New England Guild Wealth Advisors, Inc. Portfolio Holdings
New England Guild Wealth Advisors, Inc.
- $190 Million
- Q4 2022
New England Guild Wealth Advisors, Inc. has filed its 13F form on January 11, 2023 for Q4 2022 where it was disclosed a total value porftolio of $190 Million distributed in 67 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $34.3M, Vanguard Bd Index Fd Inc Short with a value of $13.6M, Vanguard Sht Term Corp Bd ETF with a value of $12.5M, Spdr S&P 500 ETF Trust with a value of $10.2M, and Vanguard Total Stock Market Et with a value of $8.61M.
Examining the 13F form we can see an increase of $24.3M in the current position value, from $165M to 190M.
Below you can find more details about New England Guild Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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