§ 13F · FUND PROFILE
Northeast Financial Consultants Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 278Turnover · — · Q1Filed · May 16, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 16, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 770K | $285.5T | 12.7% | — |
| 2 | VOO | VANGUARD INDEX FDS | 462K | $237.3T | 10.5% | — |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 639K | $123.9T | 5.5% | — |
| 4 | BXSL | BLACKSTONE SECD LENDING FD | 3.14M | $101.7T | 4.5% | — |
| 5 | SPY | SPDR S&P 500 ETF TR | 167K | $93.5T | 4.1% | — |
| 6 | DGRO | ISHARES TR | 1.47M | $90.8T | 4.0% | — |
| 7 | QQQ | INVESCO QQQ TR | 184K | $86.2T | 3.8% | — |
| 8 | AAPL | APPLE INC | 308K | $68.3T | 3.0% | — |
| 9 | GBDC | GOLUB CAP BDC INC | 4.12M | $62.4T | 2.8% | — |
| 10 | VYM | VANGUARD WHITEHALL FDS | 477K | $61.5T | 2.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORTHEAST SIGNAL
AC read
Northeast Financial Consultants Inc is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed