$141 Million is the total value of New England Capital Financial Advisors LLC's 443 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | CAPITAL GROUP GROWTH ETF | $38,642,817 | – | 1,808,274 | +100.0% | 27.39% | – | |
| RLY | New | SSGA ACTIVE ETF TRmult ass rlrtn | $15,389,965 | – | 534,188 | +100.0% | 10.91% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $12,182,002 | – | 72,972 | +100.0% | 8.64% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $10,328,407 | – | 255,085 | +100.0% | 7.32% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $8,321,050 | – | 159,529 | +100.0% | 5.90% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $4,471,786 | – | 139,265 | +100.0% | 3.17% | – |
| New | CAPITAL GROUP FIXED INCOME Eshort duration | $3,883,665 | – | 152,062 | +100.0% | 2.75% | – | |
| New | CAPITAL GROUP FIXED INCOME Ecore plus incm | $3,292,989 | – | 143,673 | +100.0% | 2.33% | – | |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $2,876,989 | – | 36,102 | +100.0% | 2.04% | – |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $2,864,973 | – | 37,947 | +100.0% | 2.03% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $2,821,405 | – | 71,938 | +100.0% | 2.00% | – |
| New | CAPITAL GROUP FIXED INCOME E | $2,418,906 | – | 90,157 | +100.0% | 1.72% | – | |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $2,317,814 | – | 64,617 | +100.0% | 1.64% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $2,293,655 | – | 17,128 | +100.0% | 1.63% | – |
| FLRN | New | SPDR SER TRbloomberg invt | $2,233,018 | – | 73,142 | +100.0% | 1.58% | – |
| AAPL | New | APPLE INC | $1,236,952 | – | 8,972 | +100.0% | 0.88% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $1,098,046 | – | 3,247 | +100.0% | 0.78% | – |
| PG | New | PROCTER AND GAMBLE CO | $975,311 | – | 6,822 | +100.0% | 0.69% | – |
| XOM | New | EXXON MOBIL CORP | $914,001 | – | 8,064 | +100.0% | 0.65% | – |
| ES | New | EVERSOURCE ENERGY | $765,628 | – | 9,602 | +100.0% | 0.54% | – |
| AMZN | New | AMAZON COM INC | $766,709 | – | 7,884 | +100.0% | 0.54% | – |
| EFX | New | EQUIFAX INC | $675,686 | – | 3,034 | +100.0% | 0.48% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $606,083 | – | 6,423 | +100.0% | 0.43% | – |
| FITB | New | FIFTH THIRD BANCORP | $562,457 | – | 16,251 | +100.0% | 0.40% | – |
| JNJ | New | JOHNSON & JOHNSON | $556,191 | – | 3,296 | +100.0% | 0.39% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $466,445 | – | 6,291 | +100.0% | 0.33% | – |
| CVX | New | CHEVRON CORP NEW | $460,153 | – | 2,544 | +100.0% | 0.33% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $457,678 | – | 1,477 | +100.0% | 0.32% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $444,783 | – | 914 | +100.0% | 0.32% | – |
| IWC | New | ISHARES TRmicro-cap etf | $439,719 | – | 3,810 | +100.0% | 0.31% | – |
| MDYG | New | SPDR SER TRs&p 400 mdcp grw | $436,037 | – | 6,434 | +100.0% | 0.31% | – |
| MSFT | New | MICROSOFT CORP | $387,755 | – | 1,614 | +100.0% | 0.28% | – |
| T | New | AT&T INC | $376,429 | – | 19,575 | +100.0% | 0.27% | – |
| WMT | New | WALMART INC | $368,874 | – | 2,625 | +100.0% | 0.26% | – |
| KO | New | COCA COLA CO | $364,021 | – | 6,059 | +100.0% | 0.26% | – |
| New | BIOHAVEN LTD | $331,920 | – | 18,000 | +100.0% | 0.24% | – | |
| DIS | New | DISNEY WALT CO | $319,862 | – | 3,091 | +100.0% | 0.23% | – |
| MCD | New | MCDONALDS CORP | $313,950 | – | 1,169 | +100.0% | 0.22% | – |
| SPGM | New | SPDR INDEX SHS FDSportfli msci gbl | $305,685 | – | 6,208 | +100.0% | 0.22% | – |
| PFE | New | PFIZER INC | $297,964 | – | 6,605 | +100.0% | 0.21% | – |
| MRK | New | MERCK & CO INC | $286,267 | – | 2,604 | +100.0% | 0.20% | – |
| HD | New | HOME DEPOT INC | $285,107 | – | 905 | +100.0% | 0.20% | – |
| ANTM | New | ELEVANCE HEALTH INC | $285,383 | – | 595 | +100.0% | 0.20% | – |
| AXP | New | AMERICAN EXPRESS CO | $281,742 | – | 1,858 | +100.0% | 0.20% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $279,175 | – | 2,812 | +100.0% | 0.20% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $246,176 | – | 3,046 | +100.0% | 0.18% | – |
| SLB | New | SCHLUMBERGER LTD | $237,824 | – | 4,147 | +100.0% | 0.17% | – |
| AFL | New | AFLAC INC | $232,281 | – | 3,269 | +100.0% | 0.16% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $232,357 | – | 5,458 | +100.0% | 0.16% | – |
| GPN | New | GLOBAL PMTS INC | $230,037 | – | 2,055 | +100.0% | 0.16% | – |
| CVS | New | CVS HEALTH CORP | $226,536 | – | 2,604 | +100.0% | 0.16% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $224,692 | – | 1,323 | +100.0% | 0.16% | – |
