New England Private Wealth Advisors LLC Portfolio Holdings

New England Private Wealth Advisors LLC

  • $617 Million
  • Q4 2024

New England Private Wealth Advisors LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $617 Million distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $42.6M, Vanguard Total Stock Market Et with a value of $34.2M, First Tr Value Line Divid Inde with a value of $33.3M, Broadstone Net Lease, Inc. with a value of $26.9M, and Invesco ETF Tr Ii S&P 500 Low with a value of $26.1M.

Examining the 13F form we can see an increase of $10.9M in the current position value, from $606M to 617M.

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 $617 Million
ETFs: $585 Million
Real Estate: $26.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.6 Million 6.9% of portfolio
233,700
Q4 2024 Added 2.24%
$0
$34.2 Million 5.55% of portfolio
118,020
Q4 2024 Added 1.65%
$0
$33.3 Million 5.41% of portfolio
763,935
Q4 2024 Reduced 0.65%
$2.92B
$26.9 Million 4.36% of portfolio
1,694,305
Q4 2024 Reduced 2.23%
$0
$26.1 Million 4.23% of portfolio
372,730
Q4 2024 Reduced 0.06%
$0
$24.5 Million 3.98% of portfolio
594,804
Q4 2024 Reduced 0.34%
$0
$21.6 Million 3.51% of portfolio
113,787
Q4 2024 Added 4.0%
$0
$19.3 Million 3.13% of portfolio
32,880
Q4 2024 Reduced 0.02%
$0
$17.2 Million 2.79% of portfolio
338,830
Q4 2024 Added 330.63%
$0
$15.2 Million 2.47% of portfolio
177,486
Q4 2024 Reduced 21.58%
$0
$15 Million 2.44% of portfolio
270,306
Q4 2024 Reduced 2.06%
$0
$13.6 Million 2.2% of portfolio
42,173
Q4 2024 Added 0.29%
$0
$12.5 Million 2.02% of portfolio
208,972
Q4 2024 Reduced 18.31%
$0
$12.2 Million 1.98% of portfolio
155,280
Q4 2024 Added 0.4%
$0
$11.5 Million 1.86% of portfolio
325,925
Q4 2024 Added 34.91%
$0
$10.5 Million 1.7% of portfolio
59,878
Q4 2024 Reduced 0.96%
$0
$10 Million 1.62% of portfolio
39,492
Q4 2024 Reduced 4.63%
$0
$9.85 Million 1.6% of portfolio
203,340
Q4 2024 Reduced 0.02%
$0
$9.67 Million 1.57% of portfolio
108,944
Q4 2024 Added 9.05%
$0
$9.53 Million 1.55% of portfolio
17,692
Q4 2024 Added 6.03%
$0
$9.34 Million 1.52% of portfolio
18,275
Q4 2024 Added 6.32%
$0
$8.98 Million 1.46% of portfolio
71,868
Q4 2024 Reduced 5.96%
$0
$8.65 Million 1.4% of portfolio
108,110
Q4 2024 Added 0.01%
$0
$8.46 Million 1.37% of portfolio
309,589
Q4 2024 Added 221.77%
$0
$8.36 Million 1.36% of portfolio
145,266
Q4 2024 Added 2.37%
$0
$8.3 Million 1.35% of portfolio
205,417
Q4 2024 Reduced 0.13%
$0
$8.15 Million 1.32% of portfolio
120,019
Q4 2024 Added 5.48%
$0
$7.09 Million 1.15% of portfolio
282,843
Q4 2024 Added 25.51%
$0
$7.08 Million 1.15% of portfolio
120,150
Q4 2024 Added 0.31%
$0
$6.91 Million 1.12% of portfolio
17,217
Q4 2024 Added 7.55%
$0
$6.63 Million 1.08% of portfolio
117,626
Q4 2024 Added 2.1%
$0
$6.27 Million 1.02% of portfolio
28,393
Q4 2024 Added 0.25%
$0
$5.01 Million 0.81% of portfolio
56,676
Q4 2024 Added 0.74%
$0
$4.66 Million 0.76% of portfolio
40,629
Q4 2024 Added 0.05%
$0
$4.39 Million 0.71% of portfolio
7,465
Q4 2024 Added 0.77%
$0
$4.35 Million 0.71% of portfolio
57,550
Q4 2024 Added 0.73%
$0
$4.3 Million 0.7% of portfolio
44,521
Q4 2024 Added 37.79%
$0
$4.33 Million 0.7% of portfolio
116,611
Q4 2024 New
$0
$4.16 Million 0.68% of portfolio
22,497
Q4 2024 Reduced 2.32%
$0
$4.15 Million 0.67% of portfolio
102,861
Q4 2024 Added 0.24%
$0
$3.87 Million 0.63% of portfolio
162,841
Q4 2024 Added 72.07%
$0
$3.57 Million 0.58% of portfolio
109,292
Q4 2024 Reduced 4.32%
$0
$3.51 Million 0.57% of portfolio
25,544
Q4 2024 Added 0.86%
$0
$3.36 Million 0.54% of portfolio
5,397
Q4 2024 Reduced 0.06%
$0
$3.32 Million 0.54% of portfolio
53,336
Q4 2024 Added 1.06%
$0
$2.8 Million 0.45% of portfolio
11,635
Q4 2024 Added 26.74%
$0
$2.69 Million 0.44% of portfolio
4,721
Q2 2024 Added 0.02%
$0
$2.6 Million 0.42% of portfolio
97,495
Q4 2024 Added 0.22%
$0
$2.41 Million 0.39% of portfolio
18,270
Q4 2024 Added 0.37%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $617 Million
  • Prior Value $606 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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