Northeast Financial Consultants Inc - Portfolio overview

Northeast Financial Consultants Inc has 299 reported holdings in this dataset, with the latest filing dated 2025-08-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 13.89%
2. VOO - VANGUARD INDEX FDS, 11.12%
3. VIG - VANGUARD SPECIALIZED FUNDS, 5.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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