CASY) 0.0 $320k 1.8k 177.78
PetMed Express (PETS) 0.0 $316k 10k 31.60
Costco Wholesale Corporation (COST) 0.0 $313k 882.00 354.88
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $312k 920.00 339.13
Ark Etf Tr Innovation Etf (ARKK) 0.0 $310k NEW 3.4k 92.26
Vanguard World Fds Materials Etf (VAW) 0.0 $302k 2.2k 134.52
Omnicell (OMCL) 0.0 $299k 4.0k 74.75
Medtronic SHS (MDT) 0.0 $297k 2.9k 103.81
Schlumberger (SLB) 0.0 $297k 19k 15.56
Rio Tinto Sponsored Adr (RIO) 0.0 $290k NEW 4.8k 60.42
Teleflex Incorporated (TFX) 0.0 $289k 850.00 340.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $287k 6.6k 43.20
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $287k 3.5k 81.05
Genuine Parts Company (GPC) 0.0 $286k 3.0k 95.33
Endo Intl SHS (ENDP) 0.0 $280k 85k 3.31
MGM Resorts International. (MGM) 0.0 $277k 13k 21.73
Kinder Morgan (KMI) 0.0 $272k -7% 22k 12.31
First Tr Nas100 Eq Weighted SHS (QQEW) 0.0 $272k 3.1k 86.51
Chesapeake Utilities Corporation (CPK) 0.0 $270k 3.2k 84.38
BlackRock (BLK) 0.0 $267k +2% 473.00 564.48
CSX Corporation (CSX) 0.0 $264k -98% 3.4k 77.65
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $263k -4% 6.8k 38.53
Workday Cl A (WDAY) 0.0 $263k 1.2k 215.04
Emerson Electric (EMR) 0.0 $262k 4.0k 65.50
Pentair SHS (PNR) 0.0 $256k 5.6k 45.76
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.0 $255k 4.4k 57.95
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $254k NEW 4.0k 63.74
Smith & Nephew Group Spdn Adr New (SNN) 0.0 $254k 6.5k 39.08
Macrogenics (MGNX) 0.0 $252k 10k 25.20
Ishares Msci Jpn Etf New (EWJ) 0.0 $251k -3% 4.2k 59.10
Boston Scientific Corporation (BSX) 0.0 $250k 6.5k 38.28
Illumina (ILMN) 0.0 $247k +14% 800.00 308.75
Ishares Core Msci Emkt (IEMG) 0.0 $247k NEW 4.7k 52.81
Vanguard World Fds Energy Etf (VDE) 0.0 $246k 6.1k 40.33
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $243k -23% 2.2k 108.82
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $243k 1.0k 239.17
Covetrus (CVET) 0.0 $242k NEW 9.9k 24.42
Raytheon Technologies Corp (RTX) 0.0 $241k -13% 4.2k 57.45
Paychex (PAYX) 0.0 $239k 3.0k 79.67
Gci Liberty Com Class A (GLIBA) 0.0 $238k 2.9k 82.01
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $238k NEW 1.1k 221.40
Smucker J M Com New (SJM) 0.0 $231k 2.0k 115.50
Citigroup Com New (C) 0.0 $227k 5.3k 43.07
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $226k 2.8k 80.71
Ishares Tr U.s. Pharma Etf (IHE) 0.0 $226k 1.4k 163.77
Cisco Systems (CSCO) 0.0 $225k -20% 5.7k 39.39
Liberty Media Corp Del Com A Siriusxm (LSXMA) 0.0 $221k 6.6k 33.24
Cbre Group Cl A (CBRE) 0.0 $219k NEW 4.7k 46.97
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $215k NEW 4.9k 44.00
Martin Marietta Materials (MLM) 0.0 $214k NEW 910.00 235.16
Transocean Reg Shs (RIG) 0.0 $214k 265k 0.81
Liberty Global SHS CL C (LBTYK) 0.0 $213k 10k 20.51
Clorox Company (CLX) 0.0 $210k 1.0k 210.00
Ford Motor Company (F) 0.0 $206k 31k 6.66
Adobe Systems Incorporated (ADBE) 0.0 $203k NEW 414.00 490.34
Caesars Entertainment (CZR) 0.0 $203k NEW 3.6k 56.11
Okta Cl A (OKTA) 0.0 $202k NEW 950.00 212.63
Noble Midstream Partners Com Unit Repst (NBLX) 0.0 $201k +100% 27k 7.34
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.0 $178k 14k 12.71
Precigen (PGEN) 0.0 $171k 49k 3.51
Technipfmc (FTI) 0.0 $168k 27k 6.32
Qurate Retail Com Ser A (QRTEA) 0.0 $163k +28% 23k 7.19
Agenus Com New (AGEN) 0.0 $162k NEW 40k 4.01
Meridian Bank (MRBK) 0.0 $161k NEW 10k 16.10
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $159k 11k 14.51
Noble Energy (NBL) 0.0 $150k 18k 8.57
Orion Marine (ORN) 0.0 $149k 54k 2.76
Mylan Nv Shs Euro (MYL) 0.0 $148k 10k 14.80
Tortoise Energy Infrastructure closed end funds (TYG) 0.0 $148k 10k 14.80
BlackRock MuniYield New York Insured Fnd (MYN) 0.0 $127k 10k 12.70
Investors Ban (ISBC) 0.0 $125k 17k 7.29
ImmunoGen (IMGN) 0.0 $124k 34k 3.61
BioCryst Pharmaceuticals (BCRX) 0.0 $114k +65% 33k 3.44
Covanta Holding Corporation (CVA) 0.0 $99k 13k 7.77
Mereo Biopharma Group Ads (MREO) 0.0 $44k NEW 17k 2.64
Spectrum Pharmaceuticals (SPPI) 0.0 $41k 10k 4.10

Past Filings by Northeast Financial Consultants

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

View all past filings