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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Northeast Financial Consultants Inc

Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001599863-23-000002

Total Value
$1.48B
Positions
320
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908736699,690$149.1M10.07%
2PFIZER INCPFE1,948,299$99.8M6.74%
3VANGUARD SPECIALIZED FUNDS921908844593,037$90.1M6.08%
4VANGUARD INDEX FDS922908363236,225$83.0M5.61%
5SPDR S&P 500 ETF TRSPY183,369$70.1M4.74%
6ISHARES TR46434V6211,379,032$69.0M4.66%
7VANGUARD WHITEHALL FDS921946406514,796$55.7M3.76%
8APPLE INCAAPL350,226$45.5M3.07%
9INVESCO QQQ TRIVZ127,989$34.1M2.30%
10MICROSOFT CORPMSFT140,002$33.6M2.27%
11AMAZON COM INCAMZN332,615$27.9M1.89%
12FIRST TR EXCHANGE-TRADED FD33733E302198,059$24.4M1.65%
13VANGUARD INDEX FDS922908769115,461$22.1M1.49%
14ALPHABET INCGOOG247,198$21.9M1.48%
15PACER FDS TR69374H881462,496$21.4M1.44%
16VANGUARD INDEX FDS922908744148,945$20.9M1.41%
17JPMORGAN CHASE & COVYLD137,086$18.4M1.24%
18ISHARES TR46428751565,234$16.7M1.13%
19ALPHABET INCGOOG183,230$16.2M1.09%
20SELECT SECTOR SPDR TR81369Y803117,218$14.6M0.99%
21ISHARES TR464288810273,040$14.4M0.97%
22CHEVRON CORP NEWCVX79,342$14.2M0.96%
23VANGUARD WORLD FDS92204A405163,800$13.6M0.92%
24BANK AMERICA CORP060505104407,278$13.5M0.91%
25LILLY ELI & COLLY35,841$13.1M0.89%
26BLACKSTONE SECD LENDING FDBX565,782$12.6M0.85%
27GOLDMAN SACHS GROUP INCGSCE31,385$10.8M0.73%
28EXXON MOBIL CORPXOM91,542$10.1M0.68%
29DISNEY WALT CO254687106113,273$9.8M0.66%
30SELECT SECTOR SPDR TR81369Y506110,340$9.7M0.65%
31METLIFE INCMET-PF124,222$9.0M0.61%
32HOME DEPOT INCHD26,633$8.4M0.57%
33SCHWAB CHARLES CORPSCHW-PJ100,556$8.4M0.57%
34MERCK & CO INCMRK74,965$8.3M0.56%
35ISHARES TR46428780483,081$7.9M0.53%
36MPLX LPMPLXP226,878$7.5M0.50%
37ISHARES TR46428787978,303$7.1M0.48%
38ENTERPRISE PRODS PARTNERS L293792107292,867$7.1M0.48%
39HONEYWELL INTL INC43851610632,850$7.0M0.48%
40JOHNSON & JOHNSONJNJ39,399$7.0M0.47%
41BLACKSTONE MTG TR INCBX322,789$6.8M0.46%
42DEERE & CODE15,524$6.7M0.45%
43KKR & CO INCKKRT136,950$6.4M0.43%
44ZOETIS INCZTS42,086$6.2M0.42%
45LIBERTY BROADBAND CORPLBRDP78,631$6.0M0.41%
46BROOKFIELD CORP11271J107187,455$5.9M0.40%
47ISHARES TR46432F33951,458$5.9M0.40%
48VISA INCV27,308$5.7M0.38%
49UNITEDHEALTH GROUP INCUNH10,514$5.6M0.38%
50BLACKSTONE INCBX73,057$5.4M0.37%
51BROADCOM INCAVGO9,365$5.2M0.35%
