$136 Million is the total value of New England Private Wealth Advisors LLC's 65 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $1,445,000 | – | 21,656 | +100.0% | 1.06% | – |
| DUK | New | DUKE ENERGY CORP NEW | $282,000 | – | 3,913 | +100.0% | 0.21% | – |
| PEP | New | PEPSICO INC | $277,000 | – | 3,511 | +100.0% | 0.20% | – |
| STWD | New | STARWOOD PPTY TR INC | $272,000 | – | 10,000 | +100.0% | 0.20% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $252,000 | – | 2,406 | +100.0% | 0.19% | – |
| C | New | CITIGROUP INC | $216,000 | – | 4,984 | +100.0% | 0.16% | – |
| RWX | New | SPDR INDEX SHS FDSdj intl rl etf | $207,000 | – | 4,855 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR VALUE LINE DIVID IN | 47 | Q2 2024 | 17.5% |
| VANGUARD SPECIALIZED PORTFOL | 47 | Q2 2024 | 9.6% |
| SPDR S&P 500 ETF TR | 47 | Q2 2024 | 6.5% |
| VANGUARD INDEX FDS | 47 | Q2 2024 | 5.4% |
| ISHARES TR | 47 | Q2 2024 | 2.8% |
| ISHARES TR | 47 | Q2 2024 | 3.6% |
| VANGUARD INDEX FDS | 47 | Q2 2024 | 2.8% |
| ISHARES TR | 47 | Q2 2024 | 2.0% |
| PIMCO ETF TR | 47 | Q2 2024 | 2.9% |
| FIRST TR EXCHANGE-TRADED FD | 47 | Q2 2024 | 3.4% |
View New England Private Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| N-PX | 2024-08-01 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
View New England Private Wealth Advisors LLC'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.