$386 Million is the total value of New England Private Wealth Advisors LLC's 158 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 13.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $51,572,000 | +13.8% | 1,588,265 | +1.9% | 13.36% | +0.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $22,119,000 | +13.6% | 78,303 | +0.5% | 5.73% | +0.2% |
| USMV | Buy | ISHARES TRmin vol usa etf | $21,330,000 | +44.3% | 362,826 | +28.6% | 5.53% | +27.3% |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $18,973,000 | +14.8% | 163,993 | -1.1% | 4.92% | +1.3% |
| SPLV | Sell | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $17,735,000 | +11.3% | 336,950 | -1.4% | 4.60% | -1.8% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $16,273,000 | +6.7% | 140,946 | -7.8% | 4.22% | -5.9% |
| XT | Buy | ISHARES TRexponential tech | $13,418,000 | +16.0% | 353,147 | +1.5% | 3.48% | +2.3% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $12,831,000 | -9.1% | 122,876 | -20.5% | 3.32% | -19.8% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $12,410,000 | +6.1% | 85,743 | -6.4% | 3.22% | -6.4% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $10,581,000 | +12.3% | 96,524 | +0.3% | 2.74% | -1.0% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $8,988,000 | +43.4% | 88,492 | +42.6% | 2.33% | +26.6% |
| SPHD | Sell | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $8,487,000 | +8.3% | 199,993 | -2.5% | 2.20% | -4.4% |
| RFG | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $8,230,000 | +14.8% | 54,458 | +0.1% | 2.13% | +1.3% |
| IWB | Buy | ISHARES TRrus 1000 etf | $8,049,000 | +13.9% | 51,165 | +0.4% | 2.08% | +0.4% |
| IGSB | Buy | ISHARES TRsh tr crport etf | $7,327,000 | +2.8% | 138,723 | +0.5% | 1.90% | -9.3% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $6,192,000 | +7.8% | 35,910 | +0.4% | 1.60% | -4.9% |
| EFA | Buy | ISHARES TRmsci eafe etf | $6,069,000 | +20.6% | 93,599 | +9.4% | 1.57% | +6.4% |
| QQEW | Sell | FIRST TR NAS100 EQ WEIGHTED | $5,509,000 | +17.2% | 85,748 | -0.4% | 1.43% | +3.3% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $5,462,000 | +15.4% | 35,758 | -0.3% | 1.42% | +1.8% |
| AAPL | Buy | APPLE INC | $5,111,000 | +22.4% | 26,898 | +1.6% | 1.32% | +8.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $4,540,000 | +14.6% | 29,655 | +0.2% | 1.18% | +1.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $4,501,000 | +6.8% | 40,897 | +0.8% | 1.17% | -5.8% |
| EEMV | Buy | ISHARES INCmin vol emrg mkt | $4,359,000 | +7.3% | 73,551 | +1.2% | 1.13% | -5.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,649,000 | +2.9% | 36,048 | -0.8% | 0.94% | -9.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $3,247,000 | -9.0% | 17,146 | -20.2% | 0.84% | -19.8% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $3,212,000 | +5.0% | 43,897 | -6.0% | 0.83% | -7.3% |
| CWB | Sell | SPDR SERIES TRUSTblmbrg brc cnvrt | $3,049,000 | -9.1% | 58,355 | -18.6% | 0.79% | -19.8% |
| FM | ISHARES INCmsci frntr100etf | $2,979,000 | +8.8% | 104,667 | 0.0% | 0.77% | -4.0% | |
