New England Private Wealth Advisors LLC Purchases in Q3 2025

New England Private Wealth Advisors LLC

  • $727 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
112K
+ 4668.6%
$128.41 - $138.03 $14.4M - $15.5M
114K $15.8M
VTI
Vanguard Total Stock Market Et

ETFs
8.08K
+ 6.78%
$303.93 - $329.86 $2.46M - $2.67M
127K $41.8M
VPU
Vanguard Utilities ETF

ETFs
22.5K
+ 1500.4%
$175.25 - $189.41 $3.95M - $4.27M
24K $4.55M
FTSL
First Trust Senior Ln Fund

ETFs
83.6K
New
$45.81 - $46.18 $3.83M - $3.86M
83.6K $3.83M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
27.8K
+ 858.2%
$109.47 - $119.06 $3.04M - $3.31M
31K $3.67M
CGDV
Capital Group Divid Value ETF

ETFs
47.5K
+ 12.41%
$39.59 - $42.21 $1.88M - $2.01M
430K $18.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
28.1K
+ 21.6%
$68.24 - $73.73 $1.92M - $2.07M
158K $11.6M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
29.9K
New
$64.58 - $69.94 $1.93M - $2.09M
29.9K $2.07M
VXF
Vanguard Extended Market ETF

ETFs
347
+ 0.29%
$193.58 - $213.07 $67.2K - $73.9K
119K $25M
EFA
Ishares Tr Msci Eafe ETF

ETFs
16.2K
+ 27.54%
$87.29 - $93.61 $1.42M - $1.52M
75.2K $7.02M
RPV
Invesco Exchange Traded Fd Tr

ETFs
16.5K
New
$90.97 - $99.42 $1.5M - $1.64M
16.5K $1.64M
MCHI
Ishares Msci China ETF

ETFs
23.2K
New
$54.58 - $65.85 $1.26M - $1.53M
23.2K $1.53M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
16.6K
+ 10.18%
N/A
180K $15.4M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
11.1K
New
$112.94 - $129.99 $1.25M - $1.44M
11.1K $1.42M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.56K
+ 47.41%
$132.9 - $142.03 $1.14M - $1.22M
26.6K $3.75M
GLDM
World Gold Trust

ETFs
13.8K
+ 60.45%
$64.73 - $76.45 $895K - $1.06M
36.7K $2.8M
FVD
First Tr Value Line Divid Inde

ETFs
1.69K
+ 0.22%
$44.73 - $46.86 $75.6K - $79.2K
764K $35.3M
TDIV
First Trust Nasdaq Technology

ETFs
340
+ 0.24%
$89.27 - $100.33 $30.4K - $34.1K
143K $14.1M
RWO
Spdr Dow Jones Global Real Est

ETFs
25.7K
New
$43.53 - $46.27 $1.12M - $1.19M
25.7K $1.18M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
43.3K
+ 13.75%
$22.18 - $22.83 $961K - $989K
358K $8.16M
IWB
Ishares Tr Russell 1000 ETF

ETFs
95
+ 0.22%
$339.37 - $366.46 $32.2K - $34.8K
42.5K $15.5M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
21K
New
$47.63 - $50.52 $1M - $1.06M
21K $1.06M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
15.6K
New
$62.49 - $64.56 $978K - $1.01M
15.6K $1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
78
+ 0.4%
$546.99 - $602.2 $42.7K - $47K
19.4K $11.7M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.59K
+ 1.56%
$79.76 - $85.78 $207K - $222K
169K $14.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
160
+ 0.89%
$420.11 - $472.68 $67.2K - $75.6K
18.1K $8.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32
+ 0.18%
$567.77 - $614.76 $18.2K - $19.7K
18.1K $11.1M
IWM
Ishares Russell 2000 ETF

ETFs
63
+ 0.22%
$214.92 - $244.84 $13.5K - $15.4K
29.1K $7.04M
FREL
Fidelity Covington Tr Msci Rea

ETFs
24.6K
New
$26.84 - $28.32 $660K - $697K
24.6K $684K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
57.8K
New
$11.15 - $11.87 $644K - $686K
57.8K $670K
IAUM
I Shares Gold Trust Micro

ETFs
16.8K
New
$32.6 - $38.5 $547K - $646K
16.8K $645K
EEMV
Ishares Msci Emerging Markets

ETFs
7.93K
+ 33.72%
$61.94 - $64.63 $491K - $512K
31.4K $2.01M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
12.2K
New
$39.06 - $43.42 $477K - $530K
12.2K $530K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
553
+ 0.49%
$40.04 - $45.11 $22.1K - $24.9K
114K $5.06M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.02%
$656.44 - $753.15 $656 - $753
5.45K $4.07M
RFG
Invesco Exchange Traded Fd Tr

ETFs
40
+ 0.02%
$48.87 - $51.69 $1.95K - $2.07K
186K $9.49M
HYG
Ishares Tr

ETFs
4.39K
New
$79.85 - $81.32 $350K - $357K
4.39K $356K
FLMI
Franklin Dynamic Municipal Bon

ETFs
12.6K
+ 15.32%
$23.96 - $24.81 $302K - $312K
94.8K $2.35M
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.14%
$620.67 - $670.08 $6.21K - $6.7K
7.07K $4.73M
IWR
Ishares Russell Mid Cap ETF

ETFs
723
+ 1.23%
$92.26 - $97.51 $66.7K - $70.5K
59.3K $5.73M
IGE
Ishares Tr North Amern Nat Res

ETFs
6.63K
New
$44.5 - $49.6 $295K - $329K
6.63K $325K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
13
+ 0.02%
$134.42 - $141.26 $1.75K - $1.84K
69.6K $9.82M
PRF
Invesco Exchange Traded Fd Tr

ETFs
220
+ 0.21%
$42.04 - $45.23 $9.25K - $9.95K
104K $4.68M
EMLP
First Tr Exchange Traded Iv

ETFs
1.93K
+ 0.64%
$36.99 - $38.38 $71.4K - $74.1K
304K $11.6M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
717
+ 0.19%
$72.01 - $74.44 $51.6K - $53.4K
382K $28.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
162
+ 0.29%
$49.43 - $54.52 $8.01K - $8.83K
56.9K $3.08M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.48K
+ 10.72%
$66.38 - $71.68 $165K - $178K
25.6K $1.83M
DISV
Dimensional ETF Tr Dimensional

ETFs
2.46K
+ 4.06%
$32.78 - $35.79 $80.5K - $87.9K
63K $2.25M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.42K
New
$102.4 - $103.88 $248K - $252K
2.42K $250K
Activity Summary
Buys All Purchases 125 New Holdings 18 Increased Positions 107 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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