NE

New England Private Wealth Advisors LLC

13F
New England Private Wealth Advisors LLC
Last update 2025-05-08 147 Stocks (11 new)
Value $647.00 Mil Turnover 7 %
Countries:
Top Holdings: VIG(6.84%)JAAA(5.60%)FVD(5.23%)VTI(5.12%)BNL(4.32%)
Summary Stock Picks Current Portfolio
New England Private Wealth Adv... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VIG 		Vanguard Dividend Appreciation FTF
228,126
44,254.1
-2.39%
6.840
-0.17%
0.050
+1.85%
+2.85%
87,312.3
 
JAAA 		Janus Henderson AAA CLO ETF
714,363
36,225.4
+110.83%
5.600
+2.94%
0.180
+1.30%
+1.99%
20,808.6
 
FVD 		First Trust Value Line Dividend Index Fund
758,187
33,807.6
-0.75%
5.230
-0.04%
0.370
+0.34%
+3.19%
9,085.7
 
VTI 		Vanguard Total Stock Market ETF
120,417
33,095.3
+2.03%
5.120
+0.10%
0.010
+5.02%
+2.19%
450,908.3
 
BNL 		Broadstone Net Lease Inc
1,639,232
27,932.5
-3.25%
4.320
-0.14%
0.870
-2.30%
+3.86%
3,061.2
REITs
SPLV 		Invesco S&P 500 Low Volatility ETF
366,444
27,380.7
-1.69%
4.230
-0.07%
0.330
-0.37%
+4.99%
7,976.4
 
RPG 		Invesco S&P 500 Pure Growth ETF
594,063
22,722.9
-0.12%
3.510
0%
1.640
+11.95%
+6.53%
1,603.5
 
VXF 		Vanguard Extended Market Index ETF
117,269
20,200.7
+3.06%
3.120
+0.09%
0.100
+6.04%
-0.39%
20,434.8
 
SPY 		SPDR S&P 500 ETF Trust
31,380
17,553.7
-4.56%
2.710
-0.14%
0.000
+4.93%
+2.54%
612,819.6
 
MOAT 		VanEck Morningstar Wide Moat ETF
173,397
15,259.0
-2.30%
2.360
-0.06%
0.120
-0.16%
-1.70%
12,860.7
 

New England Private Wealth Advisors LLC's Historical Top Holdings Breakdowns

New England Private Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JAAA 		Janus Henderson AAA CLO ETF2025-03-31Add
+2.94%
●
50.48 ($50.78) 51.04
$50.58
-0.39%
Add 110.83%
714,363
375,533
QTUM 		ETF SER SOLUTIONS2025-03-31New Buy
+0.68%
●
74.53 ($80.87) 85.7
$88.23
9.10%
New holding
58,759
58,759
AVUV 		Avantis U.S. Small Cap Value ETF2025-03-31Sold Out
-0.68%
●
84.96 ($93.96) 100.71
$89.76
-4.47%
Sold Out
0
-44,521
CEFS 		Saba Closed-End Funds ETF2025-03-31Add
+0.47%
●
21.3 ($21.95) 22.61
$22.20
1.14%
Add 129.82%
254,518
143,770
VYMI 		Vanguard International High Dividend Yield ETF2025-03-31Add
+0.45%
●
67.08 ($71.8) 76.14
$80.00
11.42%
Add 32.83%
159,416
39,397
SMDV 		ProShares Russell 2000 Div Growers ETF2025-03-31Sold Out
-0.32%
●
64.6 ($67.72) 69.89
$64.52
-4.73%
Sold Out
0
-30,024
CGDV 		Capital Group Dividend Value ETF2025-03-31Add
+0.18%
●
34.95 ($36.32) 37.36
$38.09
4.87%
Add 9.94%
358,314
32,389
VIG 		Vanguard Dividend Appreciation FTF2025-03-31Reduce
-0.17%
●
190.34 ($198.85) 205.23
$200.45
0.80%
Reduce -2.39%
228,126
-5,574
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Add
+0.16%
●
69.57 ($74.78) 78.65
$83.42
11.55%
Add 49.67%
41,922
13,913
PVAL 		Putnam Focused Large Cap Value ETF2025-03-31Add
+0.15%
●
36.8 ($38.31) 39.59
$39.02
1.85%
Add 22.13%
142,420
25,809

New England Private Wealth Advisors LLC Total Holding History ($B)

To

New England Private Wealth Advisors LLC's Asset Allocation

To

New England Private Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

New England Private Wealth Advisors LLC's Hypothetical Growth since 2025-03-31

New England Private Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

New England Private Wealth Advisors LLC's Holdings Heat Map

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New England Private Wealth Advisors LLC's Holdings Bubble Chart

New England Private Wealth Advisors LLC News

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