$1.21 Billion is the total value of Northeast Financial Consultants Inc's 318 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 15.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $167,289,000 | +16.7% | 660,335 | +4.8% | 13.86% | +7.0% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $51,249,000 | +9.9% | 560,036 | -2.8% | 4.25% | +0.8% |
PFE | Sell | PFIZER INC | $47,566,000 | -54.2% | 1,292,199 | -54.4% | 3.94% | -58.0% |
FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $46,579,000 | +11.8% | 219,474 | -0.7% | 3.86% | +2.6% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $45,515,000 | +33.5% | 322,415 | +21.7% | 3.77% | +22.5% |
DGRO | Buy | ISHARES TRcore div grwth | $44,124,000 | +13.0% | 984,470 | +0.3% | 3.66% | +3.6% |
BRMK | Sell | BROADMARK RLTY CAP INC | $35,164,000 | -14.5% | 3,447,488 | -17.4% | 2.91% | -21.6% |
AMZN | Sell | AMAZON COM INC | $33,973,000 | +1.0% | 10,431 | -2.3% | 2.82% | -7.3% |
AAPL | Sell | APPLE INC | $31,643,000 | +14.3% | 238,470 | -0.2% | 2.62% | +4.8% |
MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $29,750,000 | +94.5% | 291,551 | +94.4% | 2.47% | +78.4% |
MSFT | Buy | MICROSOFT CORP | $29,704,000 | +7.1% | 133,550 | +1.3% | 2.46% | -1.8% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $28,499,000 | +13.5% | 146,419 | -0.7% | 2.36% | +4.1% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $27,251,000 | +26.6% | 72,887 | +13.4% | 2.26% | +16.1% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $23,895,000 | +18.8% | 76,162 | +5.2% | 1.98% | +9.0% |
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $22,816,000 | +8.9% | 98,402 | 0.0% | 1.89% | -0.1% | |
IGV | Buy | ISHARES TRexpanded tech | $20,691,000 | +156.2% | 58,434 | +125.2% | 1.72% | +134.9% |
BXMT | Sell | BLACKSTONE MTG TR INC | $16,544,000 | -16.2% | 600,945 | -33.1% | 1.37% | -23.2% |
BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $15,010,000 | +24.8% | 363,705 | 0.0% | 1.24% | +14.5% | |
JPM | Sell | JPMORGAN CHASE & CO | $14,706,000 | -24.5% | 115,734 | -42.8% | 1.22% | -30.8% |
GOOG | Sell | ALPHABET INCcap stk cl c | $14,577,000 | +13.7% | 8,321 | -4.6% | 1.21% | +4.3% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $13,193,000 | +13.4% | 101,466 | +1.8% | 1.09% | +4.0% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $12,805,000 | +16.2% | 7,306 | -2.8% | 1.06% | +6.6% |
LBRDK | Buy | LIBERTY BROADBAND CORP | $12,453,000 | +13.3% | 78,631 | +2.2% | 1.03% | +3.9% |
DIS | Sell | DISNEY WALT CO | $11,299,000 | +45.1% | 62,364 | -0.6% | 0.94% | +33.1% |
CABO | CABLE ONE INC | $11,127,000 | +18.1% | 4,995 | 0.0% | 0.92% | +8.3% | |
BAC | Sell | BK OF AMERICA CORP | $10,823,000 | +23.9% | 357,068 | -1.5% | 0.90% | +13.7% |
MRK | Buy | MERCK & CO. INC | $9,495,000 | -0.8% | 116,076 | +0.6% | 0.79% | -9.0% |
MPLX | Sell | MPLX LP | $8,750,000 | +25.2% | 404,158 | -9.0% | 0.72% | +14.7% |
CVX | Buy | CHEVRON CORP NEW | $8,738,000 | +18.6% | 103,474 | +1.1% | 0.72% | +8.7% |
IHI | Buy | ISHARES TRu.s. med dvc etf | $8,194,000 | +96.9% | 25,035 | +80.3% | 0.68% | +80.6% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $7,518,000 | +16.9% | 383,747 | -5.8% | 0.62% | +7.2% |
HD | Buy | HOME DEPOT INC | $6,854,000 | -3.9% | 25,805 | +0.5% | 0.57% | -11.8% |
JNJ | Buy | JOHNSON & JOHNSON | $6,763,000 | +12.0% | 42,975 | +5.9% | 0.56% | +2.7% |
VFH | Sell | VANGUARD WORLD FDSfinancials etf | $6,331,000 | -9.9% | 86,910 | -27.7% | 0.52% | -17.3% |
UPS | New | UNITED PARCEL SERVICE INCcl b | $6,264,000 | – | 37,196 | +100.0% | 0.52% | – |
VOO | Sell | VANGUARD INDEX FDS | $5,903,000 | +10.4% | 17,176 | -1.2% | 0.49% | +1.2% |
LLY | LILLY ELI & CO | $5,806,000 | +14.1% | 34,388 | 0.0% | 0.48% | +4.6% | |
