New England Private Wealth Advisors LLC
Q1 2025 13F Holdings
- Locationwellesley, MA
- Num holdings
147
- Value ($000)
$646,667
- Date Filed05/08/2025
- Form type13F-HR
- CIK0001582813
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $44.25M | 7 % | 228,126 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $36.23M | 6 % | 714,363 | ||
FVD FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 | $33.81M | 5 % | 758,187 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $33.10M | 5 % | 120,417 | ||
BNL BROADSTONE NET LEASE INC | COM | 11135E203 | $27.93M | 4 % | 1,639,232 | ||
SPLV INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $27.38M | 4 % | 366,444 | ||
RPG INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 46137V266 | $22.72M | 4 % | 594,063 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $20.20M | 3 % | 117,269 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $17.55M | 3 % | 31,380 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $15.26M | 2 % | 173,397 |
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