| SPAB | New | SPDR SER TRportfolio agrgte | $188,055 | – | 7,252 | +100.0% | 0.13% | – |
| APD | New | AIR PRODS & CHEMS INC | $186,022 | – | 611 | +100.0% | 0.13% | – |
| PEP | New | PEPSICO INC | $167,464 | – | 986 | +100.0% | 0.12% | – |
| TSLA | New | TESLA INC | $166,108 | – | 1,245 | +100.0% | 0.12% | – |
| HUBB | New | HUBBELL INC | $157,401 | – | 700 | +100.0% | 0.11% | – |
| TEL | New | TE CONNECTIVITY LTD | $152,385 | – | 1,247 | +100.0% | 0.11% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $144,400 | – | 200 | +100.0% | 0.10% | – |
| RF | New | REGIONS FINANCIAL CORP NEW | $141,503 | – | 6,236 | +100.0% | 0.10% | – |
| DUK | New | DUKE ENERGY CORP NEW | $133,026 | – | 1,306 | +100.0% | 0.09% | – |
| DOW | New | DOW INC | $130,443 | – | 2,271 | +100.0% | 0.09% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $125,424 | – | 3,600 | +100.0% | 0.09% | – |
| MUB | New | ISHARES TRnational mun etf | $122,571 | – | 1,135 | +100.0% | 0.09% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $122,117 | – | 535 | +100.0% | 0.09% | – |
| SHOP | New | SHOPIFY INCcl a | $123,059 | – | 3,040 | +100.0% | 0.09% | – |
| NVDA | New | NVIDIA CORPORATION | $119,374 | – | 669 | +100.0% | 0.08% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $118,566 | – | 685 | +100.0% | 0.08% | – |
| MDT | New | MEDTRONIC PLC | $118,196 | – | 1,461 | +100.0% | 0.08% | – |
| V | New | VISA INC | $115,749 | – | 516 | +100.0% | 0.08% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $113,818 | – | 2,845 | +100.0% | 0.08% | – |
| BAC | New | BANK AMERICA CORP | $106,659 | – | 3,151 | +100.0% | 0.08% | – |
| KMI | New | KINDER MORGAN INC DEL | $107,673 | – | 5,776 | +100.0% | 0.08% | – |
| MFC | New | MANULIFE FINL CORP | $105,258 | – | 5,522 | +100.0% | 0.08% | – |
| BP | New | BP PLCsponsored adr | $105,310 | – | 2,966 | +100.0% | 0.08% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $102,688 | – | 1,389 | +100.0% | 0.07% | – |
| CSCO | New | CISCO SYS INC | $102,894 | – | 2,200 | +100.0% | 0.07% | – |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $101,596 | – | 1,354 | +100.0% | 0.07% | – |
| SNV | New | SYNOVUS FINL CORP | $100,498 | – | 2,552 | +100.0% | 0.07% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $89,095 | – | 250 | +100.0% | 0.06% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $85,524 | – | 1,295 | +100.0% | 0.06% | – |
| ORCL | New | ORACLE CORP | $85,613 | – | 981 | +100.0% | 0.06% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $85,206 | – | 275 | +100.0% | 0.06% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $81,636 | – | 441 | +100.0% | 0.06% | – |
| PLD | New | PROLOGIS INC. | $77,426 | – | 630 | +100.0% | 0.06% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $77,475 | – | 1,120 | +100.0% | 0.06% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $78,221 | – | 1,680 | +100.0% | 0.06% | – |
| UNM | New | UNUM GROUP | $76,747 | – | 1,904 | +100.0% | 0.05% | – |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $74,207 | – | 742 | +100.0% | 0.05% | – |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $74,705 | – | 1,585 | +100.0% | 0.05% | – |
| FB | New | META PLATFORMS INCcl a | $75,260 | – | 540 | +100.0% | 0.05% | – |
| PM | New | PHILIP MORRIS INTL INC | $73,661 | – | 723 | +100.0% | 0.05% | – |
| GLD | New | SPDR GOLD TR | $72,075 | – | 402 | +100.0% | 0.05% | – |
| ABBV | New | ABBVIE INC | $70,756 | – | 473 | +100.0% | 0.05% | – |
| COP | New | CONOCOPHILLIPS | $70,910 | – | 582 | +100.0% | 0.05% | – |
| New | CRANE HLDGS CO | $69,355 | – | 641 | +100.0% | 0.05% | – | |
| ROK | New | ROCKWELL AUTOMATION INC | $67,586 | – | 250 | +100.0% | 0.05% | – |
| MO | New | ALTRIA GROUP INC | $66,688 | – | 1,484 | +100.0% | 0.05% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $64,594 | – | 1,498 | +100.0% | 0.05% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $65,587 | – | 1,666 | +100.0% | 0.05% | – |
| IR | New | INGERSOLL RAND INC | $63,190 | – | 1,142 | +100.0% | 0.04% | – |
| COST | New | COSTCO WHSL CORP NEW | $61,227 | – | 128 | +100.0% | 0.04% | – |
| INTC | New | INTEL CORP | $60,067 | – | 2,056 | +100.0% | 0.04% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $59,947 | – | 159 | +100.0% | 0.04% | – |
| ABT | New | ABBOTT LABS | $58,875 | – | 522 | +100.0% | 0.04% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $57,508 | – | 254 | +100.0% | 0.04% | – |
| ALLE | New | ALLEGION PLC | $57,176 | – | 514 | +100.0% | 0.04% | – |
| DE | New | DEERE & CO | $58,059 | – | 141 | +100.0% | 0.04% | – |