SHLX | SHELL MIDSTREAM PARTNERS L Punit ltd int | $5,636,000 | +6.6% | 559,096 | 0.0% | 0.47% | -2.3% | |
MET | Sell | METLIFE INC | $5,442,000 | +22.6% | 115,915 | -3.0% | 0.45% | +12.5% |
KKR | Sell | KKR & CO INC | $5,407,000 | +15.7% | 133,550 | -1.9% | 0.45% | +6.2% |
SCHW | SCHWAB CHARLES CORP | $5,333,000 | +46.4% | 100,554 | 0.0% | 0.44% | +34.3% | |
WM | Sell | WASTE MGMT INC DEL | $5,268,000 | -9.6% | 44,668 | -13.3% | 0.44% | -17.1% |
ACI | New | ALBERTSONS COS INC | $4,973,000 | – | 282,900 | +100.0% | 0.41% | – |
XOM | Sell | EXXON MOBIL CORP | $4,959,000 | +16.8% | 120,304 | -2.7% | 0.41% | +7.3% |
BX | Sell | BLACKSTONE GROUP INC | $4,486,000 | +17.8% | 69,225 | -5.1% | 0.37% | +8.1% |
IQLT | Buy | ISHARES TRmsci intl qualty | $4,330,000 | +329.6% | 121,416 | +277.2% | 0.36% | +294.5% |
DE | Sell | DEERE & CO | $4,257,000 | +19.9% | 15,824 | -1.2% | 0.35% | +10.0% |
SLY | Sell | SPDR SER TRs&p 600 sml cap | $4,220,000 | -9.2% | 53,050 | -30.5% | 0.35% | -16.7% |
IWM | Buy | ISHARES TRrussell 2000 etf | $4,214,000 | +31.2% | 21,491 | +0.2% | 0.35% | +20.3% |
FB | Sell | FACEBOOK INCcl a | $4,148,000 | -2.7% | 15,185 | -6.7% | 0.34% | -10.6% |
ZTS | ZOETIS INCcl a | $3,914,000 | +0.1% | 23,648 | 0.0% | 0.32% | -8.2% | |
MA | Sell | MASTERCARD INCORPORATEDcl a | $3,869,000 | +4.9% | 10,840 | -0.6% | 0.32% | -3.6% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $3,704,000 | -20.5% | 59,711 | -22.8% | 0.31% | -27.1% |
AVGO | BROADCOM INC | $3,645,000 | +20.2% | 8,324 | 0.0% | 0.30% | +10.2% | |
VTRS | New | VIATRIS INC | $3,558,000 | – | 189,854 | +100.0% | 0.30% | – |
PG | Buy | PROCTER AND GAMBLE CO | $3,539,000 | +0.2% | 25,433 | +0.1% | 0.29% | -8.2% |
FUN | Sell | CEDAR FAIR L Pdepositry unit | $3,527,000 | +16.7% | 89,650 | -16.7% | 0.29% | +7.0% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $3,392,000 | +10.6% | 53,156 | +300.4% | 0.28% | +1.4% |
PEP | Buy | PEPSICO INC | $3,389,000 | +10.0% | 22,852 | +2.8% | 0.28% | +1.1% |
QQXT | FIRST TR EXCHANGE-TRADED FDnasdaq 100 ex | $3,315,000 | +15.9% | 41,746 | 0.0% | 0.28% | +6.6% | |
PM | PHILIP MORRIS INTL INC | $3,189,000 | +10.4% | 38,518 | 0.0% | 0.26% | +1.1% | |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,115,000 | +16.4% | 53,380 | +0.7% | 0.26% | +6.6% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $3,048,000 | +1.5% | 6,544 | -3.8% | 0.25% | -6.6% |
HASI | HANNON ARMSTRONG SUST INFR C | $2,775,000 | +50.0% | 43,755 | 0.0% | 0.23% | +37.7% | |
ARCC | Sell | ARES CAPITAL CORP | $2,779,000 | +10.3% | 164,506 | -8.9% | 0.23% | +0.9% |
IWS | ISHARES TRrus mdcp val etf | $2,690,000 | +19.9% | 27,745 | 0.0% | 0.22% | +9.9% | |
HDV | Buy | ISHARES TRcore high dv etf | $2,684,000 | +9.3% | 30,618 | +0.3% | 0.22% | 0.0% |
MTD | Sell | METTLER TOLEDO INTERNATIONAL | $2,683,000 | +13.8% | 2,354 | -3.6% | 0.22% | +4.2% |
EZM | Sell | WISDOMTREE TRus midcap fund | $2,488,000 | +20.8% | 57,255 | -5.0% | 0.21% | +10.8% |
IWF | ISHARES TRrus 1000 grw etf | $2,468,000 | +11.2% | 10,235 | 0.0% | 0.20% | +2.0% | |
MMP | MAGELLAN MIDSTREAM PRTNRS LP | $2,445,000 | +24.0% | 57,621 | 0.0% | 0.20% | +14.0% | |
APO | Buy | APOLLO GLOBAL MGMT INC | $2,380,000 | +9.8% | 48,599 | +0.4% | 0.20% | +0.5% |
CRM | Buy | SALESFORCE COM INC | $2,342,000 | -8.1% | 10,524 | +3.7% | 0.19% | -15.7% |
PYPL | Buy | PAYPAL HLDGS INC | $2,274,000 | +33.5% | 9,710 | +12.2% | 0.19% | +22.1% |
V | Buy | VISA INC | $2,266,000 | +9.4% | 10,361 | +0.1% | 0.19% | +0.5% |
BOND | PIMCO ETF TRactive bd etf | $2,237,000 | +0.6% | 19,775 | 0.0% | 0.18% | -8.0% | |
FXI | New | ISHARES TRchina lg-cap etf | $2,214,000 | – | 47,679 | +100.0% | 0.18% | – |
TXN | TEXAS INSTRS INC | $2,161,000 | +14.9% | 13,167 | 0.0% | 0.18% | +5.3% | |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $2,142,000 | -31.5% | 11,330 | -38.4% | 0.18% | -36.9% |
