$263 Million is the total value of New England Private Wealth Advisors LLC's 105 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EDF | Exit | STONE HBR EMERG MRKTS INC FD | $0 | – | -408,267 | -100.0% | -0.00% | – |
| LOJN | Exit | LO-JACK CORP | $0 | – | -13,700 | -100.0% | -0.02% | – |
| XLS | Exit | EXELIS INC | $0 | – | -14,732 | -100.0% | -0.02% | – |
| WMT | Exit | WAL-MART STORES INC | $0 | – | -2,605 | -100.0% | -0.08% | – |
| NHTB | Exit | NEW HAMPSHIRE THRIFT BANCSHS | $0 | – | -13,985 | -100.0% | -0.08% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -5,848 | -100.0% | -0.10% | – |
| DBC | Exit | POWERSHARES DB CMDTY IDX TRAunit ben int | $0 | – | -16,236 | -100.0% | -0.11% | – |
| HYS | Exit | PIMCO ETF TR0-5 high yield | $0 | – | -4,809 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-13
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.