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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 Q2 2024 · Filed August 15, 2024 · Accession 0001599863-24-000008

Total Value
$2.17B
Positions
274
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (274)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908736764,608$286.0M13.17%
2VANGUARD INDEX FDS922908363434,178$217.1M10.00%
3VANGUARD SPECIALIZED FUNDS921908844676,531$123.5M5.69%
4SPDR S&P 500 ETF TRSPY171,800$93.5M4.31%
5INVESCO QQQ TRIVZ177,374$85.0M3.92%
6ISHARES TR46434V6211,407,002$81.1M3.73%
7APPLE INCAAPL326,722$68.8M3.17%
8MICROSOFT CORPMSFT139,679$62.4M2.88%
9AMAZON COM INCAMZN295,808$57.2M2.63%
10BLACKSTONE SECD LENDING FDBX1,864,469$57.1M2.63%
11VANGUARD WHITEHALL FDS921946406478,039$56.7M2.61%
12PACER FDS TR69374H881830,353$45.2M2.08%
13ALPHABET INCGOOG208,705$38.3M1.76%
14FIRST TR EXCHANGE-TRADED FD33733E302172,102$35.3M1.62%
15ALPHABET INCGOOG189,457$34.5M1.59%
16JPMORGAN CHASE & CO.VYLD169,601$34.3M1.58%
17PFIZER INCPFE1,196,768$33.5M1.54%
18GOLUB CAP BDC INC38173M1022,104,195$33.1M1.52%
19VANGUARD INDEX FDS922908769115,181$30.8M1.42%
20ISHARES TR464287515333,862$29.0M1.34%
21ISHARES TR464287150219,179$26.0M1.20%
22SELECT SECTOR SPDR TR81369Y803111,201$25.2M1.16%
23ISHARES TR464287804208,145$22.2M1.02%
24NVIDIA CORPORATIONNVDA174,545$21.6M0.99%
25BANK AMERICA CORP060505104394,381$15.7M0.72%
26BROADCOM INCAVGO9,594$15.4M0.71%
27KKR & CO INCKKRT146,350$15.4M0.71%
28ISHARES TR46434V456359,247$14.0M0.65%
29ARES CAPITAL CORPARCC592,566$12.3M0.57%
30CHEVRON CORP NEWCVX78,301$12.2M0.56%
31VANGUARD INDEX FDS92290874470,611$11.3M0.52%
32ISHARES TR464287549113,948$10.7M0.50%
33MPLX LPMPLXP229,478$9.8M0.45%
34BROOKFIELD CORP11271J107234,641$9.7M0.45%
35DISNEY WALT CO25468710695,712$9.5M0.44%
36EXXON MOBIL CORPXOM81,788$9.4M0.43%
37MERCK & CO INCMRK75,586$9.4M0.43%
38ELI LILLY & COLLY9,835$8.9M0.41%
39INVESCO EXCHANGE TRADED FD TIVZ83,730$8.6M0.40%
40ENTERPRISE PRODS PARTNERS L293792107290,927$8.4M0.39%
41VANGUARD WORLD FD92204A40584,412$8.4M0.39%
42ISHARES TR46428720015,363$8.4M0.39%
43BLACKSTONE INCBX65,820$8.1M0.38%
44HOME DEPOT INCHD23,035$7.9M0.37%
45ISHARES TR46432F33945,942$7.8M0.36%
46ISHARES TR464288810138,701$7.8M0.36%
47ZOETIS INCZTS44,156$7.7M0.35%
48SPDR SER TR78464A40992,246$7.4M0.34%
49FMC CORPFMC128,000$7.4M0.34%
50GOLDMAN SACHS GROUP INCGSCE15,890$7.2M0.33%
51WASTE MGMT INC DEL94106L10932,804$7.0M0.32%
52METLIFE INCMET-PF96,579$6.8M0.31%
