test

Darren Tapley

@New England Capital Financial Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$192.626MTotal holdings400
Assets growth rate7.68%Assets growth rate (2-Q avg)4.29%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in New England Capital Financial Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 400 positions.

Assets under management

The assets under management (AUM) of New England Capital Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 192.626M in assets, with a quarterly growth rate of 7.68% and a 2-quarter average growth rate of 4.29%. The portfolio is managed by Darren Tapley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$187,585
1,247 shares@ $150.43 avg price
JNKSpdr Ser Tr
Recent Activity
Exited
0%
$45,937
487 shares@ $94.33 avg price
RSPNInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$22,705
500 shares@ $45.41 avg price
KKellanova
Recent Activity
Exited
0%
$14,984
260 shares@ $57.64 avg price
SYFSynchrony Financial
Recent Activity
Exited
0%
$7,027
149 shares@ $47.17 avg price
SILKSilk Rd Med Inc
Recent Activity
Exited
0%
$6,760
250 shares@ $27.04 avg price
BROSDutch Bros Inc
Recent Activity
Exited
0%
$5,382
130 shares@ $41.4 avg price
IYWIshares Tr
Recent Activity
Exited
0%
$4,067
27 shares@ $150.63 avg price
SOXXIshares Tr
Recent Activity
Exited
0%
$3,875
16 shares@ $242.19 avg price
LITGlobal X Fds
Recent Activity
Exited
0%
$3,754
97 shares@ $38.71 avg price