GLD | Sell | SPDR GOLD TR | $2,109,000 | -2.5% | 11,827 | -3.1% | 0.18% | -10.3% |
GS | Buy | GOLDMAN SACHS GROUP INC | $2,042,000 | +33.3% | 7,743 | +1.6% | 0.17% | +22.5% |
ABBV | ABBVIE INC | $2,006,000 | +22.3% | 18,723 | 0.0% | 0.17% | +12.2% | |
NVDA | Sell | NVIDIA CORPORATION | $1,985,000 | -19.5% | 3,802 | -16.6% | 0.16% | -26.0% |
PSXP | Sell | PHILLIPS 66 PARTNERS LP | $1,973,000 | -9.6% | 74,700 | -21.1% | 0.16% | -16.8% |
ADP | AUTOMATIC DATA PROCESSING IN | $1,948,000 | +26.3% | 11,055 | 0.0% | 0.16% | +15.8% | |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,846,000 | +2.8% | 20,934 | +2.9% | 0.15% | -5.6% |
CMCSA | COMCAST CORP NEWcl a | $1,838,000 | +13.2% | 35,085 | 0.0% | 0.15% | +3.4% | |
ATH | ATHENE HOLDING LTDcl a | $1,812,000 | +26.6% | 42,000 | 0.0% | 0.15% | +16.3% | |
IYW | Buy | ISHARES TRu.s. tech etf | $1,734,000 | +14.4% | 20,386 | +304.8% | 0.14% | +5.1% |
GLW | CORNING INC | $1,730,000 | +11.0% | 48,063 | 0.0% | 0.14% | +1.4% | |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,711,000 | -33.7% | 7,351 | -16.3% | 0.14% | -39.1% |
TWTR | TWITTER INC | $1,694,000 | +21.7% | 31,276 | 0.0% | 0.14% | +11.1% | |
KO | Sell | COCA COLA CO | $1,661,000 | +8.0% | 30,291 | -2.8% | 0.14% | -0.7% |
ARKG | Buy | ARK ETF TRgenomic rev etf | $1,626,000 | +321.2% | 17,431 | +186.9% | 0.14% | +285.7% |
UNH | Sell | UNITEDHEALTH GROUP INC | $1,620,000 | -34.4% | 4,621 | -41.7% | 0.13% | -39.9% |
IWD | ISHARES TRrus 1000 val etf | $1,602,000 | +15.8% | 11,714 | 0.0% | 0.13% | +6.4% | |
SBUX | Buy | STARBUCKS CORP | $1,587,000 | +24.6% | 14,834 | +0.0% | 0.13% | +14.8% |
HTPAU | New | HIGHLAND TRANSCEND PARTNERSunit 99/99/9999 | $1,571,000 | – | 149,609 | +100.0% | 0.13% | – |
MO | Sell | ALTRIA GROUP INC | $1,545,000 | +5.5% | 37,680 | -0.5% | 0.13% | -3.0% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $1,530,000 | -1.4% | 26,159 | -3.1% | 0.13% | -9.3% |
MCD | Sell | MCDONALDS CORP | $1,518,000 | -9.0% | 7,073 | -7.0% | 0.13% | -16.6% |
PPA | INVESCO EXCHANGE TRADED FD Taerospace defn | $1,493,000 | +21.8% | 22,000 | 0.0% | 0.12% | +11.7% | |
VOT | VANGUARD INDEX FDSmcap gr idxvip | $1,501,000 | +17.7% | 7,076 | 0.0% | 0.12% | +7.8% | |
PSX | PHILLIPS 66 | $1,449,000 | +34.9% | 20,720 | 0.0% | 0.12% | +23.7% | |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,453,000 | +19.2% | 10,220 | -7.3% | 0.12% | +9.1% |
VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $1,436,000 | +20.0% | 23,835 | +4.4% | 0.12% | +10.2% |
NFLX | Sell | NETFLIX INC | $1,407,000 | +2.3% | 2,602 | -5.3% | 0.12% | -5.6% |
AMGN | AMGEN INC | $1,399,000 | -9.6% | 6,086 | 0.0% | 0.12% | -17.1% | |
NKE | NIKE INCcl b | $1,348,000 | +12.6% | 9,531 | 0.0% | 0.11% | +3.7% | |
FCX | Sell | FREEPORT-MCMORAN INCcl b | $1,352,000 | +61.3% | 51,958 | -3.0% | 0.11% | +47.4% |
DYAI | DYADIC INTL INC DEL | $1,345,000 | -28.9% | 250,000 | 0.0% | 0.11% | -35.1% | |
VZ | Buy | VERIZON COMMUNICATIONS INC | $1,321,000 | -1.2% | 22,487 | +0.1% | 0.11% | -9.9% |
CMI | Sell | CUMMINS INC | $1,311,000 | +3.5% | 5,774 | -3.8% | 0.11% | -4.4% |
WMT | WALMART INC | $1,316,000 | +3.1% | 9,127 | 0.0% | 0.11% | -5.2% | |
CREE | CREE INC | $1,304,000 | +66.1% | 12,314 | 0.0% | 0.11% | +52.1% | |
ADSK | AUTODESK INC | $1,296,000 | +32.2% | 4,244 | 0.0% | 0.11% | +20.2% | |
HON | Sell | HONEYWELL INTL INC | $1,273,000 | +24.2% | 5,987 | -3.9% | 0.11% | +14.0% |
TJX | TJX COS INC NEW | $1,226,000 | +22.7% | 17,958 | 0.0% | 0.10% | +13.3% | |
LMT | Buy | LOCKHEED MARTIN CORP | $1,202,000 | -6.5% | 3,386 | +1.0% | 0.10% | -13.8% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,189,000 | +18.0% | 9,992 | +0.5% | 0.10% | +8.8% |
