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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 Q4 2024 · Filed February 14, 2025 · Accession 0001599863-25-000003

Total Value
$2.37B
Positions
288
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (288)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908736772,398$317.0M13.37%
2VANGUARD INDEX FDS922908363462,099$249.0M10.50%
3VANGUARD SPECIALIZED FUNDS921908844670,077$131.2M5.53%
4SPDR S&P 500 ETF TRSPY174,738$102.4M4.32%
5INVESCO QQQ TRIVZ182,400$93.2M3.93%
6ISHARES TR46434V6211,448,441$88.8M3.75%
7APPLE INCAAPL321,881$80.6M3.40%
8BLACKSTONE SECD LENDING FDBX2,361,294$76.3M3.22%
9AMAZON COM INCAMZN296,754$65.1M2.75%
10VANGUARD WHITEHALL FDS921946406479,201$61.1M2.58%
11MICROSOFT CORPMSFT142,637$60.1M2.54%
12PACER FDS TR69374H881815,088$46.0M1.94%
13ALPHABET INCGOOG210,021$40.0M1.69%
14GOLUB CAP BDC INC38173M1022,567,820$38.9M1.64%
15FIRST TR EXCHANGE-TRADED FD33733E302155,498$37.8M1.59%
16JPMORGAN CHASE & CO.VYLD150,532$36.1M1.52%
17ALPHABET INCGOOG190,020$36.0M1.52%
18ISHARES TR464287515329,721$33.0M1.39%
19VANGUARD INDEX FDS922908769110,897$32.1M1.36%
20PFIZER INCPFE1,156,297$30.7M1.29%
21ISHARES TR464287150221,720$28.5M1.20%
22ISHARES TR464287804220,947$25.5M1.07%
23SELECT SECTOR SPDR TR81369Y803107,300$24.9M1.05%
24NVIDIA CORPORATIONNVDA172,141$23.1M0.98%
25KKR & CO INCKKRT145,950$21.6M0.91%
26BROADCOM INCAVGO91,067$21.1M0.89%
27ARES CAPITAL CORPARCC701,486$15.4M0.65%
28BROOKFIELD CORP11271J107234,641$13.5M0.57%
29BANK AMERICA CORP060505104279,332$12.3M0.52%
30ISHARES TR464287549113,796$11.6M0.49%
31BLACKSTONE INCBX66,317$11.4M0.48%
32CHEVRON CORP NEWCVX77,176$11.2M0.47%
33MPLX LPMPLXP230,478$11.0M0.47%
34VANGUARD INDEX FDS92290874464,043$10.8M0.46%
35DISNEY WALT CO25468710695,507$10.6M0.45%
36INVESCO EXCHANGE TRADED FD TIVZ83,774$9.6M0.41%
37ISHARES TR46428720015,985$9.4M0.40%
38VANGUARD WORLD FD92204A40578,963$9.3M0.39%
39ENTERPRISE PRODS PARTNERS L293792107290,927$9.1M0.38%
40HOME DEPOT INCHD23,305$9.1M0.38%
41GOLDMAN SACHS GROUP INCGSCE15,827$9.1M0.38%
42SPDR SER TR78464A409102,880$9.0M0.38%
43EXXON MOBIL CORPXOM82,815$8.9M0.38%
44ISHARES TR46432F33947,102$8.4M0.35%
45ISHARES TR46434V456218,099$8.1M0.34%
46METLIFE INCMET-PF96,351$7.9M0.33%
47ELI LILLY & COLLY9,956$7.7M0.32%
48MERCK & CO INCMRK75,895$7.6M0.32%
49VISA INCV23,367$7.4M0.31%
50ISHARES BITCOIN TRUST ETFIBIT135,924$7.2M0.30%
51ZOETIS INCZTS44,233$7.2M0.30%
52WASTE MGMT INC DEL94106L10933,393$6.7M0.28%
53FMC CORPFMC128,000$6.2M0.26%
54ISHARES TR464288810105,447$6.2M0.26%
55DEERE & CODE14,482$6.1M0.26%