| EFAV | Buy | ISHARES TRmin vol eafe etf | $2,656,000 | +12.3% | 36,869 | +3.9% | 0.69% | -1.0% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $2,622,000 | +4.7% | 32,941 | +3.4% | 0.68% | -7.6% |
| IWR | Buy | ISHARES TRrus mid cap etf | $2,609,000 | +16.5% | 48,360 | +0.3% | 0.68% | +2.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,290,000 | -5.7% | 11,407 | -4.3% | 0.59% | -16.8% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $2,249,000 | +11.8% | 19,830 | +0.2% | 0.58% | -1.4% |
| VOO | New | VANGUARD INDEX FDS | $2,188,000 | – | 8,430 | +100.0% | 0.57% | – |
| EEM | ISHARES TRmsci emg mkt etf | $2,166,000 | +9.9% | 50,473 | 0.0% | 0.56% | -3.1% | |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,998,000 | +13.6% | 13,197 | -1.8% | 0.52% | +0.2% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $1,701,000 | +12.6% | 13,323 | +0.1% | 0.44% | -0.7% |
| IBB | Buy | ISHARES TRnasdaq biotech | $1,627,000 | +17.1% | 14,550 | +0.8% | 0.42% | +3.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,620,000 | +13.3% | 5,691 | +0.2% | 0.42% | 0.0% |
| AMZN | Buy | AMAZON COM INC | $1,604,000 | +29.7% | 901 | +9.6% | 0.42% | +14.6% |
| MTUM | Buy | ISHARES TRusa momentum fct | $1,593,000 | +13.3% | 14,204 | +1.2% | 0.41% | 0.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,594,000 | +2.9% | 14,620 | +0.5% | 0.41% | -9.2% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $1,564,000 | +14.8% | 31,263 | +1.6% | 0.40% | +1.2% |
| ELOX | ELOXX PHARMACEUTICALS INC | $1,525,000 | -2.7% | 130,557 | 0.0% | 0.40% | -14.1% | |
| IWD | Sell | ISHARES TRrus 1000 val etf | $1,506,000 | +10.2% | 12,195 | -1.0% | 0.39% | -2.7% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,446,000 | +14.1% | 4,187 | 0.0% | 0.38% | +0.8% | |
| ARKK | Buy | ARK ETF TRinnovation etf | $1,440,000 | +49.2% | 30,820 | +18.8% | 0.37% | +31.8% |
| NEOG | NEOGEN CORP | $1,378,000 | +0.7% | 24,000 | 0.0% | 0.36% | -11.2% | |
| ASYS | Sell | AMTECH SYS INC | $1,336,000 | 0.0% | 250,748 | -15.0% | 0.35% | -11.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,270,000 | +30.9% | 29,883 | +17.5% | 0.33% | +15.4% |
| MSFT | Buy | MICROSOFT CORP | $1,234,000 | +33.8% | 10,448 | +14.8% | 0.32% | +18.1% |
| XOM | Sell | EXXON MOBIL CORP | $1,179,000 | +14.9% | 14,608 | -2.8% | 0.30% | +1.3% |
| FLRN | Buy | SPDR SER TRblomberg brc inv | $1,081,000 | +1.6% | 35,224 | +0.5% | 0.28% | -10.3% |
| ITA | Sell | ISHARES TRus aer def etf | $1,035,000 | -15.9% | 5,191 | -27.1% | 0.27% | -25.8% |
| JPST | Buy | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $1,018,000 | +27.4% | 20,263 | +27.1% | 0.26% | +12.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $992,000 | +13.1% | 9,547 | +0.0% | 0.26% | -0.4% |
| CVX | Sell | CHEVRON CORP NEW | $943,000 | +12.4% | 7,664 | -0.7% | 0.24% | -0.8% |
| PFF | Sell | ISHARES TRpfd and incm sec | $925,000 | -38.4% | 25,318 | -42.2% | 0.24% | -45.6% |
| BA | Buy | BOEING CO | $905,000 | +18.0% | 2,379 | +0.1% | 0.23% | +4.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $874,000 | +5.4% | 14,780 | +0.0% | 0.23% | -7.0% |
