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CIK: 0001582813
Total reported value
$1.0B
$1.0B
144 檔
16.1%
According to the latest 13F quarterly dataset, New England Private Wealth Advisors LLC managed an equity portfolio of $1.0B at the end of Q4 2024, spanning 144 distinct U.S. exchange-listed positions.
During Q4 2024, New England Private Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.25% | -0.41% | +2.24% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.42% | -0.15% | +1.65% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-Other | 5.28% | -0.48% | -0.65% | |
| 4 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 4.26% | +0.10% | -2.23% | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 4.13% | -0.36% | -0.06% | |
| 6 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 3.89% | +0.04% | -0.34% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.42% | -0.01% | +4.00% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.05% | -0.12% | -0.02% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.72% | -0.55% | +330.63% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.61% | -0.26% | -21.58% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 2.38% | -0.08% | -2.06% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.15% | -0.09% | +0.29% | |
| 13 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 1.98% | -0.05% | -18.31% | |
| 14 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.93% | -0.07% | +0.40% | |
| 15 | CGDV | Cap Group Dividend Value | ETF-Other | 1.82% | +0.11% | +34.91% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.66% | -0.04% | -0.96% | |
| 17 | EMLP | First Trust North American E | ETF-Other | 1.61% | -0.26% | +6.34% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 1.59% | -0.17% | -4.63% | |
| 19 | RFG | Invesco S&p Midcap 400 Pure | ETF-Other | 1.56% | -0.08% | -0.02% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.53% | -0.15% | +9.05% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | -0.05% | +6.03% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.48% | -0.08% | +6.32% | |
| 23 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 1.42% | -0.01% | -5.96% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.37% | -0.10% | +0.01% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.34% | +0.02% | +221.77% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.32% | -0.11% | +2.37% | |
| 27 | PAVE | Global X US Infrastructure | ETF-Other | 1.32% | +0.02% | -0.13% | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.29% | -0.01% | +5.48% | |
| 29 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.12% | — | +25.51% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.12% | -0.06% | +0.31% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.10% | -0.10% | +7.55% | |
| 32 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.05% | -0.10% | +2.10% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.99% | -0.02% | +0.25% | |
| 34 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.85% | — | +32.81% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.79% | -0.04% | +0.74% | |
| 36 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.74% | -0.15% | +0.05% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | -0.03% | +0.77% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.69% | -0.08% | +0.73% | |
| 39 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.69% | +0.21% | — | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.68% | -0.02% | +37.79% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.66% | -0.01% | -2.32% | |
| 42 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.66% | -0.02% | +0.24% | |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.62% | -0.08% | +72.07% | |
| 44 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.59% | +0.03% | +38.21% | |
| 45 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.57% | +0.01% | -4.32% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-Other | 0.56% | -0.05% | +0.86% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.53% | +0.04% | -0.06% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | -0.02% | +1.06% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | -0.02% | +26.74% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.43% | -0.02% | — |
According to official SEC Form 13F filings, New England Private Wealth Advisors LLC reported a total U.S. public equity portfolio value of $1.0B across 144 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VIG, VTI, FVD) accounted for 16.1% of total reported equity market value during Q4 2024.
During Q4 2024, New England Private Wealth Advisors LLC's top holdings by market value included VIG (7.3%)、VTI (5.4%)、FVD (5.3%). The largest single position, VIG, represented 7.3% of total portfolio value.
In Q4 2024, New England Private Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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