New England Private Wealth Advisors LLC
Q3 2025 13F Holdings
- Locationwellesley, MA
- Num holdings
178
- Value ($000)
$758,802
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0001582813
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $49.04M | 7 % | 227,260 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $41.78M | 6 % | 127,309 | ||
F FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 | $35.32M | 5 % | 763,946 | ||
J JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $33.30M | 4 % | 655,864 | ||
R INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 46137V266 | $28.14M | 4 % | 589,700 | ||
S INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $28.07M | 4 % | 382,034 | ||
V VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $24.99M | 3 % | 119,359 | ||
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $19.91M | 3 % | 29,886 | ||
C CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $18.09M | 2 % | 430,401 | ||
M VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $17.79M | 2 % | 179,516 |
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