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
VGT
Vanguard Information Technolog

ETFs
93
+ 1.75%
$514.43 - $606.85 $47.8K - $56.4K
5.4K $3.17M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
163
+ 0.55%
$53.41 - $57.9 $8.71K - $9.44K
29.8K $1.72M
VEU
Vanguard Ftse All World Ex Us

ETFs
38
+ 0.17%
$56.47 - $63.69 $2.15K - $2.42K
23K $1.45M
VBR
Vanguard Small Cap Value ETF

ETFs
362
+ 29.12%
$179.99 - $201.6 $65.2K - $73K
1.61K $322K
VUG
Vanguard Growth ETF

ETFs
158
+ 5.05%
$341.08 - $391.94 $53.9K - $61.9K
3.29K $1.26M
RWX
Spdr Dow Jones International R

ETFs
249
+ 1.05%
$23.88 - $28.19 $5.95K - $7.02K
24K $661K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.15K
+ 3.6%
$31.18 - $33.5 $35.7K - $38.4K
32.9K $1.09M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
20
+ 0.08%
$37.68 - $42.0 $754 - $840
26.1K $1.08M
GINN
Goldman Sachs ETF Tr Innovate

ETFs
976
+ 14.59%
$53.43 - $61.11 $52.1K - $59.6K
7.67K $467K
IVE
Ishares S&P 500 Value ETF

ETFs
12
+ 0.23%
$181.06 - $197.17 $2.17K - $2.37K
5.13K $1.01M
CWB
Spdr Bloomberg Convertible Sec

ETFs
19
+ 0.11%
$71.19 - $76.59 $1.35K - $1.46K
16.6K $1.27M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
115
+ 0.79%
$96.25 - $101.98 $11.1K - $11.7K
14.6K $1.48M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
101
+ 0.39%
$38.51 - $41.69 $3.89K - $4.21K
26.1K $1.09M
SCHX
Schwab Strategic Tr Us Large C

ETFs
406
+ 5.29%
$61.11 - $67.85 $24.8K - $27.5K
8.09K $548K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
51
+ 0.04%
$31.97 - $37.3 $1.63K - $1.9K
114K $4.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
9
+ 0.06%
$84.77 - $97.13 $763 - $874
14.4K $1.38M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
146
+ 1.01%
$76.94 - $79.54 $11.2K - $11.6K
14.7K $1.16M
XAR
Spdr S&P Aerospace & Defense E

ETFs
18
+ 0.79%
$139.03 - $157.34 $2.5K - $2.83K
2.31K $362K
VO
Vanguard Mid Cap ETF

ETFs
23
+ 1.47%
$237.84 - $263.83 $5.47K - $6.07K
1.59K $419K
XLE
Energy Sector Spdr

ETFs
568
+ 18.18%
$84.35 - $93.39 $47.9K - $53K
3.69K $324K
VPU
Vanguard Utilities ETF

ETFs
15
+ 1.04%
$146.64 - $174.54 $2.2K - $2.62K
1.46K $254K
DGRO
Ishares Core Dividend Growth E

ETFs
52
+ 0.75%
$57.47 - $62.76 $2.99K - $3.26K
6.97K $437K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
19
+ 0.25%
$33.15 - $38.37 $630 - $729
7.67K $288K
AOR
Ishares Tr Core Growth Allocat

ETFs
55
+ 0.48%
$55.15 - $59.31 $3.03K - $3.26K
11.4K $675K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
13
+ 0.37%
$97.05 - $106.1 $1.26K - $1.38K
3.56K $375K
MGV
Vanguard Mega Cap Value

ETFs
25
+ 1.18%
$118.0 - $128.28 $2.95K - $3.21K
2.14K $275K
FDVV
Fidelity High Dividend ETF

ETFs
27
+ 0.46%
$46.26 - $50.65 $1.25K - $1.37K
5.92K $299K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
156
+ 0.16%
$26.42 - $26.67 $4.12K - $4.16K
97.3K $2.59M
FNDE
Schwab Fundamental Emerging Mk

ETFs
47
+ 0.69%
$28.02 - $32.68 $1.32K - $1.54K
6.84K $220K
VT
Vanguard Total World Stk Index

ETFs
4
+ 0.17%
$107.72 - $119.96 $431 - $480
2.38K $284K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
8
+ 0.27%
$91.37 - $101.65 $731 - $813
2.96K $300K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
325
+ 0.23%
$25.97 - $26.11 $8.44K - $8.49K
140K $3.66M
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.18%
$236.92 - $263.4 $474 - $527
1.09K $287K
BNDX
Vanguard Total International B

ETFs
45
+ 0.57%
$48.42 - $50.35 $2.18K - $2.27K
7.94K $398K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2
+ 0.2%
$305.34 - $350.41 $611 - $701
1.02K $352K
IBHE
Ishares Ibonds 2025 Term High

ETFs
458
+ 1.31%
$23.03 - $23.3 $10.5K - $10.7K
35.5K $826K
MGK
Vanguard Mega Cap Growth ETF

ETFs
3
+ 0.26%
$285.48 - $330.24 $856 - $991
1.18K $378K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
126
+ 1.32%
$50.25 - $50.74 $6.33K - $6.39K
9.64K $489K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
82
+ 2.61%
$100.09 - $100.69 $8.21K - $8.26K
3.22K $324K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
640
+ 0.68%
$23.75 - $23.75 $15.2K - $15.2K
94.6K $2.25M
IBMO
Ishares Tr Ibonds December 202

ETFs
22
+ 0.13%
$25.26 - $25.66 $556 - $565
17K $435K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
14
+ 0.22%
$40.48 - $45.39 $567 - $635
6.43K $283K
FLRN
Spdr Bloomberg Investment Grad

ETFs
143
+ 1.5%
$30.55 - $30.85 $4.37K - $4.41K
9.66K $298K
IBHD
Ishares Ibonds 2024 Term High

ETFs
136
+ 1.52%
$23.11 - $23.29 $3.14K - $3.17K
9.06K $210K
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.08%
$266.03 - $266.03 $266 - $266
1.2K $317K
Investment Managers Ser Tr I
88.3K
New
N/A
88.3K $0
Fidelity Covington Trust
559
+ 1.92%
N/A
29.7K $0
2023 ETF Series Trust Ii
51K
+ 67.72%
N/A
126K $0
SOXX
Ishares Semiconductor ETF

ETFs
21
+ 0.96%
$199.29 - $265.49 $4.19K - $5.58K
2.21K $509K
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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