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Home > Institutional Investor > Northeast Financial Consultants Inc > Profile

Instuitional Investor - Northeast Financial Consultants Inc

Fund Profile
Filing Period:
Fund Name: Northeast Financial Consultants Inc
Portfolio Value $1,807,614,148
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 702,000 $218,237,620 12.07%
2.
Vanguard Index Fds
 316,378 $138,193,761 7.64%
3.
Vanguard Specialized Funds
 620,169 $105,676,740 5.84%
4.
Spdr S & P 500 Etf Trust
 SPY 178,006 $84,607,993 4.68%
5.
Pfizer Inc
 PFE 2,656,610 $76,483,804 4.23%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)