53SELECT SECTOR SPDR TR81369Y50670,583$6.4M0.30%
54VISA INCV23,052$6.1M0.28%
55ASML HOLDING N VASMLF5,911$6.0M0.28%
56HONEYWELL INTL INC43851610627,931$6.0M0.27%
57JOHNSON & JOHNSONJNJ38,609$5.6M0.26%
58DEERE & CODE14,474$5.4M0.25%
59ISHARES TR46428787955,363$5.4M0.25%
60UNITEDHEALTH GROUP INCUNH10,537$5.4M0.25%
61ISHARES TR46428730954,134$5.0M0.23%
62SELECT SECTOR SPDR TR81369Y20933,374$4.9M0.22%
63ISHARES TR46428763031,938$4.9M0.22%
64PHILLIPS 66PSX32,720$4.6M0.21%
65MASTERCARD INCORPORATEDMA10,222$4.5M0.21%
66ISHARES TR46428765521,980$4.5M0.21%
67PROCTER AND GAMBLE CO74271810926,359$4.3M0.20%
68SALESFORCE INCCRM16,628$4.3M0.20%
69LIBERTY BROADBAND CORPLBRDP77,839$4.3M0.20%
70JOHNSON CTLS INTL PLCG5150210560,000$4.0M0.18%
71PEPSICO INCPEP23,096$3.8M0.18%
72ISHARES TR46428761410,256$3.7M0.17%
73PACER FDS TR69374H85785,034$3.7M0.17%
74THERMO FISHER SCIENTIFIC INCTMO6,559$3.6M0.17%
75PHILIP MORRIS INTL INC71817210935,742$3.6M0.17%
76OCCIDENTAL PETE CORP67459910557,248$3.6M0.17%
77FIRST TR EXCHANGE-TRADED FD33733E40139,821$3.5M0.16%
78ISHARES TR46428762211,641$3.5M0.16%
79VANGUARD INDEX FDS92290861118,950$3.5M0.16%
80ISHARES TR46428747327,788$3.4M0.15%
81METTLER TOLEDO INTERNATIONALMTD2,244$3.1M0.14%
82ISHARES TR46428772120,755$3.1M0.14%
83ISHARES TR46429B66328,697$3.1M0.14%
84SPDR SER TR78464A59919,924$3.0M0.14%
85APOLLO GLOBAL MGMT INC03769M10624,781$2.9M0.13%
86ABBVIE INCABBV16,830$2.9M0.13%
87VANGUARD INTL EQUITY INDEX F92204277548,857$2.9M0.13%
88VERTEX PHARMACEUTICALS INCVRTX5,962$2.8M0.13%
89AUTOMATIC DATA PROCESSING INADP11,527$2.8M0.13%
90READY CAPITAL CORPRC-PE332,160$2.7M0.13%
91SPDR SER TR78468R85363,716$2.6M0.12%
92ISHARES TR46428788719,995$2.6M0.12%
93INTEL CORPINTC81,323$2.5M0.12%
94ENERGY TRANSFER L PET-PI149,058$2.4M0.11%
95TEXAS INSTRS INC88250810411,874$2.3M0.11%
96COCA COLA COKO34,463$2.2M0.10%
97STEEL DYNAMICS INCSTLD16,600$2.1M0.10%
98ISHARES TR46428759812,056$2.1M0.10%
99AMGEN INCAMGN6,386$2.0M0.09%
100TJX COS INC NEW87254010917,958$2.0M0.09%
101MARTIN MARIETTA MATLS INC5732841063,642$2.0M0.09%
102MCDONALDS CORPMCD7,396$1.9M0.09%
103WISDOMTREE TRWT32,505$1.9M0.09%
104VANGUARD WORLD FD92204A7023,156$1.8M0.08%
105CORNING INCGLW45,063$1.8M0.08%
106REGENERON PHARMACEUTICALSREGN1,665$1.7M0.08%
107PNC FINL SVCS GROUP INC69347510511,194$1.7M0.08%
108ARES MANAGEMENT CORPORATIONARES-PB13,042$1.7M0.08%
109BRISTOL-MYERS SQUIBB COCELG-RI41,805$1.7M0.08%
110ISHARES TR46428776226,525$1.6M0.07%
