Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q2 2023 · Filed May 15, 2023 · Accession 0001599863-23-000005

Total Value
$1.56B
Positions
327
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (327)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908736677,412$169.0M10.81%
2PFIZER INCPFE2,642,865$107.8M6.90%
3VANGUARD SPECIALIZED FUNDS921908844568,570$87.6M5.60%
4VANGUARD INDEX FDS922908363220,049$82.8M5.29%
5SPDR S&P 500 ETF TRSPY176,359$72.2M4.62%
6ISHARES TR46434V6211,327,881$66.4M4.25%
7APPLE INCAAPL381,807$63.0M4.03%
8VANGUARD WHITEHALL FDS921946406513,847$54.2M3.47%
9INVESCO QQQ TRIVZ120,420$38.6M2.47%
10MICROSOFT CORPMSFT124,045$35.8M2.29%
11PACER FDS TR69374H881701,548$32.9M2.11%
12AMAZON COM INCAMZN317,744$32.8M2.10%
13FIRST TR EXCHANGE-TRADED FD33733E302182,596$27.0M1.73%
14VANGUARD INDEX FDS922908769115,940$23.7M1.51%
15JPMORGAN CHASE & COVYLD176,294$23.0M1.47%
16ALPHABET INCGOOG209,303$21.8M1.39%
17VANGUARD INDEX FDS922908744150,716$20.8M1.33%
18ALPHABET INCGOOG181,204$18.8M1.20%
19ISHARES TR46428751555,324$16.9M1.08%
20SELECT SECTOR SPDR TR81369Y803109,137$16.5M1.05%
21BANK AMERICA CORP060505104524,819$15.0M0.96%
22BLACKSTONE SECD LENDING FDBX586,994$14.6M0.94%
23ISHARES TR464288810240,060$13.0M0.83%
24CHEVRON CORP NEWCVX79,364$12.9M0.83%
25LILLY ELI & COLLY35,854$12.3M0.79%
26DISNEY WALT CO254687106112,808$11.3M0.72%
27VANGUARD WORLD FDS92204A405135,278$10.5M0.67%
28EXXON MOBIL CORPXOM91,609$10.0M0.64%
29GOLDMAN SACHS GROUP INCGSCE26,481$8.7M0.55%
30ISHARES TR46428780488,509$8.6M0.55%
31MERCK & CO INCMRK75,048$8.0M0.51%
32MPLX LPMPLXP226,878$7.8M0.50%
33META PLATFORMS INCMETA36,854$7.8M0.50%
34BROOKFIELD CORP11271J107234,641$7.6M0.49%
35ENTERPRISE PRODS PARTNERS L293792107292,867$7.6M0.49%
36HOME DEPOT INCHD25,486$7.5M0.48%
37SELECT SECTOR SPDR TR81369Y50687,353$7.2M0.46%
38KKR & CO INCKKRT136,950$7.2M0.46%
39ZOETIS INCZTS42,413$7.1M0.45%
40ISHARES TR46428787974,823$7.0M0.45%
41HONEYWELL INTL INC43851610635,217$6.7M0.43%
42INVESCO EXCHANGE TRADED FD TIVZ83,188$6.7M0.43%
43BLACKSTONE INCBX73,624$6.5M0.41%
44LIBERTY BROADBAND CORPLBRDP78,631$6.4M0.41%
45DEERE & CODE15,524$6.4M0.41%
46VISA INCV27,100$6.1M0.39%
47METLIFE INCMET-PF104,331$6.0M0.39%
48BROADCOM INCAVGO9,168$5.9M0.38%
49ISHARES TR46432F33947,249$5.9M0.38%
50JOHNSON & JOHNSONJNJ37,370$5.8M0.37%
51ISHARES TR46428720013,185$5.4M0.35%
52ISHARES TR46434V456149,803$5.3M0.34%
53BLACKSTONE MTG TR INCBX291,982$5.2M0.33%