| SQM | New | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $56,317 | – | 655 | +100.0% | 0.04% | – |
| CI | New | CIGNA CORP NEW | $56,620 | – | 184 | +100.0% | 0.04% | – |
| WFC | New | WELLS FARGO CO NEW | $55,861 | – | 1,272 | +100.0% | 0.04% | – |
| New | GENERAL ELECTRIC CO | $55,155 | – | 710 | +100.0% | 0.04% | – | |
| NFLX | New | NETFLIX INC | $54,971 | – | 161 | +100.0% | 0.04% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $55,451 | – | 393 | +100.0% | 0.04% | – |
| GILD | New | GILEAD SCIENCES INC | $53,880 | – | 649 | +100.0% | 0.04% | – |
| IONS | New | IONIS PHARMACEUTICALS INC | $52,988 | – | 1,300 | +100.0% | 0.04% | – |
| AGR | New | AVANGRID INC | $53,922 | – | 1,267 | +100.0% | 0.04% | – |
| GD | New | GENERAL DYNAMICS CORP | $48,731 | – | 209 | +100.0% | 0.04% | – |
| LNT | New | ALLIANT ENERGY CORP | $49,471 | – | 918 | +100.0% | 0.04% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $49,588 | – | 529 | +100.0% | 0.04% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $49,010 | – | 500 | +100.0% | 0.04% | – |
| WPC | New | WP CAREY INC | $48,928 | – | 583 | +100.0% | 0.04% | – |
| BA | New | BOEING CO | $46,600 | – | 225 | +100.0% | 0.03% | – |
| ALL | New | ALLSTATE CORP | $46,316 | – | 369 | +100.0% | 0.03% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $45,374 | – | 312 | +100.0% | 0.03% | – |
| New | INVESCO EXCH TRADED FD TR IIs&p gbl water | $45,338 | – | 922 | +100.0% | 0.03% | – | |
| TJX | New | TJX COS INC NEW | $45,338 | – | 570 | +100.0% | 0.03% | – |
| PAYX | New | PAYCHEX INC | $44,758 | – | 380 | +100.0% | 0.03% | – |
| JNK | New | SPDR SER TRbloomberg high y | $45,508 | – | 487 | +100.0% | 0.03% | – |
| LMND | New | LEMONADE INC | $44,460 | – | 3,000 | +100.0% | 0.03% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $43,851 | – | 1,222 | +100.0% | 0.03% | – |
| CAT | New | CATERPILLAR INC | $42,576 | – | 171 | +100.0% | 0.03% | – |
| F | New | FORD MTR CO DEL | $42,126 | – | 3,397 | +100.0% | 0.03% | – |
| FHLC | New | FIDELITY COVINGTON TRUSTmsci hlth care i | $42,505 | – | 668 | +100.0% | 0.03% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $41,865 | – | 528 | +100.0% | 0.03% | – |
| HON | New | HONEYWELL INTL INC | $39,729 | – | 197 | +100.0% | 0.03% | – |
| GNR | New | SPDR INDEX SHS FDSglb nat resrce | $39,600 | – | 651 | +100.0% | 0.03% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $40,053 | – | 176 | +100.0% | 0.03% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $38,180 | – | 931 | +100.0% | 0.03% | – |
| New | WARNER BROS DISCOVERY INC | $37,940 | – | 2,914 | +100.0% | 0.03% | – | |
| LUV | New | SOUTHWEST AIRLS CO | $37,646 | – | 1,016 | +100.0% | 0.03% | – |
| BDX | New | BECTON DICKINSON & CO | $37,310 | – | 147 | +100.0% | 0.03% | – |
| LLY | New | LILLY ELI & CO | $34,778 | – | 100 | +100.0% | 0.02% | – |
| MOTO | New | GUINNESS ATKINSON FDSsmartetf trasp | $35,884 | – | 973 | +100.0% | 0.02% | – |
| ARVN | New | ARVINAS INC | $33,530 | – | 1,000 | +100.0% | 0.02% | – |
| PSX | New | PHILLIPS 66 | $32,922 | – | 308 | +100.0% | 0.02% | – |
| BIIB | New | BIOGEN INC | $32,292 | – | 113 | +100.0% | 0.02% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $33,017 | – | 552 | +100.0% | 0.02% | – |
| LIND | New | LINDBLAD EXPEDITIONS HLDGS I | $32,100 | – | 3,000 | +100.0% | 0.02% | – |
| YUM | New | YUM BRANDS INC | $32,963 | – | 260 | +100.0% | 0.02% | – |
| NFG | New | NATIONAL FUEL GAS CO | $33,023 | – | 561 | +100.0% | 0.02% | – |
| HSY | New | HERSHEY CO | $29,152 | – | 136 | +100.0% | 0.02% | – |
| WBS | New | WEBSTER FINL CORP | $29,862 | – | 642 | +100.0% | 0.02% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $29,412 | – | 459 | +100.0% | 0.02% | – |
| UI | New | UBIQUITI INC | $29,589 | – | 103 | +100.0% | 0.02% | – |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $28,395 | – | 626 | +100.0% | 0.02% | – |
| RAPT | New | RAPT THERAPEUTICS INC | $28,180 | – | 1,000 | +100.0% | 0.02% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $26,582 | – | 214 | +100.0% | 0.02% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $24,730 | – | 200 | +100.0% | 0.02% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $25,415 | – | 1,244 | +100.0% | 0.02% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $25,288 | – | 333 | +100.0% | 0.02% | – |
| QCOM | New | QUALCOMM INC | $25,909 | – | 211 | +100.0% | 0.02% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $25,608 | – | 116 | +100.0% | 0.02% | – |