56ISHARES TR46428787952,817$5.7M0.24%
57JOHNSON & JOHNSONJNJ38,828$5.6M0.24%
58SALESFORCE INCCRM16,203$5.4M0.23%
59UNITEDHEALTH GROUP INCUNH10,606$5.4M0.23%
60ISHARES TR46428730952,657$5.3M0.23%
61ISHARES TR46428763031,957$5.2M0.22%
62MASTERCARD INCORPORATEDMA9,962$5.2M0.22%
63ISHARES TR46428765521,926$4.8M0.20%
64JOHNSON CTLS INTL PLCG5150210560,000$4.7M0.20%
65SELECT SECTOR SPDR TR81369Y50654,022$4.6M0.20%
66HONEYWELL INTL INC43851610620,125$4.5M0.19%
67SELECT SECTOR SPDR TR81369Y20932,629$4.5M0.19%
68PHILIP MORRIS INTL INC71817210936,778$4.4M0.19%
69PROCTER AND GAMBLE CO74271810925,660$4.3M0.18%
70ISHARES TR46428761410,256$4.1M0.17%
71ISHARES TR46428746554,328$4.1M0.17%
72APOLLO GLOBAL MGMT INC03769M10624,731$4.1M0.17%
73ASML HOLDING N VASMLF5,833$4.0M0.17%
74ISHARES TR46428762211,895$3.8M0.16%
75VANGUARD INDEX FDS92290861118,950$3.8M0.16%
76SPDR SER TR78464A59919,823$3.7M0.16%
77PHILLIPS 66PSX32,720$3.7M0.16%
78FIRST TR EXCHANGE-TRADED FD33733E40139,821$3.7M0.16%
79ISHARES TR46428747327,828$3.6M0.15%
80PEPSICO INCPEP23,017$3.5M0.15%
81THERMO FISHER SCIENTIFIC INCTMO6,497$3.4M0.14%
82AUTOMATIC DATA PROCESSING INADP11,545$3.4M0.14%
83ISHARES TR46428772120,563$3.3M0.14%
84ISHARES TR46429B66328,726$3.2M0.14%
85SCHLUMBERGER LTDSLB80,755$3.1M0.13%
86SPDR SER TR78468R85367,997$3.1M0.13%
87ABBVIE INCABBV16,867$3.0M0.13%
88ENERGY TRANSFER L PET-PI149,058$2.9M0.12%
89OCCIDENTAL PETE CORP67459910558,307$2.9M0.12%
90VANGUARD INTL EQUITY INDEX F92204277549,154$2.8M0.12%
91METTLER TOLEDO INTERNATIONALMTD2,244$2.7M0.12%
92BOEING COBA-PA14,762$2.6M0.11%
93ISHARES TR46428788718,387$2.5M0.10%
94VERTEX PHARMACEUTICALS INCVRTX6,040$2.4M0.10%
95BRISTOL-MYERS SQUIBB COCELG-RI41,807$2.4M0.10%
96ARES MANAGEMENT CORPORATIONARES-PB13,042$2.3M0.10%
97TEXAS INSTRS INC88250810412,108$2.3M0.10%
98READY CAPITAL CORPRC-PE332,160$2.3M0.10%
99CORNING INCGLW46,563$2.2M0.09%
100TJX COS INC NEW87254010917,992$2.2M0.09%
101MCDONALDS CORPMCD7,486$2.2M0.09%
102PNC FINL SVCS GROUP INC69347510511,194$2.2M0.09%
103ISHARES TR46428759811,571$2.1M0.09%
104COCA COLA COKO33,669$2.1M0.09%
105WISDOMTREE TRWT32,505$2.0M0.09%
106ALTRIA GROUP INCMO36,287$1.9M0.08%
107STEEL DYNAMICS INCSTLD16,600$1.9M0.08%
108MARTIN MARIETTA MATLS INC5732841063,642$1.9M0.08%
109NETFLIX INCNFLX2,034$1.8M0.08%
110BLUE OWL CAPITAL CORPORATIONOWL115,600$1.7M0.07%
111TAIWAN SEMICONDUCTOR MFG LTD8740391008,846$1.7M0.07%
112ALLIANCEBERNSTEIN HLDG L P01881G10646,409$1.7M0.07%
113SELECT SECTOR SPDR TR81369Y70413,041$1.7M0.07%
114TRANE TECHNOLOGIES PLCTT4,609$1.7M0.07%
115ONEOK INC NEWOKE16,776$1.7M0.07%
