New England Private Wealth Advisors LLC Incresed Positions in Q4 2024

New England Private Wealth Advisors LLC

  • $617 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
211
+ 0.22%
$26.55 - $26.67 $5.6K - $5.63K
97.5K $2.6M
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.08%
N/A
1.2K $318K
BNDX
Vanguard Total International B

ETFs
201
+ 2.53%
$48.91 - $50.61 $9.83K - $10.2K
8.14K $399K
Fidelity Covington Trust
545
+ 1.83%
N/A
30.3K $0
Investment Managers Ser Tr I
33.7K
+ 38.21%
N/A
122K $0
2023 ETF Series Trust Ii
41.4K
+ 32.81%
N/A
168K $0
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
15
+ 0.89%
$154.42 - $163.91 $2.32K - $2.46K
1.71K $264K
VBR
Vanguard Small Cap Value ETF

ETFs
9
+ 0.56%
$197.36 - $217.3 $1.78K - $1.96K
1.61K $319K
VT
Vanguard Total World Stk Index

ETFs
10
+ 0.42%
$117.09 - $123.07 $1.17K - $1.23K
2.39K $280K
AOR
Ishares Tr Core Growth Allocat

ETFs
295
+ 2.59%
$57.32 - $59.66 $16.9K - $17.6K
11.7K $670K
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.08%
$160.89 - $176.18 $161 - $176
1.32K $213K
DGRO
Ishares Core Dividend Growth E

ETFs
21
+ 0.3%
$60.73 - $64.94 $1.28K - $1.36K
6.99K $428K
VPU
Vanguard Utilities ETF

ETFs
21
+ 1.44%
$160.52 - $179.11 $3.37K - $3.76K
1.48K $242K
ITA
Ishares Tr

ETFs
1
+ 0.03%
$144.31 - $157.31 $144 - $157
3.15K $457K
FNDE
Schwab Fundamental Emerging Mk

ETFs
245
+ 3.58%
$28.89 - $33.95 $7.08K - $8.32K
7.09K $205K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
103
+ 0.4%
$40.38 - $44.35 $4.16K - $4.57K
26.2K $1.07M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.3K
+ 113.03%
$18.41 - $40.87 $189K - $421K
19.4K $358K
PRF
Invesco Exchange Traded Fd Tr

ETFs
242
+ 0.24%
$40.15 - $42.9 $9.72K - $10.4K
103K $4.15M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3
+ 0.05%
$40.41 - $45.12 $121 - $135
6.44K $260K
QWLD
Spdr Index Shs Fds

ETFs
16
+ 0.28%
$123.39 - $130.49 $1.97K - $2.09K
5.75K $712K
IVE
Ishares S&P 500 Value ETF

ETFs
12
+ 0.23%
$189.5 - $206.17 $2.27K - $2.47K
5.14K $981K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
128
+ 0.43%
$56.06 - $61.35 $7.18K - $7.85K
29.9K $1.69M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
64
+ 1.33%
$75.65 - $83.47 $4.84K - $5.34K
4.89K $372K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
182
+ 0.61%
$67.38 - $75.88 $12.3K - $13.8K
30K $2.03M
ICLN
Ishares

ETFs
104
+ 0.97%
$11.35 - $14.51 $1.18K - $1.51K
10.8K $122K
EMB
Ishares Tr

ETFs
14
+ 0.17%
$88.94 - $93.46 $1.25K - $1.31K
8.19K $728K
VTV
Vanguard Value ETF

ETFs
17
+ 0.21%
$168.32 - $181.87 $2.86K - $3.09K
7.99K $1.35M
INDA
Ishares Msci India Index Fund

ETFs
56
+ 0.72%
$52.64 - $58.16 $2.95K - $3.26K
7.87K $414K
PFF
Ishares Trust Ishares Pfd And

ETFs
204
+ 0.62%
$31.23 - $33.51 $6.37K - $6.84K
33.1K $1.04M
IDEV
Ishares Core Msci Intl Develop

ETFs
173
+ 1.33%
$64.18 - $70.42 $11.1K - $12.2K
13.2K $852K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.37K
+ 2.37%
$57.53 - $60.83 $194K - $205K
145K $8.36M
NETL
ETF Ser Solutions Net Lease CO

ETFs
294
+ 1.0%
$23.28 - $27.29 $6.84K - $8.02K
29.8K $701K
EEMV
Ishares Msci Emerging Markets

ETFs
145
+ 0.56%
$57.85 - $63.11 $8.39K - $9.15K
26.2K $1.52M
VEU
Vanguard Ftse All World Ex Us

ETFs
80
+ 0.35%
$57.29 - $63.1 $4.58K - $5.05K
23.1K $1.33M
DISV
Dimensional ETF Tr Dimensional

ETFs
356
+ 0.6%
$26.18 - $28.77 $9.32K - $10.2K
59.4K $1.58M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
896
+ 1.9%
$44.04 - $49.49 $39.5K - $44.3K
48K $2.11M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
68
+ 0.37%
$131.66 - $144.0 $8.95K - $9.79K
18.3K $2.41M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.24K
+ 5.48%
$67.29 - $73.38 $420K - $458K
120K $8.15M
TDIV
First Trust Nasdaq Technology

ETFs
616
+ 0.4%
$78.03 - $82.13 $48.1K - $50.6K
155K $12.2M
XLV
Select Sector Spdr Fund Health

ETFs
217
+ 0.86%
$136.28 - $154.74 $29.6K - $33.6K
25.5K $3.51M
EFA
Ishares Tr Msci Eafe ETF

ETFs
416
+ 0.73%
$75.1 - $82.99 $31.2K - $34.5K
57.6K $4.35M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
375
+ 0.31%
$58.88 - $64.8 $22.1K - $24.3K
120K $7.08M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
8
+ 0.01%
$79.93 - $88.06 $639 - $704
108K $8.65M
Activity Summary
Buys All Purchases 104 New Holdings 10 Increased Positions 94 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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