New England Private Wealth Advisors LLC Purchases in Q1 2025

New England Private Wealth Advisors LLC

  • $627 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
64
+ 0.76%
$24.79 - $25.26 $1.59K - $1.62K
8.51K $215K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
100
+ 1.09%
$23.13 - $23.41 $2.31K - $2.34K
9.28K $215K
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.08%
N/A
1.2K $318K
Investment Managers Ser Tr I
24.4K
+ 20.03%
N/A
146K $0
2023 ETF Series Trust Ii
12.3K
+ 7.36%
N/A
180K $0
Global X Fds
5.36K
New
N/A
5.36K $0
IVE
Ishares S&P 500 Value ETF

ETFs
9
+ 0.18%
$185.78 - $198.58 $1.67K - $1.79K
5.15K $981K
Blackrock ETF Trust Ii
10K
New
N/A
10K $0
QTUM
ETF Ser Solutions Defiance Qua
58.8K
New
N/A
58.8K $0
Fidelity Covington Trust
992
+ 3.28%
N/A
31.3K $0
FDVV
Fidelity High Dividend ETF

ETFs
39
+ 0.62%
$48.86 - $52.28 $1.91K - $2.04K
6.33K $313K
VT
Vanguard Total World Stk Index

ETFs
4
+ 0.17%
$115.08 - $123.97 $460 - $496
2.39K $277K
IBB
Ishares Biotechnology ETF

ETFs
371
+ 2.93%
$127.9 - $140.56 $47.5K - $52.1K
13.1K $1.67M
SCHX
Schwab Strategic Tr Us Large C

ETFs
894
+ 3.52%
$21.75 - $24.28 $19.4K - $21.7K
26.3K $581K
FSMD
Fidelity Covington Tr Small Mi

ETFs
21
+ 0.38%
$38.04 - $43.22 $799 - $908
5.6K $219K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.08%
$253.32 - $282.66 $253 - $283
1.23K $317K
VBR
Vanguard Small Cap Value ETF

ETFs
11
+ 0.68%
$183.02 - $207.75 $2.01K - $2.29K
1.63K $302K
VBK
Vanguard Small Cap Growth ETF

ETFs
22
+ 2.82%
$247.97 - $296.33 $5.46K - $6.52K
801 $201K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
10
+ 0.34%
$96.85 - $111.39 $969 - $1.11K
2.99K $294K
CWB
Spdr Bloomberg Convertible Sec

ETFs
14
+ 0.08%
$75.99 - $81.58 $1.06K - $1.14K
16.9K $1.3M
PFF
Ishares Trust Ishares Pfd And

ETFs
88
+ 0.27%
$30.73 - $32.26 $2.7K - $2.84K
33.2K $1.02M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.12%
$126.86 - $146.45 $254 - $293
1.72K $218K
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.18%
$149.27 - $169.4 $448 - $508
1.66K $250K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.05%
$102.49 - $119.96 $102 - $120
1.94K $202K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2
+ 0.23%
$333.37 - $384.99 $667 - $770
879 $294K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
248
+ 0.83%
$53.6 - $58.97 $13.3K - $14.6K
30.2K $1.65M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
26
+ 0.27%
$196.12 - $229.48 $5.1K - $5.97K
9.79K $1.98M
SOXX
Ishares Semiconductor ETF

ETFs
3
+ 0.14%
$188.17 - $235.81 $565 - $707
2.2K $413K
IWV
Ishares Russell 3000 ETF

ETFs
12
+ 0.26%
$313.1 - $349.83 $3.76K - $4.2K
4.68K $1.48M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
7
+ 0.03%
$37.35 - $43.35 $261 - $303
26.1K $989K
IVW
Ishares S&P 500 Growth ETF

ETFs
6
+ 0.05%
$92.45 - $106.69 $555 - $640
12.4K $1.15M
XLK
Technology Sector Spdr

ETFs
6
+ 0.13%
$206.38 - $242.18 $1.24K - $1.45K
4.62K $953K
VUG
Vanguard Growth ETF

ETFs
3
+ 0.09%
$369.1 - $427.61 $1.11K - $1.28K
3.29K $1.22M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.16K
+ 6.08%
$51.45 - $58.51 $368K - $419K
125K $6.46M
IWY
Ishares Tr Russell 200 Growth

ETFs
8
+ 0.11%
$210.19 - $243.33 $1.68K - $1.95K
7.19K $1.52M
IWR
Ishares Russell Mid Cap ETF

ETFs
172
+ 0.3%
$82.81 - $92.93 $14.2K - $16K
56.8K $4.84M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
390
+ 2.2%
$507.05 - $563.67 $198K - $220K
18.1K $9.29M
VGT
Vanguard Information Technolog

ETFs
53
+ 0.98%
$542.38 - $646.34 $28.7K - $34.3K
5.45K $2.96M
PAVE
Global X Fds Us Infrastructure

ETFs
366
+ 0.18%
$37.31 - $43.82 $13.7K - $16K
206K $7.76M
IWM
Ishares Russell 2000 ETF

ETFs
70
+ 0.25%
$198.1 - $229.79 $13.9K - $16.1K
28.5K $5.68M
IWB
Ishares Tr Russell 1000 ETF

ETFs
95
+ 0.23%
$302.31 - $337.54 $28.7K - $32.1K
42.3K $13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
139
+ 0.76%
$468.34 - $539.52 $65.1K - $75K
18.4K $8.63M
TDIV
First Trust Nasdaq Technology

ETFs
99
+ 0.06%
$73.39 - $83.95 $7.27K - $8.31K
155K $11.4M
VTI
Vanguard Total Stock Market Et

ETFs
2.4K
+ 2.03%
$271.18 - $303.12 $650K - $727K
120K $33.1M
VXF
Vanguard Extended Market ETF

ETFs
3.48K
+ 3.06%
$170.36 - $201.04 $593K - $700K
117K $20.2M
Activity Summary
Buys All Purchases 96 New Holdings 11 Increased Positions 85 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track New England Private Wealth Advisors LLC Portfolio

Follow New England Private Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New England Private Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Private Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email