Notify me when Northeast Financial Consultants Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 299 | $2,445,968,379 | +$56,840,193 | -$81,771,000 | -$24,930,807 | VUG, VOO, VIG, BXSL, QQQ | 13F-HR | 15 Aug 2025, 14:53 |
| Q1 2025 | 278 | $2,255,179,116 | +$73,088,862 | -$59,140,727 | +$13,948,135 | VUG, VOO, VIG, BXSL, SPY | 13F-HR | 16 May 2025, 09:57 |
| Q4 2024 | 288 | $2,370,794,091 | +$40,002,096 | -$33,350,286 | +$6,651,810 | VUG, VOO, VIG, SPY, QQQ | 13F-HR | 13 Feb 2025, 18:37 |
| Q3 2024 | 294 | $2,287,098,067 | +$66,098,950 | -$24,967,164 | +$41,131,786 | VUG, VOO, VIG, SPY, DGRO | 13F-HR | 15 Nov 2024, 15:18 |
| Q2 2024 | 274 | $2,170,580,937 | +$124,250,712 | -$42,789,342 | +$81,461,370 | VUG, VOO, VIG, SPY, QQQ | 13F-HR | 15 Aug 2024, 14:50 |
| Q1 2024 | 289 | $2,037,594,656 | +$183,603,272 | -$81,467,493 | +$102,135,779 | VUG, VOO, VIG, SPY, DGRO | 13F-HR | 15 May 2024, 16:21 |
| Q4 2023 | 280 | $1,807,614,148 | +$84,927,050 | -$30,239,204 | +$54,687,846 | VUG, VOO, VIG, SPY, PFE | 13F-HR | 14 Feb 2024, 13:08 |
| Q3 2023 | 285 | $1,595,846,694 | +$46,392,295 | -$21,431,290 | +$24,961,005 | VUG, VOO, VIG, PFE, SPY | 13F-HR | 14 Nov 2023, 16:53 |
| Q2 2023 | 288 | $1,629,031,369 | +$39,702,933 | -$82,825,695 | -$43,122,762 | VUG, PFE, VOO, VIG, SPY | 13F-HR | 08 Aug 2023, 14:45 |
| Q1 2023 | 317 | $1,562,936,222 | +$77,295,811 | -$70,509,371 | +$6,786,440 | VUG, PFE, VIG, VOO, SPY | 13F-HR | 15 May 2023, 10:00 |
| Q4 2022 | 320 | $1,480,378,995 | +$146,434,183 | -$122,610,617 | +$23,823,566 | VUG, PFE, VIG, VOO, SPY | 13F-HR | 13 Feb 2023, 17:24 |
| Q3 2022 | 336 | $1,365,010,000 | +$102,791,883 | -$46,468,826 | +$56,323,057 | VUG, SPY, PFE, VIG, DGRO | 13F-HR | 15 Nov 2022, 16:13 |
| Q2 2022 | 332 | $1,433,733,000 | +$108,074,849 | -$100,551,604 | +$7,523,245 | VUG, PFE, SPY, VIG, DGRO | 13F-HR | 12 Aug 2022, 13:22 |
| Q1 2022 | 388 | $1,726,795,000 | +$193,947,554 | -$21,444,174 | +$172,503,380 | VUG, PFE, SPY, VIG, DGRO | 13F-HR | 12 May 2022, 10:51 |
| Q4 2021 | 355 | $1,653,834,000 | +$89,769,357 | -$68,349,889 | +$21,419,468 | VUG, PFE, VIG, SPY, DGRO | 13F-HR | 11 Feb 2022, 16:57 |
| Q3 2021 | 351 | $1,498,466,000 | +$102,245,584 | -$76,640,107 | +$25,605,477 | VUG, VIG, PFE, DGRO, SPY | 13F-HR | 15 Nov 2021, 14:33 |
| Q2 2021 | 345 | $1,485,113,000 | +$105,718,797 | -$33,540,787 | +$72,178,010 | VUG, PFE, VIG, VYM, FDN | 13F-HR | 16 Aug 2021, 12:16 |
| Q1 2021 | 328 | $1,307,710,000 | +$62,544,472 | -$23,455,070 | +$39,089,402 | VUG, VYM, VIG, FDN, DGRO | 13F-HR | 13 May 2021, 16:00 |
| Q4 2020 | 317 | $1,206,354,000 | +$90,130,645 | -$117,563,622 | -$27,432,977 | VUG, VYM, PFE, FDN, VIG | 13F-HR | 12 Feb 2021, 16:07 |
| Q3 2020 | 298 | $1,105,677,000 | +$76,774,016 | -$67,693,330 | +$9,080,686 | VUG, PFE, VYM, FDN, BRMK | 13F-HR | 29 Oct 2020, 16:25 |
| Q2 2020 | 290 | $1,041,251,000 | +$78,198,379 | -$73,712,133 | +$4,486,246 | VUG, PFE, VYM, BRMK, FDN | 13F-HR | 30 Jul 2020, 18:40 |
| Q1 2020 | 270 | $882,310,000 | +$80,292,055 | -$56,669,940 | +$23,622,115 | VUG, PFE, VYM, BRMK, BRKB | 13F-HR | 13 May 2020, 12:43 |
| Q4 2019 | 304 | $1,119,187,000 | +$105,977,240 | -$43,853,854 | +$62,123,386 | VUG, PFE, VYM, BRMK, BXMT | 13F-HR | 13 Feb 2020, 18:17 |