| EMLP | Buy | FIRST TR EXCHANGE TRADED FDno amer energy | $852,000 | +16.1% | 34,429 | +0.5% | 0.22% | +2.3% |
| PFE | Buy | PFIZER INC | $845,000 | +1.6% | 19,932 | +4.3% | 0.22% | -10.2% |
| VDE | VANGUARD WORLD FDSenergy etf | $830,000 | +15.9% | 9,290 | 0.0% | 0.22% | +2.4% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $819,000 | +4.3% | 9,123 | +0.2% | 0.21% | -8.2% |
| ABT | Buy | ABBOTT LABS | $820,000 | +11.1% | 10,236 | +0.1% | 0.21% | -2.3% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $816,000 | +14.8% | 4,731 | +0.3% | 0.21% | +1.0% |
| MRK | Buy | MERCK & CO INC | $809,000 | +9.0% | 9,739 | +0.2% | 0.21% | -3.7% |
| BAC | Buy | BANK AMER CORP | $805,000 | +12.7% | 29,269 | +1.1% | 0.21% | -0.5% |
| T | Buy | AT&T INC | $797,000 | +10.1% | 25,353 | +0.3% | 0.21% | -3.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $787,000 | +8.7% | 5,614 | +0.1% | 0.20% | -4.2% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $761,000 | +22.9% | 26,226 | +4.0% | 0.20% | +8.2% |
| AVID | AVID TECHNOLOGY INC | $754,000 | +56.8% | 101,226 | 0.0% | 0.20% | +38.3% | |
| PWB | Buy | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $741,000 | +14.7% | 15,612 | +0.2% | 0.19% | +1.1% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $739,000 | +9.2% | 14,699 | -0.8% | 0.19% | -4.0% |
| FB | Buy | FACEBOOK INCcl a | $696,000 | +33.1% | 4,164 | +4.5% | 0.18% | +16.9% |
| QCOM | Buy | QUALCOMM INC | $688,000 | +4.9% | 12,072 | +4.7% | 0.18% | -7.8% |
| GLD | SPDR GOLD TRUST | $673,000 | +0.6% | 5,517 | 0.0% | 0.17% | -11.2% | |
| DIS | Buy | DISNEY WALT CO | $669,000 | +21.2% | 6,007 | +19.2% | 0.17% | +6.8% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $655,000 | +12.0% | 5,820 | +0.5% | 0.17% | -1.2% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $645,000 | +10.3% | 20,617 | 0.0% | 0.17% | -2.9% | |
| ABBV | Buy | ABBVIE INC | $620,000 | -11.8% | 7,688 | +0.2% | 0.16% | -21.8% |
| RWX | Buy | SPDR INDEX SHS FDSdj intl rl etf | $603,000 | +11.5% | 15,353 | +0.4% | 0.16% | -1.9% |
| HPT | HOSPITALITY PPTYS TR | $595,000 | +10.2% | 22,604 | 0.0% | 0.15% | -3.1% | |
| XBI | Buy | SPDR SERIES TRUSTs&p biotech | $563,000 | +50.9% | 6,206 | +19.2% | 0.15% | +32.7% |
| HAS | Buy | HASBRO INC | $558,000 | +79.4% | 6,552 | +70.8% | 0.14% | +59.3% |
| HD | Buy | HOME DEPOT INC | $556,000 | +14.9% | 2,902 | +2.9% | 0.14% | +1.4% |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $542,000 | +21.3% | 12,950 | 0.0% | 0.14% | +6.9% | |
| NEE | Buy | NEXTERA ENERGY INC | $523,000 | +12.2% | 2,694 | +0.4% | 0.14% | -1.5% |
| VTV | VANGUARD INDEX FDSvalue etf | $522,000 | +10.1% | 4,845 | 0.0% | 0.14% | -2.9% | |
| NRZ | NEW RESIDENTIAL INVT CORP | $514,000 | +19.3% | 30,373 | 0.0% | 0.13% | +4.7% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $513,000 | +5.8% | 8,486 | 0.0% | 0.13% | -6.3% | |
| CSCO | Buy | CISCO SYS INC | $479,000 | +36.5% | 8,855 | +9.3% | 0.12% | +20.4% |
| LMBS | Buy | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $461,000 | +1.1% | 8,998 | +0.7% | 0.12% | -11.2% |
