$548 Million is the total value of New England Private Wealth Advisors LLC's 105 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XMMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $0 | – | -42,795 | -100.0% | 0.00% | – |
IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -181,618 | -100.0% | -0.01% | – |
FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -6,386 | -100.0% | -0.04% | – |
GLDM | Exit | WORLD GOLD TRspdr gld minis | $0 | – | -19,711 | -100.0% | -0.06% | – |
MBB | Exit | ISHARES TRmbs etf | $0 | – | -3,929 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-06
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.