372 is the total number of securities New England Private Wealth Advisors LLC has owned. The longest New England Private Wealth Advisors LLC has owned a single stock is 44 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
FVD | FIRST TR VALUE LINE DI... | 44 | 44 | 1.96% | 9.68% | 17.54% | Q4 2012 | Q3 2023 | 44 |
VIG | VANGUARD SPECIALIZED P... | 44 | 44 | 2.66% | 4.95% | 9.58% | Q4 2012 | Q3 2023 | 44 |
SPY | SPDR S&P 500 ETF TR | 44 | 44 | 1.84% | 4.86% | 6.50% | Q4 2012 | Q3 2023 | 44 |
VTI | VANGUARD INDEX FDS | 44 | 44 | 0.51% | 2.98% | 4.65% | Q4 2012 | Q3 2023 | 44 |
IWB | ISHARES TR | 44 | 44 | 1.68% | 2.10% | 2.81% | Q4 2012 | Q3 2023 | 44 |
IJH | ISHARES TR | 44 | 44 | 0.47% | 1.39% | 3.64% | Q4 2012 | Q3 2023 | 44 |
VB | VANGUARD INDEX FDS | 44 | 44 | 0.28% | 1.38% | 2.82% | Q4 2012 | Q3 2023 | 44 |
IWM | ISHARES TR | 44 | 44 | 1.02% | 1.30% | 1.99% | Q4 2012 | Q3 2023 | 44 |
MINT | PIMCO ETF TR | 44 | 44 | 0.06% | 1.08% | 2.90% | Q4 2012 | Q3 2023 | 44 |
EMLP | FIRST TR EXCHANGE-TRAD... | 44 | 44 | 0.04% | 0.98% | 3.43% | Q4 2012 | Q3 2023 | 44 |
EFA | ISHARES TR | 44 | 44 | 0.54% | 0.94% | 1.72% | Q4 2012 | Q3 2023 | 44 |
AGG | ISHARES TR | 44 | 44 | 0.28% | 0.90% | 5.55% | Q4 2012 | Q3 2023 | 44 |
EMB | ISHARES TR | 44 | 44 | 0.13% | 0.89% | 2.02% | Q4 2012 | Q3 2023 | 44 |
IWR | ISHARES TR | 44 | 44 | 0.52% | 0.72% | 0.85% | Q4 2012 | Q3 2023 | 44 |
IWD | ISHARES TR | 44 | 44 | 0.24% | 0.57% | 0.98% | Q4 2012 | Q3 2023 | 44 |
MDY | SPDR S&P MIDCAP 400 ET... | 44 | 44 | 0.35% | 0.43% | 0.72% | Q4 2012 | Q3 2023 | 44 |
VEU | VANGUARD INTL EQUITY I... | 44 | 44 | 0.10% | 0.32% | 1.28% | Q4 2012 | Q3 2023 | 44 |
GLD | SPDR GOLD TRUST | 44 | 44 | 0.10% | 0.25% | 1.26% | Q4 2012 | Q3 2023 | 44 |
VXF | VANGUARD INDEX FDS | 43 | 43 | 1.06% | 4.94% | 8.90% | Q1 2013 | Q3 2023 | 43 |
IWF | ISHARES TR | 42 | 42 | 0.14% | 0.66% | 1.09% | Q2 2013 | Q3 2023 | 42 |
RWX | SPDR INDEX SHS FDS | 27 | 15 | 0.09% | 0.15% | 0.26% | Q1 2013 | Q3 2023 | 42 |
EEMV | ISHARES INC | 41 | 41 | 0.09% | 0.45% | 1.19% | Q3 2013 | Q3 2023 | 41 |
CWB | SPDR SER TR | 40 | 40 | 0.23% | 0.64% | 1.03% | Q4 2013 | Q3 2023 | 40 |
IBB | ISHARES TR | 40 | 40 | 0.30% | 0.62% | 1.72% | Q4 2013 | Q3 2023 | 40 |
FM | ISHARES INC | 40 | 40 | 0.08% | 0.58% | 1.00% | Q4 2013 | Q3 2023 | 40 |
IVW | ISHARES TR | 40 | 40 | 0.18% | 0.25% | 0.30% | Q4 2013 | Q3 2023 | 40 |
IVE | ISHARES TR | 40 | 40 | 0.09% | 0.17% | 0.22% | Q4 2013 | Q3 2023 | 40 |
IGSB | ISHARES TR | 39 | 39 | 0.04% | 2.16% | 4.97% | Q4 2012 | Q2 2022 | 39 |
XLV | SELECT SECTOR SPDR TR | 28 | 11 | 0.09% | 0.19% | 0.60% | Q3 2013 | Q3 2023 | 39 |
FLRN | SPDR SER TR | 23 | 1 | 0.04% | 0.36% | 1.36% | Q4 2013 | Q3 2023 | 38 |
QQEW | FIRST TR NAS100 EQ WEI... | 36 | 36 | 0.62% | 1.56% | 2.47% | Q4 2014 | Q3 2023 | 36 |
VT | VANGUARD INTL EQUITY I... | 31 | 2 | 0.04% | 0.76% | 1.11% | Q3 2013 | Q3 2023 | 35 |
XBI | SPDR SER TR | 35 | 35 | 0.06% | 0.13% | 0.42% | Q1 2015 | Q3 2023 | 35 |
BSV | VANGUARD BD INDEX FDS | 34 | 34 | 0.66% | 1.01% | 2.46% | Q4 2012 | Q1 2021 | 34 |
VXUS | VANGUARD STAR FDS | 18 | 2 | 0.06% | 0.21% | 0.94% | Q3 2013 | Q3 2023 | 34 |
XLE | SELECT SECTOR SPDR TR | 26 | 7 | 0.04% | 0.46% | 1.03% | Q4 2012 | Q3 2023 | 33 |
VHT | VANGUARD WORLD FDS | 32 | 32 | 1.41% | 1.72% | 2.56% | Q4 2015 | Q3 2023 | 32 |
EFAV | ISHARES TR | 32 | 32 | 0.07% | 0.35% | 1.15% | Q1 2015 | Q4 2022 | 32 |
PFF | ISHARES TR | 32 | 32 | 0.21% | 0.34% | 0.59% | Q4 2015 | Q3 2023 | 32 |
VTV | VANGUARD INDEX FDS | 32 | 32 | 0.10% | 0.14% | 0.22% | Q4 2015 | Q3 2023 | 32 |
RWO | SPDR INDEX SHS FDS | 30 | 30 | 0.19% | 0.40% | 0.63% | Q4 2013 | Q1 2021 | 30 |
VTIP | VANGUARD MALVERN FDS | 27 | 3 | 0.04% | 0.06% | 0.09% | Q4 2015 | Q3 2023 | 30 |
IVV | ISHARES TR | 29 | 29 | 0.14% | 0.43% | 0.64% | Q3 2016 | Q3 2023 | 29 |
VWO | VANGUARD INTL EQUITY I... | 24 | 1 | 0.06% | 0.26% | 0.37% | Q4 2013 | Q3 2023 | 29 |
JPM | JPMORGAN CHASE & CO | 28 | 28 | 0.94% | 1.15% | 1.80% | Q4 2012 | Q3 2019 | 28 |