| SPLK | New | SPLUNK INC | $24,918 | – | 275 | +100.0% | 0.02% | – |
| PDBC | New | INVESCO ACTVELY MNGD ETC FDoptimum yield | $26,076 | – | 1,728 | +100.0% | 0.02% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $24,073 | – | 325 | +100.0% | 0.02% | – |
| CNI | New | CANADIAN NATL RY CO | $24,662 | – | 200 | +100.0% | 0.02% | – |
| HPQ | New | HP INC | $23,531 | – | 843 | +100.0% | 0.02% | – |
| FNCL | New | FIDELITY COVINGTON TRUSTmsci finls idx | $23,833 | – | 478 | +100.0% | 0.02% | – |
| ENB | New | ENBRIDGE INC | $23,525 | – | 562 | +100.0% | 0.02% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $23,034 | – | 81 | +100.0% | 0.02% | – |
| AIG | New | AMERICAN INTL GROUP INC | $22,598 | – | 362 | +100.0% | 0.02% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $22,499 | – | 866 | +100.0% | 0.02% | – |
| TTD | New | THE TRADE DESK INC | $22,785 | – | 500 | +100.0% | 0.02% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $20,769 | – | 300 | +100.0% | 0.02% | – |
| WPP | New | WPP PLC NEWadr | $21,846 | – | 384 | +100.0% | 0.02% | – |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $21,475 | – | 632 | +100.0% | 0.02% | – |
| FCOM | New | FIDELITY COVINGTON TRUST | $21,465 | – | 622 | +100.0% | 0.02% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $20,763 | – | 104 | +100.0% | 0.02% | – |
| IEO | New | ISHARES TRus oil gs ex etf | $21,717 | – | 225 | +100.0% | 0.02% | – |
| QSR | New | RESTAURANT BRANDS INTL INC | $20,061 | – | 300 | +100.0% | 0.01% | – |
| New | SHELL PLCspon ads | $19,901 | – | 338 | +100.0% | 0.01% | – | |
| BAX | New | BAXTER INTL INC | $20,388 | – | 465 | +100.0% | 0.01% | – |
| New | SABA CAPITAL INCOME & OPRNT | $19,384 | – | 2,417 | +100.0% | 0.01% | – | |
| PH | New | PARKER-HANNIFIN CORP | $19,190 | – | 63 | +100.0% | 0.01% | – |
| EXAS | New | EXACT SCIENCES CORP | $18,831 | – | 276 | +100.0% | 0.01% | – |
| PANW | New | PALO ALTO NETWORKS INC | $17,824 | – | 122 | +100.0% | 0.01% | – |
| RGI | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $18,378 | – | 100 | +100.0% | 0.01% | – |
| NTNX | New | NUTANIX INCcl a | $18,760 | – | 700 | +100.0% | 0.01% | – |
| PFF | New | ISHARES TRpfd and incm sec | $18,895 | – | 573 | +100.0% | 0.01% | – |
| LEV | New | THE LION ELECTRIC COMPANY | $18,502 | – | 7,401 | +100.0% | 0.01% | – |
| New | CION INVT CORP | $18,315 | – | 1,720 | +100.0% | 0.01% | – | |
| New | FRANKLIN BSP RLTY TR INC | $18,801 | – | 1,324 | +100.0% | 0.01% | – | |
| New | BROOKFIELD CORPcl a ltd vt sh | $17,847 | – | 492 | +100.0% | 0.01% | – | |
| MAC | New | MACERICH CO | $18,690 | – | 1,500 | +100.0% | 0.01% | – |
| BHLB | New | BERKSHIRE HILLS BANCORP INC | $16,443 | – | 578 | +100.0% | 0.01% | – |
| EFC | New | ELLINGTON FINANCIAL INC | $17,374 | – | 1,268 | +100.0% | 0.01% | – |
| JPM | New | JPMORGAN CHASE & CO | $17,384 | – | 129 | +100.0% | 0.01% | – |
| ETSY | New | ETSY INC | $17,137 | – | 130 | +100.0% | 0.01% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $16,325 | – | 41 | +100.0% | 0.01% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $16,620 | – | 194 | +100.0% | 0.01% | – |
| NXTG | New | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $16,231 | – | 248 | +100.0% | 0.01% | – |
| PRU | New | PRUDENTIAL FINL INC | $16,812 | – | 170 | +100.0% | 0.01% | – |
| SUSA | New | ISHARES TRmsci usa esg slc | $17,102 | – | 200 | +100.0% | 0.01% | – |
| K | New | KELLOGG CO | $16,544 | – | 245 | +100.0% | 0.01% | – |
| New | GE HEALTHCARE TECHNOLOGIES I | $15,491 | – | 232 | +100.0% | 0.01% | – | |
| PEJ | New | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $14,923 | – | 368 | +100.0% | 0.01% | – |
| SJM | New | SMUCKER J M CO | $15,892 | – | 107 | +100.0% | 0.01% | – |
| BK | New | BANK NEW YORK MELLON CORP | $15,304 | – | 311 | +100.0% | 0.01% | – |
| New | BATH & BODY WORKS INC | $16,049 | – | 357 | +100.0% | 0.01% | – | |
| SWKS | New | SKYWORKS SOLUTIONS INC | $16,061 | – | 156 | +100.0% | 0.01% | – |
| ROBT | New | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $15,304 | – | 390 | +100.0% | 0.01% | – |
| PNR | New | PENTAIR PLC | $15,938 | – | 324 | +100.0% | 0.01% | – |
| SRE | New | SEMPRA | $15,682 | – | 99 | +100.0% | 0.01% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $15,035 | – | 385 | +100.0% | 0.01% | – |
| FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $15,498 | – | 96 | +100.0% | 0.01% | – |
| C | New | CITIGROUP INC | $14,867 | – | 291 | +100.0% | 0.01% | – |
| SQ | New | BLOCK INCcl a | $14,090 | – | 185 | +100.0% | 0.01% | – |
