New England Private Wealth Advisors LLC Portfolio Holdings

New England Private Wealth Advisors LLC

  • $727 Million
  • Q3 2025

New England Private Wealth Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $727 Million distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $41.8M, Vanguard Dividend Appreciation with a value of $41.4M, First Tr Value Line Divid Inde with a value of $35.3M, Janus Detroit Str Tr Janus Hen with a value of $33.3M, and Invesco Exchange Traded Fd Tr with a value of $28.1M.

Examining the 13F form we can see an increase of $81.7M in the current position value, from $646M to 727M.

New England Private Wealth Advisors LLC is based out at Wellesley, MA

Below you can find more details about New England Private Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $727 Million
ETFs: $720 Million
Financial Services: $2.08 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.8 Million 5.74% of portfolio
127,309
Q3 2025 Added 6.78%
$0
$41.4 Million 5.69% of portfolio
227,260
Q3 2025 Reduced 0.69%
$0
$35.3 Million 4.86% of portfolio
763,946
Q3 2025 Added 0.22%
$0
$33.3 Million 4.58% of portfolio
655,864
Q3 2025 Reduced 2.55%
$0
$28.1 Million 3.87% of portfolio
589,700
Q3 2025 Reduced 0.11%
$0
$28.1 Million 3.86% of portfolio
382,034
Q3 2025 Added 0.19%
$0
$25 Million 3.44% of portfolio
119,359
Q3 2025 Added 0.29%
$0
$19.9 Million 2.74% of portfolio
29,886
Q3 2025 Reduced 4.85%
$0
$18.1 Million 2.49% of portfolio
430,401
Q3 2025 Added 12.41%
$0
$15.8 Million 2.17% of portfolio
114,351
Q3 2025 Added 4,668.6%
$0
$15.5 Million 2.14% of portfolio
42,538
Q3 2025 Added 0.22%
$0
$15.4 Million 2.12% of portfolio
179,516
Q3 2025 Added 10.18%
$0
$14.4 Million 1.98% of portfolio
200,335
Q2 2025 Reduced 0.06%
$0
$14.3 Million 1.96% of portfolio
168,576
Q3 2025 Added 1.56%
$0
$14.1 Million 1.94% of portfolio
143,128
Q3 2025 Added 0.24%
$0
$11.7 Million 1.6% of portfolio
19,423
Q3 2025 Added 0.4%
$0
$11.6 Million 1.6% of portfolio
158,313
Q3 2025 Added 21.6%
$0
$11.1 Million 1.53% of portfolio
18,131
Q3 2025 Added 0.18%
$0
$10.3 Million 1.41% of portfolio
176,579
Q3 2025 Reduced 1.95%
$0
$9.99 Million 1.37% of portfolio
105,022
Q3 2025 Added 0.44%
$0
$9.92 Million 1.36% of portfolio
52,280
Q3 2025 Reduced 4.89%
$0
$9.82 Million 1.35% of portfolio
206,204
Q2 2025 Added 0.2%
$0
$9.82 Million 1.35% of portfolio
69,594
Q3 2025 Added 0.02%
$0
$9.76 Million 1.34% of portfolio
37,590
Q3 2025 Reduced 1.16%
$0
$9.49 Million 1.3% of portfolio
186,185
Q3 2025 Added 0.02%
$0
$9.48 Million 1.3% of portfolio
105,865
Q3 2025 Reduced 7.88%
$0
$8.5 Million 1.17% of portfolio
18,147
Q3 2025 Added 0.89%
$0
$8.29 Million 1.14% of portfolio
303,503
Q3 2025 Reduced 1.97%
$0
$8.16 Million 1.12% of portfolio
358,330
Q3 2025 Added 13.75%
$0
$7.78 Million 1.07% of portfolio
136,214
Q3 2025 Reduced 1.68%
$0
$7.19 Million 0.99% of portfolio
124,988
Q3 2025 Reduced 3.07%
$0
$7.04 Million 0.97% of portfolio
29,079
Q3 2025 Added 0.22%
$0
$7.02 Million 0.97% of portfolio
75,222
Q3 2025 Added 27.54%
$0
$6.42 Million 0.88% of portfolio
41,306
Q3 2025 Reduced 0.4%
$0
$5.73 Million 0.79% of portfolio
59,304
Q3 2025 Added 1.23%
$0
$5.32 Million 0.73% of portfolio
124,434
Q3 2025 Reduced 15.52%
$0
$5.06 Million 0.7% of portfolio
114,133
Q3 2025 Added 0.49%
$0
$4.96 Million 0.68% of portfolio
24,351
Q3 2025 Added 0.38%
$0
$4.73 Million 0.65% of portfolio
7,071
Q3 2025 Added 0.14%
$0
$4.68 Million 0.64% of portfolio
103,528
Q3 2025 Added 0.21%
$0
$4.63 Million 0.64% of portfolio
183,663
Q3 2025 Added 0.22%
$0
$4.55 Million 0.63% of portfolio
24,022
Q3 2025 Added 1,500.4%
$0
$4.07 Million 0.56% of portfolio
171,505
Q3 2025 Added 0.37%
$0
$4.07 Million 0.56% of portfolio
5,452
Q3 2025 Added 0.02%
$0
$3.83 Million 0.53% of portfolio
83,619
Q3 2025 New
$0
$3.78 Million 0.52% of portfolio
43,340
Q3 2025 Added 2.08%
$0
$3.75 Million 0.52% of portfolio
26,618
Q3 2025 Added 47.41%
$0
$3.67 Million 0.51% of portfolio
31,017
Q3 2025 Added 858.2%
$0
$3.39 Million 0.47% of portfolio
24,389
Q3 2025 Added 0.22%

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $727 Million
  • Prior Value $646 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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