$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,164,000 | -5.3% | 4,411 | 0.0% | 0.40% | -0.5% | |
| VTV | VANGUARD INDEX FDSvalue etf | $678,000 | +0.4% | 4,583 | 0.0% | 0.12% | +6.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $633,000 | -2.8% | 4,624 | 0.0% | 0.12% | +2.7% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $429,000 | -4.9% | 6,637 | 0.0% | 0.08% | 0.0% | |
| XBI | SPDR SER TRs&p biotech | $427,000 | -19.7% | 4,756 | 0.0% | 0.08% | -16.1% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $260,000 | 0.0% | 5,072 | 0.0% | 0.05% | +4.4% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $246,000 | -10.5% | 855 | 0.0% | 0.04% | -6.2% |
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.