111ALTRIA GROUP INCMO35,287$1.6M0.07%
112SELECT SECTOR SPDR TR81369Y70413,041$1.6M0.07%
113BLACKSTONE MTG TR INCBX90,705$1.6M0.07%
114ALLIANCEBERNSTEIN HLDG L P01881G10646,409$1.6M0.07%
115TRANE TECHNOLOGIES PLCTT4,709$1.5M0.07%
116UNITED PARCEL SERVICE INCUPS11,179$1.5M0.07%
117TAIWAN SEMICONDUCTOR MFG LTD8740391008,504$1.5M0.07%
118MONDELEZ INTL INC60920710522,403$1.5M0.07%
119WISDOMTREE TRWT18,415$1.4M0.07%
120ISHARES TR46428746518,268$1.4M0.07%
121RTX CORPORATIONRTX14,008$1.4M0.06%
122FREEPORT-MCMORAN INCFCX28,721$1.4M0.06%
123ISHARES TR4642875235,654$1.4M0.06%
124ORION GROUP HLDGS INCORN146,060$1.4M0.06%
125ECOLAB INCECL5,796$1.4M0.06%
126ONEOK INC NEWOKE16,744$1.4M0.06%
127ISHARES TR46432F84218,639$1.4M0.06%
128NETFLIX INCNFLX2,005$1.4M0.06%
129MATADOR RES COMTDR22,428$1.3M0.06%
130VANGUARD INDEX FDS9229085128,828$1.3M0.06%
131AMPLIFY ETF TR03210866420,120$1.3M0.06%
132HANNON ARMSTRONG SUST INFR C41068X10043,000$1.3M0.06%
133VANGUARD INDEX FDS9229085385,488$1.3M0.06%
134VANGUARD INDEX FDS9229085954,972$1.2M0.06%
135DUKE ENERGY CORP NEWDUKB12,372$1.2M0.06%
136SPDR SER TR78464A7639,736$1.2M0.06%
137FIRST TR VALUE LINE DIVID IN33734H10630,272$1.2M0.06%
138ILLINOIS TOOL WKS INC4523081095,090$1.2M0.06%
139GLOBAL X FDS37954Y38440,450$1.2M0.06%
140ISHARES TR46435U13525,400$1.2M0.05%
141SELECT SECTOR SPDR TR81369Y88617,038$1.2M0.05%
142COSTCO WHSL CORP NEW22160K1051,332$1.1M0.05%
143INVESCO EXCHANGE TRADED FD TIVZ61,943$1.1M0.05%
144ISHARES TR46428729112,794$1.1M0.05%
145ADOBE INCADBE1,897$1.1M0.05%
146ISHARES TR46428750717,641$1.0M0.05%
147INVESCO EXCHANGE TRADED FD TIVZ21,000$1.0M0.05%
148STRYKER CORPORATIONSYK2,975$1.0M0.05%
149SPDR SER TR78464A58111,815$997,3010.05%
150CITIGROUP INCC-PR15,626$991,6260.05%
151COVENANT LOGISTICS GROUP INCCVLG20,000$985,8000.05%
152INTERNATIONAL BUSINESS MACHSINTR5,696$985,1540.05%
153ALBERTSONS COS INC01309110348,385$955,6040.04%
154ISHARES TR4642875566,810$934,7490.04%
155HEICO CORP NEWHEI-A4,100$916,8010.04%
156T ROWE PRICE ETF INC87283Q30524,200$899,9670.04%
157IMMUNOME INCIMNM72,953$882,7320.04%
158SPROTT FDS TRSII34,515$825,5990.04%
159L3HARRIS TECHNOLOGIES INCLHX3,500$786,0300.04%
160LOCKHEED MARTIN CORPLMT1,650$770,7150.04%
161CARLYLE SECURED LENDING INCCGBD42,770$758,7400.03%
162INVESCO EXCHANGE TRADED FD TIVZ7,100$737,6900.03%
163ISHARES TR4642874816,381$704,1440.03%
164PROSHARES TR74348A4677,318$703,4800.03%
165UBER TECHNOLOGIES INCUBER9,500$690,4600.03%
