$162 Million is the total value of NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s 70 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITA | Exit | Ishares US Aerospaceetf | $0 | – | -1,803 | -100.0% | -0.11% | – |
| ABBV | Exit | Abbvie Incequity | $0 | – | -1,290 | -100.0% | -0.11% | – |
| IUSG | Exit | iShares Core US Growthetf | $0 | – | -2,000 | -100.0% | -0.11% | – |
| PFE | Exit | Pfizerequity | $0 | – | -4,568 | -100.0% | -0.12% | – |
| TGT | Exit | Target Corporationequity | $0 | – | -1,257 | -100.0% | -0.14% | – |
| PBCT | Exit | Peoples Unitedequity | $0 | – | -14,363 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Int'l Stock | 21 | Q4 2022 | 18.1% |
| VanguardTotalStockMarket | 21 | Q4 2022 | 7.9% |
| SPDRS&P500 | 21 | Q4 2022 | 6.9% |
| SPDRDoublelineTtlRtrn | 21 | Q4 2022 | 7.6% |
| Vanguard Int'l Developed Marke | 21 | Q4 2022 | 7.6% |
| iSharesCoreMSCIEAFE | 21 | Q4 2022 | 7.5% |
| VanguardTotalBondMarket | 21 | Q4 2022 | 9.0% |
| iSharesEMUHedgedETF | 21 | Q4 2022 | 6.0% |
| VanguardGlb.Ex-USRealEstat | 21 | Q4 2022 | 6.7% |
| iSharesRussell2000 | 21 | Q4 2022 | 4.1% |
View NEW ENGLAND GUILD WEALTH ADVISORS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-06 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-12 |
| 13F-HR | 2021-10-07 |
| 13F-HR | 2021-07-12 |
| 13F-HR | 2021-04-08 |
| 13F-HR | 2021-01-15 |
| 13F-HR | 2020-10-05 |
View NEW ENGLAND GUILD WEALTH ADVISORS, INC.'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.