New England Capital Financial Advisors LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, New England Capital Financial Advisors LLC opened 147 positions, added to 911, reduced 259 and sold out of 107.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 8,166.
- Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 1,034.
- Q2 2026: Stock BMY; Country of operation United States; Class COM; Shares before 6,394.
- Q2 2026: Stock INTC; Country of operation United States; Class COM; Shares before 1,722.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1964652), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | AAPL
APPLE INC | United States | COM | 8,166 | 7,922 | -244 | $2,072,351 | $2,292,413 | +$220,062 | 2026-07-27 |
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| Q2 2026 | MU
MICRON TECHNOLOGY INC | United States | COM | 1,034 | 128 | -906 | $349,476 | $147,750 | -$201,726 | 2026-07-27 |
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| Q2 2026 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 6,394 | 4,319 | -2,075 | $387,783 | $248,864 | -$138,919 | 2026-07-27 |
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| Q2 2026 | INTC
INTEL CORP | United States | COM | 1,722 | 1,513 | -209 | $76,008 | $211,309 | +$135,301 | 2026-07-27 |
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| Q2 2026 | FITB
FIFTH THIRD BANCORP | United States | COM | 14,552 | 14,284 | -268 | $676,086 | $805,181 | +$129,095 | 2026-07-27 |
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| Q2 2026 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 927 | 884 | -43 | $250,849 | $367,331 | +$116,482 | 2026-07-27 |
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| Q2 2026 | AMZN
AMAZON COM INC | United States | COM | 3,152 | 3,062 | -90 | $656,514 | $729,851 | +$73,337 | 2026-07-27 |
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| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 3,871 | 3,733 | -138 | $675,076 | $747,033 | +$71,957 | 2026-07-27 |
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| Q2 2026 | TSLA
TESLA INC | United States | COM | 1,185 | 1,175 | -10 | $440,357 | $494,016 | +$53,659 | 2026-07-27 |
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| Q2 2026 | PAYX
PAYCHEX INC | United States | COM | 420 | 49 | -371 | $38,700 | $4,770 | -$33,930 | 2026-07-27 |
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| Q2 2026 | BEPC
BROOKFIELD RENEWABLE CORP | United States | CL A EX SUB VTG | 1,700 | 1,000 | -700 | $67,711 | $37,120 | -$30,591 | 2026-07-27 |
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| Q2 2026 | ROK
ROCKWELL AUTOMATION INC | United States | COM | 250 | 240 | -10 | $89,835 | $118,978 | +$29,143 | 2026-07-27 |
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| Q2 2026 | MDT
MEDTRONIC PLC | Ireland | SHS | 1,405 | 1,225 | -180 | $121,756 | $95,798 | -$25,958 | 2026-07-27 |
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| Q2 2026 | PFE
PFIZER INC | United States | COM | 5,726 | 5,713 | -13 | $160,799 | $137,579 | -$23,220 | 2026-07-27 |
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| Q2 2026 | CVS
CVS HEALTH CORP | United States | COM | 885 | 788 | -97 | $63,541 | $81,532 | +$17,991 | 2026-07-27 |
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| Q2 2026 | HD
HOME DEPOT INC | United States | COM | 1,159 | 1,130 | -29 | $381,218 | $398,402 | +$17,184 | 2026-07-27 |
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| Q2 2026 | SWK
STANLEY BLACK & DECKER INC | United States | COM | 766 | 748 | -18 | $54,457 | $70,357 | +$15,900 | 2026-07-27 |
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| Q2 2026 | BFLY
BUTTERFLY NETWORK INC | United States | COM CL A | 6,000 | 1,000 | -5,000 | $24,240 | $8,420 | -$15,820 | 2026-07-27 |
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| Q2 2026 | PANW
PALO ALTO NETWORKS INC | United States | COM | 124 | 24 | -100 | $19,880 | $8,185 | -$11,695 | 2026-07-27 |
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| Q2 2026 | BBT
BEACON FINANCIAL CORP. | United States | COM | 613 | 351 | -262 | $18,378 | $10,675 | -$7,703 | 2026-07-27 |
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| Q2 2026 | NKE
NIKE INC | United States | CL B | 470 | 446 | -24 | $24,833 | $18,326 | -$6,507 | 2026-07-27 |
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| Q2 2026 | GSL
GLOBAL SHIP LEASE INC | | COM CL A | 436 | 344 | -92 | $16,249 | $12,921 | -$3,328 | 2026-07-27 |
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| Q2 2026 | WBD
WARNER BROS DISCOVERY INC | United States | COM SER A | 3,154 | 3,124 | -30 | $86,609 | $83,286 | -$3,323 | 2026-07-27 |
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| Q2 2026 | KVUE
KENVUE INC | United States | COM | 2,083 | 2,003 | -80 | $35,907 | $38,279 | +$2,372 | 2026-07-27 |
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| Q2 2026 | HL
HECLA MINING COMPANY | United States | COM | 225 | 125 | -100 | $4,192 | $1,929 | -$2,263 | 2026-07-27 |
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| Q2 2026 | LUV
SOUTHWEST AIRLS CO | United States | COM | 229 | 208 | -21 | $8,588 | $10,699 | +$2,111 | 2026-07-27 |
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| Q2 2026 | HOG
HARLEY DAVIDSON INC | United States | COM | 304 | 173 | -131 | $6,147 | $4,226 | -$1,921 | 2026-07-27 |
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| Q2 2026 | UPS
UNITED PARCEL SVCS INC | United States | CL B | 527 | 500 | -27 | $51,841 | $53,758 | +$1,917 | 2026-07-27 |
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| Q2 2026 | KGC
KINROSS GOLD CORP | | COM | 100 | 50 | -50 | $3,052 | $1,181 | -$1,871 | 2026-07-27 |
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| Q2 2026 | CDE
COEUR MNG INC | United States | COM NEW | 304 | 251 | -53 | $5,707 | $4,097 | -$1,610 | 2026-07-27 |
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| Q2 2026 | KHC
KRAFT HEINZ CO | United States | COM | 1,251 | 1,221 | -30 | $28,141 | $28,845 | +$704 | 2026-07-27 |
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| Q2 2026 | HUBB
HUBBELL INC | United States | COM | 371 | 346 | -25 | $181,859 | $181,272 | -$587 | 2026-07-27 |
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| Q2 2026 | KD
KYNDRYL HLDGS INC | United States | COMMON STOCK | 18 | 8 | -10 | $237 | $91 | -$146 | 2026-07-27 |
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| Q2 2026 | PSKY
PARAMOUNT SKYDANCE CORP | United States | COM CL B | 643 | 590 | -53 | $5,797 | $5,814 | +$17 | 2026-07-27 |
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