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CIK: 0001582813
Total reported value
$1.0B
$1.0B
147 檔
16.9%
As reported in its official Q1 2025 Form 13F filing, New England Private Wealth Advisors LLC's tracked investment portfolio stood at $1.0B with 147 total positions.
In Q1 2025, New England Private Wealth Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.84% | -0.41% | -2.39% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 5.60% | -0.55% | +110.83% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-Other | 5.23% | -0.48% | -0.75% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.12% | -0.15% | +2.03% | |
| 5 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 4.32% | +0.10% | -3.25% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 4.23% | -0.36% | -1.69% | |
| 7 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 3.51% | +0.04% | -0.12% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.12% | -0.01% | +3.06% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.71% | -0.12% | -4.56% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.36% | -0.26% | -2.30% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 2.13% | -0.08% | -1.08% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.00% | -0.09% | +0.23% | |
| 13 | CGDV | Cap Group Dividend Value | ETF-Other | 1.97% | +0.11% | +9.94% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.82% | -0.01% | +32.83% | |
| 15 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 1.78% | -0.05% | -4.08% | |
| 16 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.77% | -0.07% | +0.06% | |
| 17 | EMLP | First Trust North American E | ETF-Other | 1.71% | -0.26% | +3.18% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 1.61% | -0.17% | -0.46% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.53% | -0.15% | -3.18% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.50% | -0.04% | -6.77% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | -0.05% | +2.20% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.38% | -0.11% | +7.79% | |
| 23 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.35% | -0.10% | -2.84% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.34% | +0.02% | +0.45% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.34% | -0.08% | +0.76% | |
| 26 | RFG | Invesco S&p Midcap 400 Pure | ETF-Other | 1.31% | -0.08% | -4.78% | |
| 27 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 1.30% | -0.01% | -3.24% | |
| 28 | PAVE | Global X US Infrastructure | ETF-Other | 1.20% | +0.02% | +0.18% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.18% | -0.06% | +1.93% | |
| 30 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.01% | — | -7.91% | |
| 31 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.00% | -0.10% | +6.08% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.95% | -0.10% | -0.83% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.88% | -0.02% | +0.25% | |
| 34 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.87% | — | +7.36% | |
| 35 | CEFS | Saba Closed End Funds ETF | ETF-Other | 0.84% | -0.02% | +129.82% | |
| 36 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.84% | +0.21% | +22.13% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.75% | -0.04% | +0.30% | |
| 38 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.73% | -0.15% | -0.01% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.69% | -0.08% | -4.59% | |
| 40 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.68% | +0.03% | +20.03% | |
| 41 | QTUM | Defiance Quantum ETF | ETF-Other | 0.68% | +0.07% | — | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.66% | -0.01% | +0.36% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | -0.03% | -0.50% | |
| 44 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.64% | -0.02% | +0.23% | |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.64% | -0.08% | +4.18% | |
| 46 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.61% | +0.01% | +2.27% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.58% | -0.05% | +0.17% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.49% | -0.07% | +49.67% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.46% | +0.04% | +0.98% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.12% | +10.41% |
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 147 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VIG, JAAA, FVD) accounted for 16.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VIG
市值: $44.3M
During Q1 2025, New England Private Wealth Advisors LLC's top holdings by market value included VIG (6.8%)、JAAA (5.6%)、FVD (5.2%). The largest single position, VIG, represented 6.8% of total portfolio value.
In Q1 2025, New England Private Wealth Advisors LLC made 50 total portfolio adjustments, initiating 50 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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