New England Capital Financial Advisors LLC Q1 2025 Filing

Filed May 5, 2025

Portfolio Value

$196.6M

Holdings

393

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (393 positions)

StockValue
CGGRCAPITAL GROUP GROWTH ETF
$48.7M
RSPINVESCO EXCHANGE TRADED FD T
$18.8M
AVUVAMERICAN CENTY ETF TR
$18.2M
RLYSSGA ACTIVE ETF TR
$13.8M
CGCPCAPITAL GRP FIXED INCM ETF T
$11.3M
SPYVSPDR SER TR
$10.9M
SPYGSPDR SER TR
$9.6M
SPDWSPDR INDEX SHS FDS
$7.7M
CGSDCAPITAL GRP FIXED INCM ETF T
$6.3M
XLRESELECT SECTOR SPDR TR
$4.0M
SLYGSPDR SER TR
$3.7M
PDBCINVESCO ACTVELY MNGD ETC FD
$3.3M
CGMUCAPITAL GRP FIXED INCM ETF T
$3.3M
FLRNSPDR SER TR
$3.2M
XCEMCOLUMBIA ETF TR II
$3.1M
CGDGCAPITAL GROUP DIVIDEND VALUE
$2.1M
AAPLAPPLE INC
$1.7M
CPSDCALAMOS ETF TR
$1.4M
PGPROCTER AND GAMBLE CO
$1.2M
MDYGSPDR SER TR
$916K
XOMEXXON MOBIL CORP
$914K
VRCAVERRICA PHARMACEUTICALS INC
$885K
RTXRTX CORPORATION
$847K
EFXEQUIFAX INC
$739K
WMTWALMART INC
$710K
AMZNAMAZON COM INC
$621K
FITBFIFTH THIRD BANCORP
$617K
SPGMSPDR INDEX SHS FDS
$574K
ESEVERSOURCE ENERGY
$549K
MSFTMICROSOFT CORP
$545K
BRK/BBERKSHIRE HATHAWAY INC DEL
$487K
UNHUNITEDHEALTH GROUP INC
$482K
CVXCHEVRON CORP NEW
$479K
TTTRANE TECHNOLOGIES PLC
$448K
KOCOCA COLA CO
$419K
TAT&T INC
$413K
JNJJOHNSON & JOHNSON
$395K
HDHOME DEPOT INC
$388K
MCDMCDONALDS CORP
$380K
BMYBRISTOL-MYERS SQUIBB CO
$377K
SLYVSPDR SER TR
$376K
NVDANVIDIA CORPORATION
$326K
CARRCARRIER GLOBAL CORPORATION
$315K
AFLAFLAC INC
$307K
OTISOTIS WORLDWIDE CORP
$287K
TSLATESLA INC
$277K
GSEWGOLDMAN SACHS ETF TR
$275K
DISDISNEY WALT CO
$271K
METAMETA PLATFORMS INC
$258K
ELVELEVANCE HEALTH INC
$235K
AXPAMERICAN EXPRESS CO
$220K
MRKMERCK & CO INC
$200K
APDAIR PRODS & CHEMS INC
$180K
VVISA INC
$180K
TELTE CONNECTIVITY PLC
$175K
GPNGLOBAL PMTS INC
$173K
MFCMANULIFE FINL CORP
$172K
ORCLORACLE CORP
$162K
PFEPFIZER INC
$160K
DUKDUKE ENERGY CORP NEW
$160K
HUBBHUBBELL INC
$157K
NFLXNETFLIX INC
$156K
PEPPEPSICO INC
$156K
UNMUNUM GROUP
$155K
GEGE AEROSPACE
$147K
CCRVUSDISHARES U S ETF TR
$137K
RFREGIONS FINANCIAL CORP NEW
$136K
HIGHARTFORD INSURANCE GROUP INC
$135K
BACVERIZON COMMUNICATIONS INC
$132K
4I1PHILIP MORRIS INTL INC
$125K
CSCOCISCO SYS INC
$123K
GQ9SPDR GOLD TR
$123K
COSTCOSTCO WHSL CORP NEW
$123K
FTECFIDELITY COVINGTON TRUST
$120K
MDTMEDTRONIC PLC
$117K
ABBVABBVIE INC
$113K
GOOGLALPHABET INC
$109K
IBMINTERNATIONAL BUSINESS MACHS
$105K
MOALTRIA GROUP INC
$104K
CITHE CIGNA GROUP
$104K
FISFIDELITY NATL INFORMATION SV
$104K
JCIJOHNSON CTLS INTL PLC
$103K
MRSHMARSH & MCLENNAN COS INC
$99K
GOOGALPHABET INC
$99K
CRCRANE COMPANY
$98K
LNTALLIANT ENERGY CORP
$96K
IRINGERSOLL RAND INC
$92K
AZNASTRAZENECA PLC
$82K
DOWDOW INC
$82K
ALSALLSTATE CORP
$77K
PLDPROLOGIS INC.
$72K
CMCSACOMCAST CORP NEW
$72K
COPCONOCOPHILLIPS
$70K
TJXTJX COS INC NEW
$69K
DEDEERE & CO
$68K
VXFVANGUARD INDEX FDS
$68K
ALLEALLEGION PLC
$68K
DGXQUEST DIAGNOSTICS INC
$66K
ROKROCKWELL AUTOMATION INC
$65K
LUVSOUTHWEST AIRLS CO
$65K
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