• 13F History

Northeast Financial Consultants Inc

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$2.37B
Signature - Title
Patrice Reilly - Chief Compliance Officer
Location
Westport, CT
Summary
This page shows a list of all the recent 13F filings made by Northeast Financial Consultants Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Northeast Financial Consultants Inc reported 288 stock holdings with total value $2.37B as of Q4 2024. Top holdings included VUG, VOO, VIG, SPY, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 288 $2.37B +$40M -$33.4M +$6.65M VUG, VOO, VIG, SPY, QQQ 13F-HR 2/13/2025, 06:37 PM
Q3 2024 294 $2.29B +$66.1M -$25M +$41.1M VUG, VOO, VIG, SPY, DGRO 13F-HR 11/15/2024, 03:18 PM
Q2 2024 274 $2.17B +$124M -$42.8M +$81.5M VUG, VOO, VIG, SPY, QQQ 13F-HR 8/15/2024, 02:50 PM
Q1 2024 289 $2.04B +$184M -$81.5M +$102M VUG, VOO, VIG, SPY, DGRO 13F-HR 5/15/2024, 04:21 PM
Q4 2023 280 $1.81B +$85M -$30.2M +$54.8M VUG, VOO, VIG, SPY, PFE 13F-HR 2/14/2024, 01:08 PM
Q3 2023 297 $1.6B +$46.4M -$21.4M +$25M VUG, VOO, VIG, PFE, SPY 13F-HR 11/14/2023, 04:53 PM
Q2 2023 288 $1.63B +$39.7M -$58.7M -$19M VUG, PFE, VOO, VIG, SPY 13F-HR 8/8/2023, 02:45 PM
Q1 2023 317 $1.56B +$77.3M -$63.1M +$14.2M VUG, PFE, VIG, VOO, SPY 13F-HR 5/15/2023, 10:00 AM
Q4 2022 319 $1.48B +$146M -$94.3M +$52M VUG, PFE, VIG, VOO, SPY 13F-HR 2/13/2023, 04:24 PM
Q3 2022 335 $1.36B +$103M -$34.9M +$67.9M VUG, SPY, PFE, VIG, DGRO 13F-HR 11/15/2022, 03:13 PM
Q2 2022 329 $1.43B +$108M -$51.1M +$57M VUG, PFE, SPY, VIG, DGRO 13F-HR 8/12/2022, 01:22 PM
Q1 2022 385 $1.73B +$194M -$12.2M +$181M VUG, PFE, SPY, VIG, DGRO 13F-HR 5/12/2022, 10:51 AM
Q4 2021 354 $1.66B +$93M -$50.1M +$43M VUG, PFE, VIG, SPY, DGRO 13F-HR 2/11/2022, 03:57 PM
Q3 2021 351 $1.5B +$102M -$76.6M +$25.6M VUG, VIG, PFE, DGRO, SPY 13F-HR 11/15/2021, 02:33 PM
Q2 2021 345 $1.49B +$106M -$33.5M +$72.2M VUG, PFE, VIG, VYM, FDN 13F-HR 8/16/2021, 12:16 PM
Q1 2021 328 $1.31B +$62.6M -$23.5M +$39.2M VUG, VYM, VIG, FDN, DGRO 13F-HR 5/13/2021, 04:00 PM
Q4 2020 318 $1.21B +$90.4M -$110M -$19.6M VUG, VYM, PFE, FDN, VIG 13F-HR 2/12/2021, 03:07 PM
Q3 2020 299 $1.11B +$77.9M -$59.8M +$18.1M VUG, PFE, VYM, FDN, BRMK 13F-HR 10/29/2020, 04:25 PM
Q2 2020 290 $1.04B +$78.2M -$46.5M +$31.7M VUG, PFE, VYM, BRMK, FDN 13F-HR 7/30/2020, 06:40 PM
