$981 Million is the total value of Northeast Financial Consultants Inc's 322 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSX | CSX CORP | $18,292,000 | -10.5% | 264,072 | 0.0% | 1.86% | -11.1% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $12,922,000 | +11.1% | 243,395 | 0.0% | 1.32% | +10.4% | |
| RGI | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $9,079,000 | +0.4% | 71,791 | 0.0% | 0.92% | -0.3% | |
| LBRDK | LIBERTY BROADBAND CORP | $8,370,000 | +0.4% | 79,970 | 0.0% | 0.85% | -0.2% | |
| MET | METLIFE INC | $6,368,000 | -5.1% | 135,039 | 0.0% | 0.65% | -5.7% | |
| CABO | CABLE ONE INC | $6,267,000 | +7.1% | 4,995 | 0.0% | 0.64% | +6.5% | |
| KMX | CARMAX INC | $6,224,000 | +1.4% | 70,730 | 0.0% | 0.63% | +0.6% | |
| WM | WASTE MGMT INC DEL | $6,123,000 | -0.3% | 53,240 | 0.0% | 0.62% | -1.0% | |
| ALSN | ALLISON TRANSMISSION HLDGS I | $5,817,000 | +1.5% | 123,636 | 0.0% | 0.59% | +0.9% | |
| BP | BP PLCsponsored adr | $4,932,000 | -8.9% | 129,827 | 0.0% | 0.50% | -9.4% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $4,796,000 | -1.3% | 37,220 | 0.0% | 0.49% | -1.8% | |
| SCHW | THE CHARLES SCHWAB CORPORATI | $4,225,000 | +4.1% | 101,014 | 0.0% | 0.43% | +3.6% | |
| LLY | LILLY ELI & CO | $3,846,000 | +0.9% | 34,388 | 0.0% | 0.39% | +0.3% | |
| BFB | BROWN FORMAN CORPcl b | $3,848,000 | +13.2% | 61,300 | 0.0% | 0.39% | +12.3% | |
| TYL | TYLER TECHNOLOGIES INC | $3,166,000 | +21.5% | 12,061 | 0.0% | 0.32% | +21.0% | |
| BPMP | BP MIDSTREAM PARTNERS LPunit ltd ptnr | $3,107,000 | -5.7% | 212,781 | 0.0% | 0.32% | -6.2% | |
| ST | SENSATA TECHNOLOGIES HLDNG P | $2,717,000 | +2.2% | 54,273 | 0.0% | 0.28% | +1.5% | |
| DE | DEERE & CO | $2,703,000 | +1.8% | 16,022 | 0.0% | 0.28% | +1.1% | |
| WFCPRL | WELLS FARGO CO NEWperp pfd cnv a | $2,558,000 | +11.6% | 1,680 | 0.0% | 0.26% | +11.1% | |
| ZTS | ZOETIS INCcl a | $2,533,000 | +9.8% | 20,330 | 0.0% | 0.26% | +8.9% | |
| QQXT | FIRST TR EXCHANGE TRADED FDnasdaq 100 ex | $2,229,000 | -2.2% | 41,746 | 0.0% | 0.23% | -3.0% | |
| PNC | PNC FINL SVCS GROUP INC | $2,174,000 | +2.1% | 15,508 | 0.0% | 0.22% | +1.8% | |
| TXN | TEXAS INSTRS INC | $2,079,000 | +12.6% | 16,088 | 0.0% | 0.21% | +12.2% | |
| ARCC | ARES CAP CORP | $1,879,000 | +3.9% | 100,820 | 0.0% | 0.19% | +2.7% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,801,000 | -2.3% | 11,155 | 0.0% | 0.18% | -2.6% | |
| PSX | PHILLIPS 66 | $1,787,000 | +9.5% | 17,450 | 0.0% | 0.18% | +9.0% | |
| ATH | ATHENE HLDG LTDcl a | $1,767,000 | -2.3% | 42,000 | 0.0% | 0.18% | -3.2% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,751,000 | -16.1% | 2,486 | 0.0% | 0.18% | -16.8% | |
