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New England Private Wealth Advisors LLC Buys Vanguard International Dividend Appreciation ETF, Global X U.S. Infrastructure Development ETF, Horizon Kinetics Inflation Beneficiaries ETF, Sells BTC iShares MSCI USA Quality Factor ETF, iShares Russell 2000

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Nov 02, 2021
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Wellesley, MA, based Investment company New England Private Wealth Advisors LLC (Current Portfolio) buys Vanguard International Dividend Appreciation ETF, Global X U.S. Infrastructure Development ETF, Horizon Kinetics Inflation Beneficiaries ETF, iShares MSCI EAFE ESG Select ETF, NETLease Corporate Real Estate ETF, sells BTC iShares MSCI USA Quality Factor ETF, iShares Russell 2000 Growth ETF, Diversified Healthcare Trust during the 3-months ended 2021Q3, according to the most recent filings of the investment company, New England Private Wealth Advisors LLC. As of 2021Q3, New England Private Wealth Advisors LLC owns 97 stocks with a total value of $533 million. These are the details of the buys and sells.

For the details of New England Private Wealth Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/new+england+private+wealth+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of New England Private Wealth Advisors LLC
  1. Broadstone Net Lease Inc (BNL) - 3,150,007 shares, 14.67% of the total portfolio. Shares reduced by 2.61%
  2. Vanguard Dividend Appreciation FTF (VIG) - 242,836 shares, 7.01% of the total portfolio. Shares added by 1.28%
  3. First Trust Value Line Dividend Index Fund (FVD) - 869,271 shares, 6.40% of the total portfolio. Shares added by 2.41%
  4. ISHARES TRUST (XT) - 490,247 shares, 5.78% of the total portfolio. Shares added by 7.17%
  5. Invesco S&P 500 Pure Growth ETF (RPG) - 143,985 shares, 5.21% of the total portfolio. Shares added by 1.78%
Added: Vanguard International Dividend Appreciation ETF (VIGI)

New England Private Wealth Advisors LLC added to a holding in Vanguard International Dividend Appreciation ETF by 23.60%. The purchase prices were between $86.36 and $93.03, with an estimated average price of $89.25. The stock is now traded at around $90.783600. The impact to a portfolio due to this purchase was 0.39%. The holding were 124,180 shares as of 2021-09-30.

Added: Global X U.S. Infrastructure Development ETF (PAVE)

New England Private Wealth Advisors LLC added to a holding in Global X U.S. Infrastructure Development ETF by 45.58%. The purchase prices were between $24.68 and $27.63, with an estimated average price of $26.36. The stock is now traded at around $27.910000. The impact to a portfolio due to this purchase was 0.33%. The holding were 221,626 shares as of 2021-09-30.

Added: Horizon Kinetics Inflation Beneficiaries ETF (INFL)

New England Private Wealth Advisors LLC added to a holding in Horizon Kinetics Inflation Beneficiaries ETF by 73.37%. The purchase prices were between $28.57 and $30.47, with an estimated average price of $29.84. The stock is now traded at around $31.469700. The impact to a portfolio due to this purchase was 0.3%. The holding were 128,639 shares as of 2021-09-30.

Added: iShares MSCI EAFE ESG Select ETF (ESGD)

New England Private Wealth Advisors LLC added to a holding in iShares MSCI EAFE ESG Select ETF by 81.16%. The purchase prices were between $77.09 and $82.48, with an estimated average price of $80.28. The stock is now traded at around $81.650000. The impact to a portfolio due to this purchase was 0.26%. The holding were 39,782 shares as of 2021-09-30.

Added: NETLease Corporate Real Estate ETF (NETL)

New England Private Wealth Advisors LLC added to a holding in NETLease Corporate Real Estate ETF by 92.31%. The purchase prices were between $29.59 and $32.49, with an estimated average price of $31.09. The stock is now traded at around $31.760000. The impact to a portfolio due to this purchase was 0.05%. The holding were 19,410 shares as of 2021-09-30.

Added: GLOBAL X FDS (BOTZ)

New England Private Wealth Advisors LLC added to a holding in GLOBAL X FDS by 39.43%. The purchase prices were between $32.76 and $39.39, with an estimated average price of $35.89. The stock is now traded at around $38.566300. The impact to a portfolio due to this purchase was 0.03%. The holding were 13,316 shares as of 2021-09-30.

Sold Out: BTC iShares MSCI USA Quality Factor ETF (QUAL)

New England Private Wealth Advisors LLC sold out a holding in BTC iShares MSCI USA Quality Factor ETF. The sale prices were between $131.73 and $141.35, with an estimated average price of $137.12.

Sold Out: iShares Russell 2000 Growth ETF (IWO)

New England Private Wealth Advisors LLC sold out a holding in iShares Russell 2000 Growth ETF. The sale prices were between $284.12 and $313.75, with an estimated average price of $300.15.

Sold Out: Diversified Healthcare Trust (DHC)

New England Private Wealth Advisors LLC sold out a holding in Diversified Healthcare Trust. The sale prices were between $3.39 and $4.25, with an estimated average price of $3.78.



Here is the complete portfolio of New England Private Wealth Advisors LLC. Also check out:

1. New England Private Wealth Advisors LLC's Undervalued Stocks
2. New England Private Wealth Advisors LLC's Top Growth Companies, and
3. New England Private Wealth Advisors LLC's High Yield stocks
4. Stocks that New England Private Wealth Advisors LLC keeps buying
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