NEW ENGLAND ASSET MANAGEMENT INC

Q3 2025 13F Holdings

  • Location
    farmington, CT
  • Num holdings

    126

  • Value ($000)

    $765,101

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001004244
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$66.75 M
9 %

100,204

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$56.69 M
7 %

92,580

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$48.72 M
6 %

558,020

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
$35.37 M
5 %

250,940

IDEV
IDEV

ISHARES TR

CORE MSCI INTL
$33.72 M
4 %

420,585

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$26.09 M
3 %

38,985

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$24.81 M
3 %

75,605

WFC 7.5 PERP L
WFC 7.5 PERP L

WELLS FARGO CO NEW

PERP PFD CNV A
$16.39 M
2 %

13,275

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$15.71 M
2 %

240,685

JPM
JPM

JPMORGAN CHASE & CO.

COM
$14.25 M
2 %

45,180

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