Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
NORTHEAST FINANCIAL CONSULTANTS INC 05-15-2024 03-31-2024 289 2,037,594,656
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
METLIFE INC COM 51 $7,238,973 97,679 0.00 0.00 -1,572 -1.58 03-31-2024
SELECT SECTOR SPDR TR ENERGY 52 $7,129,875 75,520 0.00 0.00 -4,946 -6.15 03-31-2024
WASTE MGMT INC DEL COM 53 $6,992,143 32,804 0.00 0.00 900 2.82 03-31-2024
DEERE & CO COM 54 $6,730,386 16,386 0.00 0.00 -218 -1.31 03-31-2024
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