GBDC | Buy | GOLUB CAP BDC INC | $1,190,000 | +10.0% | 84,142 | +2.9% | 0.10% | +1.0% |
TT | Sell | TRANE TECHNOLOGIES PLC | $1,195,000 | -30.7% | 8,230 | -42.2% | 0.10% | -36.5% |
ITW | Sell | ILLINOIS TOOL WKS INC | $1,159,000 | +1.3% | 5,683 | -4.0% | 0.10% | -6.8% |
STX | SEAGATE TECHNOLOGY PLC | $1,155,000 | +26.2% | 18,575 | 0.0% | 0.10% | +15.7% | |
AB | Buy | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $1,147,000 | +240.4% | 33,961 | +172.4% | 0.10% | +216.7% |
DUK | DUKE ENERGY CORP NEW | $1,133,000 | +3.4% | 12,372 | 0.0% | 0.09% | -5.1% | |
CTXS | CITRIX SYS INC | $1,135,000 | -5.5% | 8,722 | 0.0% | 0.09% | -13.8% | |
TEL | TE CONNECTIVITY LTD | $1,132,000 | +23.9% | 9,354 | 0.0% | 0.09% | +13.3% | |
DGRW | Sell | WISDOMTREE TRus qtly div grt | $1,098,000 | -1.3% | 20,351 | -9.3% | 0.09% | -9.0% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $1,104,000 | +12.2% | 31,478 | +0.6% | 0.09% | +2.2% |
IJR | Sell | ISHARES TRcore s&p scp etf | $1,090,000 | -16.3% | 11,862 | -36.0% | 0.09% | -23.7% |
IBB | ISHARES TRnasdaq biotech | $1,083,000 | +11.9% | 7,150 | 0.0% | 0.09% | +3.4% | |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $1,068,000 | +5.5% | 17,038 | 0.0% | 0.09% | -2.2% | |
VRTX | Sell | VERTEX PHARMACEUTICALS INC | $1,050,000 | -17.9% | 4,444 | -5.4% | 0.09% | -25.0% |
BA | Buy | BOEING CO | $984,000 | +60.5% | 4,596 | +23.8% | 0.08% | +49.1% |
SYK | STRYKER CORPORATION | $974,000 | +17.6% | 3,975 | 0.0% | 0.08% | +8.0% | |
OXY | Buy | OCCIDENTAL PETE CORP | $967,000 | +73.3% | 55,836 | +0.1% | 0.08% | +60.0% |
IXN | Buy | ISHARES TRglobal tech etf | $960,000 | +70.8% | 3,199 | +50.0% | 0.08% | +56.9% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $966,000 | -14.1% | 7,672 | -17.0% | 0.08% | -21.6% |
ET | Sell | ENERGY TRANSFER LP | $970,000 | -49.7% | 156,899 | -55.9% | 0.08% | -54.0% |
BIIB | BIOGEN INC | $951,000 | -13.7% | 3,884 | 0.0% | 0.08% | -21.0% | |
SDY | Sell | SPDR SER TRs&p divid etf | $941,000 | +2.4% | 8,886 | -10.6% | 0.08% | -6.0% |
JCI | JOHNSON CTLS INTL PLC | $919,000 | +14.0% | 19,726 | 0.0% | 0.08% | +4.1% | |
GTLS | CHART INDS INC | $907,000 | +67.7% | 7,700 | 0.0% | 0.08% | +53.1% | |
NOC | Buy | NORTHROP GRUMMAN CORP | $889,000 | -3.4% | 2,917 | +0.0% | 0.07% | -10.8% |
PAA | Sell | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $878,000 | +14.0% | 106,500 | -17.2% | 0.07% | +4.3% |
RFG | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $851,000 | +20.2% | 4,200 | 0.0% | 0.07% | +10.9% | |
SOXX | Buy | ISHARES TRphlx semicnd etf | $848,000 | +26.4% | 2,237 | +1.5% | 0.07% | +14.8% |
CERN | CERNER CORP | $816,000 | +8.5% | 10,400 | 0.0% | 0.07% | 0.0% | |
AGR | AVANGRID INC | $822,000 | -9.9% | 18,083 | 0.0% | 0.07% | -17.1% | |
XSW | New | SPDR SER TR | $804,000 | – | 5,220 | +100.0% | 0.07% | – |
ARKK | Buy | ARK ETF TRinnovation etf | $768,000 | +147.7% | 6,168 | +83.6% | 0.06% | +128.6% |
TSLA | Sell | TESLA INC | $772,000 | +63.6% | 1,094 | -0.5% | 0.06% | +48.8% |
WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $758,000 | +15.0% | 3,596 | +13.9% | 0.06% | +5.0% |
CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $745,000 | -27.1% | 16,776 | -42.9% | 0.06% | -32.6% |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $732,000 | +7.2% | 6,455 | -0.3% | 0.06% | -1.6% |
GH | GUARDANT HEALTH INC | $710,000 | +15.3% | 5,507 | 0.0% | 0.06% | +5.4% | |
IWP | Buy | ISHARES TRrus md cp gr etf | $714,000 | +18.8% | 6,956 | +100.0% | 0.06% | +9.3% |
PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $704,000 | +21.8% | 9,600 | 0.0% | 0.06% | +11.5% | |
WDC | WESTERN DIGITAL CORP. | $689,000 | +51.8% | 12,433 | 0.0% | 0.06% | +39.0% | |
