Holdings
New England Capital Financial Advisors LLC
As of Jun 30, 2026, New England Capital Financial Advisors LLC reported 313 positions worth US$29M. Largest: Apple Inc, Rtx Corporation and Exxon Mobil Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 7,922 | US$2.29M | −244 | Jun 30, 2026 |
| Rtx Corporation | 6,965 | US$1.32M | +1,202 | Jun 30, 2026 |
| Exxon Mobil Corporation | 8,616 | US$1.18M | +216 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 7,798 | US$1.14M | +491 | Jun 30, 2026 |
| Microsoft Corp. | 2,483 | US$926K | +1,001 | Jun 30, 2026 |
| Walmart Inc. | 8,038 | US$910K | +23 | Jun 30, 2026 |
| Fifth Third Bancorp | 14,284 | US$805K | −268 | Jun 30, 2026 |
| Nvidia Corporation | 3,733 | US$747K | −138 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,062 | US$730K | −90 | Jun 30, 2026 |
| Johnson & Johnson | 2,860 | US$726K | +509 | Jun 30, 2026 |