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CIK: 0001582813
Total reported value
$1.0B
$1.0B
178 檔
18.1%
According to the latest 13F quarterly dataset, New England Private Wealth Advisors LLC managed an equity portfolio of $1.0B at the end of Q3 2025, spanning 178 distinct U.S. exchange-listed positions.
In Q3 2025, New England Private Wealth Advisors LLC displayed an active expansion posture, initiating 12 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.46% | -0.41% | -0.69% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.51% | -0.15% | +6.78% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-Other | 4.66% | -0.48% | +0.22% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.39% | -0.55% | -2.55% | |
| 5 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 3.71% | +0.04% | -0.11% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 3.70% | -0.36% | +0.19% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.29% | -0.01% | +0.29% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.62% | -0.12% | -4.85% | |
| 9 | CGDV | Cap Group Dividend Value | ETF-Other | 2.38% | +0.11% | +12.41% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.34% | -0.26% | +10.18% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.08% | -0.06% | +4668.60% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.05% | -0.09% | +0.22% | |
| 13 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 1.90% | -0.05% | — | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.88% | -0.01% | +1.56% | |
| 15 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.86% | -0.07% | +0.24% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.54% | -0.08% | +0.40% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.53% | -0.06% | +21.60% | |
| 18 | EMLP | First Trust North American E | ETF-Other | 1.53% | -0.26% | +0.64% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | -0.05% | +0.18% | |
| 20 | DFAT | Dimensional US Target Value | ETF-Other | 1.35% | -0.08% | -1.95% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.32% | -0.15% | +0.44% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.31% | -0.04% | -4.89% | |
| 23 | PAVE | Global X US Infrastructure | ETF-Other | 1.29% | +0.02% | — | |
| 24 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 1.29% | -0.01% | +0.02% | |
| 25 | VHT | Vanguard Health Care ETF | ETF-Other | 1.29% | -0.17% | -1.16% | |
| 26 | RFG | Invesco S&p Midcap 400 Pure | ETF-Other | 1.25% | -0.08% | +0.02% | |
| 27 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.25% | -0.10% | -7.88% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.12% | -0.10% | +0.89% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.09% | +0.02% | -1.97% | |
| 30 | CEFS | Saba Closed End Funds ETF | ETF-Other | 1.08% | -0.02% | +13.75% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.03% | -0.11% | -1.68% | |
| 32 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.95% | -0.10% | -3.07% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.93% | -0.02% | +0.22% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.93% | -0.08% | +27.54% | |
| 35 | QTUM | Defiance Quantum ETF | ETF-Other | 0.89% | +0.07% | +8.86% | |
| 36 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.88% | — | +0.26% | |
| 37 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.85% | -0.15% | -0.40% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.75% | -0.04% | +1.23% | |
| 39 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.70% | +0.21% | -15.52% | |
| 40 | FPAG | Fpa Global Equity ETF New | ETF-Other | 0.67% | +0.03% | +1.78% | |
| 41 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.67% | +0.01% | +0.49% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.65% | -0.01% | +0.38% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | -0.03% | +0.14% | |
| 44 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.62% | -0.02% | +0.21% | |
| 45 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.61% | — | +0.22% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-Other | 0.60% | -0.10% | +1500.40% | |
| 47 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.55% | -0.08% | +0.37% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.54% | +0.04% | +0.02% | |
| 49 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.51% | -0.07% | — | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.50% | -0.07% | +2.08% |
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 178 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VIG, VTI, FVD) accounted for 18.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
FTSL
市值: $3.8M
Top Position Liquidated / Trimmed
BNL
前期市值: $27.9M
During Q3 2025, New England Private Wealth Advisors LLC's top holdings by market value included VIG (6.5%)、VTI (5.5%)、FVD (4.7%). The largest single position, VIG, represented 6.5% of total portfolio value.
In Q3 2025, New England Private Wealth Advisors LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 26 positions, trimming 10 holdings, and fully liquidating 2 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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