$221 Million is the total value of New England Private Wealth Advisors LLC's 93 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LTXC | Exit | LTX-CREDENCE CORP | $0 | – | -13,178 | -100.0% | -0.05% | – |
| VNQ | Exit | VANGUARD INDEX FDSreit etf | $0 | – | -11,466 | -100.0% | -0.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2014-02-13
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.