54WASTE MGMT INC DEL94106L10931,930$5.2M0.33%
55UNITEDHEALTH GROUP INCUNH9,753$4.6M0.29%
56GOLUB CAP BDC INC38173M102339,883$4.6M0.29%
57NVIDIA CORPORATIONNVDA15,550$4.3M0.28%
58JOHNSON CTLS INTL PLCG5150210569,843$4.2M0.27%
59PEPSICO INCPEP22,935$4.2M0.27%
60SELECT SECTOR SPDR TR81369Y20930,101$3.9M0.25%
61PROCTER AND GAMBLE CO74271810926,040$3.9M0.25%
62ISHARES TR46428765521,199$3.8M0.24%
63THERMO FISHER SCIENTIFIC INCTMO6,362$3.7M0.23%
64VANGUARD INDEX FDS92290861122,750$3.6M0.23%
65METTLER TOLEDO INTERNATIONALMTD2,354$3.6M0.23%
66OCCIDENTAL PETE CORP67459910556,392$3.5M0.23%
67PHILIP MORRIS INTL INC71817210935,979$3.5M0.22%
68ISHARES TR46428730954,682$3.5M0.22%
69BROADMARK RLTY CAP INC11135B100734,414$3.5M0.22%
70FIRST TR EXCHANGE-TRADED FD33733E40141,021$3.4M0.22%
71RAYTHEON TECHNOLOGIES CORPRTX34,405$3.4M0.22%
72PHILLIPS 66PSX33,200$3.4M0.22%
73PNC FINL SVCS GROUP INC69347510525,858$3.3M0.21%
74DUPONT DE NEMOURS INCDD44,685$3.2M0.21%
75COCA COLA COKO51,174$3.2M0.20%
76ISHARES TR46429B66329,618$3.0M0.19%
77CITIGROUP INCC-PR63,880$3.0M0.19%
78BRISTOL-MYERS SQUIBB COCELG-RI42,985$3.0M0.19%
79SPDR SER TR78464A40953,340$3.0M0.19%
80ISHARES TR46428747327,788$3.0M0.19%
81ABBVIE INCABBV18,481$2.9M0.19%
82MASTERCARD INCORPORATEDMA8,032$2.9M0.19%
83ARES CAPITAL CORPARCC159,446$2.9M0.19%
84ASML HOLDING N VASMLF4,228$2.9M0.18%
85MARTIN MARIETTA MATLS INC5732841068,078$2.9M0.18%
86SPDR SER TR78464A81333,490$2.8M0.18%
87SPDR SER TR78464A59921,895$2.7M0.17%
88VANGUARD INTL EQUITY INDEX F92204277549,230$2.6M0.17%
89APOLLO GLOBAL MGMT INC03769M10641,598$2.6M0.17%
90ISHARES TR46428761410,256$2.5M0.16%
91AUTOMATIC DATA PROCESSING INADP10,968$2.4M0.16%
92ALLIANCEBERNSTEIN HLDG L P01881G10665,710$2.4M0.15%
93ISHARES TR46428788721,720$2.4M0.15%
94UNITED PARCEL SERVICE INCUPS12,044$2.3M0.15%
95SPDR SER TR78464A58124,794$2.3M0.15%
96SALESFORCE INCCRM11,296$2.3M0.14%
97TEXAS INSTRS INC88250810411,750$2.2M0.14%
98L3HARRIS TECHNOLOGIES INCLHX10,530$2.1M0.13%
99MCDONALDS CORPMCD7,203$2.0M0.13%
100ISHARES TR46428772121,310$2.0M0.13%
101SCHWAB CHARLES CORPSCHW-PJ37,519$2.0M0.13%
102ISHARES TR46428759812,683$1.9M0.12%
103STEEL DYNAMICS INCSTLD16,600$1.9M0.12%
104VERTEX PHARMACEUTICALS INCVRTX5,856$1.8M0.12%
105ENERGY TRANSFER L PET-PI140,522$1.8M0.11%
106VIATRIS INCVTRS181,214$1.7M0.11%
107WISDOMTREE TRWT33,705$1.7M0.11%
108ALTRIA GROUP INCMO35,914$1.6M0.10%
109CORNING INCGLW45,063$1.6M0.10%