| DYAI | DYADIC INTL INC DEL | $1,533,000 | -2.0% | 250,000 | 0.0% | 0.16% | -3.1% | |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $1,523,000 | -21.5% | 177,455 | 0.0% | 0.16% | -22.1% | |
| RIG | TRANSOCEAN LTD | $1,433,000 | -30.2% | 320,500 | 0.0% | 0.15% | -30.8% | |
| GLW | CORNING INC | $1,371,000 | -14.2% | 48,063 | 0.0% | 0.14% | -14.6% | |
| ECL | ECOLAB INC | $1,369,000 | +0.3% | 6,912 | 0.0% | 0.14% | -0.7% | |
| LMT | LOCKHEED MARTIN CORP | $1,308,000 | +7.3% | 3,353 | 0.0% | 0.13% | +6.4% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,247,000 | -2.0% | 4 | 0.0% | 0.13% | -3.1% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $1,224,000 | -2.4% | 22,835 | 0.0% | 0.12% | -3.1% | |
| IWF | ISHARES TRrus 1000 grw etf | $1,202,000 | +1.4% | 7,531 | 0.0% | 0.12% | 0.0% | |
| WSO | WATSCO INC | $1,174,000 | +3.4% | 6,940 | 0.0% | 0.12% | +3.4% | |
| AMGN | AMGEN INC | $1,143,000 | +5.0% | 5,909 | 0.0% | 0.12% | +3.6% | |
| ING | ING GROEP N Vsponsored adr | $1,142,000 | -9.7% | 109,317 | 0.0% | 0.12% | -10.8% | |
| TJX | TJX COS INC NEW | $1,133,000 | +5.4% | 20,320 | 0.0% | 0.12% | +4.5% | |
| KMB | KIMBERLY CLARK CORP | $1,064,000 | +6.6% | 7,488 | 0.0% | 0.11% | +5.9% | |
| AGN | ALLERGAN PLC | $1,057,000 | +0.5% | 6,281 | 0.0% | 0.11% | 0.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $1,050,000 | -0.8% | 7,091 | 0.0% | 0.11% | -1.8% | |
| TEL | TE CONNECTIVITY LTD | $1,046,000 | -2.7% | 11,227 | 0.0% | 0.11% | -2.7% | |
| IWD | ISHARES TRrus 1000 val etf | $1,036,000 | +0.9% | 8,075 | 0.0% | 0.11% | +1.0% | |
| CMI | CUMMINS INC | $976,000 | -5.1% | 6,000 | 0.0% | 0.10% | -5.7% | |
| AVGO | BROADCOM INC | $955,000 | -4.1% | 3,460 | 0.0% | 0.10% | -4.9% | |
| AGR | AVANGRID INC | $945,000 | +3.5% | 18,083 | 0.0% | 0.10% | +2.1% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $919,000 | -2.9% | 53,444 | 0.0% | 0.09% | -3.1% | |
| ITW | ILLINOIS TOOL WKS INC | $926,000 | +3.8% | 5,918 | 0.0% | 0.09% | +3.3% | |
| ADSK | AUTODESK INC | $898,000 | -9.4% | 6,081 | 0.0% | 0.09% | -9.8% | |
| SYK | STRYKER CORP | $844,000 | +5.2% | 3,900 | 0.0% | 0.09% | +4.9% | |
| STX | SEAGATE TECHNOLOGY PLC | $831,000 | +14.1% | 15,446 | 0.0% | 0.08% | +13.3% | |
| JCI | JOHNSON CTLS INTL PLC | $825,000 | +6.3% | 18,790 | 0.0% | 0.08% | +5.0% | |
| AAXJ | ISHARES TRmsci ac asia etf | $816,000 | -4.9% | 12,300 | 0.0% | 0.08% | -5.7% | |
| ABT | ABBOTT LABS | $784,000 | -0.5% | 9,372 | 0.0% | 0.08% | -1.2% | |
| CELG | CELGENE CORP | $781,000 | +7.4% | 7,862 | 0.0% | 0.08% | +6.7% | |