AAPL | APPLE INC | 28 | 28 | 0.49% | 1.02% | 1.41% | Q4 2012 | Q3 2019 | 28 |
GE | GENERAL ELECTRIC CO | 28 | 28 | 0.07% | 0.48% | 0.87% | Q4 2012 | Q3 2019 | 28 |
VZ | VERIZON COMMUNICATIONS... | 28 | 28 | 0.20% | 0.41% | 0.64% | Q4 2012 | Q3 2019 | 28 |
NEOG | NEOGEN CORP | 28 | 28 | 0.29% | 0.39% | 0.54% | Q4 2012 | Q3 2019 | 28 |
XOM | EXXON MOBIL CORP | 28 | 28 | 0.18% | 0.33% | 0.48% | Q4 2012 | Q3 2019 | 28 |
PG | PROCTER & GAMBLE CO | 28 | 28 | 0.20% | 0.30% | 0.45% | Q4 2012 | Q3 2019 | 28 |
QCOM | QUALCOMM INC | 28 | 28 | 0.18% | 0.29% | 0.62% | Q4 2012 | Q3 2019 | 28 |
T | AT&T INC | 28 | 28 | 0.20% | 0.28% | 0.39% | Q4 2012 | Q3 2019 | 28 |
CVX | CHEVRON CORP NEW | 28 | 28 | 0.21% | 0.27% | 0.37% | Q4 2012 | Q3 2019 | 28 |
JNJ | JOHNSON & JOHNSON | 28 | 28 | 0.17% | 0.24% | 0.36% | Q4 2012 | Q3 2019 | 28 |
BAC | BANK OF AMERICA CORPOR... | 28 | 28 | 0.08% | 0.20% | 0.35% | Q4 2012 | Q3 2019 | 28 |
PFE | PFIZER INC | 28 | 28 | 0.15% | 0.20% | 0.29% | Q4 2012 | Q3 2019 | 28 |
MSFT | MICROSOFT CORP | 28 | 28 | 0.09% | 0.18% | 0.35% | Q4 2012 | Q3 2019 | 28 |
ITA | ISHARES TR | 28 | 28 | 0.05% | 0.15% | 0.36% | Q4 2016 | Q3 2023 | 28 |
DUK | DUKE ENERGY CORP NEW | 27 | 27 | 0.15% | 0.27% | 0.41% | Q1 2013 | Q3 2019 | 27 |
PEP | PEPSICO INC | 27 | 27 | 0.10% | 0.14% | 0.31% | Q1 2013 | Q3 2019 | 27 |
XT | ISHARES TR | 26 | 26 | 1.11% | 3.77% | 5.74% | Q2 2017 | Q3 2023 | 26 |
YUM | YUM BRANDS INC | 16 | 10 | 0.08% | 0.10% | 0.19% | Q4 2012 | Q3 2019 | 26 |
IBM | INTERNATIONAL BUSINESS... | 15 | 4 | 0.06% | 0.10% | 0.22% | Q4 2012 | Q3 2019 | 26 |
XLK | SELECT SECTOR SPDR TR | 24 | 2 | 0.06% | 0.09% | 0.16% | Q1 2014 | Q3 2023 | 26 |
SPSB | SPDR SERIES TRUST | 25 | 25 | 0.38% | 1.02% | 1.91% | Q4 2012 | Q4 2018 | 25 |
BRKB | BERKSHIRE HATHAWAY INC... | 25 | 25 | 0.10% | 0.59% | 0.71% | Q3 2013 | Q3 2019 | 25 |
NEE | NEXTERA ENERGY INC | 25 | 25 | 0.11% | 0.18% | 0.24% | Q3 2013 | Q3 2019 | 25 |
SBUX | STARBUCKS CORP | 23 | 2 | 0.06% | 0.17% | 0.24% | Q4 2012 | Q3 2019 | 25 |
DIS | DISNEY WALT CO | 20 | 5 | 0.09% | 0.14% | 0.28% | Q2 2013 | Q3 2019 | 25 |
PM | PHILIP MORRIS INTL INC | 25 | 25 | 0.06% | 0.11% | 0.20% | Q3 2013 | Q3 2019 | 25 |
BA | BOEING CO | 24 | 24 | 0.09% | 0.19% | 0.34% | Q4 2013 | Q3 2019 | 24 |
HD | HOME DEPOT INC | 24 | 24 | 0.09% | 0.15% | 0.24% | Q4 2013 | Q3 2019 | 24 |
VV | VANGUARD INDEX FDS | 17 | 2 | 0.04% | 0.07% | 0.09% | Q3 2014 | Q3 2023 | 24 |
MTUM | ISHARES TR | 23 | 23 | 0.27% | 0.55% | 0.87% | Q1 2018 | Q3 2023 | 23 |
HON | HONEYWELL INTL INC | 21 | 2 | 0.08% | 0.11% | 0.13% | Q4 2013 | Q3 2019 | 23 |
RPG | RYDEX ETF TRUST | 22 | 22 | 5.01% | 6.48% | 8.68% | Q4 2012 | Q1 2018 | 22 |
SPLV | INVESCO EXCH TRADED FD... | 22 | 22 | 4.09% | 5.32% | 7.88% | Q2 2018 | Q3 2023 | 22 |
RPG | INVESCO EXCHANGE TRADE... | 22 | 22 | 3.84% | 4.84% | 5.48% | Q2 2018 | Q3 2023 | 22 |
SPLV | POWERSHARES ETF TR II | 22 | 22 | 3.16% | 4.60% | 5.64% | Q4 2012 | Q1 2018 | 22 |
RFG | RYDEX ETF TRUST | 22 | 22 | 2.38% | 3.95% | 6.32% | Q4 2012 | Q1 2018 | 22 |
RSP | RYDEX ETF TRUST | 22 | 22 | 1.25% | 3.29% | 5.35% | Q4 2012 | Q1 2018 | 22 |
RSP | INVESCO EXCHANGE TRADE... | 22 | 22 | 0.68% | 2.53% | 4.48% | Q2 2018 | Q3 2023 | 22 |
RFG | INVESCO EXCHANGE TRADE... | 22 | 22 | 1.57% | 1.86% | 2.48% | Q2 2018 | Q3 2023 | 22 |
PRFZ | POWERSHARES ETF TRUST | 22 | 22 | 0.51% | 1.06% | 1.68% | Q4 2012 | Q1 2018 | 22 |
PRF | POWERSHARES ETF TRUST | 22 | 22 | 0.61% | 0.97% | 1.48% | Q4 2012 | Q1 2018 | 22 |
PRF | INVESCO EXCHANGE TRADE... | 22 | 22 | 0.52% | 0.61% | 0.68% | Q2 2018 | Q3 2023 | 22 |
PRFZ | INVESCO EXCHANGE TRADE... | 22 | 22 | 0.14% | 0.26% | 0.52% | Q2 2018 | Q3 2023 | 22 |
BMY | BRISTOL MYERS SQUIBB CO | 21 | 1 | 0.05% | 0.12% | 0.18% | Q3 2013 | Q3 2019 | 22 |
PWB | INVESCO EXCHANGE TRADE... | 17 | 4 | 0.18% | 0.21% | 0.24% | Q2 2018 | Q3 2023 | 21 |
ABBV | ABBVIE INC | 18 | 3 | 0.14% | 0.20% | 0.25% | Q2 2014 | Q3 2019 | 21 |
ABT | ABBOTT LABS | 18 | 3 | 0.14% | 0.17% | 0.22% | Q2 2014 | Q3 2019 | 21 |
MRK | MERCK & CO INC NEW | 21 | 21 | 0.08% | 0.15% | 0.22% | Q3 2014 | Q3 2019 | 21 |