52ISHARES TR46428720013,472$5.2M0.35%
53INVESCO EXCHANGE TRADED FD TIVZ65,696$5.2M0.35%
54WASTE MGMT INC DEL94106L10932,562$5.1M0.35%
55JOHNSON CTLS INTL PLCG5150210579,726$5.1M0.34%
56ISHARES TR46434V456151,832$4.9M0.33%
57META PLATFORMS INCMETA35,755$4.3M0.29%
58PEPSICO INCPEP22,943$4.1M0.28%
59SELECT SECTOR SPDR TR81369Y20930,498$4.1M0.28%
60PNC FINL SVCS GROUP INC69347510525,858$4.1M0.28%
61PROCTER AND GAMBLE CO74271810926,711$4.0M0.27%
62VANGUARD INDEX FDS92290861123,917$3.8M0.26%
63ISHARES TR46428765521,147$3.7M0.25%
64PHILIP MORRIS INTL INC71817210935,979$3.6M0.25%
65THERMO FISHER SCIENTIFIC INCTMO6,543$3.6M0.24%
66OCCIDENTAL PETE CORP67459910556,282$3.5M0.24%
67NVIDIA CORPORATIONNVDA23,898$3.5M0.24%
68PHILLIPS 66PSX33,200$3.5M0.23%
69METTLER TOLEDO INTERNATIONALMTD2,354$3.4M0.23%
70ISHARES TR46428730956,098$3.3M0.22%
71MASTERCARD INCORPORATEDMA9,428$3.3M0.22%
72ABBVIE INCABBV20,226$3.3M0.22%
73COCA COLA COKO51,174$3.3M0.22%
74FIRST TR EXCHANGE-TRADED FD33733E40141,746$3.2M0.22%
75RAYTHEON TECHNOLOGIES CORPRTX31,121$3.1M0.21%
76BRISTOL-MYERS SQUIBB COCELG-RI43,060$3.1M0.21%
77ISHARES TR46429B66329,618$3.1M0.21%
78DUPONT DE NEMOURS INCDD44,685$3.1M0.21%
79ARES CAPITAL CORPARCC161,849$3.0M0.20%
80ISHARES TR46428747327,788$2.9M0.20%
81ISHARES TR46428776210,280$2.9M0.20%
82GOLUB CAP BDC INC38173M102219,906$2.9M0.20%
83CITIGROUP INCC-PR63,184$2.9M0.19%
84SPDR SER TR78464A81334,610$2.8M0.19%
85AUTOMATIC DATA PROCESSING INADP11,568$2.8M0.19%
86APOLLO GLOBAL MGMT INC03769M10641,598$2.7M0.18%
87BROADMARK RLTY CAP INC11135B100734,414$2.6M0.18%
88SPDR SER TR78464A58128,524$2.6M0.17%
89VANGUARD INTL EQUITY INDEX F92204277549,264$2.5M0.17%
90ISHARES TR46428788722,068$2.4M0.16%
91SPDR SER TR78464A59921,895$2.4M0.16%
92SPDR SER TR78464A40946,539$2.4M0.16%
93ALLIANCEBERNSTEIN HLDG L P01881G10666,980$2.3M0.16%
94ISHARES TR46428761410,256$2.2M0.15%
95L3HARRIS TECHNOLOGIES INCLHX10,530$2.2M0.15%
96ASML HOLDING N VASMLF3,916$2.1M0.14%
97UNITED PARCEL SERVICE INCUPS12,044$2.1M0.14%
98MARTIN MARIETTA MATLS INC5732841065,894$2.0M0.13%
99SALESFORCE INCCRM14,693$1.9M0.13%
100ISHARES TR46428759812,683$1.9M0.13%
101MCDONALDS CORPMCD7,211$1.9M0.13%
102ISHARES TR46428772125,500$1.9M0.13%
103VERTEX PHARMACEUTICALS INCVRTX6,123$1.8M0.12%
104ALTRIA GROUP INCMO38,222$1.7M0.12%
105ENERGY TRANSFER L PET-PI140,522$1.7M0.11%
106VIATRIS INCVTRS147,993$1.6M0.11%
