$248 Million is the total value of New England Private Wealth Advisors LLC's 102 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $764,000 | – | 7,749 | +100.0% | 0.31% | – |
| BLUE | New | BLUEBIRD BIO INC | $588,000 | – | 16,379 | +100.0% | 0.24% | – |
| MRK | New | MERCK & CO INC NEW | $243,000 | – | 4,074 | +100.0% | 0.10% | – |
| UGI | New | UGI CORP NEW | $214,000 | – | 6,271 | +100.0% | 0.09% | – |
| MO | New | ALTRIA GROUP INC | $213,000 | – | 4,628 | +100.0% | 0.09% | – |
| BP | New | BP PLCsponsored adr | $212,000 | – | 4,892 | +100.0% | 0.08% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $207,000 | – | 2,287 | +100.0% | 0.08% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $207,000 | – | 1 | +100.0% | 0.08% | – |
| HON | New | HONEYWELL INTL INC | $200,000 | – | 2,133 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR VALUE LINE DIVID IN | 44 | Q3 2023 | 17.5% |
| VANGUARD SPECIALIZED PORTFOL | 44 | Q3 2023 | 9.6% |
| SPDR S&P 500 ETF TR | 44 | Q3 2023 | 6.5% |
| VANGUARD INDEX FDS | 44 | Q3 2023 | 4.6% |
| ISHARES TR | 44 | Q3 2023 | 2.8% |
| ISHARES TR | 44 | Q3 2023 | 3.6% |
| VANGUARD INDEX FDS | 44 | Q3 2023 | 2.8% |
| ISHARES TR | 44 | Q3 2023 | 2.0% |
| PIMCO ETF TR | 44 | Q3 2023 | 2.9% |
| FIRST TR EXCHANGE-TRADED FD | 44 | Q3 2023 | 3.4% |
View New England Private Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-08 |
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.