IWP | ISHARES TR | 20 | 1 | 0.06% | 0.10% | 0.12% | Q4 2013 | Q4 2020 | 21 |
UGI | UGI CORP NEW | 21 | 21 | 0.07% | 0.09% | 0.11% | Q3 2014 | Q3 2019 | 21 |
USMV | ISHARES TR | 20 | 20 | 1.58% | 3.98% | 7.89% | Q4 2018 | Q3 2023 | 20 |
ARKK | ARK ETF TR | 20 | 20 | 0.23% | 1.40% | 4.56% | Q4 2018 | Q3 2023 | 20 |
JPST | JP MORGAN EXCHANGE TRA... | 20 | 20 | 0.09% | 0.19% | 0.46% | Q4 2018 | Q3 2023 | 20 |
BXP | BOSTON PROPERTIES INC | 20 | 20 | 0.09% | 0.11% | 0.14% | Q4 2014 | Q3 2019 | 20 |
QWLD | SPDR INDEX SHS FDS | 20 | 20 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q3 2023 | 20 |
VOO | VANGUARD INDEX FDS | 19 | 19 | 0.51% | 0.92% | 1.41% | Q1 2019 | Q3 2023 | 19 |
ASYS | AMTECH SYS INC | 19 | 19 | 0.17% | 0.72% | 1.48% | Q1 2015 | Q3 2019 | 19 |
EPD | ENTERPRISE PRODS PARTN... | 19 | 19 | 0.09% | 0.18% | 0.22% | Q1 2015 | Q3 2019 | 19 |
MMP | MAGELLAN MIDSTREAM PRT... | 19 | 19 | 0.10% | 0.14% | 0.18% | Q1 2015 | Q3 2019 | 19 |
ET | ENERGY TRANSFER LP | 11 | 8 | 0.05% | 0.09% | 0.14% | Q2 2014 | Q3 2019 | 19 |
BRKA | BERKSHIRE HATHAWAY INC... | 15 | 4 | 0.08% | 0.08% | 0.09% | Q3 2014 | Q3 2019 | 19 |
IVOO | VANGUARD ADMIRAL FDS INC | 19 | 19 | 0.05% | 0.08% | 0.15% | Q1 2019 | Q3 2023 | 19 |
GSY | CLAYMORE EXCHANGE TRD ... | 18 | 18 | 0.73% | 2.10% | 2.48% | Q3 2013 | Q4 2017 | 18 |
SDY | SPDR SER TR | 13 | 5 | 0.09% | 0.32% | 1.10% | Q3 2015 | Q3 2023 | 18 |
SCHF | SCHWAB STRATEGIC TR | 18 | 18 | 0.16% | 0.19% | 0.21% | Q4 2015 | Q1 2020 | 18 |
FB | FACEBOOK INC | 18 | 18 | 0.10% | 0.17% | 0.27% | Q2 2015 | Q3 2019 | 18 |
SCHD | SCHWAB STRATEGIC TR | 11 | 6 | 0.07% | 1.97% | 3.99% | Q4 2018 | Q3 2023 | 17 |
QQQ | INVESCO QQQ TR | 16 | 1 | 0.88% | 1.14% | 1.39% | Q2 2019 | Q3 2023 | 17 |
EEM | ISHARES TR | 17 | 17 | 0.24% | 0.51% | 0.61% | Q1 2017 | Q1 2021 | 17 |
AMZN | AMAZON COM INC | 17 | 17 | 0.09% | 0.25% | 0.42% | Q3 2015 | Q3 2019 | 17 |
MO | ALTRIA GROUP INC | 15 | 1 | 0.05% | 0.09% | 0.12% | Q3 2014 | Q1 2019 | 17 |
HQH | TEKLA HEALTHCARE INVS | 10 | 3 | 0.05% | 0.08% | 0.15% | Q4 2014 | Q2 2019 | 17 |
PGF | INVESCO EXCHANGE TRADE... | 17 | 17 | 0.03% | 0.05% | 0.09% | Q2 2018 | Q2 2022 | 17 |
DEM | WISDOMTREE TRUST | 9 | 7 | 0.05% | 1.42% | 7.09% | Q4 2012 | Q3 2023 | 16 |
VGT | VANGUARD WORLD FDS | 16 | 16 | 0.06% | 0.30% | 0.51% | Q4 2019 | Q3 2023 | 16 |
JKHY | HENRY JACK & ASSOC INC | 16 | 16 | 0.09% | 0.10% | 0.13% | Q4 2015 | Q3 2019 | 16 |
HQL | TEKLA LIFE SCIENCES INVS | 10 | 1 | 0.05% | 0.07% | 0.11% | Q4 2014 | Q3 2019 | 16 |
VIGI | VANGUARD WHITEHALL FDS | 15 | 15 | 0.17% | 1.44% | 2.26% | Q1 2020 | Q3 2023 | 15 |
QQQ | POWERSHARES QQQ TRUST | 15 | 15 | 0.31% | 0.77% | 0.90% | Q3 2014 | Q1 2018 | 15 |
BND | VANGUARD BD INDEX FDS | 15 | 15 | 0.14% | 0.36% | 0.57% | Q1 2020 | Q3 2023 | 15 |
RTN | RAYTHEON CO | 12 | 3 | 0.06% | 0.15% | 0.23% | Q4 2015 | Q3 2019 | 15 |
HAS | HASBRO INC | 15 | 15 | 0.06% | 0.14% | 0.32% | Q1 2016 | Q3 2019 | 15 |
LMT | LOCKHEED MARTIN CORP | 15 | 15 | 0.11% | 0.14% | 0.17% | Q1 2016 | Q3 2019 | 15 |
WY | WEYERHAEUSER CO | 15 | 15 | 0.07% | 0.11% | 0.14% | Q1 2016 | Q3 2019 | 15 |
BACPRL | BANK AMER CORP | 11 | 1 | 0.07% | 0.08% | 0.09% | Q3 2015 | Q3 2019 | 15 |
VEA | VANGUARD TAX-MANAGED I... | 10 | 5 | 0.04% | 0.08% | 0.20% | Q4 2014 | Q3 2023 | 15 |
SRVR | PACER FDS TR | 14 | 14 | 0.49% | 1.62% | 2.70% | Q2 2020 | Q3 2023 | 14 |
VNQ | VANGUARD INDEX FDS | 9 | 1 | 0.04% | 0.41% | 1.44% | Q4 2012 | Q1 2021 | 14 |
SMDV | PROSHARES TR | 14 | 14 | 0.19% | 0.26% | 0.33% | Q2 2020 | Q3 2023 | 14 |
BIP | BROOKFIELD INFRAST PAR... | 14 | 14 | 0.12% | 0.19% | 0.28% | Q2 2016 | Q3 2019 | 14 |
ARKG | ARK ETF TR | 14 | 14 | 0.07% | 0.13% | 0.23% | Q2 2020 | Q3 2023 | 14 |
INTC | INTEL CORP | 14 | 14 | 0.06% | 0.08% | 0.12% | Q2 2016 | Q3 2019 | 14 |
DGRO | ISHARES TR | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
NAD | NUVEEN QUALITY MUNCP I... | 14 | 14 | 0.05% | 0.06% | 0.08% | Q1 2017 | Q2 2020 | 14 |
