New England Capital Financial Advisors LLC

Q4 2024 13F Holdings

  • Location
    meriden, CT
  • Num holdings

    411

  • Value ($000)

    $204,864

  • Date Filed
    02/03/2025
  • Form type
    13F-HR
  • CIK
    0001964652
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CGGR
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$51.76M
25 %

1,392,555

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$19.12M
9 %

109,103

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$15.78M
8 %

79,626

RLY
RLY

SSGA ACTIVE ETF TR

MULT ASS RLRTN
78467V103
$12.87M
6 %

476,456

SPYV
SPYV

SPDR SER TR

PRTFLO S&P500 VL
78464A508
$12.04M
6 %

235,494

CGCP
CGCP

CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM
14020Y102
$11.70M
6 %

527,010

KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
78464A409
$11.49M
6 %

130,685

SPDW
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$7.81M
4 %

228,694

CGSD
CGSD

CAPITAL GRP FIXED INCM ETF T

SHORT DURATION
14020Y409
$6.18M
3 %

241,136

SLYG
SLYG

SPDR SER TR

S&P 600 SMCP GRW
78464A201
$4.37M
2 %

48,406

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