NUAN | NUANCE COMMUNICATIONS INC | $678,000 | +32.9% | 15,372 | 0.0% | 0.06% | +21.7% | |
CRWD | CROWDSTRIKE HLDGS INCcl a | $675,000 | +54.5% | 3,185 | 0.0% | 0.06% | +43.6% | |
IJH | Buy | ISHARES TRcore s&p mcp etf | $674,000 | +28.4% | 2,934 | +3.6% | 0.06% | +19.1% |
IVV | Buy | ISHARES TRcore s&p500 etf | $672,000 | +16.5% | 1,790 | +4.2% | 0.06% | +7.7% |
ECL | ECOLAB INC | $673,000 | +8.2% | 3,110 | 0.0% | 0.06% | 0.0% | |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $658,000 | +93.0% | 5,764 | +198.7% | 0.06% | +77.4% |
REGN | Sell | REGENERON PHARMACEUTICALS | $649,000 | -16.1% | 1,343 | -2.9% | 0.05% | -22.9% |
AMD | ADVANCED MICRO DEVICES INC | $648,000 | +11.7% | 7,068 | 0.0% | 0.05% | +3.8% | |
ARES | Buy | ARES MANAGEMENT CORPORATION | $637,000 | +28.4% | 13,535 | +10.2% | 0.05% | +17.8% |
BNTX | Sell | BIONTECH SEsponsored ads | $644,000 | +12.2% | 7,895 | -4.0% | 0.05% | +1.9% |
FEYE | FIREEYE INC | $630,000 | +86.9% | 27,337 | 0.0% | 0.05% | +73.3% | |
IEFA | ISHARES TRcore msci eafe | $625,000 | +14.5% | 9,051 | 0.0% | 0.05% | +6.1% | |
PPD | PPD INC | $633,000 | -7.5% | 18,500 | 0.0% | 0.05% | -16.1% | |
RIG | TRANSOCEAN LTD | $612,000 | +186.0% | 265,000 | 0.0% | 0.05% | +168.4% | |
LSXMK | LIBERTY MEDIA CORP DEL | $608,000 | +31.6% | 13,978 | 0.0% | 0.05% | +19.0% | |
ENDP | ENDO INTL PLC | $608,000 | +117.1% | 84,704 | 0.0% | 0.05% | +100.0% | |
KMB | KIMBERLY-CLARK CORP | $592,000 | -8.6% | 4,388 | 0.0% | 0.05% | -16.9% | |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $590,000 | +17.3% | 1,667 | +3.3% | 0.05% | +8.9% |
ABMD | Sell | ABIOMED INC | $587,000 | +6.0% | 1,812 | -9.4% | 0.05% | -2.0% |
DLB | DOLBY LABORATORIES INC | $578,000 | +46.3% | 5,953 | 0.0% | 0.05% | +33.3% | |
PJP | Sell | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $574,000 | +2.0% | 8,042 | -8.8% | 0.05% | -5.9% |
SE | Sell | SEA LTDsponsord ads | $575,000 | -20.7% | 2,890 | -38.4% | 0.05% | -27.3% |
ABT | Buy | ABBOTT LABS | $584,000 | +1.2% | 5,331 | +0.5% | 0.05% | -7.7% |
SGEN | New | SEAGEN INC | $562,000 | – | 3,209 | +100.0% | 0.05% | – |
VRNS | VARONIS SYS INC | $573,000 | +41.8% | 3,500 | 0.0% | 0.05% | +27.0% | |
ALL | ALLSTATE CORP | $562,000 | +16.8% | 5,108 | 0.0% | 0.05% | +9.3% | |
BLK | Buy | BLACKROCK INC | $559,000 | +109.4% | 775 | +63.8% | 0.05% | +91.7% |
DVY | ISHARES TRselect divid etf | $535,000 | +18.1% | 5,560 | 0.0% | 0.04% | +7.3% | |
EFA | Sell | ISHARES TRmsci eafe etf | $531,000 | +14.4% | 7,275 | -0.2% | 0.04% | +4.8% |
IWB | ISHARES TRrus 1000 etf | $530,000 | +13.2% | 2,500 | 0.0% | 0.04% | +4.8% | |
DISCA | DISCOVERY INC | $532,000 | +38.2% | 17,694 | 0.0% | 0.04% | +25.7% | |
GMF | Buy | SPDR INDEX SHS FDSasia pacif etf | $524,000 | +14.4% | 4,114 | +0.1% | 0.04% | +4.9% |
T | Sell | AT&T INC | $513,000 | -10.9% | 17,837 | -11.7% | 0.04% | -17.3% |
NUE | NUCOR CORP | $515,000 | +18.7% | 9,681 | 0.0% | 0.04% | +10.3% | |
BPMP | BP MIDSTREAM PARTNERS LPunit ltd ptnr | $519,000 | +6.8% | 49,000 | 0.0% | 0.04% | -2.3% | |
XLF | SELECT SECTOR SPDR TRsbi int-finl | $505,000 | +22.3% | 17,143 | 0.0% | 0.04% | +13.5% | |
SON | SONOCO PRODS CO | $492,000 | +16.0% | 8,300 | 0.0% | 0.04% | +7.9% | |
PGEN | PRECIGEN INC | $497,000 | +190.6% | 48,755 | 0.0% | 0.04% | +173.3% | |
IJS | New | ISHARES TRsp smcp600vl etf | $483,000 | – | 5,937 | +100.0% | 0.04% | – |
OMCL | OMNICELL COM | $480,000 | +60.5% | 4,000 | 0.0% | 0.04% | +48.1% | |
DXCM | Buy | DEXCOM INC | $477,000 | +46.3% | 1,289 | +63.0% | 0.04% | +37.9% |
XHE | SPDR SER TRhlth cr equip | $486,000 | +16.8% | 4,272 | 0.0% | 0.04% | +5.3% | |
VTV | VANGUARD INDEX FDSvalue etf | $475,000 | +13.9% | 3,989 | 0.0% | 0.04% | +2.6% | |
FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $458,000 | +13.6% | 4,250 | 0.0% | 0.04% | +5.6% | |
