$160 Million is the total value of New England Private Wealth Advisors LLC's 64 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FLOT | New | ISHARES TRfltg rate nt | $507,000 | – | 10,023 | +100.0% | 0.32% | – |
| IWF | New | ISHARES TRrussell1000grw | $222,000 | – | 3,064 | +100.0% | 0.14% | – |
| DIS | New | DISNEY WALT CO | $205,000 | – | 3,220 | +100.0% | 0.13% | – |
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.