$128 Million is the total value of New England Investment & Retirement Group, Inc.'s 49 reported holdings in Q2 2012. The portfolio turnover from Q1 2012 to Q2 2012 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2012 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2012-08-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD HEALTH CARE INDEX FUND | 34 | Q3 2021 | 14.1% |
VERIZON COMMUNICATIONS INC COM | 34 | Q3 2021 | 3.1% |
APPLE INC COM | 31 | Q3 2021 | 4.4% |
FIRST TRUST DOW JONES INTERNET INDEX FUND | 29 | Q3 2021 | 5.2% |
WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 27 | Q4 2019 | 7.6% |
VANGUARD CONSUMER STAPLES INDEX FUND | 27 | Q3 2021 | 8.2% |
WP CAREY INC COM | 27 | Q3 2021 | 9.2% |
EXXON MOBIL CORPORATION COM | 26 | Q3 2021 | 3.3% |
MICROSOFT CORP COM | 25 | Q3 2021 | 4.0% |
VISA INC COM CL A | 25 | Q3 2021 | 1.6% |
View New England Investment & Retirement Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-10-28 |
13F-HR | 2021-07-29 |
13F-HR | 2021-04-28 |
13F-HR | 2021-02-08 |
13F-HR | 2020-10-26 |
13F-HR | 2020-08-03 |
13F-HR | 2020-05-05 |
13F-HR | 2020-02-04 |
13F-HR | 2019-10-29 |
13F-HR | 2019-07-31 |
View New England Investment & Retirement Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.