Q1 2020 270 $882M +$80.3M -$24.3M +$56M VUG, PFE, VYM, BRMK, BRKB 13F-HR 5/13/2020, 12:43 PM
Q4 2019 304 $1.12B +$106M -$30.7M +$75.3M VUG, PFE, VYM, BRMK, BXMT 13F-HR 2/13/2020, 05:17 PM
Q3 2019 321 $981M +$147M -$38.5M +$109M VUG, PFE, VYM, SLY, BXMT 13F-HR 11/13/2019, 12:31 PM
Q2 2019 326 $975M +$230M -$267M -$37M PFE, VUG, VYM, SLY, FDN 13F-HR 8/9/2019, 03:01 PM
Q1 2019 306 $778M +$164M -$9.04M +$155M PFE, VYM, XHE, FDN, VTI 13F-HR 5/13/2019, 05:34 PM
Q4 2018 159 $718M +$452M -$1.82M +$450M PFE, VUG, VYM, SLY, VFH 13F-HR 2/12/2019, 01:53 PM
Q3 2018 149 $364M +$107M -$49.2M +$58M VUG, VYM, SLY, VFH, PFE 13F-HR 11/8/2018, 04:23 PM
Q2 2018 144 $325M +$31.9M -$6.51M +$25.4M PFE, VUG, VYM, VFH, SLY 13F-HR 7/27/2018, 10:03 AM
Q1 2018 146 $298M +$8.73M -$6.87M +$1.86M PFE, VUG, VYM, VFH, SLY 13F-HR 4/19/2018, 01:24 PM
Q4 2017 153 $301M +$22.6M -$3.76M +$18.9M PFE, VUG, VYM, VFH, VTI 13F-HR 2/14/2018, 05:16 PM
Q3 2017 149 $273M +$20.1M -$8.9M +$11.2M PFE, VUG, VYM, VTI, VYMI 13F-HR 11/13/2017, 01:23 PM
Q2 2017 141 $252M +$20.2M -$7.21M +$12.9M PFE, VUG, VYM, VTI, VYMI 13F-HR 7/26/2017, 10:09 AM
Q1 2017 149 $239M +$16.3M -$7.64M +$8.67M PFE, VUG, VYM, VTI, CVX 13F-HR 4/28/2017, 12:51 PM
Q4 2016 143 $222M +$21.7M -$25.5M -$3.78M PFE, VUG, VYM, VTI, CVX 13F-HR 1/23/2017, 04:02 PM
Q3 2016 155 $237M +$33.6M -$14.3M +$19.3M PFE, VYM, VTI, VMC, EZM 13F-HR 11/8/2016, 04:13 PM
Q2 2016 149 $223M +$21.1M -$6.26M +$14.9M PFE, VYM, PJPXXXX, SPY, VTI 13F-HR 8/12/2016, 01:22 PM
Q1 2016 136 $191M +$13.6M -$7.44M +$6.12M PFE, PJPXXXX, EZM, SPY, VTI 13F-HR 5/9/2016, 03:54 PM
Q4 2015 130 $193M +$18M -$12M +$5.95M PFE, PJPXXXX, EZM, VTI, IFF 13F-HR 2/10/2016, 03:13 PM
Q3 2015 141 $197M +$14.3M -$8.36M +$5.98M PFE, PJPXXXX, EZM, VTI, KMI 13F-HR 11/4/2015, 03:09 PM
Q2 2015 151 $223M +$15.5M -$3.5M +$12M PFE, PJPXXXX, KMI, EZM, PAA 13F-HR 8/13/2015, 02:59 PM
Q1 2015 142 $220M +$31.9M -$2.41M +$29.4M PFE, KMI, PJPXXXX, PAA, EZM 13F-HR 5/8/2015, 11:36 AM
Q4 2014 131 $184M +$20.9M -$6.16M +$14.7M PFE, KMI, PAA, EPD, CVX 13F-HR 2/6/2015, 05:26 PM
Q3 2014 133 $182M +$20.6M -$4.97M +$15.6M PFE, PAA, EPD, CVX, MET 13F-HR 11/12/2014, 09:14 AM
Q2 2014 130 $177M +$17.4M -$5.18M +$12.2M PFE, PAA, EPD, MMP, CVX 13F-HR 8/13/2014, 04:24 PM
Q1 2014 115 $164M +$20.6M -$4.68M +$15.9M PFE, PAA, EPD, CVX, MMP 13F-HR 5/1/2014, 04:17 PM
Q4 2013 97 $148M PFE, PAA, CVX, EPD, IFF 13F-HR 2/13/2014, 07:37 AM