New England Capital Financial Advisors LLC

Q1 2025 13F Holdings

  • Location
    meriden, CT
  • Num holdings

    393

  • Value ($000)

    $196,603

  • Date Filed
    05/05/2025
  • Form type
    13F-HR
  • CIK
    0001964652
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CGGR
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
$48.69M
25 %

1,421,750

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$18.77M
10 %

108,352

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$18.21M
9 %

208,855

RLY
RLY

SSGA ACTIVE ETF TR

MULT ASS RLRTN
$13.83M
7 %

484,546

CGCP
CGCP

CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM
$11.27M
6 %

502,005

SPYV
SPYV

SPDR SER TR

PRTFLO S&P500 VL
$10.85M
6 %

212,513

KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
$9.56M
5 %

118,896

SPDW
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
$7.75M
4 %

212,729

CGSD
CGSD

CAPITAL GRP FIXED INCM ETF T

SHORT DURATION
$6.27M
3 %

242,969

XLRE
XLRE

SELECT SECTOR SPDR TR

RL EST SEL SEC
$4.03M
2 %

96,217

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