KBWB | Sell | INVESCO EXCH TRADED FD TR IIkbw bk etf | $462,000 | +33.5% | 9,165 | -0.7% | 0.04% | +22.6% |
VDC | VANGUARD WORLD FDSconsum stp etf | $451,000 | +6.4% | 2,596 | 0.0% | 0.04% | -2.6% | |
SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $443,000 | – | 6,912 | +100.0% | 0.04% | – |
IPAY | Sell | ETF MANAGERS TRprime mobile pay | $446,000 | +17.1% | 6,709 | -4.3% | 0.04% | +8.8% |
AZN | Sell | ASTRAZENECA PLCsponsored adr | $439,000 | -26.2% | 8,790 | -19.1% | 0.04% | -33.3% |
IONS | IONIS PHARMACEUTICALS INC | $438,000 | +19.3% | 7,740 | 0.0% | 0.04% | +9.1% | |
VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $431,000 | -9.5% | 7,083 | -22.5% | 0.04% | -16.3% |
VBK | VANGUARD INDEX FDSsml cp grw etf | $434,000 | +24.7% | 1,621 | 0.0% | 0.04% | +16.1% | |
VDE | Buy | VANGUARD WORLD FDSenergy etf | $418,000 | +69.9% | 8,056 | +32.1% | 0.04% | +59.1% |
COP | CONOCOPHILLIPS | $422,000 | +21.6% | 10,554 | 0.0% | 0.04% | +12.9% | |
IWR | ISHARES TRrus mid cap etf | $426,000 | +19.7% | 6,208 | 0.0% | 0.04% | +9.4% | |
SLB | SCHLUMBERGER LTD | $417,000 | +40.4% | 19,088 | 0.0% | 0.04% | +29.6% | |
IP | INTERNATIONAL PAPER CO | $426,000 | +22.8% | 8,560 | 0.0% | 0.04% | +12.9% | |
ICE | INTERCONTINENTAL EXCHANGE IN | $428,000 | +15.1% | 3,714 | 0.0% | 0.04% | +2.9% | |
HCA | HCA HEALTHCARE INC | $424,000 | +32.1% | 2,576 | 0.0% | 0.04% | +20.7% | |
LQD | ISHARES TRiboxx inv cp etf | $416,000 | +2.5% | 3,011 | 0.0% | 0.03% | -8.1% | |
MGM | MGM RESORTS INTERNATIONAL | $402,000 | +45.1% | 12,750 | 0.0% | 0.03% | +32.0% | |
MNST | MONSTER BEVERAGE CORP NEW | $400,000 | +15.6% | 4,320 | 0.0% | 0.03% | +6.5% | |
CRNC | New | CERENCE INC | $394,000 | – | 3,921 | +100.0% | 0.03% | – |
CVS | CVS HEALTH CORP | $401,000 | +16.9% | 5,873 | 0.0% | 0.03% | +6.5% | |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $386,000 | +34.5% | 3,541 | 0.0% | 0.03% | +23.1% | |
CNC | CENTENE CORP DEL | $384,000 | +2.9% | 6,400 | 0.0% | 0.03% | -5.9% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $386,000 | +23.7% | 920 | 0.0% | 0.03% | +14.3% | |
ARKW | Buy | ARK ETF TRnext gnrtn inter | $391,000 | +60.9% | 2,670 | +19.6% | 0.03% | +45.5% |
MMM | Sell | 3M CO | $371,000 | +7.5% | 2,121 | -1.4% | 0.03% | 0.0% |
IQV | IQVIA HLDGS INC | $373,000 | +13.7% | 2,080 | 0.0% | 0.03% | +3.3% | |
CP | CANADIAN PAC RY LTD | $377,000 | +13.9% | 1,088 | 0.0% | 0.03% | +3.3% | |
MYD | BLACKROCK MUNIYIELD FD INC | $364,000 | +6.7% | 25,400 | 0.0% | 0.03% | -3.2% | |
ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $362,000 | -21.5% | 1,073 | +9.4% | 0.03% | -28.6% |
RIO | RIO TINTO PLCsponsored adr | $361,000 | +24.5% | 4,800 | 0.0% | 0.03% | +15.4% | |
RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $356,000 | -1.7% | 10,600 | -29.0% | 0.03% | -9.1% |
F | Buy | FORD MTR CO DEL | $360,000 | +74.8% | 40,948 | +32.3% | 0.03% | +57.9% |
TFX | TELEFLEX INCORPORATED | $350,000 | +21.1% | 850 | 0.0% | 0.03% | +11.5% | |
CPK | CHESAPEAKE UTILS CORP | $346,000 | +28.1% | 3,200 | 0.0% | 0.03% | +20.8% | |
DXC | New | DXC TECHNOLOGY CO | $332,000 | – | 12,909 | +100.0% | 0.03% | – |
COST | COSTCO WHSL CORP NEW | $332,000 | +6.1% | 882 | 0.0% | 0.03% | 0.0% | |
FYX | FIRST TR SML CP CORE ALPHA F | $339,000 | +32.9% | 4,400 | 0.0% | 0.03% | +21.7% | |
MDT | MEDTRONIC PLC | $335,000 | +12.8% | 2,861 | 0.0% | 0.03% | +3.7% | |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $332,000 | -1.5% | 8,760 | -22.2% | 0.03% | -6.7% |
MS | New | MORGAN STANLEY | $336,000 | – | 4,897 | +100.0% | 0.03% | – |
EMR | EMERSON ELEC CO | $321,000 | +22.5% | 4,000 | 0.0% | 0.03% | +12.5% | |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $331,000 | +15.3% | 6,607 | -0.5% | 0.03% | +3.8% |
