$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TRrussell 1000 | $3,303,000 | +9.0% | 38,278 | 0.0% | 2.43% | -13.4% | |
| BSV | VANGUARD BD INDEX FD INCshort trm bond | $2,363,000 | 0.0% | 29,173 | 0.0% | 1.74% | -20.6% | |
| IWM | ISHARES TRrussell 2000 | $2,337,000 | +8.7% | 25,506 | 0.0% | 1.72% | -13.6% | |
| JPM | JPMORGAN CHASE & CO | $2,071,000 | +6.7% | 44,143 | 0.0% | 1.52% | -15.3% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,384,000 | +0.2% | 30,186 | 0.0% | 1.02% | -20.4% | |
| EFA | ISHARES TRmsci eafe index | $1,089,000 | +2.8% | 18,616 | 0.0% | 0.80% | -18.3% | |
| IWR | ISHARES TRrussell midcap | $1,006,000 | +9.9% | 8,091 | 0.0% | 0.74% | -12.6% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $878,000 | +12.9% | 4,187 | 0.0% | 0.65% | -10.3% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $793,000 | +9.4% | 9,884 | 0.0% | 0.58% | -13.1% | |
| QCOM | QUALCOMM INC | $716,000 | +8.0% | 10,710 | 0.0% | 0.53% | -14.3% | |
| SONS | SONUS NETWORKS INC | $565,000 | +48.7% | 221,870 | 0.0% | 0.42% | +18.2% | |
| SHY | ISHARES TRbarclys 1-3 yr | $509,000 | 0.0% | 6,028 | 0.0% | 0.38% | -20.6% | |
| BAC | BANK OF AMERICA CORPORATION | $397,000 | +4.5% | 32,854 | 0.0% | 0.29% | -17.0% | |
| DBC | POWERSHARES DB CMDTY IDX TRAunit ben int | $338,000 | -3.7% | 12,670 | 0.0% | 0.25% | -23.4% | |
| FSP | FRANKLIN STREET PPTYS CORP | $181,000 | +17.5% | 12,500 | 0.0% | 0.13% | -7.0% | |
| BTUI | BTU INTL INC | $46,000 | +17.9% | 20,000 | 0.0% | 0.03% | -5.6% |
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.