110ISHARES TR4642877625,745$1.6M0.10%
111MONDELEZ INTL INC60920710522,389$1.6M0.10%
112MAGELLAN MIDSTREAM PRTNRS LP55908010627,819$1.5M0.10%
113AMGEN INCAMGN6,086$1.5M0.09%
114LOCKHEED MARTIN CORPLMT3,097$1.5M0.09%
115SELECT SECTOR SPDR TR81369Y70414,245$1.4M0.09%
116REGENERON PHARMACEUTICALSREGN1,731$1.4M0.09%
117TJX COS INC NEW87254010917,958$1.4M0.09%
118TE CONNECTIVITY LTDTEL10,415$1.4M0.09%
119WISDOMTREE TRWT21,351$1.3M0.09%
120COMCAST CORP NEWCCZ34,789$1.3M0.08%
121VANGUARD INDEX FDS9229085129,611$1.3M0.08%
122VANGUARD INDEX FDS9229085386,585$1.3M0.08%
123VANGUARD INDEX FDS9229085955,861$1.3M0.08%
124ISHARES TR46432F84218,889$1.3M0.08%
125HANNON ARMSTRONG SUST INFR C41068X10043,755$1.3M0.08%
126BUNGE LIMITEDBG12,992$1.2M0.08%
127ILLINOIS TOOL WKS INC4523081095,090$1.2M0.08%
128FIRST TR VALUE LINE DIVID IN33734H10630,352$1.2M0.08%
129VANGUARD INDEX FDS9229083633,235$1.2M0.08%
130VANGUARD INDEX FDS9229087364,868$1.2M0.08%
131SPDR SER TR78464A50829,569$1.2M0.08%
132DUKE ENERGY CORP NEWDUKB12,372$1.2M0.08%
133VANGUARD WORLD FDS92204A7023,044$1.2M0.08%
134AUTODESK INCADSK5,615$1.2M0.07%
135ARES MANAGEMENT CORPORATIONARES-PB13,995$1.2M0.07%
136SPDR SER TR78464A7639,424$1.2M0.07%
137FREEPORT-MCMORAN INCFCX28,321$1.2M0.07%
138SELECT SECTOR SPDR TR81369Y88617,038$1.2M0.07%
139INVESCO EXCHANGE TRADED FD TIVZ61,943$1.1M0.07%
140TRANE TECHNOLOGIES PLCTT5,980$1.1M0.07%
141VANGUARD SPECIALIZED FUNDS9219088447,119$1.1M0.07%
142CROWDSTRIKE HLDGS INCCRWD7,939$1.1M0.07%
143ISHARES TR4642875568,227$1.1M0.07%
144MORGAN STANLEYMS-PQ11,661$1.0M0.07%
145FORD MTR CO DEL34537086080,981$1.0M0.07%
146GLOBAL X FDS37954Y38442,718$1.0M0.06%
147NIKE INCNKE8,113$994,9790.06%
148MATADOR RES COMTDR20,700$986,3550.06%
149ISHARES TR46435U13526,825$975,0890.06%
150ETF MANAGERS TR26924G20120,120$962,1390.06%
151ECOLAB INCECL5,796$959,4120.06%
152HUBSPOT INCHUBS2,095$898,2320.06%
153CONOCOPHILLIPSCOP8,718$864,9130.06%
154CUMMINS INCCMI3,574$853,7580.05%
155STRYKER CORPORATIONSYK2,975$849,2740.05%
156BIOGEN INCBIIB3,039$844,9340.05%
157WATSCO INCWSO-B2,500$795,4000.05%
158INVESCO EXCHANGE TRADED FD TIVZ4,200$769,1820.05%
159SCHWAB STRATEGIC TR8085247979,943$727,4440.05%
160NETFLIX INCNFLX2,102$726,1990.05%
161COVENANT LOGISTICS GROUP INCCVLG20,000$708,4000.05%
162HEICO CORP NEWHEI-A4,100$701,2640.04%
163ISHARES TR46428729112,794$695,4890.04%
164SEAGATE TECHNOLOGY HLDNGS PLSE10,062$665,3000.04%
165ADOBE SYSTEMS INCORPORATEDADBE1,722$663,6080.04%