NEA | NUVEEN AMT FREE QLTY M... | 14 | 14 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q2 2020 | 14 |
NZF | NUVEEN MUNICIPAL CREDI... | 14 | 14 | 0.05% | 0.05% | 0.06% | Q1 2017 | Q2 2020 | 14 |
CVY | CLAYMORE EXCHANGE TRD ... | 13 | 13 | 0.08% | 7.18% | 15.97% | Q4 2012 | Q4 2015 | 13 |
VCSH | VANGUARD SCOTTSDALE FDS | 13 | 13 | 0.19% | 0.32% | 0.41% | Q3 2020 | Q3 2023 | 13 |
LMBS | FIRST TR EXCHANGE-TRAD... | 13 | 13 | 0.11% | 0.17% | 0.46% | Q1 2018 | Q1 2021 | 13 |
MGK | VANGUARD WORLD FD | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
VOOG | VANGUARD ADMIRAL FDS INC | 13 | 13 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q3 2023 | 13 |
KOPN | KOPIN CORP | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
BOTZ | GLOBAL X FDS | 7 | 5 | 0.06% | 0.37% | 1.34% | Q3 2017 | Q2 2022 | 12 |
UPS | UNITED PARCEL SERVICE INC | 12 | 12 | 0.11% | 0.14% | 0.18% | Q4 2015 | Q3 2018 | 12 |
WFC | WELLS FARGO CO NEW | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2015 | Q3 2018 | 12 |
IJR | ISHARES TR | 10 | 1 | 0.05% | 0.08% | 0.12% | Q4 2015 | Q4 2019 | 12 |
ATAX | AMERICA FIRST MULTIFAM... | 8 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2019 | 12 |
BNL | BROADSTONE NET LEASE INC | 11 | 11 | 6.12% | 10.89% | 14.58% | Q1 2021 | Q3 2023 | 11 |
PAVE | GLOBAL X FDS | 11 | 11 | 0.22% | 1.06% | 1.34% | Q1 2021 | Q3 2023 | 11 |
VYM | VANGUARD WHITEHALL FDS | 11 | 11 | 0.35% | 0.97% | 1.80% | Q1 2021 | Q3 2023 | 11 |
DGS | WISDOMTREE TRUST | 11 | 11 | 0.16% | 0.66% | 1.49% | Q4 2012 | Q2 2015 | 11 |
IWV | ISHARES TR | 11 | 11 | 0.05% | 0.30% | 0.51% | Q1 2021 | Q3 2023 | 11 |
IEFA | ISHARES TR | 11 | 11 | 0.09% | 0.23% | 0.30% | Q1 2021 | Q3 2023 | 11 |
STWD | STARWOOD PPTY TR INC | 11 | 11 | 0.08% | 0.11% | 0.20% | Q1 2013 | Q3 2015 | 11 |
FDX | FEDEX CORP | 11 | 11 | 0.05% | 0.08% | 0.10% | Q1 2017 | Q3 2019 | 11 |
VUG | VANGUARD INDEX FDS | 7 | 4 | 0.04% | 0.08% | 0.18% | Q4 2020 | Q3 2023 | 11 |
QCLN | FIRST TR EXCHANGE-TRAD... | 11 | 11 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 11 |
PGF | POWERSHARES ETF TRUST | 11 | 11 | 0.06% | 0.07% | 0.09% | Q3 2015 | Q1 2018 | 11 |
SONS | SONUS NETWORKS INC | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q3 2017 | 11 |
DX | DYNEX CAP INC | 9 | 2 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q1 2019 | 11 |
ICSH | ISHARES TR | 10 | 10 | 0.68% | 2.56% | 5.13% | Q2 2020 | Q3 2022 | 10 |
DFAT | DIMENSIONAL ETF TRUST | 10 | 10 | 0.07% | 1.78% | 2.70% | Q2 2021 | Q3 2023 | 10 |
INFL | LISTED FD TR | 10 | 10 | 0.42% | 1.56% | 3.01% | Q2 2021 | Q3 2023 | 10 |
TDIV | FIRST TR EXCHANGE-TRAD... | 10 | 10 | 0.89% | 1.27% | 1.54% | Q2 2021 | Q3 2023 | 10 |
FRDM | EA SERIES TRUST | 10 | 10 | 0.31% | 0.56% | 0.70% | Q2 2021 | Q3 2023 | 10 |
ESGD | ISHARES TR | 10 | 10 | 0.06% | 0.29% | 0.58% | Q2 2021 | Q3 2023 | 10 |
DBC | POWERSHARES DB CMDTY I... | 10 | 10 | 0.11% | 0.29% | 0.44% | Q4 2012 | Q1 2015 | 10 |
GOOG | ALPHABET INC | 10 | 10 | 0.07% | 0.11% | 0.18% | Q2 2017 | Q3 2019 | 10 |
ICLN | ISHARES TR | 7 | 3 | 0.04% | 0.10% | 0.20% | Q1 2020 | Q3 2023 | 10 |
XCRA | XCERRA CORP | 10 | 10 | 0.06% | 0.09% | 0.12% | Q1 2016 | Q2 2018 | 10 |
WPC | W P CAREY INC | 7 | 3 | 0.06% | 0.08% | 0.09% | Q1 2017 | Q3 2019 | 10 |
ESGV | VANGUARD WORLD FD | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q3 2021 | 10 |
IWO | ISHARES TR | 4 | 1 | 0.04% | 0.06% | 0.09% | Q1 2014 | Q2 2021 | 10 |
VO | VANGUARD INDEX FDS | 6 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 10 |
PCTI | PC-TEL INC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2019 | 10 |
SPHD | POWERSHARES ETF TR II | 9 | 9 | 2.76% | 3.74% | 4.32% | Q1 2016 | Q1 2018 | 9 |
STIP | ISHARES TR | 9 | 9 | 0.37% | 2.39% | 3.92% | Q4 2012 | Q4 2014 | 9 |
HYS | PIMCO ETF TR | 9 | 9 | 0.19% | 0.71% | 0.92% | Q1 2013 | Q1 2015 | 9 |
TIP | ISHARES TR | 6 | 1 | 0.04% | 0.60% | 3.17% | Q4 2012 | Q4 2022 | 9 |
SONS | SONUS NETWORKS INC | 9 | 9 | 0.17% | 0.23% | 0.42% | Q4 2012 | Q4 2014 | 9 |
GOOGL | ALPHABET INC | 5 | 4 | 0.07% | 0.20% | 0.33% | Q4 2015 | Q3 2019 | 9 |