| SPSM | New | SPDR SER TRportfolio s&p600 | $14,588 | – | 373 | +100.0% | 0.01% | – |
| KMB | New | KIMBERLY-CLARK CORP | $14,606 | – | 108 | +100.0% | 0.01% | – |
| ATO | New | ATMOS ENERGY CORP | $14,559 | – | 129 | +100.0% | 0.01% | – |
| SMCI | New | SUPER MICRO COMPUTER INC | $14,396 | – | 200 | +100.0% | 0.01% | – |
| PYPL | New | PAYPAL HLDGS INC | $13,603 | – | 172 | +100.0% | 0.01% | – |
| FDX | New | FEDEX CORP | $13,566 | – | 73 | +100.0% | 0.01% | – |
| ISCV | New | ISHARES TRmrning sm cp etf | $14,637 | – | 264 | +100.0% | 0.01% | – |
| YUMC | New | YUM CHINA HLDGS INC | $14,633 | – | 248 | +100.0% | 0.01% | – |
| APH | New | AMPHENOL CORP NEWcl a | $14,513 | – | 186 | +100.0% | 0.01% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $12,184 | – | 268 | +100.0% | 0.01% | – |
| SBNY | New | SIGNATURE BK NEW YORK N Y | $12,779 | – | 100 | +100.0% | 0.01% | – |
| NVT | New | NVENT ELECTRIC PLC | $12,596 | – | 324 | +100.0% | 0.01% | – |
| MET | New | METLIFE INC | $12,522 | – | 178 | +100.0% | 0.01% | – |
| GIS | New | GENERAL MLS INC | $13,038 | – | 168 | +100.0% | 0.01% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $12,915 | – | 810 | +100.0% | 0.01% | – |
| DD | New | DUPONT DE NEMOURS INC | $12,573 | – | 170 | +100.0% | 0.01% | – |
| UL | New | UNILEVER PLCspon adr new | $13,209 | – | 259 | +100.0% | 0.01% | – |
| HOG | New | HARLEY DAVIDSON INC | $12,574 | – | 291 | +100.0% | 0.01% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $12,676 | – | 193 | +100.0% | 0.01% | – |
| New | CAPITAL GROUP GBL GROWTH EQT | $13,026 | – | 580 | +100.0% | 0.01% | – | |
| MVO | New | MV OIL TRtr units | $10,997 | – | 700 | +100.0% | 0.01% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $10,848 | – | 100 | +100.0% | 0.01% | – |
| TWNK | New | HOSTESS BRANDS INCcl a | $11,952 | – | 548 | +100.0% | 0.01% | – |
| VIAC | New | PARAMOUNT GLOBAL | $11,272 | – | 555 | +100.0% | 0.01% | – |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $11,649 | – | 192 | +100.0% | 0.01% | – |
| SABR | New | SABRE CORP | $10,832 | – | 1,530 | +100.0% | 0.01% | – |
| ZS | New | ZSCALER INC | $11,712 | – | 100 | +100.0% | 0.01% | – |
| SO | New | SOUTHERN CO | $11,989 | – | 179 | +100.0% | 0.01% | – |
| SCHW | New | SCHWAB CHARLES CORP | $10,599 | – | 138 | +100.0% | 0.01% | – |
| FENY | New | FIDELITY COVINGTON TRUSTmsci energy idx | $11,162 | – | 453 | +100.0% | 0.01% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $9,331 | – | 6 | +100.0% | 0.01% | – |
| FE | New | FIRSTENERGY CORP | $10,432 | – | 247 | +100.0% | 0.01% | – |
| CTVA | New | CORTEVA INC | $10,451 | – | 168 | +100.0% | 0.01% | – |
| CL | New | COLGATE PALMOLIVE CO | $10,218 | – | 135 | +100.0% | 0.01% | – |
| CHPT | New | CHARGEPOINT HOLDINGS INC | $9,981 | – | 900 | +100.0% | 0.01% | – |
| SPMD | New | SPDR SER TRportfolio s&p400 | $9,363 | – | 209 | +100.0% | 0.01% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $9,829 | – | 82 | +100.0% | 0.01% | – |
| FIDI | New | FIDELITY COVINGTON TRUSTint hg div etf | $8,416 | – | 423 | +100.0% | 0.01% | – |
| SYF | New | SYNCHRONY FINANCIAL | $8,447 | – | 239 | +100.0% | 0.01% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $8,944 | – | 102 | +100.0% | 0.01% | – |
| ROKU | New | ROKU INC | $7,858 | – | 150 | +100.0% | 0.01% | – |
| VGR | New | VECTOR GROUP LTD | $8,589 | – | 691 | +100.0% | 0.01% | – |
| FDIS | New | FIDELITY COVINGTON TRUSTmsci consm dis | $8,959 | – | 146 | +100.0% | 0.01% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $7,927 | – | 86 | +100.0% | 0.01% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $7,918 | – | 201 | +100.0% | 0.01% | – |
| FSTA | New | FIDELITY COVINGTON TRUSTconsmr staples | $9,056 | – | 206 | +100.0% | 0.01% | – |
| TMUS | New | T-MOBILE US INC | $8,707 | – | 60 | +100.0% | 0.01% | – |
| VTRS | New | VIATRIS INC | $9,091 | – | 784 | +100.0% | 0.01% | – |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $7,747 | – | 100 | +100.0% | 0.01% | – |
| ET | New | ENERGY TRANSFER L P | $7,115 | – | 558 | +100.0% | 0.01% | – |
| CRM | New | SALESFORCE INC | $6,806 | – | 45 | +100.0% | 0.01% | – |
| OGN | New | ORGANON & CO | $7,056 | – | 225 | +100.0% | 0.01% | – |
| LMT | New | LOCKHEED MARTIN CORP | $6,519 | – | 15 | +100.0% | 0.01% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $6,424 | – | 1,100 | +100.0% | 0.01% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $7,431 | – | 649 | +100.0% | 0.01% | – |
| PRI | New | PRIMERICA INC | $7,610 | – | 50 | +100.0% | 0.01% | – |
| TTI | New | TETRA TECHNOLOGIES INC DEL | $6,839 | – | 1,795 | +100.0% | 0.01% | – |
