$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
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 | 2024-05-02 |
| 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.