StockDriftsStockDriftsTop 50 Northeast Financial Consultants Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 13.89% | 774.8K | $339.7M | — | — | — | 2025-06-30 |
| VOO | VANGUARD INDEX FDS | 11.12% | 478.9K | $272.0M | — | — | — | 2025-06-30 |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.4% | 645.2K | $132.0M | — | — | — | 2025-06-30 |
| BXSL | BLACKSTONE SECD LENDING FD | 4.22% | 3.36M | $103.3M | — | — | — | 2025-06-30 |
| QQQ | INVESCO QQQ TR | 4.16% | 184.6K | $101.8M | — | — | — | 2025-06-30 |
| SPY | SPDR S&P 500 ETF TR | 4.16% | 164.8K | $101.8M | — | — | — | 2025-06-30 |
| DGRO | ISHARES TR | 3.82% | 1.46M | $93.4M | — | — | — | 2025-06-30 |
| MSFT | MICROSOFT CORP | 2.74% | 135.0K | $67.1M | — | — | — | 2025-06-30 |
| AMZN | AMAZON COM INC | 2.62% | 291.6K | $64.0M | — | — | — | 2025-06-30 |
| VYM | VANGUARD WHITEHALL FDS | 2.54% | 465.4K | $62.0M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +53.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +63.83% |
Northeast Financial Consultants Inc reports $2.45B in US-listed equity holdings across 299 positions in its most recent 13F filing. Its largest disclosed positions are VUG (13.9%), VOO (11.1%) and VIG (5.4%). The top 20 holdings account for 70.27% of reported assets. Its disclosed equity book has returned +53.77% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Northeast Financial Consultants Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599863). View Northeast Financial Consultants Inc’s 13F filings on SEC