107WISDOMTREE TRWT33,705$1.6M0.11%
108AMGEN INCAMGN6,086$1.6M0.11%
109LOCKHEED MARTIN CORPLMT3,150$1.5M0.10%
110SELECT SECTOR SPDR TR81369Y70415,229$1.5M0.10%
111MONDELEZ INTL INC60920710522,386$1.5M0.10%
112SCHWAB STRATEGIC TR80852479719,137$1.4M0.10%
113CORNING INCGLW45,063$1.4M0.10%
114TJX COS INC NEW87254010917,958$1.4M0.10%
115MAGELLAN MIDSTREAM PRTNRS LP55908010627,819$1.4M0.09%
116WALMART INCWMT9,592$1.4M0.09%
117BROOKFIELD ASSET MANAGMT LTD11300410547,186$1.4M0.09%
118VANGUARD INDEX FDS9229085129,611$1.3M0.09%
119BUNGE LIMITEDBG12,967$1.3M0.09%
120WISDOMTREE TRWT21,347$1.3M0.09%
121DUKE ENERGY CORP NEWDUKB12,372$1.3M0.09%
122HANNON ARMSTRONG SUST INFR C41068X10043,755$1.3M0.09%
123REGENERON PHARMACEUTICALSREGN1,731$1.2M0.08%
124TRANE TECHNOLOGIES PLCTT7,380$1.2M0.08%
125ILLINOIS TOOL WKS INC4523081095,615$1.2M0.08%
126COMCAST CORP NEWCCZ34,927$1.2M0.08%
127ISHARES TR46432F84219,633$1.2M0.08%
128FIRST TR VALUE LINE DIVID IN33734H10630,193$1.2M0.08%
129SELECT SECTOR SPDR TR81369Y88617,038$1.2M0.08%
130TE CONNECTIVITY LTDTEL10,415$1.2M0.08%
131VANGUARD INDEX FDS9229085386,585$1.2M0.08%
132VANGUARD INDEX FDS9229085955,861$1.2M0.08%
133SPDR SER TR78464A7639,370$1.2M0.08%
134ISHARES TR4642875568,227$1.1M0.07%
135FREEPORT-MCMORAN INCFCX28,321$1.1M0.07%
136AUTODESK INCADSK5,615$1.0M0.07%
137INVESCO EXCHANGE TRADED FD TIVZ61,943$1.0M0.07%
138CONOCOPHILLIPSCOP8,498$1.0M0.07%
139MORGAN STANLEYMS-PQ11,645$990,0440.07%
140VANGUARD WORLD FDS92204A7023,044$972,2840.07%
141STRYKER CORPORATIONSYK3,975$971,8480.07%
142ARES MANAGEMENT CORPORATIONARES-PB13,995$957,8410.06%
143NIKE INCNKE8,113$949,3020.06%
144GLOBAL X FDS37954Y38442,718$886,3980.06%
145ETF MANAGERS TR26924G20120,120$886,2860.06%
146ISHARES TR46435U13526,825$885,7620.06%
147SELECT SECTOR SPDR TR81369Y60525,516$872,6470.06%
148CUMMINS INCCMI3,574$865,9440.06%
149ISHARES TR46428729119,196$860,5620.06%
150ECOLAB INCECL5,796$843,6660.06%
151BIOGEN INCBIIB3,039$841,5600.06%
152BOEING COBA-PA4,337$826,1550.06%
153SPDR SER TR78464A50821,216$825,0900.06%
154INVESCO EXCHANGE TRADED FD TIVZ4,200$752,1780.05%
155BIOCRYST PHARMACEUTICALS INCBCRX60,633$696,0670.05%
156ALLSTATE CORPALL-PJ5,108$692,6450.05%
157ABBOTT LABSABLZF6,253$686,4790.05%
158ADOBE SYSTEMS INCORPORATEDADBE2,004$674,4060.05%
159OAKTREE SPECIALTY LENDING COOCSL96,500$662,9550.04%
160SEAGATE TECHNOLOGY HLDNGS PLSE12,563$660,9390.04%
161ISHARES TR4642875072,625$635,0350.04%