116AMGEN INCAMGN6,419$1.7M0.07%
117INTEL CORPINTC81,173$1.6M0.07%
118RTX CORPORATIONRTX14,036$1.6M0.07%
119BLACKSTONE MTG TR INCBX90,000$1.6M0.07%
120ISHARES TR46428776226,525$1.5M0.07%
121AMPLIFY ETF TR03210866420,120$1.5M0.06%
122WISDOMTREE TRWT18,415$1.5M0.06%
123VANGUARD INDEX FDS9229085128,770$1.4M0.06%
124MONDELEZ INTL INC60920710523,602$1.4M0.06%
125ECOLAB INCECL5,999$1.4M0.06%
126UNITED PARCEL SERVICE INCUPS11,079$1.4M0.06%
127VANGUARD INDEX FDS9229085385,489$1.4M0.06%
128VANGUARD INDEX FDS9229085954,972$1.4M0.06%
129INTERNATIONAL BUSINESS MACHSINTR6,246$1.4M0.06%
130PACER FDS TR69374H85730,865$1.4M0.06%
131DUKE ENERGY CORP NEWDUKB12,422$1.3M0.06%
132SELECT SECTOR SPDR TR81369Y88617,195$1.3M0.05%
133GLOBAL X FDS37954Y38440,450$1.3M0.05%
134ILLINOIS TOOL WKS INC4523081095,090$1.3M0.05%
135MATADOR RES COMTDR22,530$1.3M0.05%
136ISHARES TR46435U13525,400$1.2M0.05%
137SPDR SER TR78464A7639,237$1.2M0.05%
138FIRST TR VALUE LINE DIVID IN33734H10627,598$1.2M0.05%
139COSTCO WHSL CORP NEW22160K1051,314$1.2M0.05%
140ISHARES TR46432F84217,040$1.2M0.05%
141REGENERON PHARMACEUTICALSREGN1,668$1.2M0.05%
142HA SUSTAINABLE INFRA CAP INC41068X10043,000$1.2M0.05%
143INVESCO EXCHANGE TRADED FD TIVZ61,943$1.1M0.05%
144ISHARES INC46434G10321,147$1.1M0.05%
145FREEPORT-MCMORAN INCFCX28,978$1.1M0.05%
146CITIGROUP INCC-PR15,626$1.1M0.05%
147ISHARES TR46428750717,650$1.1M0.05%
148VANGUARD WORLD FD92204A7021,756$1.1M0.05%
149COVENANT LOGISTICS GROUP INCCVLG20,000$1.1M0.05%
150STRYKER CORPORATIONSYK2,995$1.1M0.05%
151ORION GROUP HLDGS INCORN146,060$1.1M0.05%
152META PLATFORMS INCMETA1,818$1.1M0.04%
153NIKE INCNKE13,906$1.1M0.04%
154ISHARES TR46428729112,217$1.0M0.04%
155INVESCO EXCHANGE TRADED FD TIVZ21,000$1.0M0.04%
156HEICO CORP NEWHEI-A4,100$974,7340.04%
157VANGUARD INDEX FDS9229087514,019$965,6720.04%
158T ROWE PRICE ETF INC87283Q30524,200$963,0610.04%
159ALBERTSONS COS INC01309110348,385$950,2820.04%
160ADOBE INCADBE2,061$916,4860.04%
161ISHARES TR4642875566,811$900,4600.04%
162SPDR SER TR78464A58110,105$894,3940.04%
163ORACLE CORPORCL-PD5,355$892,3110.04%
164SPDR GOLD TRGLD3,483$843,3390.04%
165INVESCO EXCHANGE TRADED FD TIVZ7,100$817,4230.03%
166LOCKHEED MARTIN CORPLMT1,655$804,2310.03%
167ISHARES TR4642874816,331$802,4550.03%
168ACCENTURE PLC IRELANDACN2,214$778,8640.03%
169CARLYLE SECURED LENDING INCCGBD42,770$766,8670.03%
170L3HARRIS TECHNOLOGIES INCLHX3,532$742,7090.03%
171ABBOTT LABSABLZF6,381$721,7550.03%
172VIATRIS INCVTRS57,681$718,1320.03%
173CASEYS GEN STORES INC1475281031,800$713,2140.03%
174BANKWELL FINL GROUP INC06654A10321,903$682,2790.03%