PETS | PETMED EXPRESS INC | $321,000 | +1.6% | 10,000 | 0.0% | 0.03% | -6.9% | |
CASY | CASEYS GEN STORES INC | $322,000 | +0.6% | 1,800 | 0.0% | 0.03% | -6.9% | |
QQEW | FIRST TR NAS100 EQ WEIGHTED | $317,000 | +16.5% | 3,144 | 0.0% | 0.03% | +4.0% | |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $318,000 | +32.0% | 4,444 | +5.9% | 0.03% | +18.2% |
IWO | ISHARES TRrus 2000 grw etf | $308,000 | +29.4% | 1,075 | 0.0% | 0.03% | +18.2% | |
CSX | CSX CORP | $309,000 | +17.0% | 3,400 | 0.0% | 0.03% | +8.3% | |
EWU | New | ISHARES TRmsci uk etf new | $308,000 | – | 10,500 | +100.0% | 0.03% | – |
IGF | Buy | ISHARES TRglb infrastr etf | $299,000 | +13.7% | 6,833 | +0.1% | 0.02% | +4.2% |
ILMN | ILLUMINA INC | $296,000 | +19.8% | 800 | 0.0% | 0.02% | +13.6% | |
PNR | PENTAIR PLC | $297,000 | +16.0% | 5,595 | 0.0% | 0.02% | +8.7% | |
GPC | GENUINE PARTS CO | $301,000 | +5.2% | 3,000 | 0.0% | 0.02% | -3.8% | |
EWJ | ISHARES INCmsci jpn etf new | $287,000 | +14.3% | 4,247 | 0.0% | 0.02% | +4.3% | |
CBRE | CBRE GROUP INCcl a | $292,000 | +33.3% | 4,663 | 0.0% | 0.02% | +20.0% | |
CVET | COVETRUS INC | $285,000 | +17.8% | 9,908 | 0.0% | 0.02% | +9.1% | |
TLT | Sell | ISHARES TR20 yr tr bd etf | $291,000 | -63.8% | 1,847 | -62.4% | 0.02% | -67.1% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $294,000 | +21.0% | 4,064 | +300.0% | 0.02% | +9.1% |
IEMG | ISHARES INCcore msci emkt | $290,000 | +17.4% | 4,677 | 0.0% | 0.02% | +9.1% | |
LSXMA | LIBERTY MEDIA CORP DEL | $287,000 | +29.9% | 6,648 | 0.0% | 0.02% | +20.0% | |
XLB | SELECT SECTOR SPDR TRsbi materials | $288,000 | +13.4% | 3,985 | 0.0% | 0.02% | +4.3% | |
WDAY | WORKDAY INCcl a | $293,000 | +11.4% | 1,223 | 0.0% | 0.02% | 0.0% | |
SNN | SMITH & NEPHEW PLCspdn adr new | $274,000 | +7.9% | 6,500 | 0.0% | 0.02% | 0.0% | |
GM | New | GENERAL MTRS CO | $274,000 | – | 6,570 | +100.0% | 0.02% | – |
CHWY | New | CHEWY INCcl a | $279,000 | – | 3,100 | +100.0% | 0.02% | – |
PAYX | PAYCHEX INC | $280,000 | +17.2% | 3,000 | 0.0% | 0.02% | +4.5% | |
ORN | ORION GROUP HOLDINGS INC | $268,000 | +79.9% | 54,041 | 0.0% | 0.02% | +69.2% | |
CZR | CAESARS ENTERTAINMENT INC NE | $269,000 | +32.5% | 3,618 | 0.0% | 0.02% | +22.2% | |
QRTEA | QURATE RETAIL INC | $249,000 | +52.8% | 22,663 | 0.0% | 0.02% | +40.0% | |
QCOM | New | QUALCOMM INC | $251,000 | – | 1,650 | +100.0% | 0.02% | – |
SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $255,000 | +12.8% | 2,800 | 0.0% | 0.02% | +5.0% | |
MLM | MARTIN MARIETTA MATLS INC | $258,000 | +20.6% | 910 | 0.0% | 0.02% | +10.5% | |
LFUS | New | LITTELFUSE INC | $255,000 | – | 1,000 | +100.0% | 0.02% | – |
CSCO | CISCO SYS INC | $256,000 | +13.8% | 5,712 | 0.0% | 0.02% | +5.0% | |
IHE | ISHARES TRu.s. pharma etf | $248,000 | +9.7% | 1,380 | 0.0% | 0.02% | +5.0% | |
EEM | Sell | ISHARES TRmsci emg mkt etf | $250,000 | +16.3% | 4,834 | -1.1% | 0.02% | +10.5% |
FTI | TECHNIPFMC PLC | $250,000 | +48.8% | 26,600 | 0.0% | 0.02% | +40.0% | |
IWC | New | ISHARES TRmicro-cap etf | $237,000 | – | 2,000 | +100.0% | 0.02% | – |
INSP | New | INSPIRE MED SYS INC | $245,000 | – | 1,300 | +100.0% | 0.02% | – |
PID | Buy | INVESCO EXCHANGE TRADED FD Tintl divi achi | $246,000 | +38.2% | 16,000 | +14.3% | 0.02% | +25.0% |
SQ | New | SQUARE INCcl a | $246,000 | – | 1,129 | +100.0% | 0.02% | – |
BCRX | BIOCRYST PHARMACEUTICALS INC | $247,000 | +116.7% | 33,157 | 0.0% | 0.02% | +100.0% | |
BNTX | New | BIONTECH SEcall | $245,000 | – | 3,000 | +100.0% | 0.02% | – |
LBTYK | LIBERTY GLOBAL PLC | $246,000 | +15.5% | 10,386 | 0.0% | 0.02% | +5.3% | |
CB | New | CHUBB LIMITED | $231,000 | – | 1,500 | +100.0% | 0.02% | – |
SJM | SMUCKER J M CO | $231,000 | 0.0% | 2,000 | 0.0% | 0.02% | -9.5% | |