162ISHARES TR4642871685,160$622,2960.04%
163ASTRAZENECA PLCAZN9,173$621,9290.04%
164NETFLIX INCNFLX2,102$619,8380.04%
165CARLYLE SECURED LENDING INCCGBD42,770$612,0390.04%
166INVESCO EXCHANGE TRADED FD TIVZ7,100$607,4760.04%
167WOLFSPEED INCWOLF8,751$604,1690.04%
168ORACLE CORPORCL-PD7,335$599,5390.04%
169HCA HEALTHCARE INCHCA2,378$570,6250.04%
170ACCENTURE PLC IRELANDACN2,136$569,9700.04%
171DIAGEO PLCDGEAF3,157$562,5460.04%
172CANADIAN PAC RY LTD13645T1007,425$553,8310.04%
173LIBERTY MEDIA CORP DELFWONB13,978$546,9590.04%
174INTERNATIONAL BUSINESS MACHSINTR3,851$542,5820.04%
175CISCO SYS INCCSCO11,287$537,7130.04%
176ISHARES TR4642874816,381$533,4520.04%
177VERIZON COMMUNICATIONS INCVZ13,341$525,6500.04%
178CSX CORPCSX16,943$524,8940.04%
179CENTENE CORP DELCNC6,400$524,8640.04%
180SPDR GOLD TRGLD3,083$523,0000.04%
181ISHARES INC46434G10311,189$522,5260.04%
182JAZZ PHARMACEUTICALS PLCJAZZ3,270$520,9440.04%
183GENUINE PARTS COGPC3,000$520,5300.04%
184MERIDIAN CORPORATIONMRDN16,667$504,8430.03%
185SONOCO PRODS CO8354951028,300$503,8930.03%
186SNOWFLAKE INCSNOW3,508$503,5380.03%
187KIMBERLY-CLARK CORPKMB3,688$500,6460.03%
188MIDCAP FINANCIAL INVSTMNT CO03761U50243,733$498,5560.03%
189T ROWE PRICE ETF INC87283Q30524,200$497,8960.03%
190VANGUARD WORLD FDS92204A2072,596$497,2870.03%
191INTEL CORPINTC18,684$493,8180.03%
192ETSY INCETSY3,938$471,6940.03%
193UNION PAC CORPUNP2,244$464,6650.03%
194STARBUCKS CORPSBUX4,683$464,5210.03%
195SIXTH STREET SPECIALTY LENDITSLX26,000$462,8000.03%
196FIRST TR EXCHANGE TRADED FD33734X1434,250$462,1020.03%
197INSULET CORPPODD1,555$457,7760.03%
198CHARLES RIV LABS INTL INC1598641072,073$451,7070.03%
199CF INDS HLDGS INC1252691005,174$440,8250.03%
200MONSTER BEVERAGE CORP NEWMNST4,320$438,6100.03%
201ISHARES TR4642874656,641$435,9230.03%
202PROMIS NEUROSCIENCES INCPMN100,000$434,0000.03%
203EMERSON ELEC COEMR4,514$433,6150.03%
204NORTHROP GRUMMAN CORPNOC790$431,0930.03%
205GLOBAL X FDS37954Y87121,419$430,0940.03%
206BHP GROUP LTDBHPLF6,892$427,6490.03%
207MGM RESORTS INTERNATIONALMGM12,750$427,5080.03%
208IQVIA HLDGS INCIQV2,080$426,1710.03%
209MARSH & MCLENNAN COS INC5717481022,560$423,6290.03%
210DOLBY LABORATORIES INCDLB5,953$419,9250.03%
211ISHARES TR4642874996,208$418,7300.03%
212BLOCK INCBSQKZ6,645$417,5720.03%
213SHELL PLCRYDAF7,250$412,8880.03%
214CASEYS GEN STORES INC1475281031,800$403,8300.03%