| Q3 2019 | 322 | $980,931,000 | +$147,381,527 | -$127,039,415 | +$20,342,112 | VUG, PFE, VYM, SLY, BXMT | 13F-HR | 13 Nov 2019, 13:31 |
| Q2 2019 | 326 | $974,892,000 | +$209,621,341 | -$71,806,590 | +$137,814,751 | PFE, VUG, VYM, SLY, FDN | 13F-HR | 09 Aug 2019, 15:01 |
| Q1 2019 | 316 | $777,637,000 | +$163,977,567 | -$127,314,910 | +$36,662,657 | PFE, VYM, XHE, FDN, VTI | 13F-HR | 13 May 2019, 17:34 |
| Q4 2018 | 159 | $718,290,000 | +$452,257,968 | -$54,672,208 | +$397,585,760 | PFE, VUG, VYM, SLY, VFH | 13F-HR | 12 Feb 2019, 14:53 |
| Q3 2018 | 149 | $364,232,000 | +$107,186,360 | -$91,985,876 | +$15,200,484 | VUG, VYM, SLY, VFH, PFE | 13F-HR | 08 Nov 2018, 17:23 |
| Q2 2018 | 145 | $324,634,000 | +$31,944,771 | -$9,139,371 | +$22,805,400 | PFE, VUG, VYM, VFH, SLY | 13F-HR | 27 Jul 2018, 10:03 |
| Q1 2018 | 146 | $297,540,000 | +$8,733,320 | -$9,522,890 | -$789,570 | PFE, VUG, VYM, VFH, SLY | 13F-HR | 19 Apr 2018, 13:24 |
| Q4 2017 | 153 | $300,909,000 | +$22,642,560 | -$6,952,507 | +$15,690,053 | PFE, VUG, VYM, VFH, VTI | 13F-HR | 14 Feb 2018, 18:16 |
| Q3 2017 | 150 | $273,000,000 | +$20,101,350 | -$11,384,738 | +$8,716,612 | PFE, VUG, VYM, VTI, VYMI | 13F-HR | 13 Nov 2017, 14:23 |
| Q2 2017 | 142 | $253,748,000 | +$20,942,397 | -$9,874,647 | +$11,067,750 | PFE, VUG, VYM, VTI, VYMI | 13F-HR | 26 Jul 2017, 10:09 |
| Q1 2017 | 149 | $239,425,000 | +$16,303,308 | -$10,111,937 | +$6,191,371 | PFE, VUG, VYM, VTI, CVX | 13F-HR | 28 Apr 2017, 12:51 |
| Q4 2016 | 144 | $222,236,000 | +$21,720,515 | -$34,788,880 | -$13,068,365 | PFE, VUG, VYM, VTI, CVX | 13F-HR | 23 Jan 2017, 17:02 |
| Q3 2016 | 156 | $236,832,000 | +$33,613,590 | -$18,358,871 | +$15,254,719 | PFE, VYM, VTI, VMC, EZM | 13F-HR | 08 Nov 2016, 17:13 |
| Q2 2016 | 150 | $223,286,000 | +$21,111,828 | -$8,475,630 | +$12,636,198 | PFE, VYM, PJP, SPY, VTI | 13F-HR | 12 Aug 2016, 13:22 |
| Q1 2016 | 136 | $190,656,000 | +$13,559,484 | -$9,776,876 | +$3,782,608 | PFE, PJP, EZM, SPY, VTI | 13F-HR | 09 May 2016, 15:54 |
| Q4 2015 | 131 | $192,511,000 | +$17,991,837 | -$25,754,500 | -$7,762,663 | PFE, PJP, EZM, VTI, IFF | 13F-HR | 10 Feb 2016, 16:13 |
| Q3 2015 | 141 | $196,863,000 | +$14,341,869 | -$13,642,593 | +$699,276 | PFE, PJP, EZM, VTI, KMI | 13F-HR | 04 Nov 2015, 16:09 |
| Q2 2015 | 151 | $223,293,000 | +$15,521,863 | -$6,121,419 | +$9,400,444 | PFE, PJP, KMI, EZM, PAA | 13F-HR | 13 Aug 2015, 14:59 |
| Q1 2015 | 142 | $219,843,000 | +$31,856,052 | -$4,995,905 | +$26,860,147 | PFE, KMI, PJP, PAA, EZM | 13F-HR | 08 May 2015, 11:36 |
| Q4 2014 | 133 | $183,961,000 | +$20,855,778 | -$15,779,896 | +$5,075,882 | PFE, KMI, PAA, EPD, CVX | 13F-HR | 06 Feb 2015, 18:26 |
| Q3 2014 | 135 | $181,985,000 | +$20,603,902 | -$10,074,560 | +$10,529,342 | PFE, PAA, EPD, CVX, MET | 13F-HR | 12 Nov 2014, 10:14 |
| Q2 2014 | 130 | $176,563,000 | +$17,421,085 | -$8,078,662 | +$9,342,423 | PFE, PAA, EPD, MMP, CVX | 13F-HR | 13 Aug 2014, 16:24 |
| Q1 2014 | 116 | $163,983,924 | +$20,638,639 | -$8,598,488 | +$12,040,151 | PFE, PAA, EPD, CVX, MMP | 13F-HR | 01 May 2014, 16:17 |
| Q4 2013 | 99 | $148,230,000 | $0 | $0 | $0 | PFE, PAA, CVX, EPD, IFF | 13F-HR | 13 Feb 2014, 08:37 |