166CASEYS GEN STORES INC1475281031,800$686,8080.03%
167ORACLE CORPORCL-PD4,809$679,0310.03%
168SPROTT FDS TRSII13,680$673,6040.03%
169SHELL PLCRYDAF9,250$667,6650.03%
170ACCENTURE PLC IRELANDACN2,200$667,5020.03%
171META PLATFORMS INCMETA1,307$659,0160.03%
172ABBOTT LABSABLZF6,326$657,3350.03%
173SPDR GOLD TRGLD3,057$657,2860.03%
174ISHARES TR4642871685,160$624,2570.03%
175OAKTREE SPECIALTY LENDING COOCSL32,166$605,0430.03%
176VIATRIS INCVTRS56,146$596,8310.03%
177NIKE INCNKE7,906$595,8760.03%
178ISHARES TR46428837212,345$591,5780.03%
179VERIZON COMMUNICATIONS INCVZ13,882$572,4980.03%
180SIXTH STREET SPECIALTY LENDITSLX26,000$555,1000.03%
181IQVIA HLDGS INCIQV2,540$537,0580.02%
182VANGUARD WORLD FD92204A2072,596$527,0360.02%
183CROWDSTRIKE HLDGS INCCRWD1,365$523,0550.02%
184VANGUARD ADMIRAL FDS INC9219325051,544$514,8730.02%
185KIMBERLY-CLARK CORPKMB3,688$509,6820.02%
186EMERSON ELEC COEMR4,616$508,4990.02%
187VARONIS SYS INCVRNS10,500$503,6850.02%
188ISHARES TR4642874996,208$503,3450.02%
189BOEING COBA-PA2,737$498,1620.02%
190NEOS ETF TRUST78433H3039,746$488,7620.02%
191MORGAN STANLEYMS-PQ5,025$488,3800.02%
192CONOCOPHILLIPSCOP4,239$484,8570.02%
193HCA HEALTHCARE INCHCA1,500$481,9200.02%
194MGM RESORTS INTERNATIONALMGM10,750$477,7300.02%
195SUPER MICRO COMPUTER INCSMCI577$472,7650.02%
196ADVANCED MICRO DEVICES INCAMD2,839$460,5150.02%
197CHEMOURS COCC20,320$458,6230.02%
198ISHARES INC46434G1038,524$456,2900.02%
199FIRST TR EXCHANGE TRADED FD33734X8467,953$448,7090.02%
200INTERCONTINENTAL EXCHANGE IN45866F1043,227$441,7770.02%
201MONSTER BEVERAGE CORP NEWMNST8,640$431,5680.02%
202BOSTON SCIENTIFIC CORPBSX5,535$426,2510.02%
203FIRST TR EXCHANGE TRADED FD33734X1434,050$423,3060.02%
204SONOCO PRODS CO8354951028,300$420,9760.02%
205EQT CORPEQT11,000$406,7800.02%
206BIOCRYST PHARMACEUTICALS INCBCRX65,633$405,6120.02%
207FIRST TR SML CP CORE ALPHA F33734Y1094,400$398,0240.02%
208ASTRAZENECA PLCAZN5,045$393,4220.02%
209VANGUARD INTL EQUITY INDEX F9220428745,835$389,6030.02%
210PLAINS ALL AMERN PIPELINE L72650310521,800$389,3480.02%
211FIRST TR NAS100 EQ WEIGHTED3373441053,144$387,5920.02%
212UNION PAC CORPUNP1,670$377,8550.02%
213DYADIC INTL INC DEL26745T101250,000$370,0000.02%
214SCHWAB STRATEGIC TR8085242015,600$359,8000.02%
215ISHARES TR4642876064,064$358,0800.02%
216STARBUCKS CORPSBUX4,586$357,0150.02%
217ISHARES TR4642888853,463$354,2650.02%
218QUALCOMM INCQCOM1,750$348,5650.02%
219NORTHROP GRUMMAN CORPNOC794$346,0600.02%