IDEV | ISHARES TR | 9 | 9 | 0.15% | 0.16% | 0.17% | Q2 2021 | Q2 2023 | 9 |
CSCO | CISCO SYS INC | 9 | 9 | 0.08% | 0.11% | 0.13% | Q3 2017 | Q3 2019 | 9 |
KO | COCA COLA CO | 5 | 4 | 0.09% | 0.09% | 0.11% | Q4 2013 | Q3 2016 | 9 |
AMT | AMERICAN TOWER CORP NEW | 9 | 9 | 0.06% | 0.08% | 0.12% | Q3 2017 | Q3 2019 | 9 |
MCD | MCDONALDS CORP | 4 | 1 | 0.06% | 0.07% | 0.09% | Q4 2013 | Q3 2019 | 9 |
CMCSA | COMCAST CORP NEW | 6 | 3 | 0.06% | 0.07% | 0.09% | Q2 2017 | Q3 2019 | 9 |
GLDM | WORLD GOLD TR | 9 | 9 | 0.04% | 0.07% | 0.08% | Q4 2019 | Q4 2021 | 9 |
BTUI | BTU INTL INC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q4 2012 | Q4 2014 | 9 |
SPHD | INVESCO EXCHNG TRADED ... | 8 | 8 | 0.73% | 2.01% | 2.56% | Q2 2018 | Q1 2020 | 8 |
DVY | ISHARES TR | 5 | 3 | 0.07% | 0.87% | 2.13% | Q4 2017 | Q3 2023 | 8 |
SPLS | STAPLES INC | 8 | 8 | 0.08% | 0.40% | 0.71% | Q1 2014 | Q4 2015 | 8 |
IWY | ISHARES TR | 5 | 3 | 0.14% | 0.22% | 0.27% | Q1 2021 | Q3 2023 | 8 |
NETL | ETF SER SOLUTIONS | 5 | 3 | 0.06% | 0.21% | 0.42% | Q2 2021 | Q3 2023 | 8 |
SCHV | SCHWAB STRATEGIC TR | 8 | 8 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q1 2023 | 8 |
HCP | HCP INC | 5 | 1 | 0.05% | 0.09% | 0.10% | Q4 2014 | Q3 2019 | 8 |
DOW | DOW CHEM CO | 7 | 1 | 0.08% | 0.09% | 0.09% | Q2 2015 | Q2 2017 | 8 |
VFH | VANGUARD WORLD FDS | 5 | 1 | 0.05% | 0.08% | 0.14% | Q1 2017 | Q4 2019 | 8 |
INDB | INDEPENDENT BANK CORP ... | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2016 | Q3 2018 | 8 |
RBBN | RIBBON COMMUNICATIONS INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 8 |
VYMI | VANGUARD WHITEHALL FDS | 7 | 7 | 0.55% | 1.17% | 1.64% | Q1 2022 | Q3 2023 | 7 |
FLOT | ISHARES TR | 5 | 2 | 0.07% | 0.21% | 0.32% | Q2 2013 | Q2 2020 | 7 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.12% | 0.15% | 0.17% | Q3 2017 | Q1 2019 | 7 |
PWB | POWERSHARES ETF TRUST | 7 | 7 | 0.08% | 0.13% | 0.19% | Q3 2016 | Q1 2018 | 7 |
NHTB | NEW HAMPSHIRE THRIFT B... | 7 | 7 | 0.08% | 0.09% | 0.10% | Q3 2013 | Q1 2015 | 7 |
LSBG | LAKE SUNAPEE BK GROUP | 7 | 7 | 0.08% | 0.09% | 0.12% | Q2 2015 | Q4 2016 | 7 |
VLO | VALERO ENERGY CORP NEW | 4 | 3 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q3 2019 | 7 |
RDVY | FIRST TR EXCHANGE TRAD... | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q4 2019 | 7 |
ITOT | ISHARES TR | 7 | 7 | 0.06% | 0.06% | 0.07% | Q2 2018 | Q4 2019 | 7 |
IDRV | ISHARES TR | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 7 |
MGV | VANGUARD WORLD FD | 4 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 7 |
JMST | J P MORGAN EXCHANGE-TR... | 6 | 6 | 0.11% | 0.61% | 0.90% | Q1 2021 | Q2 2022 | 6 |
SJNK | SPDR SER TR | 6 | 6 | 0.21% | 0.25% | 0.31% | Q2 2014 | Q3 2015 | 6 |
VNQI | VANGUARD INTL EQUITY I... | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2017 | Q3 2018 | 6 |
BHB | BAR HBR BANKSHARES | 6 | 6 | 0.06% | 0.09% | 0.10% | Q1 2017 | Q2 2018 | 6 |
V | VISA INC | 4 | 2 | 0.05% | 0.08% | 0.10% | Q4 2017 | Q3 2019 | 6 |
NBB | NUVEEN BUILD AMER BD FD | 6 | 6 | 0.06% | 0.06% | 0.07% | Q1 2017 | Q2 2018 | 6 |
CSWC | CAPITAL SOUTHWEST CORP | 6 | 6 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2019 | 6 |
FTAI | FORTRESS TRANS INFRST ... | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2019 | 6 |
DHC | DIVERSIFIED HEALTHCARE TR | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
JEPI | J P MORGAN EXCHANGE TR... | 5 | 5 | 0.10% | 0.91% | 1.44% | Q3 2022 | Q3 2023 | 5 |
COWZ | PACER FDS TR | 5 | 5 | 0.28% | 0.30% | 0.36% | Q3 2022 | Q3 2023 | 5 |
AVID | AVID TECHNOLOGY INC | 5 | 5 | 0.12% | 0.17% | 0.22% | Q3 2018 | Q3 2019 | 5 |
NRZ | NEW RESIDENTIAL INVT CORP | 5 | 5 | 0.11% | 0.13% | 0.14% | Q3 2018 | Q3 2019 | 5 |
VNLA | JANUS DETROIT STR TR | 5 | 5 | 0.05% | 0.08% | 0.10% | Q1 2020 | Q1 2021 | 5 |
O | REALTY INCOME CORP | 4 | 1 | 0.06% | 0.07% | 0.09% | Q1 2017 | Q3 2019 | 5 |
NOC | NORTHROP GRUMMAN CORP | 3 | 2 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q3 2019 | 5 |
XAR | SPDR SER TR | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