| DWDP | Buy | DOWDUPONT INC | $452,000 | +4.6% | 8,503 | +5.8% | 0.12% | -7.9% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $449,000 | +12.2% | 4,903 | +6.0% | 0.12% | -0.9% |
| PEP | PEPSICO INC | $439,000 | +10.9% | 3,582 | 0.0% | 0.11% | -1.7% | |
| HON | Sell | HONEYWELL INTL INC | $437,000 | +18.1% | 2,739 | -2.1% | 0.11% | +3.7% |
| LMT | LOCKHEED MARTIN CORP | $437,000 | +14.7% | 1,454 | 0.0% | 0.11% | +0.9% | |
| BXP | BOSTON PROPERTIES INC | $432,000 | +18.7% | 3,230 | 0.0% | 0.11% | +4.7% | |
| JKHY | HENRY JACK & ASSOC INC | $417,000 | +9.4% | 3,000 | 0.0% | 0.11% | -3.6% | |
| IVOO | New | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $392,000 | – | 3,063 | +100.0% | 0.10% | – |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $393,000 | +45.6% | 7,493 | +30.0% | 0.10% | +29.1% |
| YUM | YUM BRANDS INC | $369,000 | +8.2% | 3,710 | 0.0% | 0.10% | -4.0% | |
| GE | Buy | GENERAL ELECTRIC CO | $344,000 | +35.4% | 34,322 | +1.9% | 0.09% | +18.7% |
| UGI | UGI CORP NEW | $337,000 | +4.0% | 6,071 | 0.0% | 0.09% | -8.4% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $332,000 | +38.3% | 282 | +21.6% | 0.09% | +22.9% |
| DEO | New | DIAGEO P L Cspon adr new | $325,000 | – | 1,985 | +100.0% | 0.08% | – |
| AMT | AMERICAN TOWER CORP NEW | $323,000 | +24.7% | 1,640 | 0.0% | 0.08% | +10.5% | |
| IR | Buy | INGERSOLL-RAND PLC | $326,000 | +19.0% | 3,018 | +0.6% | 0.08% | +5.0% |
| ET | Buy | ENERGY TRANSFER LP | $317,000 | +15.7% | 20,674 | +0.1% | 0.08% | +2.5% |
| GOOGL | ALPHABET INCcap stk cl a | $304,000 | +13.0% | 258 | 0.0% | 0.08% | 0.0% | |
| INTC | Buy | INTEL CORP | $306,000 | +25.9% | 5,693 | +9.6% | 0.08% | +11.3% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $301,000 | -1.6% | 1 | 0.0% | 0.08% | -13.3% | |
| FTEC | New | FIDELITYmsci info tech i | $295,000 | – | 4,977 | +100.0% | 0.08% | – |
| ENB | Buy | ENBRIDGE INC | $290,000 | +17.9% | 7,959 | +0.1% | 0.08% | +4.2% |
| WY | Buy | WEYERHAEUSER CO | $290,000 | +20.8% | 11,034 | +0.6% | 0.08% | +7.1% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $289,000 | +16.1% | 4,371 | +0.5% | 0.08% | +2.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $284,000 | +24.0% | 2,017 | +0.3% | 0.07% | +10.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $282,000 | +16.5% | 7,060 | +0.0% | 0.07% | +2.8% |
| PM | Buy | PHILIP MORRIS INTL INC | $281,000 | +32.5% | 3,181 | +0.1% | 0.07% | +17.7% |
| FDX | Buy | FEDEX CORP | $276,000 | +12.2% | 1,522 | +0.1% | 0.07% | 0.0% |
| RTN | New | RAYTHEON CO | $278,000 | – | 1,522 | +100.0% | 0.07% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $274,000 | +13.2% | 3,551 | +1.6% | 0.07% | 0.0% |
| QWLD | SPDR INDEX SHS FDSmsci wrld strgic | $267,000 | +12.7% | 3,457 | 0.0% | 0.07% | -1.4% | |
| O | Buy | REALTY INCOME CORP | $257,000 | +16.8% | 3,490 | +0.1% | 0.07% | +3.1% |
| BACPRL | BANK AMER CORP7.25%cnv pfd l | $260,000 | +3.6% | 200 | 0.0% | 0.07% | -9.5% | |
| AMD | New | ADVANCED MICRO DEVICES INC | $247,000 | – | 9,648 | +100.0% | 0.06% | – |
| RDVY | Buy | FIRST TR EXCHANGE TRADED FDrisng divd achiv | $247,000 | +12.8% | 8,301 | +0.3% | 0.06% | 0.0% |
