New England Private Wealth Advisors LLC
Q4 2024 13F Holdings
- Locationwellesley, MA
- Num holdings
144
- Value ($000)
$631,206
- Date Filed02/07/2025
- Form type13F-HR
- CIK0001582813
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $45.77M | 7 % | 233,700 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $34.20M | 5 % | 118,020 | ||
FVD FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 | $33.34M | 5 % | 763,935 | ||
BNL BROADSTONE NET LEASE INC | COM | 11135E203 | $26.87M | 4 % | 1,694,305 | ||
SPLV INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $26.09M | 4 % | 372,730 | ||
RPG INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 46137V266 | $24.54M | 4 % | 594,804 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $21.62M | 3 % | 113,787 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $19.27M | 3 % | 32,880 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $17.18M | 3 % | 338,830 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $16.46M | 3 % | 177,486 |
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