175ISHARES TR4642871685,160$677,4570.03%
176VANGUARD TAX-MANAGED FDS92194385813,786$659,2470.03%
177ISHARES TR46428837212,355$645,8170.03%
178SPROTT FDS TRSII34,515$641,2890.03%
179MORGAN STANLEYMS-PQ5,085$639,2870.03%
180UBER TECHNOLOGIES INCUBER10,177$613,8770.03%
181SHELL PLCRYDAF9,250$579,5130.02%
182EMERSON ELEC COEMR4,616$572,0610.02%
183VANGUARD ADMIRAL FDS INC9219325051,551$567,6160.02%
184VERIZON COMMUNICATIONS INCVZ13,951$557,9040.02%
185NEOS ETF TRUST78433H30310,944$556,1750.02%
186SIXTH STREET SPECIALTY LENDITSLX26,000$553,8000.02%
187VANGUARD WORLD FD92204A2072,610$551,7940.02%
188ISHARES TR4642874996,208$548,7880.02%
189EQT CORPEQT11,619$535,7530.02%
190CROWDSTRIKE HLDGS INCCRWD1,554$531,7170.02%
191FIRST TR EXCHANGE TRADED FD33734X8468,246$523,2090.02%
192BOSTON SCIENTIFIC CORPBSX5,574$497,8700.02%
193BIOCRYST PHARMACEUTICALS INCBCRX65,633$493,5610.02%
194OAKTREE SPECIALTY LENDING COOCSL32,166$491,4970.02%
195AMERICAN EXPRESS COAXP1,646$488,5170.02%
196INTERCONTINENTAL EXCHANGE IN45866F1043,256$485,1950.02%
197KIMBERLY-CLARK CORPKMB3,688$483,2760.02%
198BLACKROCK INCBLK467$478,7270.02%
199SCHWAB STRATEGIC TR80852480525,652$474,5620.02%
200VARONIS SYS INCVRNS10,500$466,5150.02%
201WALMART INCWMT5,081$459,0690.02%
202IMMUNOME INCIMNM42,953$456,1610.02%
203MONSTER BEVERAGE CORP NEWMNST8,640$454,1190.02%
204HCA HEALTHCARE INCHCA1,500$450,2250.02%
205FIRST TR SML CP CORE ALPHA F33734Y1094,400$444,6640.02%
206DYADIC INTL INC DEL26745T101250,000$437,5000.02%
207SCHWAB STRATEGIC TR80852479715,951$435,7820.02%
208CONOCOPHILLIPSCOP4,361$432,4810.02%
209FIRST TR EXCHANGE TRADED FD33734X1434,050$421,7270.02%
210STARBUCKS CORPSBUX4,590$418,7950.02%
211ALLSTATE CORPALL-PJ2,123$409,2940.02%
212SONOCO PRODS CO8354951028,300$405,4550.02%
213VERONA PHARMA PLC9250501068,700$404,0280.02%
214CBRE GROUP INCCBRE3,000$393,8700.02%
215FIRST TR NAS100 EQ WEIGHTED3373441053,147$393,2930.02%
216OMNIAB INCOABIW110,996$392,9260.02%
217ISHARES GOLD TRIAU7,888$390,5350.02%
218MGM RESORTS INTERNATIONALMGM11,250$389,8130.02%
219SCHWAB STRATEGIC TR80852420116,800$389,4240.02%
220UNION PAC CORPUNP1,706$389,0370.02%
221CHESAPEAKE UTILS CORP1653031083,200$388,3200.02%
222QUALCOMM INCQCOM2,453$376,7830.02%
223NORTHROP GRUMMAN CORPNOC795$373,1050.02%
224PLAINS ALL AMERN PIPELINE L72650310521,800$372,3440.02%
225ISHARES TR4642875231,721$370,9220.02%
226VANGUARD INTL EQUITY INDEX F9220428745,835$370,3480.02%
227ISHARES TR4642876064,064$369,5400.02%
228DISCOVER FINL SVCS2547091082,130$368,9800.02%
229SIRIUSXM HOLDINGS INC82993310016,035$365,5980.02%