| XLK | SELECT SECTOR SPDR TRtechnology | $247,000 | +19.9% | 3,338 | 0.0% | 0.06% | +6.7% | |
| EQC | EQUITY COMWLTH | $247,000 | +8.8% | 7,552 | 0.0% | 0.06% | -4.5% | |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $240,000 | +14.8% | 3,714 | +0.2% | 0.06% | +1.6% |
| MCD | New | MCDONALDS CORP | $238,000 | – | 1,260 | +100.0% | 0.06% | – |
| WPC | New | W P CAREY INC | $236,000 | – | 3,030 | +100.0% | 0.06% | – |
| SRPT | New | SAREPTA THERAPEUTICS INC | $237,000 | – | 1,988 | +100.0% | 0.06% | – |
| XLNX | New | XILINX INC | $235,000 | – | 1,849 | +100.0% | 0.06% | – |
| CSWC | CAPITAL SOUTHWEST CORP | $231,000 | +9.5% | 11,000 | 0.0% | 0.06% | -3.2% | |
| FTAI | FORTRESS TRANS INFRST INVS L | $230,000 | +19.2% | 13,500 | 0.0% | 0.06% | +5.3% | |
| ELS | New | EQUITY LIFESTYLE PPTYS INC | $229,000 | – | 2,000 | +100.0% | 0.06% | – |
| MO | New | ALTRIA GROUP INC | $228,000 | – | 3,980 | +100.0% | 0.06% | – |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $228,000 | +1.3% | 4,693 | 0.0% | 0.06% | -10.6% | |
| VLO | New | VALERO ENERGY CORP NEW | $220,000 | – | 2,601 | +100.0% | 0.06% | – |
| HQL | Buy | TEKLA LIFE SCIENCES INVSsh ben int | $221,000 | +13.9% | 12,936 | +0.8% | 0.06% | 0.0% |
| IWO | New | ISHARES TRrus 2000 grw etf | $221,000 | – | 1,120 | +100.0% | 0.06% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $219,000 | – | 1,691 | +100.0% | 0.06% | – |
| NAD | NUVEEN QUALITY MUNCP INCOME | $218,000 | +8.5% | 16,062 | 0.0% | 0.06% | -5.1% | |
| HQH | Buy | TEKLA HEALTHCARE INVSsh ben int | $218,000 | +16.6% | 10,591 | +1.5% | 0.06% | +1.8% |
| BOTZ | Sell | GLOBAL X FDSrbtcs artfl inte | $217,000 | -9.6% | 10,876 | -24.4% | 0.06% | -20.0% |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $207,000 | +4.5% | 11,310 | +0.1% | 0.05% | -6.9% |
| WMT | New | WALMART INC | $210,000 | – | 2,149 | +100.0% | 0.05% | – |
| SNH | Sell | SENIOR HSG PPTYS TRsh ben int | $203,000 | -1.0% | 17,250 | -1.6% | 0.05% | -11.7% |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $196,000 | +8.9% | 14,642 | 0.0% | 0.05% | -3.8% | |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $196,000 | +12.6% | 13,001 | 0.0% | 0.05% | 0.0% | |
| USAC | New | USA COMPRESSION PARTNERS LP | $156,000 | – | 10,000 | +100.0% | 0.04% | – |
| ATAX | AMERICA FIRST MULTIFAMILY INben unit ctf | $79,000 | +21.5% | 11,500 | 0.0% | 0.02% | +5.3% | |
| PCTI | PC-TEL INC | $65,000 | +16.1% | 13,000 | 0.0% | 0.02% | +6.2% | |
| DX | DYNEX CAP INC | $61,000 | +7.0% | 10,000 | 0.0% | 0.02% | -5.9% | |
| RBBN | RIBBON COMMUNICATIONS INC | $58,000 | +11.5% | 10,966 | 0.0% | 0.02% | 0.0% | |
| KOPN | KOPIN CORP | $21,000 | +40.0% | 15,000 | 0.0% | 0.01% | +25.0% | |
| VXUS | Exit | VANGUARD STAR FDvg tl intl stk f | $0 | – | -4,810 | -100.0% | -0.07% | – |
| TSLA | Exit | TESLA INC | $0 | – | -805 | -100.0% | -0.08% | – |
| SPSB | Exit | SPDR SERIES TRUSTportfolio short | $0 | – | -84,212 | -100.0% | -0.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-02
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.