| SRNE | New | SORRENTO THERAPEUTICS INC | $6,431 | – | 5,900 | +100.0% | 0.01% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $7,673 | – | 36 | +100.0% | 0.01% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $7,627 | – | 283 | +100.0% | 0.01% | – |
| KWEB | New | KRANESHARES TRcsi chi internet | $5,228 | – | 150 | +100.0% | 0.00% | – |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $5,648 | – | 51 | +100.0% | 0.00% | – |
| KHC | New | KRAFT HEINZ CO | $5,796 | – | 145 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INCcl c | $5,754 | – | 557 | +100.0% | 0.00% | – |
| M | New | MACYS INC | $5,167 | – | 227 | +100.0% | 0.00% | – |
| BNS | New | BANK NOVA SCOTIA HALIFAX | $5,167 | – | 100 | +100.0% | 0.00% | – |
| SAGE | New | SAGE THERAPEUTICS INC | $5,704 | – | 134 | +100.0% | 0.00% | – |
| IAGG | New | ISHARES TRcore intl aggr | $5,409 | – | 111 | +100.0% | 0.00% | – |
| PRTG | New | PORTAGE BIOTECH INC | $5,904 | – | 1,200 | +100.0% | 0.00% | – |
| GLDM | New | WORLD GOLD TRspdr gld minis | $5,166 | – | 135 | +100.0% | 0.00% | – |
| MMM | New | 3M CO | $5,188 | – | 43 | +100.0% | 0.00% | – |
| GLW | New | CORNING INC | $5,940 | – | 166 | +100.0% | 0.00% | – |
| New | LUCID GROUP INC | $6,256 | – | 800 | +100.0% | 0.00% | – | |
| GWX | New | SPDR INDEX SHS FDSs&p intl smlcp | $5,924 | – | 188 | +100.0% | 0.00% | – |
| XLC | New | SELECT SECTOR SPDR TR | $5,334 | – | 100 | +100.0% | 0.00% | – |
| EWX | New | SPDR INDEX SHS FDSs&p emktsc etf | $5,235 | – | 101 | +100.0% | 0.00% | – |
| MAS | New | MASCO CORP | $5,014 | – | 100 | +100.0% | 0.00% | – |
| CCI | New | CROWN CASTLE INC | $5,072 | – | 34 | +100.0% | 0.00% | – |
| KARS | New | KRANESHARES TRelec veh futur | $5,828 | – | 187 | +100.0% | 0.00% | – |
| PKI | New | PERKINELMER INC | $6,231 | – | 45 | +100.0% | 0.00% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $4,610 | – | 35 | +100.0% | 0.00% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $3,775 | – | 231 | +100.0% | 0.00% | – |
| BBY | New | BEST BUY INC | $4,909 | – | 59 | +100.0% | 0.00% | – |
| HYT | New | BLACKROCK CORPOR HI YLD FD I | $3,697 | – | 404 | +100.0% | 0.00% | – |
| New | BROOKFIELD ASSET MANAGMT LTD | $3,936 | – | 123 | +100.0% | 0.00% | – | |
| GTLS | New | CHART INDS INC | $4,453 | – | 35 | +100.0% | 0.00% | – |
| DRD | New | DRDGOLD LIMITEDspon adr repstg | $3,743 | – | 439 | +100.0% | 0.00% | – |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $4,003 | – | 902 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $4,030 | – | 114 | +100.0% | 0.00% | – |
| New | GSK PLCsponsored adr | $4,589 | – | 130 | +100.0% | 0.00% | – | |
| IEZ | New | ISHARES TRus oil eq&sv etf | $4,500 | – | 201 | +100.0% | 0.00% | – |
| KEY | New | KEYCORP | $3,949 | – | 226 | +100.0% | 0.00% | – |
| GRIL | New | MUSCLE MAKER INC | $4,345 | – | 5,000 | +100.0% | 0.00% | – |
| PLUG | New | PLUG POWER INC | $4,357 | – | 274 | +100.0% | 0.00% | – |
| SCHI | New | SCHWAB STRATEGIC TR5 10yr corp bd | $4,074 | – | 91 | +100.0% | 0.00% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $4,903 | – | 46 | +100.0% | 0.00% | – |
| TD | New | TORONTO DOMINION BK ONT | $4,799 | – | 72 | +100.0% | 0.00% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $4,050 | – | 23 | +100.0% | 0.00% | – |
| USFD | New | US FOODS HLDG CORP | $3,664 | – | 100 | +100.0% | 0.00% | – |
| WELL | New | WELLTOWER INC | $2,476 | – | 34 | +100.0% | 0.00% | – |
| HE | New | HAWAIIAN ELEC INDUSTRIES | $2,155 | – | 53 | +100.0% | 0.00% | – |
| SRDX | New | SURMODICS INC | $2,546 | – | 100 | +100.0% | 0.00% | – |
| SUM | New | SUMMIT MATLS INCcl a | $3,174 | – | 101 | +100.0% | 0.00% | – |
| ARMK | New | ARAMARK | $2,302 | – | 51 | +100.0% | 0.00% | – |
| MTB | New | M & T BK CORP | $2,578 | – | 17 | +100.0% | 0.00% | – |
| NI | New | NISOURCE INC | $2,224 | – | 82 | +100.0% | 0.00% | – |
| ILMN | New | ILLUMINA INC | $2,657 | – | 13 | +100.0% | 0.00% | – |
| NKE | New | NIKE INCcl b | $3,071 | – | 24 | +100.0% | 0.00% | – |
| SOXQ | New | INVESCO EXCH TRADED FD TR IIinvesco phlx sm | $2,212 | – | 101 | +100.0% | 0.00% | – |
| PSTG | New | PURE STORAGE INCcl a | $2,601 | – | 100 | +100.0% | 0.00% | – |
| CC | New | CHEMOURS CO | $2,702 | – | 80 | +100.0% | 0.00% | – |
| CMPS | New | COMPASS PATHWAYS PLCsponsored ads | $2,964 | – | 300 | +100.0% | 0.00% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $2,585 | – | 62 | +100.0% | 0.00% | – |
| EA | New | ELECTRONIC ARTS INC | $2,551 | – | 20 | +100.0% | 0.00% | – |
