New England Private Wealth Advisors LLC Incresed Positions in Q1 2025

New England Private Wealth Advisors LLC

  • $627 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
376K
+ 110.83%
$50.48 - $51.04 $19M - $19.2M
714K $36.2M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
39.4K
+ 32.83%
$67.08 - $76.14 $2.64M - $3M
159K $11.7M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
144K
+ 129.82%
$21.3 - $22.61 $3.06M - $3.25M
255K $5.43M
CGDV
Capital Group Divid Value ETF

ETFs
32.4K
+ 9.94%
$34.95 - $37.36 $1.13M - $1.21M
358K $12.8M
IEFA
Ishares Tr

ETFs
13.9K
+ 49.67%
$69.57 - $78.65 $968K - $1.09M
41.9K $3.17M
PVAL
Putnam ETF Tr Putnam Focused L
25.8K
+ 22.13%
$36.8 - $39.59 $950K - $1.02M
142K $5.42M
EMLP
First Tr Exchange Traded Iv

ETFs
9.11K
+ 3.18%
$35.79 - $38.28 $326K - $349K
295K $11.1M
GLD
Spdr Gold Trust

ETFs
870
+ 10.41%
$243.19 - $288.14 $212K - $251K
9.23K $2.66M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
24.6K
+ 49.55%
$23.9 - $24.18 $587K - $594K
74.1K $1.79M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.3K
+ 7.79%
$56.17 - $59.71 $635K - $675K
157K $8.95M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.62K
+ 17.96%
$42.5 - $46.71 $366K - $403K
56.6K $2.56M
IAU
Ishares Gold Trust

ETFs
1.43K
+ 4.42%
$49.74 - $58.96 $70.9K - $84.1K
33.7K $1.99M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
2.48K
+ 2.27%
$32.66 - $36.43 $80.9K - $90.2K
112K $3.92M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.38K
+ 0.45%
$27.01 - $28.54 $37.4K - $39.5K
311K $8.69M
XLV
Select Sector Spdr Fund Health

ETFs
44
+ 0.17%
$137.61 - $149.68 $6.05K - $6.59K
25.6K $3.74M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.57K
+ 85.02%
$92.71 - $107.38 $238K - $276K
5.58K $518K
IBMO
Ishares Tr Ibonds December 202

ETFs
6.19K
+ 9.23%
$25.45 - $25.6 $158K - $159K
73.3K $1.87M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6.81K
+ 4.18%
N/A
170K $4.03M
DISV
Dimensional ETF Tr Dimensional

ETFs
64
+ 0.11%
$26.09 - $30.21 $1.67K - $1.93K
59.5K $1.73M
IEMG
Ishares Inc

ETFs
2.2K
+ 54.56%
N/A
6.22K $333K
VEA
Vanguard Ftse Developed Market

ETFs
1.06K
+ 6.4%
$47.4 - $52.99 $50.2K - $56.1K
17.6K $895K
DVY
Ishares Tr

ETFs
598
+ 13.71%
$128.58 - $138.1 $76.9K - $82.6K
4.96K $666K
XLE
Energy Sector Spdr

ETFs
614
+ 13.03%
$85.7 - $93.96 $52.6K - $57.7K
5.33K $497K
IWD
Ishares Russell 1000 Val ETF

ETFs
81
+ 0.36%
$182.82 - $196.21 $14.8K - $15.9K
22.6K $4.25M
VEU
Vanguard Ftse All World Ex Us

ETFs
16
+ 0.07%
$56.51 - $62.98 $904 - $1.01K
23.1K $1.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1K
+ 5.16%
$18.36 - $20.51 $18.4K - $20.5K
20.4K $403K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
116
+ 0.64%
$126.11 - $135.06 $14.6K - $15.7K
18.2K $2.35M
VTV
Vanguard Value ETF

ETFs
18
+ 0.23%
$167.73 - $179.21 $3.02K - $3.23K
8.01K $1.38M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
111
+ 0.6%
$77.7 - $78.94 $8.62K - $8.76K
18.7K $1.48M
MGV
Vanguard Mega Cap Value

ETFs
12
+ 0.22%
$123.61 - $133.01 $1.48K - $1.6K
5.45K $701K
PRF
Invesco Exchange Traded Fd Tr

ETFs
235
+ 0.23%
$39.4 - $42.61 $9.26K - $10K
103K $4.17M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
96
+ 0.37%
$39.96 - $43.3 $3.84K - $4.16K
26.3K $1.08M
VPU
Vanguard Utilities ETF

ETFs
8
+ 0.54%
$161.24 - $173.33 $1.29K - $1.39K
1.49K $254K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
56
+ 3.28%
$152.57 - $163.66 $8.54K - $9.16K
1.76K $276K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6
+ 0.09%
$39.65 - $43.35 $238 - $260
6.44K $271K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
52
+ 0.81%
$44.41 - $45.98 $2.31K - $2.39K
6.44K $294K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
54
+ 0.83%
$43.76 - $45.31 $2.36K - $2.45K
6.57K $295K
VOE
Vanguard Mid Cap Value Index F

ETFs
46
+ 3.48%
$156.61 - $168.02 $7.2K - $7.73K
1.37K $219K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
266
+ 8.97%
$96.93 - $109.51 $25.8K - $29.1K
3.23K $316K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
40
+ 1.23%
$100.32 - $100.76 $4.01K - $4.03K
3.3K $332K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
64
+ 0.76%
$24.79 - $25.26 $1.59K - $1.62K
8.51K $215K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
76
+ 1.22%
$49.92 - $50.3 $3.79K - $3.82K
6.28K $314K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
100
+ 1.09%
$23.13 - $23.41 $2.31K - $2.34K
9.28K $215K
2023 ETF Series Trust Ii
12.3K
+ 7.36%
N/A
180K $0
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.08%
N/A
1.2K $318K
IVE
Ishares S&P 500 Value ETF

ETFs
9
+ 0.18%
$185.78 - $198.58 $1.67K - $1.79K
5.15K $981K
Fidelity Covington Trust
992
+ 3.28%
N/A
31.3K $0
Investment Managers Ser Tr I
24.4K
+ 20.03%
N/A
146K $0
FDVV
Fidelity High Dividend ETF

ETFs
39
+ 0.62%
$48.86 - $52.28 $1.91K - $2.04K
6.33K $313K
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
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