166ISHARES TR4642875072,626$656,9680.04%
167ISHARES TR4642871685,160$604,6490.04%
168DIAGEO PLCDGEAF3,334$604,0550.04%
169INVESCO EXCHANGE TRADED FD TIVZ7,100$603,9970.04%
170OAKTREE SPECIALTY LENDING COOCSL32,166$603,7560.04%
171BOEING COBA-PA2,837$602,6640.04%
172SELECT SECTOR SPDR TR81369Y60518,630$598,9550.04%
173CISCO SYS INCCSCO11,287$590,0280.04%
174SEAGEN INCSE2,900$587,1630.04%
175SNOWFLAKE INCSNOW3,793$585,2220.04%
176CARLYLE SECURED LENDING INCCGBD42,770$582,5280.04%
177T ROWE PRICE ETF INC87283Q30524,200$582,1410.04%
178ISHARES TR4642874816,381$580,9910.04%
179WOLFSPEED INCWOLF8,751$568,3780.04%
180MGM RESORTS INTERNATIONALMGM12,750$566,3550.04%
181ALLSTATE CORPALL-PJ5,108$566,0180.04%
182SPDR GOLD TRGLD3,083$564,8680.04%
183NVIDIA CORPORATIONNVDA2,000$555,5400.04%
184ISHARES INC46434G10311,002$536,7880.03%
185ABBOTT LABSABLZF5,283$534,9230.03%
186VERIZON COMMUNICATIONS INCVZ13,139$510,9760.03%
187DOLBY LABORATORIES INCDLB5,953$508,5060.03%
188CSX CORPCSX16,943$507,2740.03%
189SONOCO PRODS CO8354951028,300$506,3000.03%
190BIOCRYST PHARMACEUTICALS INCBCRX60,633$505,6800.03%
191INTERNATIONAL BUSINESS MACHSINTR3,856$505,4760.03%
192VANGUARD WORLD FDS92204A2072,596$502,3500.03%
193GENUINE PARTS COGPC3,000$501,9300.03%
194MIDCAP FINANCIAL INVSTMNT CO03761U50243,733$498,5570.03%
195ORACLE CORPORCL-PD5,342$496,3950.03%
196INSULET CORPPODD1,555$495,8900.03%
197KIMBERLY-CLARK CORPKMB3,688$495,0040.03%
198APPLE INCAAPL3,000$494,7000.03%
199HCA HEALTHCARE INCHCA1,860$490,4450.03%
200STARBUCKS CORPSBUX4,684$487,7630.03%
201JAZZ PHARMACEUTICALS PLCJAZZ3,270$478,5000.03%
202SIXTH STREET SPECIALTY LENDITSLX26,000$475,8000.03%
203ISHARES TR4642874656,641$474,9730.03%
204PROMIS NEUROSCIENCES INCPMN100,000$473,0000.03%
205ALCOA CORPAA11,020$469,0120.03%
206TAIWAN SEMICONDUCTOR MFG LTD8740391005,039$468,7590.03%
207MONSTER BEVERAGE CORP NEWMNST8,640$466,6470.03%
208BLOCK INCBSQKZ6,645$456,1800.03%
209DYADIC INTL INC DEL26745T101250,000$445,0000.03%
210ETSY INCETSY3,940$438,6410.03%
211COSTCO WHSL CORP NEW22160K105882$438,2400.03%
212AMAZON COM INCAMZN4,240$437,9500.03%
213BHP GROUP LTDBHPLF6,892$437,0220.03%
214FIRST TR EXCHANGE TRADED FD33734X1434,050$435,4970.03%
215ISHARES TR4642874996,208$434,0640.03%
216PROSHARES TR74348A4674,701$428,9200.03%
217MERIDIAN CORPORATIONMRDN33,334$420,0090.03%
218CHARLES RIV LABS INTL INC1598641072,073$418,3730.03%
219SHELL PLCRYDAF7,250$417,1650.03%
