New England Private Wealth Advisors LLC Reduced Holdings in Q3 2024

New England Private Wealth Advisors LLC

  • $606 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-18.9K
- 7.7%
$85.84 - $85.84 $1.62M - $1.62M
226K $19.4M
XT
Ishares Tr Exponential Technol

ETFs
-29.6K
- 10.36%
$54.51 - $61.59 $1.61M - $1.82M
256K $15.6M
VIG
Vanguard Dividend Appreciation

ETFs
-3.39K
- 1.46%
$182.15 - $182.15 $617K - $617K
229K $41.6M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-18.3K
- 8.3%
$25.04 - $25.21 $458K - $461K
202K $5.09M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.06K
- 15.68%
$92.63 - $105.69 $284K - $324K
16.5K $1.71M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-6.23K
- 21.16%
$39.47 - $49.4 $246K - $308K
23.2K $1.1M
IWV
Ishares Russell 3000 ETF

ETFs
-868
- 16.23%
$294.75 - $326.73 $256K - $284K
4.48K $1.46M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.47K
- 16.02%
$125.95 - $142.04 $437K - $493K
18.2K $2.59M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-620
- 0.54%
$49.7 - $56.11 $30.8K - $34.8K
115K $6.33M
XLK
Technology Sector Spdr

ETFs
-294
- 6.0%
$197.34 - $237.68 $58K - $69.9K
4.61K $1.04M
IWY
Ishares Tr Russell 200 Growth

ETFs
-233
- 3.14%
$194.66 - $225.97 $45.4K - $52.7K
7.18K $1.58M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-374
- 7.19%
$75.63 - $84.89 $28.3K - $31.7K
4.83K $406K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-447
- 4.71%
$42.22 - $48.62 $18.9K - $21.7K
9.04K $420K
EMB
Ishares Tr

ETFs
-350
- 4.11%
$87.75 - $93.74 $30.7K - $32.8K
8.17K $764K
VEA
Vanguard Ftse Developed Market

ETFs
-52
- 0.61%
$47.6 - $53.31 $2.48K - $2.77K
8.48K $447K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-132
- 0.17%
$114.52 - $127.8 $15.1K - $16.9K
76.4K $9.59M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.32K
- 2.26%
$75.32 - $84.37 $99.5K - $111K
57.1K $4.78M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.39K
- 5.31%
$162.83 - $179.16 $552K - $607K
60.5K $10.8M
DFAT
Dimensional ETF Tr U S Target

ETFs
-12K
- 4.16%
$51.0 - $57.07 $612K - $684K
276K $15.4M
IWM
Ishares Russell 2000 ETF

ETFs
-310
- 1.08%
$200.87 - $224.6 $62.3K - $69.6K
28.3K $6.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
-627
- 1.87%
$517.38 - $573.86 $324K - $360K
32.9K $18.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-133
- 0.32%
$283.28 - $314.39 $37.7K - $41.8K
42.1K $13.2M
FVD
First Tr Value Line Divid Inde

ETFs
-10.4K
- 1.33%
$40.45 - $45.49 $419K - $472K
769K $35M
BNL
Broadstone Net Lease, Inc.

Real Estate
-40.3K
- 2.27%
$15.64 - $18.95 $630K - $763K
1.73M $32.8M
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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