QUS | SPDR SER TR | 3 | 2 | 0.04% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 5 |
VPU | VANGUARD WORLD FDS | 3 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 5 |
CPRX | CATALYST PHARMACEUTICA... | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
PPA | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.61% | 0.64% | 0.66% | Q4 2022 | Q3 2023 | 4 |
ELOX | ELOXX PHARMACEUTICALS INC | 4 | 4 | 0.06% | 0.26% | 0.46% | Q4 2018 | Q3 2019 | 4 |
IBND | SPDR SERIES TRUST | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2013 | Q3 2014 | 4 |
VDE | VANGUARD WORLD FDS | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2018 | Q3 2019 | 4 |
VGK | VANGUARD INTL EQUITY I... | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2013 | Q3 2014 | 4 |
C | CITIGROUP INC | 4 | 4 | 0.12% | 0.14% | 0.17% | Q1 2013 | Q4 2013 | 4 |
HQL | H & Q LIFE SCIENCES INVS | 4 | 4 | 0.09% | 0.11% | 0.16% | Q4 2013 | Q3 2014 | 4 |
IWC | ISHARES | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2013 | Q3 2014 | 4 |
VUSB | VANGUARD BD INDEX FDS | 4 | 4 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q2 2022 | 4 |
IR | INGERSOLL-RAND PLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q3 2019 | 4 |
KMB | KIMBERLY CLARK CORP | 3 | 1 | 0.06% | 0.08% | 0.10% | Q1 2015 | Q1 2018 | 4 |
MBB | ISHARES TR | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q4 2021 | 4 |
DD | DU PONT E I DE NEMOURS... | 3 | 1 | 0.07% | 0.08% | 0.08% | Q4 2014 | Q2 2017 | 4 |
HDV | ISHARES TR | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
SCHX | SCHWAB STRATEGIC TR | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
ENB | ENBRIDGE INC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2018 | Q3 2019 | 4 |
WMT | WAL-MART STORES INC | 3 | 1 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q3 2019 | 4 |
EQC | EQUITY COMWLTH | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2018 | Q3 2019 | 4 |
ED | CONSOLIDATED EDISON INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2017 | Q3 2019 | 4 |
WEN | WENDYS CO | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q2 2014 | 4 |
SNH | SENIOR HSG PPTYS TR | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
IWN | ISHARES TR | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
MACK | MERRIMACK PHARMACEUTIC... | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q3 2016 | 4 |
SMFG | SUMITOMO MITSUI FINL G... | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q3 2014 | 4 |
J P MORGAN EXCHANGE TR... | 3 | 3 | 0.09% | 0.57% | 0.98% | Q1 2023 | Q3 2023 | 3 | |
DIMENSIONAL ETF TRUST | 3 | 3 | 0.27% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 | |
SPNC | SPECTRANETICS CORP | 3 | 3 | 0.22% | 0.26% | 0.31% | Q4 2016 | Q2 2017 | 3 |
XLU | SELECT SECTOR SPDR TR | 3 | 3 | 0.15% | 0.26% | 0.32% | Q1 2014 | Q3 2014 | 3 |
FEZ | SPDR INDEX SHS FDS | 3 | 3 | 0.23% | 0.25% | 0.27% | Q1 2014 | Q3 2014 | 3 |
IBHE | ISHARES TR | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
HPT | HOSPITALITY PPTYS TR | 3 | 3 | 0.15% | 0.16% | 0.18% | Q4 2018 | Q2 2019 | 3 |
NVDA | NVIDIA CORP | 2 | 1 | 0.06% | 0.15% | 0.20% | Q3 2018 | Q3 2019 | 3 |
CAT | CATERPILLAR INC DEL | 2 | 1 | 0.08% | 0.15% | 0.19% | Q4 2012 | Q4 2014 | 3 |
FSP | FRANKLIN STREET PPTYS ... | 3 | 3 | 0.10% | 0.13% | 0.14% | Q4 2012 | Q2 2013 | 3 |
RDUS | RADIUS HEALTH INC | 1 | 1 | 0.07% | 0.10% | 0.12% | Q4 2015 | Q2 2017 | 3 |
BABA | ALIBABA GROUP HLDG LTD | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2018 | Q3 2018 | 3 |
CVS | CVS HEALTH CORP | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2015 | Q3 2015 | 3 |
DEO | DIAGEO P L C | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q3 2019 | 3 |
FFC | FLAHERTY&CRMN PFD SEC ... | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q1 2016 | 3 |
NFLX | NETFLIX INC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q3 2018 | 3 |
AOR | ISHARES TR | 2 | 1 | 0.05% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 3 |
DNL | WISDOMTREE TR | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 |
