New England Private Wealth Advisors LLC Purchases in Q3 2024

New England Private Wealth Advisors LLC

  • $606 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.68K
+ 1.27%
$64.57 - $71.76 $302K - $336K
373K $26.8M
CGDV
Capital Group Divid Value ETF

ETFs
46.4K
+ 23.75%
$32.96 - $36.48 $1.53M - $1.69M
242K $8.8M
VTI
Vanguard Total Stock Market Et

ETFs
508
+ 0.44%
$255.18 - $283.2 $130K - $144K
116K $32.9M
VXF
Vanguard Extended Market ETF

ETFs
57
+ 0.05%
$163.98 - $182.92 $9.35K - $10.4K
109K $19.9M
RPG
Invesco Exchange Traded Fd Tr

ETFs
93
+ 0.02%
$33.68 - $39.31 $3.13K - $3.66K
597K $23.4M
EMLP
First Tr Exchange Traded Iv

ETFs
7.75K
+ 2.97%
$30.38 - $34.0 $235K - $264K
269K $9.03M
TDIV
First Trust Nasdaq Technology

ETFs
3.08K
+ 2.03%
$70.51 - $81.07 $217K - $249K
155K $12.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.92K
+ 1.96%
$83.76 - $91.82 $161K - $176K
99.9K $9.12M
PAVE
Global X Fds Us Infrastructure

ETFs
373
+ 0.18%
$36.39 - $41.16 $13.6K - $15.4K
206K $8.47M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
16.7K
+ 27.01%
$50.52 - $50.95 $845K - $852K
78.7K $4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.46K
+ 1.54%
$77.02 - $85.06 $112K - $124K
96.2K $8.13M
VHT
Vanguard Health Care ETF

ETFs
113
+ 0.27%
$261.88 - $288.1 $29.6K - $32.6K
41.4K $11.7M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.33K
+ 1.18%
$66.31 - $74.08 $88K - $98.3K
114K $8.35M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.54K
+ 1.31%
$58.03 - $65.37 $89.6K - $101K
120K $7.75M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.15K
+ 2.27%
$54.98 - $59.51 $173K - $188K
142K $8.44M
PPA
Invesco Exchange Traded Fd Tr

ETFs
677
+ 1.7%
$102.05 - $114.97 $69.1K - $77.8K
40.6K $4.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
141
+ 0.85%
$475.2 - $527.7 $67K - $74.4K
16.7K $8.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.52K
+ 11.68%
$57.32 - $62.65 $316K - $346K
52.8K $3.29M
RFG
Invesco Exchange Traded Fd Tr

ETFs
7.23K
+ 3.69%
$45.41 - $51.61 $328K - $373K
203K $10M
IWD
Ishares Russell 1000 Val ETF

ETFs
302
+ 1.33%
$173.36 - $189.8 $52.4K - $57.3K
23K $4.37M
IWR
Ishares Russell Mid Cap ETF

ETFs
107
+ 0.19%
$79.92 - $88.19 $8.55K - $9.44K
56.3K $4.96M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
2.37K
+ 8.63%
$61.04 - $71.27 $145K - $169K
29.8K $2.07M
XLV
Select Sector Spdr Fund Health

ETFs
945
+ 3.88%
$143.3 - $157.24 $135K - $149K
25.3K $3.9M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
15K
New
$20.56 - $22.25 $308K - $333K
15K $333K
PRF
Invesco Exchange Traded Fd Tr

ETFs
231
+ 0.23%
$37.33 - $40.63 $8.62K - $9.39K
103K $4.17M
AVUV
American Centy ETF Tr Avantis

ETFs
741
+ 2.35%
$88.24 - $99.7 $65.4K - $73.9K
32.3K $3.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
214
+ 1.26%
$434.77 - $502.96 $93K - $108K
17.2K $8.39M
VBK
Vanguard Small Cap Growth ETF

ETFs
948
New
$240.48 - $267.94 $228K - $254K
948 $253K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.05K
+ 2.29%
$41.9 - $48.26 $44.1K - $50.8K
47.1K $2.25M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
7.35K
+ 3.37%
$24.78 - $25.11 $182K - $185K
225K $5.66M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.96K
New
$105.53 - $118.34 $207K - $232K
1.96K $228K
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.11%
$520.18 - $576.82 $4.16K - $4.61K
7.41K $4.27M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.32K
New
$149.02 - $167.67 $197K - $221K
1.32K $221K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.19K
New
$87.56 - $95.49 $191K - $209K
2.19K $208K
XLI
Industrial Sector Spdr

ETFs
1.5K
New
$120.56 - $135.44 $181K - $204K
1.5K $203K
FNDF
Schwab Fundamental Intl Large

ETFs
5.41K
New
$33.67 - $37.71 $182K - $204K
5.41K $202K
EPI
Wisdomtree Tr India Earnings F

ETFs
4K
New
$47.41 - $50.82 $190K - $203K
4K $201K
IEMG
Ishares Inc

ETFs
3.5K
New
$53.64 - $53.64 $188K - $188K
3.5K $187K
VB
Vanguard Small Cap ETF

ETFs
39
+ 0.43%
$214.77 - $237.72 $8.38K - $9.27K
9.18K $2.18M
DISV
Dimensional ETF Tr Dimensional

ETFs
2.01K
+ 3.53%
$26.06 - $29.18 $52.5K - $58.8K
59.1K $1.72M
IWF
Ishares Russell 1000 Gr ETF

ETFs
20
+ 0.13%
$332.02 - $382.76 $6.64K - $7.66K
16K $6.01M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
325
+ 2.31%
$117.9 - $128.2 $38.3K - $41.7K
14.4K $1.85M
QWLD
Spdr Index Shs Fds

ETFs
807
+ 16.38%
$117.82 - $128.91 $95.1K - $104K
5.74K $738K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.08K
+ 51.05%
$36.98 - $41.55 $114K - $128K
9.11K $374K
IEFA
Ishares Tr

ETFs
49
+ 0.21%
$70.09 - $78.74 $3.43K - $3.86K
23.7K $1.85M
VTV
Vanguard Value ETF

ETFs
30
+ 0.38%
$159.75 - $174.57 $4.79K - $5.24K
7.97K $1.39M
NETL
ETF Ser Solutions Net Lease CO

ETFs
276
+ 0.94%
$23.16 - $27.44 $6.39K - $7.57K
29.5K $801K
INDA
Ishares Msci India Index Fund

ETFs
1.6K
+ 25.66%
$54.86 - $59.22 $87.6K - $94.5K
7.82K $457K
IBB
Ishares Biotechnology ETF

ETFs
21
+ 0.17%
$135.09 - $149.47 $2.84K - $3.14K
12.7K $1.85M
Activity Summary
Buys All Purchases 100 New Holdings 10 Increased Positions 90 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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