Northeast Financial Consultants Inc — 13F holdings

Northeast Financial Consultants Inc reported 299 holdings worth $2.45B in its 13F filing for Q2 2025, filed August 15, 2025.

Largest positions

  1. VUG VANGUARD INDEX FDS — $340M (13.9%)
  2. VOO VANGUARD INDEX FDS — $272M (11.1%)
  3. VIG VANGUARD SPECIALIZED FUNDS — $132M (5.4%)
  4. BXSL BLACKSTONE SECD LENDING FD — $103M (4.2%)
  5. QQQ Invesco Qqq Tr — $102M (4.2%)
  6. SPY SPDR S&P 500 ETF TR — $102M (4.2%)
  7. DGRO ISHARES TR — $93.4M (3.8%)
  8. MSFT MICROSOFT CORP — $67.1M (2.7%)
  9. AMZN AMAZON COM INC — $64.0M (2.6%)
  10. VYM VANGUARD WHITEHALL FDS — $62.0M (2.5%)