CIK 1599863
Northeast Financial Consultants Inc
Institutional 13F holdings & portfolio
Holdings
299
Portfolio Value
$1M+
Latest Report
Jun 30, 2025
Report Periods
3
Holdings
13F filings as of Jun 30, 2025 · Showing 1–50 of 299
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 775K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 479K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 645K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 3.4M | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 185K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 165K | $1M+ | SH |
| DGRO | ISHARES TR | 1.5M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 135K | $1M+ | SH |
| AMZN | AMAZON COM INC | 292K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 465K | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC | 3.9M | $1M+ | SH |
| AAPL | APPLE INC | 233K | $1M+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 151K | $1M+ | SH |
| COWZ | PACER FDS TR | 673K | $1M+ | SH |
| GOOG | ALPHABET INC | 206K | $1M+ | SH |
| IGV | ISHARES TR | 324K | $1M+ | SH |
| GOOGL | ALPHABET INC | 188K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 108K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 112K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 181K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 101K | $1M+ | SH |
| PFE | PFIZER INC | 1.0M | $1M+ | SH |
| AVGO | BROADCOM INC | 90K | $1M+ | SH |
| ITOT | ISHARES TR | 166K | $1M+ | SH |
| KKR | KKR & CO INC | 143K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 749K | $1M+ | SH |
| BN | BROOKFIELD CORP | 235K | $1M+ | SH |
| IJR | ISHARES TR | 127K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 92K | $1M+ | SH |
| MPLX | MPLX LP | 230K | $1M+ | SH |
| DIS | DISNEY WALT CO | 92K | $1M+ | SH |
| IGM | ISHARES TR | 99K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 76K | $1M+ | SH |
| IVV | ISHARES TR | 17K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 81K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 215K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 14K | $1M+ | SH |
| BX | BLACKSTONE INC | 66K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 56K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 97K | $1M+ | SH |
| QUAL | ISHARES TR | 50K | $1M+ | SH |
| ACWI | ISHARES TR | 70K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 287K | $1M+ | SH |
| IQLT | ISHARES TR | 201K | $1M+ | SH |
| LLY | ELI LILLY & CO | 11K | $1M+ | SH |
| V | VISA INC | 23K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 126K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 33K | $1M+ | SH |
| MET | METLIFE INC | 94K | $1M+ | SH |
| HD | HOME DEPOT INC | 21K | $1M+ | SH |