220CSX CORPCSX10,200$341,1900.02%
221CHESAPEAKE UTILS CORP1653031083,200$339,8400.02%
222ALLSTATE CORPALL-PJ2,108$336,5640.02%
223WALMART INCWMT4,950$335,1650.02%
224RIO TINTO PLCRTNTF4,800$316,4640.01%
225MARSH & MCLENNAN COS INC5717481021,500$316,0800.01%
226BUNGE GLOBAL SABG2,958$315,8260.01%
227VANGUARD INDEX FDS9229087511,447$315,5040.01%
228BLACKROCK INCBLK396$311,7790.01%
229TOTALENERGIES SETTE4,675$311,7290.01%
230LIBERTY MEDIA CORP DELFWONB13,978$309,7530.01%
231OCCIDENTAL PETE CORP6745991627,161$294,7470.01%
232VANGUARD WORLD FD921910816904$284,0460.01%
233DISCOVER FINL SVCS2547091082,130$278,6260.01%
234CUMMINS INCCMI1,000$276,9300.01%
235ISHARES TR4642888364,140$274,5650.01%
236SPDR S&P MIDCAP 400 ETF TRMDY513$274,4970.01%
237CBRE GROUP INCCBRE3,000$267,3300.01%
238LOWES COS INC5486611071,212$267,1980.01%
239GLOBAL X FDS37954Y8719,138$264,5460.01%
240WASTE CONNECTIONS INCWCN1,500$263,0400.01%
241KINDER MORGAN INC DELEP-PC12,960$257,5160.01%
242VANGUARD WORLD FD92204A3062,006$255,9060.01%
243LITTELFUSE INCLFUS1,000$255,5900.01%
244WELLS FARGO CO NEW9497461014,300$255,3770.01%
245NUCOR CORPNUE1,600$252,9280.01%
246NOVO-NORDISK A SNONOF1,768$252,3650.01%
247S&P GLOBAL INCSPGI564$251,5440.01%
248ISHARES TR46432F8343,648$246,4590.01%
249TORTOISE ENERGY INFRA CORPTYG7,000$244,0900.01%
250AFLAC INCAFL2,700$241,1370.01%
251CARRIER GLOBAL CORPORATIONCARR3,801$239,7680.01%
252PAYCHEX INCPAYX2,000$237,1200.01%
253EXPEDITORS INTL WASH INC3021301091,800$224,6220.01%
254WELLS FARGO CO NEW949746804185$219,9600.01%
255SMUCKER J M CO8326964052,000$218,0800.01%
256TESLA INCTSLA1,100$217,5700.01%
257ENBRIDGE INCENNPF5,896$209,8390.01%
258FIFTH THIRD BANCORPFITBM5,700$207,9930.01%
259CHUBB LIMITEDCB800$204,0640.01%
260AT&T INCT-PC10,010$191,2910.01%
261LIBERTY GLOBAL LTDLBTYK10,386$185,3910.01%
262MERIDIAN CORPORATIONMRDN15,000$157,8000.01%
263CLEARSIDE BIOMEDICAL INCCLSDQ93,000$120,9000.01%
264E2OPEN PARENT HOLDINGS INC29788T10321,000$94,2900.00%
265PATRIOT NATL BANCORP INC70336F20339,123$73,1610.00%
266ARCADIUM LITHIUM PLCG0508H11015,752$52,9270.00%
267FIBROGEN INC31572Q80854,699$48,8080.00%
268MACROGENICS INCMGNX10,000$42,5000.00%
269COGNITION THERAPEUTICS INCCGTX24,500$40,6700.00%
270HERTZ GLOBAL HLDGS INCHTZWW16,550$40,5480.00%
271ASPIRA WOMENS HEALTH INC04537Y20823,436$34,9200.00%
272RALLYBIO CORPRLYB22,088$29,5980.00%
273AKILI INC00974B10756,554$24,5850.00%
274VERU INCVERU16,300$13,7140.00%