| CTXS | CITRIX SYS INC | $716,000 | -1.6% | 7,420 | 0.0% | 0.07% | -2.7% | |
| PAYX | PAYCHEX INC | $716,000 | +0.6% | 8,649 | 0.0% | 0.07% | 0.0% | |
| KMI | KINDER MORGAN INC DEL | $702,000 | -1.3% | 34,072 | 0.0% | 0.07% | -1.4% | |
| WMB | WILLIAMS COS INC DEL | $707,000 | -14.2% | 29,402 | 0.0% | 0.07% | -15.3% | |
| CERN | CERNER CORP | $709,000 | -7.0% | 10,400 | 0.0% | 0.07% | -7.7% | |
| NVS | NOVARTIS A Gsponsored adr | $700,000 | -4.9% | 8,056 | 0.0% | 0.07% | -5.3% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $698,000 | -7.7% | 4,121 | 0.0% | 0.07% | -9.0% | |
| BACPRL | BANK AMER CORP7.25%cnv pfd l | $678,000 | +9.4% | 452 | 0.0% | 0.07% | +7.8% | |
| UVV | UNIVERSAL CORP VA | $603,000 | -9.7% | 11,000 | 0.0% | 0.06% | -11.6% | |
| CREE | CREE INC | $603,000 | -12.9% | 12,314 | 0.0% | 0.06% | -14.1% | |
| PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $601,000 | 0.0% | 9,600 | 0.0% | 0.06% | -1.6% | |
| RFG | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $594,000 | -4.7% | 4,200 | 0.0% | 0.06% | -4.7% | |
| WDC | WESTERN DIGITAL CORP | $590,000 | +25.3% | 9,898 | 0.0% | 0.06% | +25.0% | |
| IOTS | ADESTO TECHNOLOGIES CORP | $582,000 | +5.1% | 68,000 | 0.0% | 0.06% | +3.5% | |
| DVY | ISHARES TRselect divid etf | $567,000 | +2.3% | 5,560 | 0.0% | 0.06% | +1.8% | |
| ALL | ALLSTATE CORP | $560,000 | +6.9% | 5,155 | 0.0% | 0.06% | +5.6% | |
| NUE | NUCOR CORP | $512,000 | -7.6% | 10,061 | 0.0% | 0.05% | -8.8% | |
| IONS | IONIS PHARMACEUTICALS INC | $479,000 | -6.8% | 8,000 | 0.0% | 0.05% | -7.5% | |
| SON | SONOCO PRODS CO | $483,000 | -10.9% | 8,300 | 0.0% | 0.05% | -12.5% | |
| VDE | VANGUARD WORLD FDSenergy etf | $468,000 | -8.2% | 6,000 | 0.0% | 0.05% | -7.7% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $459,000 | +1.1% | 8,300 | 0.0% | 0.05% | 0.0% | |
| BKR | BAKER HUGHES A GE COcl a | $455,000 | -5.8% | 19,600 | 0.0% | 0.05% | -8.0% | |
| IWR | ISHARES TRrus mid cap etf | $451,000 | +0.2% | 8,061 | 0.0% | 0.05% | 0.0% | |
| CDW | CDW CORP | $431,000 | +11.1% | 3,495 | 0.0% | 0.04% | +10.0% | |
| MDT | MEDTRONIC PLC | $421,000 | +11.4% | 3,880 | 0.0% | 0.04% | +10.3% | |
| ORCL | ORACLE CORP | $419,000 | -3.5% | 7,620 | 0.0% | 0.04% | -4.4% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $394,000 | +5.3% | 2,514 | 0.0% | 0.04% | +5.3% | |
| XEC | CIMAREX ENERGY CO | $396,000 | -19.0% | 8,250 | 0.0% | 0.04% | -20.0% | |
| MYD | BLACKROCK MUNIYIELD FD INC | $378,000 | +3.6% | 25,400 | 0.0% | 0.04% | +5.4% | |
| IXN | ISHARES TRglobal tech etf | $373,000 | +3.0% | 2,017 | 0.0% | 0.04% | +2.7% | |
