Advertisement
Screener

New England Capital Financial Advisors LLC Last Quarter Change: USA Stocks, Sold Out

New England Capital Financial Advisors LLC quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, New England Capital Financial Advisors LLC opened 19 positions, added to 83, reduced 34, sold out of 11 and left 190 unchanged. The largest increase in value was MSFT (+$377,811); the largest decrease was XOMXXXX (-$247,085).

  • HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 212; Shares 2026-06-30 0.
  • ANF: Country of operation United States; Class CL A; Shares 2026-03-31 123; Shares 2026-06-30 0.
  • SABR: Country of operation United States; Class COM; Shares 2026-03-31 1,500; Shares 2026-06-30 0.
  • USAS: Country of operation —; Class COM NEW; Shares 2026-03-31 400; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1964652): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-07-27). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
HONZZZZ
HONEYWELL INTL INC
COM2120-212$47,839$0-$47,839
ANF
ABERCROMBIE & FITCH CO
United StatesCL A1230-123$11,253$0-$11,253
SABR
SABRE CORP
United StatesCOM1,5000-1,500$2,175$0-$2,175
USAS
AMERICAS GOLD AND SILVER COR
COM NEW4000-400$2,088$0-$2,088
ARIS
ARIS MINING CORPORATION
CanadaCOM1000-100$1,857$0-$1,857
ISSC
INNOVATIVE SOLUTIONS & SUPPO
United StatesCOM750-75$1,540$0-$1,540
LCID
LUCID GROUP INC
United StatesCOM NEW800-80$763$0-$763
EHAB
ENHABIT INC
United StatesCOM530-53$747$0-$747
LUMN
LUMEN TECHNOLOGIES INC
United StatesCOM1000-100$695$0-$695
GLDG
GOLDMINING INC
CanadaCOM5000-500$595$0-$595
EVGO
EVGO INC
United StatesCL A COM300-30$52$0-$52

Similar Firms

Firm NameCountry13F ValueHoldings
Vestwell Advisors, LLCUnited States$0.365B31
FIRST NATIONAL BANK SIOUX FALLSUnited States$0.366B178
Pinnacle Financial Group, LLC / ILUnited States$0.365B111
CONTINENTAL GRAIN COUnited States$0.366B4
TERRIL BROTHERS, INC.United States$0.366B75
Strata Wealth Advisors, LLCUnited States$0.365B87
Davern Capital Partners, LPUnited States$0.365B17
TriaGen Wealth Management LLCUnited States$0.366B171
Measured Wealth Private Client Group, LLCUnited States$0.366B726
Argent Advisors, Inc.United States$0.366B173