| IEMG | New | ISHARES INCcore msci emkt | $2,560 | – | 50 | +100.0% | 0.00% | – |
| FL | New | FOOT LOCKER INC | $3,442 | – | 91 | +100.0% | 0.00% | – |
| ANF | New | ABERCROMBIE & FITCH COcl a | $3,422 | – | 123 | +100.0% | 0.00% | – |
| FTEK | New | FUEL TECH INC | $3,340 | – | 2,000 | +100.0% | 0.00% | – |
| FUBO | New | FUBOTV INC | $2,230 | – | 1,000 | +100.0% | 0.00% | – |
| TRV | New | TRAVELERS COMPANIES INC | $2,595 | – | 14 | +100.0% | 0.00% | – |
| ELY | New | TOPGOLF CALLAWAY BRANDS CORP | $2,300 | – | 100 | +100.0% | 0.00% | – |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $3,499 | – | 50 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORP | $2,784 | – | 266 | +100.0% | 0.00% | – |
| VMW | New | VMWARE INC | $1,612 | – | 13 | +100.0% | 0.00% | – |
| New | PLANET LABS PBC | $1,479 | – | 300 | +100.0% | 0.00% | – | |
| PENN | New | PENN ENTERTAINMENT INC | $1,642 | – | 50 | +100.0% | 0.00% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $1,228 | – | 175 | +100.0% | 0.00% | – |
| NSC | New | NORFOLK SOUTHN CORP | $1,585 | – | 6 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $1,385 | – | 300 | +100.0% | 0.00% | – |
| MXL | New | MAXLINEAR INC | $1,627 | – | 44 | +100.0% | 0.00% | – |
| SCHR | New | SCHWAB STRATEGIC TRint-trm u.s tres | $1,412 | – | 28 | +100.0% | 0.00% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $1,174 | – | 7 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS INTERNATIONAL | $1,953 | – | 50 | +100.0% | 0.00% | – |
| LITE | New | LUMENTUM HLDGS INC | $1,471 | – | 25 | +100.0% | 0.00% | – |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $1,502 | – | 20 | +100.0% | 0.00% | – |
| LAC | New | LITHIUM AMERS CORP NEW | $1,040 | – | 50 | +100.0% | 0.00% | – |
| LNC | New | LINCOLN NATL CORP IND | $1,286 | – | 41 | +100.0% | 0.00% | – |
| LW | New | LAMB WESTON HLDGS INC | $1,568 | – | 16 | +100.0% | 0.00% | – |
| SMSI | New | SMITH MICRO SOFTWARE INC | $742 | – | 250 | +100.0% | 0.00% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $2,080 | – | 101 | +100.0% | 0.00% | – |
| AGG | New | ISHARES TRcore us aggbd et | $1,301 | – | 13 | +100.0% | 0.00% | – |
| PSLV | New | SPROTT PHYSICAL SILVER TRtr unit | $1,018 | – | 125 | +100.0% | 0.00% | – |
| IP | New | INTERNATIONAL PAPER CO | $1,126 | – | 30 | +100.0% | 0.00% | – |
| STAG | New | STAG INDL INC | $842 | – | 24 | +100.0% | 0.00% | – |
| HRTX | New | HERON THERAPEUTICS INC | $1,401 | – | 475 | +100.0% | 0.00% | – |
| HL | New | HECLA MNG CO | $782 | – | 125 | +100.0% | 0.00% | – |
| HAL | New | HALLIBURTON CO | $2,078 | – | 51 | +100.0% | 0.00% | – |
| New | HALEON PLCspon ads | $1,267 | – | 158 | +100.0% | 0.00% | – | |
| HSBC | New | HSBC HLDGS PLCspon adr new | $1,842 | – | 50 | +100.0% | 0.00% | – |
| ARKQ | New | ARK ETF TRautnmus technlgy | $1,057 | – | 23 | +100.0% | 0.00% | – |
| PATH | New | UIPATH INCcl a | $1,423 | – | 100 | +100.0% | 0.00% | – |
| UNG | New | UNITED STS NAT GAS FD LPunit par | $770 | – | 75 | +100.0% | 0.00% | – |
| UTZ | New | UTZ BRANDS INC | $823 | – | 51 | +100.0% | 0.00% | – |
| VLO | New | VALERO ENERGY CORP | $2,052 | – | 14 | +100.0% | 0.00% | – |
| New | DRAGONFLY ENERGY HOLDINGS CO | $707 | – | 90 | +100.0% | 0.00% | – | |
| New | DOUGLAS ELLIMAN INC | $1,587 | – | 345 | +100.0% | 0.00% | – | |
| DELL | New | DELL TECHNOLOGIES INCcl c | $1,236 | – | 31 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY CO | $1,505 | – | 53 | +100.0% | 0.00% | – |
| CAG | New | CONAGRA BRANDS INC | $2,058 | – | 54 | +100.0% | 0.00% | – |
| CSV | New | CARRIAGE SVCS INC | $923 | – | 30 | +100.0% | 0.00% | – |
| COF | New | CAPITAL ONE FINL CORP | $885 | – | 8 | +100.0% | 0.00% | – |
| WAB | New | WABTEC | $1,949 | – | 19 | +100.0% | 0.00% | – |
| DGS | New | WISDOMTREE TRemg mkts smcap | $752 | – | 16 | +100.0% | 0.00% | – |
| New | ANNALY CAPITAL MANAGEMENT IN | $1,405 | – | 62 | +100.0% | 0.00% | – | |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $1,245 | – | 21 | +100.0% | 0.00% | – |
| AA | New | ALCOA CORP | $1,037 | – | 20 | +100.0% | 0.00% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $1,545 | – | 100 | +100.0% | 0.00% | – |
| RHP | New | RYMAN HOSPITALITY PPTYS INC | $873 | – | 10 | +100.0% | 0.00% | – |
| RY | New | ROYAL BK CDA SUSTAINABL | $1,712 | – | 17 | +100.0% | 0.00% | – |
| MREO | New | MEREO BIOPHARMA GROUP PLCspon ads | $291 | – | 300 | +100.0% | 0.00% | – |
| FCEL | New | FUELCELL ENERGY INC | $10 | – | 3 | +100.0% | 0.00% | – |
| AMC | New | AMC ENTMT HLDGS INC | $552 | – | 100 | +100.0% | 0.00% | – |