| MMM | 3M CO | $354,000 | -5.1% | 2,152 | 0.0% | 0.04% | -5.3% | |
| MGM | MGM RESORTS INTERNATIONAL | $355,000 | -3.0% | 12,821 | 0.0% | 0.04% | -5.3% | |
| ABMD | ABIOMED INC | $356,000 | -31.7% | 2,000 | 0.0% | 0.04% | -32.1% | |
| IJT | ISHARES TRs&p sml 600 gwt | $344,000 | -2.3% | 1,930 | 0.0% | 0.04% | -2.8% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $348,000 | +2.4% | 1,614 | 0.0% | 0.04% | 0.0% | |
| VAW | VANGUARD WORLD FDSmaterials etf | $342,000 | -1.4% | 2,708 | 0.0% | 0.04% | -2.8% | |
| TDY | TELEDYNE TECHNOLOGIES INC | $344,000 | +17.4% | 1,069 | 0.0% | 0.04% | +16.7% | |
| SGEN | SEATTLE GENETICS INC | $333,000 | +23.3% | 3,900 | 0.0% | 0.03% | +21.4% | |
| NBLX | NOBLE MIDSTREAM PARTNERS LP | $330,000 | -27.6% | 13,700 | 0.0% | 0.03% | -27.7% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $337,000 | +7.3% | 3,656 | 0.0% | 0.03% | +6.2% | |
| IGF | ISHARES TRglb infrastr etf | $330,000 | +0.3% | 7,111 | 0.0% | 0.03% | 0.0% | |
| XHE | SPDR SERIES TRUSThlth cr equip | $334,000 | -4.6% | 4,272 | 0.0% | 0.03% | -5.6% | |
| APA | APACHE CORP | $324,000 | -11.7% | 12,661 | 0.0% | 0.03% | -13.2% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $324,000 | -0.6% | 920 | 0.0% | 0.03% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $321,000 | -4.2% | 2,713 | 0.0% | 0.03% | -2.9% | |
| COP | CONOCOPHILLIPS | $326,000 | -6.6% | 5,723 | 0.0% | 0.03% | -8.3% | |
| EEM | ISHARES TRmsci emg mkt etf | $324,000 | -4.7% | 7,923 | 0.0% | 0.03% | -5.7% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $321,000 | 0.0% | 2,970 | 0.0% | 0.03% | 0.0% | |
| USB | US BANCORP DEL | $311,000 | +5.4% | 5,624 | 0.0% | 0.03% | +6.7% | |
| ARES | ARES MANAGEMENT CORPORATION | $315,000 | +2.6% | 11,750 | 0.0% | 0.03% | +3.2% | |
| IQV | IQVIA HLDGS INC | $311,000 | -7.2% | 2,080 | 0.0% | 0.03% | -5.9% | |
| SNN | SMITH & NEPHEW PLCspdn adr new | $313,000 | +10.6% | 6,500 | 0.0% | 0.03% | +10.3% | |
| ATHM | AUTOHOME INCsp adr rp cl a | $308,000 | -2.8% | 3,708 | 0.0% | 0.03% | -6.1% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $300,000 | +22.0% | 15,058 | 0.0% | 0.03% | +24.0% | |
| CPK | CHESAPEAKE UTILS CORP | $305,000 | +0.3% | 3,200 | 0.0% | 0.03% | 0.0% | |
| AMAT | APPLIED MATLS INC | $307,000 | +11.2% | 6,148 | 0.0% | 0.03% | +10.7% | |
| BSX | BOSTON SCIENTIFIC CORP | $297,000 | -5.4% | 7,295 | 0.0% | 0.03% | -6.2% | |
| FWONK | LIBERTY MEDIA CORP DELAWARE | $291,000 | +11.5% | 6,985 | 0.0% | 0.03% | +11.1% | |
| GPC | GENUINE PARTS CO | $299,000 | -3.9% | 3,000 | 0.0% | 0.03% | -6.2% | |