220IQVIA HLDGS INCIQV2,080$413,6920.03%
221ASTRAZENECA PLCAZN5,945$412,6710.03%
222MARSH & MCLENNAN COS INC5717481022,460$409,7130.03%
223CHESAPEAKE UTILS CORP1653031083,200$409,5680.03%
224CENTENE CORP DELCNC6,400$404,5440.03%
225AIRBNB INCABNB3,180$395,5920.03%
226PERRIGO CO PLCPRGO10,975$393,6740.03%
227EMERSON ELEC COEMR4,514$393,3500.03%
228LIBERTY MEDIA CORP DELFWONB13,978$391,2450.03%
229CASEYS GEN STORES INC1475281031,800$389,6280.02%
230PACER FDS TR69374H8818,249$387,2910.02%
231CANADIAN PAC RY LTD13645T1005,000$384,7000.02%
232WARNER BROS DISCOVERY INCWBD25,024$377,8630.02%
233CF INDS HLDGS INC1252691005,174$375,0640.02%
234NORTHROP GRUMMAN CORPNOC791$365,0670.02%
235TESLA INCTSLA1,742$361,3960.02%
236VANGUARD INTL EQUITY INDEX F9220428745,835$355,6440.02%
237FIRST TR SML CP CORE ALPHA F33734Y1094,400$354,6400.02%
238VANGUARD ADMIRAL FDS INC9219325051,529$352,2930.02%
239SELECT SECTOR SPDR TR81369Y5064,204$348,2180.02%
240INTERCONTINENTAL EXCHANGE IN45866F1043,326$346,8430.02%
241PAYCHEX INCPAYX3,000$343,7700.02%
242ISHARES TR4642876221,519$342,1250.02%
243MODERNA INCMRNA2,210$339,4120.02%
244GLOBAL X FDS37954Y87116,844$335,7010.02%
245LIBERTY MEDIA CORP DELFWONB4,440$332,2460.02%
246RIO TINTO PLCRTNTF4,800$329,2800.02%
247ISHARES TR4642883726,862$327,3390.02%
248BOSTON SCIENTIFIC CORPBSX6,530$326,6960.02%
249ISHARES TR4642888853,463$324,4140.02%
250ATI INCATI8,180$322,7830.02%
251FIRST TR NAS100 EQ WEIGHTED3373441053,144$316,4180.02%
252SMUCKER J M CO8326964052,000$314,7650.02%
253VANGUARD INDEX FDS9229087442,254$311,3000.02%
254INTERNATIONAL PAPER CO4601461038,560$308,6740.02%
255WALMART INCWMT2,068$304,9270.02%
256INSPIRE MED SYS INC4577301091,300$304,2910.02%
257SPDR S&P 500 ETF TRSPY740$302,9490.02%
258CHUBB LIMITEDCB1,555$301,9500.02%
259BLACKROCK INCBLK440$294,4130.02%
260OCCIDENTAL PETE CORP6745991627,161$293,6010.02%
261ISHARES TR4642876064,064$290,6170.02%
262FIRST TR EXCHANGE TRADED FD33734X8466,674$285,3140.02%
263IONIS PHARMACEUTICALS INCIONS7,740$276,8600.02%
264NEXTERA ENERGY INCNEE-PW3,588$276,5770.02%
265ISHARES TR464287523621$276,0910.02%
266VARONIS SYS INCVRNS10,500$273,1050.02%
267PLAINS ALL AMERN PIPELINE L72650310521,800$271,8460.02%
268KLA CORPKLAC680$271,2950.02%
269SCHWAB STRATEGIC TR8085242015,600$270,8720.02%
270LITTELFUSE INCLFUS1,000$268,0900.02%
271PAYPAL HLDGS INCPYPL3,502$265,9420.02%
272ORION GROUP HLDGS INCORN101,274$262,3000.02%
273DOCUSIGN INCDOCU4,390$255,9370.02%