215COSTCO WHSL CORP NEW22160K105882$402,6330.03%
216PIMCO ETF TR72201R8334,058$400,3220.03%
217PAYPAL HLDGS INCPYPL5,602$398,9740.03%
218MODERNA INCMRNA2,210$396,9600.03%
219CHESAPEAKE UTILS CORP1653031083,200$378,1760.03%
220TAIWAN SEMICONDUCTOR MFG LTD8740391005,027$374,4610.03%
221PERRIGO CO PLCPRGO10,975$374,1380.03%
222SEAGEN INCSE2,900$372,6790.03%
223GSK PLCGLAXF10,324$362,7850.02%
224KLA CORPKLAC960$362,0540.02%
225PAYCHEX INCPAYX3,000$346,6800.02%
226INTERCONTINENTAL EXCHANGE IN45866F1043,378$346,5530.02%
227FIRST TR SML CP CORE ALPHA F33734Y1094,400$345,1800.02%
228ISHARES TR4642887787,200$343,0080.02%
229RIO TINTO PLCRTNTF4,800$341,7600.02%
230INSPIRE MED SYS INC4577301091,300$327,4440.02%
231VANGUARD INTL EQUITY INDEX F9220428745,835$323,4920.02%
232VANGUARD ADMIRAL FDS INC9219325051,524$321,4380.02%
233ISHARES TR4642876221,519$319,7800.02%
234SMUCKER J M CO8326964052,000$316,9450.02%
235ISHARES TR4642883726,862$314,5740.02%
236BLACKROCK INCBLK440$311,7970.02%
237TOTALENERGIES SETTE4,970$308,5380.02%
238DYADIC INTL INC DEL26745T101250,000$307,5000.02%
239PROSHARES TR74348A4673,408$306,6860.02%
240NEW FORTRESS ENERGY INCNFE7,143$303,0060.02%
241BOSTON SCIENTIFIC CORPBSX6,530$302,1430.02%
242ISHARES TR464287523867$301,5710.02%
243NEXTERA ENERGY INCNEE-PW3,575$298,9030.02%
244BIONTECH SEBNTX1,989$298,7880.02%
245INTERNATIONAL PAPER CO4601461038,560$296,4330.02%
246OCCIDENTAL PETE CORP6745991627,161$295,2480.02%
247IONIS PHARMACEUTICALS INCIONS7,740$292,3400.02%
248CHUBB LIMITEDCB1,315$290,0890.02%
249ISHARES TR4642888853,463$290,0610.02%
250FIRST TR NAS100 EQ WEIGHTED3373441053,144$279,1010.02%
251ISHARES TR4642876064,064$277,5710.02%
252AIRBNB INCABNB3,180$271,8900.02%
253APA CORPORATIONAPA5,783$269,9500.02%
254LIBERTY MEDIA CORP DELFWONB4,412$263,7490.02%
255TORTOISE ENERGY INFRA CORPTYG8,250$262,1020.02%
256LIBERTY MEDIA CORP DELFWONB6,648$261,3330.02%
257FIRST TR EXCHANGE TRADED FD33734X8466,674$258,3510.02%
258SELECT SECTOR SPDR TR81369Y1003,321$257,9750.02%
259TESLA INCTSLA2,092$257,6930.02%
260ISHARES TR4642888361,380$256,8590.02%
261PLAINS ALL AMERN PIPELINE L72650310521,800$256,3680.02%
262HARMONY BIOSCIENCES HLDGS INHRMY4,629$255,0580.02%
263GLOBAL X FDS37954Y8554,318$253,0780.02%
264SCHWAB STRATEGIC TR8085242015,600$252,8400.02%
265KRAFT HEINZ COKHC6,193$252,1140.02%
266VARONIS SYS INCVRNS10,500$251,3700.02%
267PRECIGEN INCPGEN164,209$249,5980.02%