| ADT | New | ADT INC DEL | $271 | – | 31 | +100.0% | 0.00% | – |
| WYNN | New | WYNN RESORTS LTD | $496 | – | 5 | +100.0% | 0.00% | – |
| New | MICRO FOCUS INTL PLCspon adr new | $156 | – | 24 | +100.0% | 0.00% | – | |
| New | MULLEN AUTOMOTIVE INC | $59 | – | 200 | +100.0% | 0.00% | – | |
| ARNC | New | ARCONIC CORPORATION | $210 | – | 9 | +100.0% | 0.00% | – |
| VACC | New | VACCITECH PLCads | $282 | – | 104 | +100.0% | 0.00% | – |
| New | PROSHARES TRshort bitcoin | $287 | – | 10 | +100.0% | 0.00% | – | |
| EVGO | New | EVGO INC | $160 | – | 30 | +100.0% | 0.00% | – |
| New | EMBECTA CORP | $695 | – | 29 | +100.0% | 0.00% | – | |
| New | NERDY INC | $234 | – | 86 | +100.0% | 0.00% | – | |
| New | ZIMVIE INC | $161 | – | 19 | +100.0% | 0.00% | – | |
| New | DRAFTKINGS INC NEW | $112 | – | 8 | +100.0% | 0.00% | – | |
| YOLO | New | ADVISORSHARES TRpure cannabis | $4 | – | 1 | +100.0% | 0.00% | – |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $633 | – | 8 | +100.0% | 0.00% | – |
| RPTX | New | REPARE THERAPEUTICS INC | $142 | – | 12 | +100.0% | 0.00% | – |
| CYTK | New | CYTOKINETICS INC | $42 | – | 1 | +100.0% | 0.00% | – |
| CRON | New | CRONOS GROUP INC | $225 | – | 90 | +100.0% | 0.00% | – |
| AIMC | New | ALTRA INDL MOTION CORP | $185 | – | 3 | +100.0% | 0.00% | – |
| NYCB | New | NEW YORK CMNTY BANCORP INC | $396 | – | 41 | +100.0% | 0.00% | – |
| CLNE | New | CLEAN ENERGY FUELS CORP | $220 | – | 40 | +100.0% | 0.00% | – |
| SNY | New | SANOFIsponsored adr | $491 | – | 10 | +100.0% | 0.00% | – |
| NEE | New | NEXTERA ENERGY INC | $421 | – | 5 | +100.0% | 0.00% | – |
| SNAP | New | SNAP INCcl a | $500 | – | 50 | +100.0% | 0.00% | – |
| New | BROOKFIELD REINS LTDcl a exch lt vtg | $110 | – | 3 | +100.0% | 0.00% | – | |
| New | KYNDRYL HLDGS INC | $467 | – | 38 | +100.0% | 0.00% | – | |
| OBELF | New | OBSIDIAN ENERGY LTD | $617 | – | 93 | +100.0% | 0.00% | – |
| TIP | New | ISHARES TRtips bd etf | $19 | – | 0 | +100.0% | 0.00% | – |
| SGTX | New | SIGILON THERAPEUTICS INC | $30 | – | 40 | +100.0% | 0.00% | – |
| RUBY | New | RUBIUS THERAPEUTICS INC | $251 | – | 1,107 | +100.0% | 0.00% | – |
| AEG | New | AEGON N V | $59 | – | 11 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $405 | – | 155 | +100.0% | 0.00% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC | $532 | – | 102 | +100.0% | 0.00% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $90 | – | 1 | +100.0% | 0.00% | – |
| New | SUNSHINE BIOPHARMA INC | $490 | – | 500 | +100.0% | 0.00% | – | |
| HWM | New | HOWMET AEROSPACE INC | $660 | – | 17 | +100.0% | 0.00% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $560 | – | 4 | +100.0% | 0.00% | – |
| OCUP | New | OCUPHIRE PHARMA INC | $77 | – | 20 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $502 | – | 11 | +100.0% | 0.00% | – |
| MSGE | New | MADISON SQUARE GRDN ENTERTNMcl a | $97 | – | 2 | +100.0% | 0.00% | – |
| HBI | New | HANESBRANDS INC | $416 | – | 52 | +100.0% | 0.00% | – |
| ARKX | New | ARK ETF TRark space expl | $134 | – | 10 | +100.0% | 0.00% | – |
| TLIS | New | TALIS BIOMEDICAL CORP | $6 | – | 10 | +100.0% | 0.00% | – |
| TDOC | New | TELADOC HEALTH INC | $340 | – | 13 | +100.0% | 0.00% | – |
| BDTX | New | BLACK DIAMOND THERAPEUTICS I | $72 | – | 24 | +100.0% | 0.00% | – |
| AVNS | New | AVANOS MED INC | $265 | – | 9 | +100.0% | 0.00% | – |
| PLBY | New | PLBY GROUP INC | $37 | – | 10 | +100.0% | 0.00% | – |
| New | MATTERPORT INC | $61 | – | 20 | +100.0% | 0.00% | – | |
| PPT | New | PUTNAM PREMIER INCOME TRsh ben int | $13 | – | 4 | +100.0% | 0.00% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $466 | – | 34 | +100.0% | 0.00% | – |
| TMQ | New | TRILOGY METALS INC NEW | $263 | – | 333 | +100.0% | 0.00% | – |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $637 | – | 28 | +100.0% | 0.00% | – |
| New | ATHERSYS INC NEW | $52 | – | 40 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | 4 | Q3 2023 | 29.6% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 8.6% |
| SSGA ACTIVE ETF TR | 4 | Q3 2023 | 10.9% |
| SPDR SER TR | 4 | Q3 2023 | 7.5% |
| SPDR SER TR | 4 | Q3 2023 | 6.4% |
| SPDR INDEX SHS FDS | 4 | Q3 2023 | 4.0% |
| CAPITAL GRP FIXED INCM ETF T | 4 | Q3 2023 | 3.3% |
| CAPITAL GRP FIXED INCM ETF T | 4 | Q3 2023 | 3.3% |
| SPDR SER TR | 4 | Q3 2023 | 2.1% |
| SPDR SER TR | 4 | Q3 2023 | 2.0% |
View New England Capital Financial Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-06 |
View New England Capital Financial Advisors LLC'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.