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Northeast Financial Consultants Inc

Portfolio Manager
Northeast Financial Consultants Inc
Performance
+3.89% (2025 Q2)
AUM (13F)
$2.45B
# of Holdings
299
Performance Rank
Allocation (Top 20)
70.27%

Northeast Financial Consultants Inc Holdings Map

Top 50 Northeast Financial Consultants Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VUG
VANGUARD INDEX FDS
13.89%774.8K$339.7Mโ€”โ€”โ€”2025-06-30
VOO
VANGUARD INDEX FDS
11.12%478.9K$272.0Mโ€”โ€”โ€”2025-06-30
VIG
VANGUARD SPECIALIZED FUNDS
5.4%645.2K$132.0Mโ€”โ€”โ€”2025-06-30
BXSL
BLACKSTONE SECD LENDING FD
4.22%3.36M$103.3Mโ€”โ€”โ€”2025-06-30
QQQ
INVESCO QQQ TR
4.16%184.6K$101.8Mโ€”โ€”โ€”2025-06-30
SPY
SPDR S&P 500 ETF TR
4.16%164.8K$101.8Mโ€”โ€”โ€”2025-06-30
DGRO
ISHARES TR
3.82%1.46M$93.4Mโ€”โ€”โ€”2025-06-30
MSFT
MICROSOFT CORP
2.74%135.0K$67.1Mโ€”โ€”โ€”2025-06-30
AMZN
AMAZON COM INC
2.62%291.6K$64.0Mโ€”โ€”โ€”2025-06-30
VYM
VANGUARD WHITEHALL FDS
2.54%465.4K$62.0Mโ€”โ€”โ€”2025-06-30

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