230WELLS FARGO CO NEW9497461015,186$364,2650.02%
231KINDER MORGAN INC DELEP-PC12,960$355,1040.01%
232ADVANCED MICRO DEVICES INCAMD2,920$352,7070.01%
233CUMMINS INCCMI1,000$348,6000.01%
234FIDELITY MERRIMACK STR TR3161883097,538$338,2310.01%
235ISHARES TR4642888853,463$335,3230.01%
236ASTRAZENECA PLCAZN5,054$331,1240.01%
237CSX CORPCSX10,200$329,1540.01%
238MARSH & MCLENNAN COS INC5717481021,514$321,5890.01%
239SPROTT FDS TRSII7,817$315,1040.01%
240VANGUARD WORLD FD921910816904$310,4430.01%
241LOWES COS INC5486611071,226$302,5770.01%
242IQVIA HLDGS INCIQV1,500$294,7650.01%
243TORTOISE ENERGY INFRA CORPTYG7,000$294,0000.01%
244SPDR S&P MIDCAP 400 ETF TRMDY513$292,1950.01%
245S&P GLOBAL INCSPGI579$288,3600.01%
246PAYCHEX INCPAYX2,000$280,4400.01%
247AFLAC INCAFL2,700$279,2880.01%
248TESLA INCTSLA681$274,8140.01%
249ISHARES TR4642888364,140$272,0810.01%
250GE AEROSPACE3696043011,608$268,2500.01%
251CARRIER GLOBAL CORPORATIONCARR3,801$259,4570.01%
252WASTE CONNECTIONS INCWCN1,500$257,3700.01%
253TOTALENERGIES SETTE4,675$254,7880.01%
254SMUCKER J M CO8326964052,300$253,2760.01%
255AT&T INCT-PC11,104$252,8380.01%
256ENBRIDGE INCENNPF5,896$250,1680.01%
257AXIS CAP HLDGS LTDG0692U1092,800$248,1360.01%
258ISHARES TR46432F8343,713$245,5920.01%
259GLOBAL X FDS37954Y8719,138$244,7160.01%
260KROGER COKR4,000$244,6000.01%
261LIBERTY MEDIA CORP DELFWONB3,576$243,3830.01%
262VANGUARD WORLD FD92204A3062,006$243,3480.01%
263FIFTH THIRD BANCORPFITBM5,700$240,9960.01%
264INSPIRE MED SYS INC4577301091,300$240,9940.01%
265LITTELFUSE INCLFUS1,000$235,6500.01%
266CAMECO CORPCCJ4,520$232,2830.01%
267MARRIOTT INTL INC NEW571903202822$229,3350.01%
268CHUBB LIMITEDCB821$226,8430.01%
269FIDELITY COVINGTON TRUST31609A1077,404$225,6010.01%
270LIBERTY BROADBAND CORPLBRDP2,989$223,4580.01%
271AON PLCAON610$219,0880.01%
272CATERPILLAR INCCAT592$214,7540.01%
273CLOROX CO DELCLX1,312$213,0820.01%
274COHERENT CORPCOHR2,200$208,4060.01%
275RALPH LAUREN CORPRL900$207,8820.01%
276NEXTERA ENERGY INCNEE-PW2,898$207,7580.01%
277VANGUARD ADMIRAL FDS INC9219327941,740$202,3800.01%
278LIGAND PHARMACEUTICALS INCLGNZZ1,876$201,0140.01%
279SNOWFLAKE INCSNOW1,300$200,7330.01%
280LIBERTY GLOBAL LTDLBTYK12,261$161,1100.01%
281RALLYBIO CORPRLYB96,422$92,5660.00%
282CLEARSIDE BIOMEDICAL INCCLSDQ93,000$88,3500.00%
283ARCADIUM LITHIUM PLCG0508H11015,752$80,8080.00%
284PATRIOT NATL BANCORP INC70336F20339,123$75,8990.00%
285FIBROGEN INC31572Q80854,699$28,9640.00%
286COGNITION THERAPEUTICS INCCGTX24,500$17,1820.00%
287ASPIRA WOMENS HEALTH INC04537Y20823,436$16,5230.00%
288VERU INCVERU16,300$10,6040.00%