NEW ENGLAND ASSET MANAGEMENT INC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$765.1M

Holdings

126

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (126 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$66.8M
VOOVANGUARD INDEX FDS
$56.7M
AQLTISHARES TR
$48.7M
VYMVANGUARD WHITEHALL FDS
$35.4M
IDEVISHARES TR
$33.7M
IVVISHARES TR
$26.1M
VTIVANGUARD INDEX FDS
$24.8M
WFC 7.5 PERP LWELLS FARGO CO NEW
$16.4M
IJHISHARES TR
$15.7M
JPMJPMORGAN CHASE & CO.
$14.3M
RSPINVESCO EXCHANGE TRADED FD T
$12.9M
BAC 7.25 PERP LBANK AMERICA CORP
$12.1M
JNJJOHNSON & JOHNSON
$11.9M
WFCWELLS FARGO CO NEW
$11.0M
SYYSYSCO CORP
$10.7M
PPLPPL CORP
$10.0M
LMTLOCKHEED MARTIN CORP
$9.2M
DUKDUKE ENERGY CORP NEW
$9.0M
BACVERIZON COMMUNICATIONS INC
$8.7M
BACBANK AMERICA CORP
$8.7M
TAT&T INC
$8.6M
KEYKEYCORP
$8.5M
USBUS BANCORP DEL
$8.1M
RHCRH PLC
$7.8M
CSCOCISCO SYS INC
$7.6M
QCOMQUALCOMM INC
$7.6M
CSXCSX CORP
$7.4M
VRSKVERISK ANALYTICS INC
$7.3M
CVSCVS HEALTH CORP
$7.2M
PGPROCTER AND GAMBLE CO
$7.2M
LAMRLAMAR ADVERTISING CO NEW
$7.1M
BDXBECTON DICKINSON & CO
$6.9M
CITHE CIGNA GROUP
$6.7M
ULUNILEVER PLC
$6.7M
PEGPUBLIC SVC ENTERPRISE GRP IN
$6.5M
FITBFIFTH THIRD BANCORP
$6.4M
SHELSHELL PLC
$6.2M
CMSCMS ENERGY CORP
$6.1M
AMGNAMGEN INC
$6.1M
KOCOCA COLA CO
$6.0M
LNTALLIANT ENERGY CORP
$5.8M
AQLTISHARES TR
$5.6M
PEOEXELON CORP
$5.5M
MRKMERCK & CO INC
$5.5M
CVXCHEVRON CORP NEW
$5.4M
IJRISHARES TR
$5.2M
ABBVABBVIE INC
$5.2M
FEFIRSTENERGY CORP
$5.1M
NXPINXP SEMICONDUCTORS N V
$5.0M
RTXRTX CORPORATION
$4.8M
PFEPFIZER INC
$4.8M
ARCCARES CAPITAL CORP
$4.6M
XOMEXXON MOBIL CORP
$4.5M
TXNTEXAS INSTRS INC
$4.4M
OREALTY INCOME CORP
$4.4M
PNCPNC FINL SVCS GROUP INC
$4.3M
IBMINTERNATIONAL BUSINESS MACHS
$4.1M
KHCKRAFT HEINZ CO
$4.1M
TAPMOLSON COORS BEVERAGE CO
$4.1M
NDQINVESCO QQQ TR
$4.0M
HYGISHARES TR
$4.0M
PEPPEPSICO INC
$3.9M
AEPAMERICAN ELEC PWR CO INC
$3.9M
UNPUNION PAC CORP
$3.8M
AREALEXANDRIA REAL ESTATE EQ IN
$3.7M
HDHOME DEPOT INC
$3.6M
EIXEDISON INTL
$3.6M
KMIKINDER MORGAN INC DEL
$3.6M
GBDCGOLUB CAP BDC INC
$3.2M
MCDMCDONALDS CORP
$3.1M
LQDISHARES TR
$2.8M
USMVISHARES TR
$2.8M
AXPAMERICAN EXPRESS CO
$2.8M
JPMJPMORGAN CHASE FINL CO LLC
$2.7M
AVGOBROADCOM INC
$2.1M
CPBTHE CAMPBELLS COMPANY
$2.1M
DONSPDR DOW JONES INDL AVERAGE
$2.0M
ABTABBOTT LABS
$2.0M
USHYISHARES TR
$2.0M
MSFTMICROSOFT CORP
$1.9M
VBVANGUARD INDEX FDS
$1.9M
BMYBRISTOL-MYERS SQUIBB CO
$1.8M
IEURISHARES TR
$1.8M
MDTMEDTRONIC PLC
$1.7M
GISGENERAL MLS INC
$1.6M
JNKSPDR SERIES TRUST
$1.5M
EOGEOG RES INC
$1.3M
DISDISNEY WALT CO
$1.3M
GOOGLALPHABET INC
$1.3M
MDLZMONDELEZ INTL INC
$1.2M
COPCONOCOPHILLIPS
$1.1M
TCPCBLACKROCK TCP CAPITAL CORP
$1.1M
SCHXSCHWAB STRATEGIC TR
$1.0M
SPYMSPDR SERIES TRUST
$1.0M
HONHONEYWELL INTL INC
$1.0M
IWMISHARES TR
$912K
AAPLAPPLE INC
$861K
WSCWILLSCOT HLDGS CORP
$592K
MBBISHARES TR
$590K
IEMGISHARES INC
$323K
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