$254 Million is the total value of New England Private Wealth Advisors LLC's 102 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SMFG | Exit | SUMITOMO MITSUI FINL GROUP Isponsored adr | $0 | – | -10,331 | -100.0% | -0.03% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -4,799 | -100.0% | -0.08% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -4,892 | -100.0% | -0.08% | – |
| VXUS | Exit | VANGUARD STAR FDvg tl intl stk f | $0 | – | -4,275 | -100.0% | -0.09% | – |
| KO | Exit | COCA COLA CO | $0 | – | -5,280 | -100.0% | -0.09% | – |
| IWC | Exit | ISHARESmicro-cap etf | $0 | – | -3,453 | -100.0% | -0.10% | – |
| HQL | Exit | H & Q LIFE SCIENCES INVSsh ben int | $0 | – | -10,930 | -100.0% | -0.10% | – |
| HQH | Exit | H & Q HEALTHCARE INVESTORSsh ben int | $0 | – | -8,705 | -100.0% | -0.10% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -6,522 | -100.0% | -0.15% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -8,743 | -100.0% | -0.15% | – |
| IBND | Exit | SPDR SERIES TRUSTbrcly intl crp | $0 | – | -14,227 | -100.0% | -0.20% | – |
| FEZ | Exit | SPDR INDEX SHS FDSeuro stoxx 50 | $0 | – | -14,129 | -100.0% | -0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-17
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.