New England Private Wealth Advisors LLC Incresed Positions 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
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
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
MOAT
Vaneck Morningstar Wide Moat E

ETFs
16.6K
+ 10.18%
N/A
180K $15.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.56K
+ 47.41%
$132.9 - $142.03 $1.14M - $1.22M
26.6K $3.75M
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
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
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
EEMV
Ishares Msci Emerging Markets

ETFs
7.93K
+ 33.72%
$61.94 - $64.63 $491K - $512K
31.4K $2.01M
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
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
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
IWD
Ishares Russell 1000 Val ETF

ETFs
91
+ 0.38%
$192.76 - $203.86 $17.5K - $18.6K
24.4K $4.96M
IEFA
Ishares Tr

ETFs
885
+ 2.08%
$81.7 - $87.53 $72.3K - $77.5K
43.3K $3.78M
JFR
Nuveen Floating Rate Income Fund

Financial Services
30K
+ 126.95%
$8.07 - $8.58 $242K - $257K
53.6K $438K
IBB
Ishares Biotechnology ETF

ETFs
7
+ 0.05%
$127.63 - $144.37 $893 - $1.01K
13.1K $1.89M
VB
Vanguard Small Cap ETF

ETFs
73
+ 0.65%
$237.58 - $259.17 $17.3K - $18.9K
11.3K $2.88M
IWY
Ishares Tr Russell 200 Growth

ETFs
7
+ 0.1%
$243.93 - $275.62 $1.71K - $1.93K
7.21K $1.97M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
461
+ 0.44%
$92.18 - $95.14 $42.5K - $43.9K
105K $9.99M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
24
+ 0.23%
$236.25 - $257.69 $5.67K - $6.18K
10.2K $2.63M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.01%
$28.92 - $32.19 $116 - $129
59.5K $1.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
4.1K
+ 12.64%
$30.67 - $32.13 $126K - $132K
36.5K $1.15M
VTV
Vanguard Value ETF

ETFs
384
+ 4.79%
$175.51 - $186.57 $67.4K - $71.6K
8.41K $1.57M
PHK
Pimco High Income Fund

Financial Services
29.3K
+ 195.65%
$4.78 - $5.02 $140K - $147K
44.3K $221K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9
+ 0.02%
$62.09 - $66.51 $559 - $599
45K $2.94M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.02%
$567.09 - $607.37 $567 - $607
4.72K $2.81M
IVW
Ishares S&P 500 Growth ETF

ETFs
7
+ 0.06%
$108.97 - $121.65 $763 - $852
12.5K $1.5M
BLOK
Amplify ETF Tr Trnsformational

ETFs
845
+ 11.05%
$56.05 - $67.13 $47.4K - $56.7K
8.49K $569K
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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