| COF | CAPITAL ONE FINL CORP | $295,000 | +0.3% | 3,240 | 0.0% | 0.03% | 0.0% | |
| CINF | CINCINNATI FINL CORP | $281,000 | +12.4% | 2,410 | 0.0% | 0.03% | +11.5% | |
| OMCL | OMNICELL INC | $289,000 | -16.0% | 4,000 | 0.0% | 0.03% | -17.1% | |
| TFX | TELEFLEX INC | $289,000 | +2.8% | 850 | 0.0% | 0.03% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $273,000 | +15.7% | 2,281 | 0.0% | 0.03% | +16.7% | |
| LSXMA | LIBERTY MEDIA CORP DELAWARE | $276,000 | +10.0% | 6,648 | 0.0% | 0.03% | +7.7% | |
| CNC | CENTENE CORP DEL | $277,000 | -17.6% | 6,400 | 0.0% | 0.03% | -17.6% | |
| KYN | KAYNE ANDERSN MLP MIDS INVT | $275,000 | -5.5% | 19,000 | 0.0% | 0.03% | -6.7% | |
| EMR | EMERSON ELEC CO | $267,000 | 0.0% | 4,000 | 0.0% | 0.03% | 0.0% | |
| SIGA | SIGA TECHNOLOGIES INC | $268,000 | -9.8% | 52,339 | 0.0% | 0.03% | -10.0% | |
| WBC | WABCO HLDGS INC | $264,000 | +0.8% | 1,975 | 0.0% | 0.03% | 0.0% | |
| FYX | FIRST TR SML CP CORE ALPHA F | $264,000 | -2.6% | 4,400 | 0.0% | 0.03% | -3.6% | |
| COST | COSTCO WHSL CORP NEW | $254,000 | +9.0% | 882 | 0.0% | 0.03% | +8.3% | |
| PRI | PRIMERICA INC | $259,000 | +6.1% | 2,033 | 0.0% | 0.03% | +4.0% | |
| NUAN | NUANCE COMMUNICATIONS INC | $255,000 | +2.0% | 15,652 | 0.0% | 0.03% | 0.0% | |
| NSC | NORFOLK SOUTHERN CORP | $257,000 | -10.1% | 1,433 | 0.0% | 0.03% | -10.3% | |
| CASY | CASEYS GEN STORES INC | $258,000 | +3.2% | 1,600 | 0.0% | 0.03% | 0.0% | |
| LBTYK | LIBERTY GLOBAL PLC | $247,000 | -10.5% | 10,401 | 0.0% | 0.02% | -10.7% | |
| EWJ | ISHARES INCmsci jpn etf new | $249,000 | +4.2% | 4,382 | 0.0% | 0.02% | 0.0% | |
| EDU | NEW ORIENTAL ED & TECH GRP Ispon adr | $250,000 | +14.7% | 2,261 | 0.0% | 0.02% | +13.6% | |
| IYW | ISHARES TRu.s. tech etf | $242,000 | +3.0% | 1,186 | 0.0% | 0.02% | +4.2% | |
| AZPN | ASPEN TECHNOLOGY INC | $240,000 | -0.8% | 1,951 | 0.0% | 0.02% | -4.0% | |
| XON | INTREXON CORP | $237,000 | -25.5% | 41,475 | 0.0% | 0.02% | -27.3% | |
| EWU | ISHARES TRmsci uk etf new | $236,000 | -2.5% | 7,500 | 0.0% | 0.02% | -4.0% | |
| LBRDA | LIBERTY BROADBAND CORP | $236,000 | +1.7% | 2,256 | 0.0% | 0.02% | 0.0% | |
| CBRE | CBRE GROUP INCcl a | $228,000 | +3.2% | 4,305 | 0.0% | 0.02% | 0.0% | |
| SJM | SMUCKER J M CO | $221,000 | -4.3% | 2,006 | 0.0% | 0.02% | -4.2% | |
| BK | BANK NEW YORK MELLON CORP | $230,000 | +2.7% | 5,081 | 0.0% | 0.02% | 0.0% | |
| ENDP | ENDO INTL PLC | $229,000 | -22.1% | 71,438 | 0.0% | 0.02% | -23.3% | |