268TEXTRON INCTXT3,520$249,2160.02%
269AT&T INCT-PC13,362$245,9940.02%
270ATI INCATI8,180$244,2550.02%
271VANGUARD WORLD FDS92204A3062,006$243,2880.02%
272ORION GROUP HLDGS INCORN101,274$241,0320.02%
273WARNER BROS DISCOVERY INCWBD25,193$238,8300.02%
274HORIZON THERAPEUTICS PUB LG461881012,068$235,3380.02%
275GUARDANT HEALTH INCGH8,646$235,1710.02%
276REINSURANCE GRP OF AMERICA I7593516041,655$235,1620.02%
277KINDER MORGAN INC DELEP-PC12,960$234,3170.02%
278CBRE GROUP INCCBRE3,000$230,8800.02%
279ENBRIDGE INCENNPF5,896$230,5340.02%
280AMERICAN WTR WKS CO INC NEW0304201031,500$228,6300.02%
2813M COMMM1,896$227,3640.02%
282VERONA PHARMA PLC9250501068,700$227,3310.02%
283ISHARES TR4642876481,057$226,7480.02%
284VANGUARD WHITEHALL FDS9219467943,785$225,4720.02%
285DOXIMITY INCDOCS6,691$224,5500.02%
286MATTERPORT INC57709610079,428$222,3980.02%
287US BANCORP DELUSB-PS5,055$220,4280.01%
288LITTELFUSE INCLFUS1,000$220,2000.01%
289WELLS FARGO CO NEW949746804185$219,2250.01%
290ISHARES TR4642888692,000$215,6600.01%
291BK OF AMERICA CORP060505682184$213,4400.01%
292ISHARES TR46432F8343,648$211,1470.01%
293NUCOR CORPNUE1,600$210,8960.01%
294VANECK ETF TRUST92189H607692$210,4030.01%
295ALCOA CORPAA4,614$209,7990.01%
296WILLIAMS COS INC9694571006,365$209,4080.01%
297ARROW ELECTRS INC0427351002,000$209,1400.01%
298MOTOROLA SOLUTIONS INCMSI798$205,6530.01%
299DANAHER CORPORATION235851102769$204,1080.01%
300BECTON DICKINSON & COBDX800$203,4400.01%
301VANGUARD SCOTTSDALE FDS92206C7143,054$203,3400.01%
302LIBERTY GLOBAL PLCLBTYK10,386$201,8000.01%
303OMNICELL COMOMCL4,000$201,6800.01%
304E2OPEN PARENT HOLDINGS INC29788T10333,112$194,3670.01%
305PETMED EXPRESS INCPETS10,000$177,0000.01%
306FREQUENCY THERAPEUTICS INCFRQN45,826$176,4300.01%
307LYFT INCLYFT11,054$121,8150.01%
308GELESIS HLDGS INC36850R204395,035$114,7180.01%
309BLACKROCK MUNIYIELD N Y QUALBLK10,000$98,0000.01%
310CLEARSIDE BIOMEDICAL INCCLSDQ83,000$92,9600.01%
311TWIN VEE POWERCATS COVEEE48,484$88,7260.01%
312RALLYBIO CORPRLYB13,066$85,8440.01%
313HERTZ GLOBAL HLDGS INCHTZWW11,500$85,7320.01%
314VERU INCVERU16,205$85,5620.01%
315MACROGENICS INCMGNX10,000$67,1000.00%
316AKILI INC00974B10756,554$63,3400.00%
317MAIDEN HOLDINGS LTDMHNC24,762$52,2480.00%
318COGNITION THERAPEUTICS INCCGTX24,500$51,4500.00%
319E2OPEN PARENT HOLDINGS INC29788T11127,900$23,5170.00%
320SPECTRUM PHARMACEUTICALS INC84763A10810,000$3,6850.00%