Top 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 | โ | โ | โ | 2025-06-30 |
| VOO | VANGUARD INDEX FDS | 11.12% | 478.9K | $272.0M | โ | โ | โ | 2025-06-30 |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.4% | 645.2K | $132.0M | โ | โ | โ | 2025-06-30 |
| BXSL | BLACKSTONE SECD LENDING FD | 4.22% | 3.36M | $103.3M | โ | โ | โ | 2025-06-30 |
| QQQ | INVESCO QQQ TR | 4.16% | 184.6K | $101.8M | โ | โ | โ | 2025-06-30 |
| SPY | SPDR S&P 500 ETF TR | 4.16% | 164.8K | $101.8M | โ | โ | โ | 2025-06-30 |
| DGRO | ISHARES TR | 3.82% | 1.46M | $93.4M | โ | โ | โ | 2025-06-30 |
| MSFT | MICROSOFT CORP | 2.74% | 135.0K | $67.1M | โ | โ | โ | 2025-06-30 |
| AMZN | AMAZON COM INC | 2.62% | 291.6K | $64.0M | โ | โ | โ | 2025-06-30 |
| VYM | VANGUARD WHITEHALL FDS | 2.54% | 465.4K | $62.0M | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.94% | +53.77% |
| Top 20 Holdings Unweighted | +19.66% | +63.83% |
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