SRPT | SAREPTA THERAPEUTICS INC | 2 | 1 | 0.06% | 0.07% | 0.09% | Q3 2018 | Q2 2019 | 3 |
CARB | CARBONITE INC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2018 | Q3 2018 | 3 |
SEP | SPECTRA ENERGY PARTNER... | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2017 | Q3 2017 | 3 |
GBAB | GUGGENHEIM TAXABLE MUN... | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q3 2017 | 3 |
ELS | EQUITY LIFESTYLE PPTYS... | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
ROK | ROCKWELL AUTOMATION INC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2018 | 3 |
UTX | UNITED TECHNOLOGIES CORP | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
IGOV | ISHARES TR | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
USAC | USA COMPRESSION PARTNE... | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
STEM | STEMCELLS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
MOAT | VANECK ETF TRUST | 2 | 2 | 1.26% | 2.00% | 2.74% | Q2 2023 | Q3 2023 | 2 |
LQD | ISHARES TR | 2 | 2 | 0.54% | 0.84% | 1.14% | Q4 2012 | Q1 2013 | 2 |
CAPITAL GROUP DIVIDEND... | 2 | 2 | 0.40% | 0.54% | 0.68% | Q2 2023 | Q3 2023 | 2 | |
SHY | ISHARES TR | 2 | 2 | 0.38% | 0.42% | 0.47% | Q4 2012 | Q1 2013 | 2 |
BLUE | BLUEBIRD BIO INC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q3 2014 | Q4 2014 | 2 |
IEMG | ISHARES INC | 1 | 1 | 0.05% | 0.11% | 0.18% | Q4 2015 | Q1 2021 | 2 |
IBDQ | ISHARES TR | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
XLF | SELECT SECTOR SPDR TR | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2014 | Q2 2014 | 2 |
STAG | STAG INDL INC | 2 | 2 | 0.06% | 0.10% | 0.15% | Q1 2016 | Q2 2016 | 2 |
XLB | SELECT SECTOR SPDR TR | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q2 2014 | 2 |
MRGE | MERGE HEALTHCARE INC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2015 | Q2 2015 | 2 |
XLI | SELECT SECTOR SPDR TR | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q2 2014 | 2 |
HQH | H & Q HEALTHCARE INVES... | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2014 | Q3 2014 | 2 |
XLP | SELECT SECTOR SPDR TR | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q2 2014 | 2 |
XLY | SELECT SECTOR SPDR TR | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q2 2014 | 2 |
UNH | UNITEDHEALTH GROUP INC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q3 2015 | 2 |
IHDG | WISDOMTREE TR | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q4 2022 | 2 |
TSLA | TESLA INC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2018 | Q4 2018 | 2 |
PAA | PLAINS ALL AMERN PIPEL... | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q3 2018 | 2 |
AMD | ADVANCED MICRO DEVICES... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
BX | BLACKSTONE GROUP L P | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2018 | 2 |
NSSC | NAPCO SEC TECHNOLOGIES... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
SMH | VANECK VECTORS ETF TR | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
ADP | AUTOMATIC DATA PROCESS... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
COST | COSTCO WHSL CORP NEW | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
CCI | CROWN CASTLE INTL CORP... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
MDLZ | MONDELEZ INTL INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
OEF | ISHARES TR | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
BNDX | VANGUARD CHARLOTTE FDS | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
VOT | VANGUARD INDEX FDS | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 2 |
QUAL | ISHARES TR | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
IGRO | ISHARES TR | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
PDT | HANCOCK JOHN PREM DIVI... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
IYH | ISHARES TR | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 2 |
SHLOQ | SHILOH INDS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
RPD | RAPID7 INC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2019 | Q3 2019 | 1 |
