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.

Portfolio value $190 Million
ETFs: $183 Million
Technology: $2.13 Million
Financial Services: $1.66 Million
Industrials: $1.33 Million
Real Estate: $1.1 Million
Consumer Cyclical: $345,000
Energy: $307,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$799M
$291,000 0.15% of portfolio
20,817
Q4 2022 Reduced 50.27%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $190 Million
  • Prior Value $165 Million
  • Filing
  • Period Q4 2022
  • Filing Date January 11, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 5 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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