| IJK | ISHARES TRs&p mc 400gr etf | $227,000 | -1.3% | 1,016 | 0.0% | 0.02% | -4.2% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $227,000 | +13.5% | 1,338 | 0.0% | 0.02% | +9.5% | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $216,000 | +0.5% | 11,814 | 0.0% | 0.02% | 0.0% | |
| ILMN | ILLUMINA INC | $213,000 | -17.4% | 700 | 0.0% | 0.02% | -15.4% | |
| NBL | NOBLE ENERGY INC | $217,000 | 0.0% | 9,677 | 0.0% | 0.02% | 0.0% | |
| QCOM | QUALCOMM INC | $217,000 | 0.0% | 2,850 | 0.0% | 0.02% | 0.0% | |
| CYCN | CYCLERION THERAPEUTICS INC | $215,000 | +5.9% | 17,745 | 0.0% | 0.02% | +4.8% | |
| CI | CIGNA CORP NEW | $217,000 | -3.6% | 1,428 | 0.0% | 0.02% | -4.3% | |
| PGX | INVESCO EXCHNG TRADED FD TRpfd etf | $206,000 | +2.5% | 13,730 | 0.0% | 0.02% | 0.0% | |
| FRC | FIRST REP BK SAN FRANCISCO C | $207,000 | -1.0% | 2,142 | 0.0% | 0.02% | 0.0% | |
| VRNS | VARONIS SYS INC | $209,000 | -3.7% | 3,500 | 0.0% | 0.02% | -4.5% | |
| FLR | FLUOR CORP NEW | $210,000 | -43.2% | 10,972 | 0.0% | 0.02% | -44.7% | |
| ISBC | INVESTORS BANCORP INC NEW | $195,000 | +2.1% | 17,150 | 0.0% | 0.02% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $201,000 | -9.5% | 3,410 | 0.0% | 0.02% | -13.0% | |
| VNM | VANECK VECTORS ETF TRvietnam etf | $179,000 | +1.7% | 10,976 | 0.0% | 0.02% | 0.0% | |
| PETS | PETMED EXPRESS INC | $180,000 | +14.6% | 10,000 | 0.0% | 0.02% | +12.5% | |
| CZR | CAESARS ENTMT CORP | $177,000 | -1.7% | 15,187 | 0.0% | 0.02% | 0.0% | |
| MGNX | MACROGENICS INC | $128,000 | -24.7% | 10,000 | 0.0% | 0.01% | -23.5% | |
| SPPI | SPECTRUM PHARMACEUTICALS INC | $83,000 | -3.5% | 10,000 | 0.0% | 0.01% | -11.1% | |
| IMGN | IMMUNOGEN INC | $83,000 | +12.2% | 34,315 | 0.0% | 0.01% | 0.0% | |
| BCRX | BIOCRYST PHARMACEUTICALS | $57,000 | -25.0% | 20,000 | 0.0% | 0.01% | -25.0% | |
| ECA | ENCANA CORP | $56,000 | -9.7% | 12,132 | 0.0% | 0.01% | 0.0% | |
| IAG | IAMGOLD CORP | $51,000 | 0.0% | 15,000 | 0.0% | 0.01% | 0.0% | |
| ZFGN | ZAFGEN INC | $17,000 | -39.3% | 23,243 | 0.0% | 0.00% | -33.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PFIZER INC | 40 | Q3 2023 | 26.7% |
| VANGUARD WHITEHALL FDS INC | 40 | Q3 2023 | 10.1% |
| SPDR S&P 500 Large Cap ETF | 40 | Q3 2023 | 6.3% |
| ChevronTexaco Corp | 40 | Q3 2023 | 4.0% |
| METLIFE INC COM | 40 | Q3 2023 | 3.1% |
| JPMORGAN CHASE & CO | 40 | Q3 2023 | 2.7% |
| EXXON MOBIL CORP | 40 | Q3 2023 | 2.8% |
| JOHNSON & JOHNSON | 40 | Q3 2023 | 1.4% |
| Disney Walt Co Del | 40 | Q3 2023 | 1.0% |
| Ishares Trust High Dividend ETF | 40 | Q3 2023 | 1.1% |
View Northeast Financial Consultants Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
View Northeast Financial Consultants Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.