TRUST FOR PROFESSIONAL... | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 | |
IBDQ | ISHARES TR | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
IBDP | ISHARES TR | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
SCHG | SCHWAB STRATEGIC TR | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
SVC | SERVICE PPTYS TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
VOD | VODAFONE GROUP PLC NEW | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
AVUV | AMERICAN CENTY ETF TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
IJK | ISHARES TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
PCL | PLUM CREEK TIMBER CO INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
KMI | KINDER MORGAN INC DEL | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
ETP | ENERGY TRANSFER PRTNRS... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
BP | BP PLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
IPO | RENAISSANCE CAP GREENW... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
UNP | UNION PAC CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
RYH | RYDEX ETF TRUST | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
GILD | GILEAD SCIENCES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
SXL | SUNOCO LOGISTICS PRTNR... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
FTEC | FIDELITY | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
WORLD GOLD TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 | |
SH | PROSHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
BIZD | MARKET VECTORS ETF TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
XLNX | XILINX INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
JETS | ETF SER SOLUTIONS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
OKE | ONEOK INC NEW | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
VONG | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ISCG | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
VLUE | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
WVE | WAVE LIFE SCIENCES LTD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
EW | EDWARDS LIFESCIENCES CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
DD | DUPONT DE NEMOURS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
ARE | ALEXANDRIA REAL ESTATE... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
VEEV | VEEVA SYS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
AROC | ARCHROCK INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
LTXC | LTX-CREDENCE CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
BB | BLACKBERRY LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
VBR | VANGUARD INDEX FDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
FNDF | SCHWAB STRATEGIC TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
PGX | INVESCO EXCHNG TRADED ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
PAR | PAR TECHNOLOGY CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
DXC | DXC TECHNOLOGY CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
XLS | EXELIS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
AIRI | AIR INDS GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
LOJN | LO-JACK CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
PNNT | PENNANTPARK INVT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
ARBOR RLTY TR INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 | |
EXEL | EXELIXIS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
EDF | STONE HBR EMERG MRKTS ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
XMMO | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including FIRST TR VALUE LINE DIVID IN, VANGUARD SPECIALIZED PORTFOL, and SPDR S&P 500 ETF TR, are the highest-conviction holdings of New England Private Wealth Advisors LLC.
The conviction is calculated by counting the number of quarters a security has been reported by New England Private Wealth Advisors LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that New England Private Wealth Advisors LLC owns currently or has owned in the past.