OKTA | Sell | OKTA INCcl a | $229,000 | +13.4% | 900 | -5.3% | 0.02% | +5.6% |
MGNX | MACROGENICS INC | $229,000 | -9.1% | 10,000 | 0.0% | 0.02% | -17.4% | |
GPN | New | GLOBAL PMTS INC | $224,000 | – | 1,042 | +100.0% | 0.02% | – |
DOW | Sell | DOW INC | $231,000 | -89.5% | 4,155 | -91.2% | 0.02% | -90.5% |
BSX | BOSTON SCIENTIFIC CORP | $235,000 | -6.0% | 6,530 | 0.0% | 0.02% | -17.4% | |
ORCL | New | ORACLE CORP | $212,000 | – | 3,284 | +100.0% | 0.02% | – |
KHC | New | KRAFT HEINZ CO | $217,000 | – | 6,247 | +100.0% | 0.02% | – |
IMGN | IMMUNOGEN INC | $221,000 | +78.2% | 34,315 | 0.0% | 0.02% | +63.6% | |
AMCX | New | AMC NETWORKS INCcl a | $215,000 | – | 6,014 | +100.0% | 0.02% | – |
CLX | CLOROX CO DEL | $202,000 | -3.8% | 1,000 | 0.0% | 0.02% | -10.5% | |
BDX | New | BECTON DICKINSON & CO | $200,000 | – | 800 | +100.0% | 0.02% | – |
QUAL | New | ISHARES TRmsci usa qlt fct | $210,000 | – | 1,805 | +100.0% | 0.02% | – |
FREQ | New | FREQUENCY THERAPEUTICS INC | $201,000 | – | 5,714 | +100.0% | 0.02% | – |
DD | New | DUPONT DE NEMOURS INC | $208,000 | – | 2,929 | +100.0% | 0.02% | – |
MRBK | MERIDIAN CORPORATION | $208,000 | +29.2% | 10,000 | 0.0% | 0.02% | +13.3% | |
STNE | New | STONECO LTD | $203,000 | – | 2,420 | +100.0% | 0.02% | – |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $209,000 | +3.0% | 417 | +0.7% | 0.02% | -5.6% |
IWN | New | ISHARES TRrus 2000 val etf | $205,000 | – | 1,556 | +100.0% | 0.02% | – |
ISBC | INVESTORS BANCORP INC NEW | $181,000 | +44.8% | 17,150 | 0.0% | 0.02% | +36.4% | |
KMI | Sell | KINDER MORGAN INC DEL | $177,000 | -34.9% | 12,960 | -41.4% | 0.02% | -40.0% |
NAD | NUVEEN QUALITY MUNCP INCOME | $168,000 | +5.7% | 10,959 | 0.0% | 0.01% | 0.0% | |
CVA | Sell | COVANTA HLDG CORP | $154,000 | +55.6% | 11,747 | -7.8% | 0.01% | +44.4% |
NBLX | Sell | NOBLE MIDSTREAM PARTNERS LP | $143,000 | -28.9% | 13,700 | -50.0% | 0.01% | -33.3% |
MYN | BLACKROCK MUNIYIELD N Y QUAL | $133,000 | +4.7% | 10,000 | 0.0% | 0.01% | 0.0% | |
AGEN | AGENUS INC | $129,000 | -20.4% | 40,416 | 0.0% | 0.01% | -26.7% | |
MREO | MEREO BIOPHARMA GROUP PLCads | $60,000 | +36.4% | 16,667 | 0.0% | 0.01% | +25.0% | |
ATAX | New | AMERICA FIRST MULTIFAMILY INben unit ctf | $60,000 | – | 14,000 | +100.0% | 0.01% | – |
SPPI | SPECTRUM PHARMACEUTICALS INC | $34,000 | -17.1% | 10,000 | 0.0% | 0.00% | -25.0% | |
TYG | Exit | TORTOISE ENERGY INFRA CORP | $0 | – | -10,000 | -100.0% | -0.01% | – |
MYL | Exit | MYLAN NV | $0 | – | -10,000 | -100.0% | -0.01% | – |
NBL | Exit | NOBLE ENERGY INC | $0 | – | -17,500 | -100.0% | -0.01% | – |
C | Exit | CITIGROUP INC | $0 | – | -5,271 | -100.0% | -0.02% | – |
GLIBA | Exit | GCI LIBERTY INC | $0 | – | -2,902 | -100.0% | -0.02% | – |
VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -2,245 | -100.0% | -0.03% | – |
FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -8,366 | -100.0% | -0.04% | – |
ORCC | Exit | OWL ROCK CAPITAL CORPORATION | $0 | – | -37,004 | -100.0% | -0.04% | – |
LCTX | Exit | LINEAGE CELL THERAPEUTICS IN | $0 | – | -523,756 | -100.0% | -0.04% | – |
BACPRL | Exit | BK OF AMERICA CORP7.25%cnv pfd l | $0 | – | -456 | -100.0% | -0.06% | – |
SGEN | Exit | SEATTLE GENETICS INC | $0 | – | -3,929 | -100.0% | -0.07% | – |
PFE | Exit | PFIZER INCcall | $0 | – | -30,000 | -100.0% | -0.10% | – |
BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -4 | -100.0% | -0.12% | – |
WFCPRL | Exit | WELLS FARGO CO NEWperp pfd cnv a | $0 | – | -1,680 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
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 | 2024-02-14 |
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 |
13F-HR | 2021-11-15 |
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.