New England Private Wealth Advisors LLC
Q2 2025 13F Holdings
- Locationwellesley, MA
- Num holdings
163
- Value ($000)
$683,745
- Date Filed08/07/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $47.52M | 7 % | 228,833 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $37.23M | 5 % | 119,225 | ||
FVD FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 | $34.45M | 5 % | 762,256 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $34.17M | 5 % | 673,005 | ||
RPG INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 46137V266 | $27.88M | 4 % | 590,370 | ||
SPLV INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $27.74M | 4 % | 381,317 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $23.66M | 4 % | 119,012 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $19.93M | 3 % | 31,410 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $16.00M | 2 % | 162,934 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $15.63M | 2 % | 382,873 |
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