274DOXIMITY INCDOCS7,841$253,8920.02%
275ARROW ELECTRS INC0427351002,000$249,7400.02%
276TEXTRON INCTXT3,520$248,6180.02%
277BIONTECH SEBNTX1,989$247,7700.02%
278NUCOR CORPNUE1,600$247,1520.02%
279MATCH GROUP INC NEWMTCH6,401$245,7350.02%
280AT&T INCT-PC12,662$243,7440.02%
281TORTOISE ENERGY INFRA CORPTYG8,250$242,5500.02%
282ISHARES TR4642888361,380$241,8820.02%
283ISHARES TR4642876481,057$239,7490.02%
284KRAFT HEINZ COKHC6,193$239,4920.02%
285OMNICELL COMOMCL4,000$234,6800.02%
286VANGUARD WHITEHALL FDS9219467943,785$234,4810.02%
287ACCENTURE PLC IRELANDACN813$232,3640.01%
288VANGUARD WORLD FDS92204A3062,006$229,1460.01%
289KINDER MORGAN INC DELEP-PC12,960$226,9300.01%
290ISHARES TR46432F8343,648$225,9950.01%
291ENBRIDGE INCENNPF5,896$224,9330.01%
292REINSURANCE GRP OF AMERICA I7593516041,663$220,7750.01%
293CBRE GROUP INCCBRE3,000$218,4300.01%
294WELLS FARGO CO NEW949746804185$217,6070.01%
295MATTERPORT INC57709610079,428$216,8390.01%
296BANK AMERICA CORP060505682184$214,8680.01%
297LIBERTY GLOBAL PLCLBTYK10,386$211,6670.01%
298QUALCOMM INCQCOM1,650$210,5070.01%
299NEW FORTRESS ENERGY INCNFE7,143$210,2190.01%
300ISHARES TR4642888692,000$209,0200.01%
301WASTE CONNECTIONS INCWCN1,500$208,6050.01%
302APA CORPORATIONAPA5,783$208,5350.01%
303CLOROX CO DELCLX1,312$207,6110.01%
304FIFTH THIRD BANCORPFITBM7,693$204,9420.01%
305DOW INCDOW3,728$204,3690.01%
306VANGUARD SCOTTSDALE FDS92206C7143,054$204,0430.01%
307TOTALENERGIES SETTE3,447$203,5460.01%
308GUARDANT HEALTH INCGH8,646$202,6630.01%
309PACER FDS TR69374H8575,256$200,0440.01%
310E2OPEN PARENT HOLDINGS INC29788T10334,112$198,5320.01%
311PRECIGEN INCPGEN164,209$174,0620.01%
312PETMED EXPRESS INCPETS10,000$162,4000.01%
313HERTZ GLOBAL HLDGS INCHTZWW13,300$118,1040.01%
314BLACKROCK MUNIYIELD N Y QUALBLK10,000$101,5000.01%
315AKILI INC00974B10756,554$90,4870.01%
316CLEARSIDE BIOMEDICAL INCCLSDQ83,000$86,3200.01%
317TWIN VEE POWERCATS COVEEE48,484$82,1810.01%
318RALLYBIO CORPRLYB13,066$74,6070.00%
319MACROGENICS INCMGNX10,000$71,7000.00%
320GELESIS HLDGS INC36850R204395,035$64,2730.00%
321MAIDEN HOLDINGS LTDMHNC24,762$51,7530.00%
322COGNITION THERAPEUTICS INCCGTX24,500$48,5100.00%
323FREQUENCY THERAPEUTICS INCFRQN45,826$23,0510.00%
324E2OPEN PARENT HOLDINGS INC29788T11129,400$22,9320.00%
325VERU INCVERU16,205$18,7980.00%
326LIXTE BIOTECHNOLOGY HLDGS INLIXT20,000$16,5460.00%
327SPECTRUM PHARMACEUTICALS INC84763A10810,000$7,5000.00%