Northeast Financial Consultants Inc
Annual return '25
+11.0%
SPY '25
+17.7%
Alpha
-6.7ptsvs SPY
Invested
$310M
Holdings
70
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BILS
SPDR SERIES TRUST
Held since at least Q1 2024
14.8%
02
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Increased +139.5% (81.0k → 194.0k shares)
9.5%
03
$SGOV
ISHARES TR
Held since at least Q1 2024
8.1%
04
$GOOG
ALPHABET INC
Q1 2026: Increased +1305.6% (15.9k → 223.5k shares)
6.1%
05
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
5.3%
06
$VIG
VANGUARD SPECIALIZED FUNDS
Held since at least Q1 2024
4.1%
07
$EMXC
ISHARES INC
Held since at least Q1 2024
3.7%
08
$SPYV
SPDR SERIES TRUST
Q1 2026: Increased +100.0% (3.8k → 7.6k shares)
3.5%
09
$AAPL
APPLE INC
Q1 2026: Increased +216.2% (230.8k → 729.7k shares)
3.3%
10
$SPDW
SPDR INDEX SHS FDS
Q1 2026: New position (14.1k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:36 UTC.