$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WEN | Exit | WENDYS CO | $0 | – | -12,500 | -100.0% | -0.04% | – |
MCD | Exit | MCDONALDS CORP | $0 | – | -2,187 | -100.0% | -0.09% | – |
XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -3,522 | -100.0% | -0.10% | – |
XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -5,311 | -100.0% | -0.10% | – |
IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,330 | -100.0% | -0.10% | – |
XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -10,694 | -100.0% | -0.10% | – |
XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -4,593 | -100.0% | -0.10% | – |
XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -6,557 | -100.0% | -0.10% | – |
XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -5,177 | -100.0% | -0.10% | – |
DIS | Exit | DISNEY WALT CO | $0 | – | -3,564 | -100.0% | -0.12% | – |
FLOT | Exit | ISHARES TRfltg rate bd etf | $0 | – | -10,066 | -100.0% | -0.21% | – |
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.