New England Private Wealth Advisors LLC Reduced Holdings in Q1 2025

New England Private Wealth Advisors LLC

  • $627 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RPG
Invesco Exchange Traded Fd Tr

ETFs
-741
- 0.12%
$37.33 - $45.03 $27.7K - $33.4K
594K $22.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.5K
- 4.56%
$551.42 - $612.93 $827K - $919K
31.4K $17.6M
RFG
Invesco Exchange Traded Fd Tr

ETFs
-9.72K
- 4.78%
$43.07 - $51.51 $419K - $501K
194K $8.49M
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.93K
- 1.08%
$50.44 - $58.1 $148K - $170K
267K $13.8M
VIG
Vanguard Dividend Appreciation

ETFs
-5.57K
- 2.39%
N/A
228K $41.6M
XT
Ishares Tr Exponential Technol

ETFs
-8.53K
- 4.08%
$57.56 - $64.0 $491K - $546K
200K $11.5M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-32.7K
- 33.5%
$26.63 - $26.75 $870K - $874K
64.8K $1.73M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.06K
- 6.77%
$169.43 - $182.84 $687K - $742K
55.8K $9.67M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-143
- 0.83%
$360.07 - $417.26 $51.5K - $59.7K
17.1K $6.17M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.32K
- 15.6%
$57.21 - $65.8 $476K - $548K
45K $2.63M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-22.4K
- 7.91%
$25.05 - $25.16 $561K - $563K
260K $6.55M
VB
Vanguard Small Cap ETF

ETFs
-648
- 5.57%
$217.89 - $252.64 $141K - $164K
11K $2.44M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.09K
- 2.3%
N/A
173K $14.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.62K
- 7.01%
$24.91 - $29.02 $115K - $134K
61.2K $1.53M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.77K
- 10.3%
$47.25 - $67.02 $83.5K - $118K
15.4K $732K
IVV
Ishares Core S&P 500 ETF

ETFs
-37
- 0.5%
$554.06 - $615.85 $20.5K - $22.8K
7.43K $4.17M
BNDX
Vanguard Total International B

ETFs
-3.69K
- 45.38%
$48.33 - $49.5 $178K - $183K
4.44K $216K
EEMV
Ishares Msci Emerging Markets

ETFs
-2.74K
- 10.48%
$57.07 - $59.29 $157K - $163K
23.4K $1.37M
NETL
ETF Ser Solutions Net Lease CO

ETFs
-5.47K
- 18.36%
$22.59 - $25.45 $124K - $139K
24.3K $609K
ITA
Ishares Tr

ETFs
-503
- 15.98%
$144.84 - $159.5 $72.9K - $80.2K
2.65K $404K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-1.5K
- 4.17%
$23.16 - $23.32 $34.8K - $35K
34.5K $802K
AOR
Ishares Tr Core Growth Allocat

ETFs
-181
- 1.55%
$56.63 - $59.39 $10.3K - $10.7K
11.5K $663K
ICLN
Ishares

ETFs
-330
- 3.06%
$10.94 - $11.86 $3.61K - $3.91K
10.5K $119K
DGRO
Ishares Core Dividend Growth E

ETFs
-9
- 0.13%
$60.46 - $64.42 $544 - $580
6.98K $431K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-373
- 2.04%
$128.74 - $138.67 $48K - $51.7K
17.9K $2.43M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-3.07K
- 2.84%
$78.97 - $85.82 $242K - $263K
105K $8.71M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-4
- 0.01%
$113.59 - $123.29 $454 - $493
40.6K $4.73M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.64K
- 4.59%
$74.85 - $84.89 $198K - $224K
54.9K $4.49M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.46K
- 3.18%
$87.68 - $94.52 $304K - $327K
105K $9.88M
VHT
Vanguard Health Care ETF

ETFs
-183
- 0.46%
$254.06 - $273.83 $46.5K - $50.1K
39.3K $10.4M
FVD
First Tr Value Line Divid Inde

ETFs
-5.75K
- 0.75%
$42.61 - $45.51 $245K - $262K
758K $33.8M
BNL
Broadstone Net Lease, Inc.

Real Estate
-55.1K
- 3.25%
$15.2 - $17.25 $837K - $950K
1.64M $27.9M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-6.29K
- 1.69%
$68.32 - $75.06 $429K - $472K
366K $27.4M
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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