New England Private Wealth Advisors LLC Reduced Holdings in Q2 2025

New England Private Wealth Advisors LLC

  • $646 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
-87.3K
- 32.65%
$44.8 - $53.97 $3.91M - $4.71M
180K $9.72M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-41.4K
- 5.79%
$49.79 - $50.75 $2.06M - $2.1M
673K $34.2M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-77.2K
- 29.64%
$25.04 - $25.18 $1.93M - $1.94M
183K $4.61M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-18K
- 11.52%
$51.14 - $57.0 $923K - $1.03M
139K $7.88M
VHT
Vanguard Health Care ETF

ETFs
-1.28K
- 3.25%
$236.71 - $261.92 $303K - $335K
38K $9.44M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-10.5K
- 6.03%
N/A
163K $14M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.36K
- 0.44%
$24.32 - $27.87 $33.1K - $38K
310K $8.2M
XLV
Select Sector Spdr Fund Health

ETFs
-1.25K
- 4.89%
$128.77 - $144.3 $161K - $181K
24.3K $3.28M
PHK
Pimco High Income Fund

Financial Services
-60.8K
- 80.21%
$4.43 - $4.88 $269K - $297K
15K $72K
XLE
Energy Sector Spdr

ETFs
-979
- 18.38%
$76.44 - $94.13 $74.8K - $92.2K
4.35K $368K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.08K
- 6.89%
$47.46 - $55.3 $98.7K - $115K
28.1K $1.55M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-919
- 0.87%
$85.42 - $94.39 $78.5K - $86.7K
105K $9.82M
NETL
ETF Ser Solutions Net Lease CO

ETFs
-1.44K
- 5.9%
$22.03 - $24.97 $31.6K - $35.8K
22.9K $559K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-1K
- 2.26%
$13.74 - $15.66 $13.7K - $15.7K
43.3K $645K
PFF
Ishares Trust Ishares Pfd And

ETFs
-814
- 2.45%
$29.0 - $30.68 $23.6K - $25K
32.4K $994K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-209
- 5.03%
$69.8 - $85.28 $14.6K - $17.8K
3.95K $327K
Investment Managers Ser Tr I
-7.45K
- 5.09%
N/A
139K $0
DGRO
Ishares Core Dividend Growth E

ETFs
-180
- 2.58%
$55.22 - $63.94 $9.94K - $11.5K
6.8K $435K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-226
- 13.15%
$113.67 - $150.4 $25.7K - $34K
1.49K $224K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-205
- 3.18%
$37.51 - $45.52 $7.69K - $9.33K
6.24K $282K
VBK
Vanguard Small Cap Growth ETF

ETFs
-20
- 2.5%
$219.76 - $276.94 $4.4K - $5.54K
781 $216K
VO
Vanguard Mid Cap ETF

ETFs
-267
- 6.0%
$228.54 - $279.83 $61K - $74.7K
4.19K $1.17M
VONG
Vanguard Russell 1000 Growth E

ETFs
-638
- 11.43%
$82.51 - $109.2 $52.6K - $69.7K
4.95K $540K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-1.09K
- 4.15%
$33.13 - $40.67 $35.9K - $44.1K
25K $1.02M
GLD
Spdr Gold Trust

ETFs
-396
- 4.29%
$273.71 - $316.29 $108K - $125K
8.83K $2.69M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-178
- 0.98%
$114.78 - $133.31 $20.4K - $23.7K
18.1K $2.41M
XLK
Technology Sector Spdr

ETFs
-61
- 1.32%
$179.73 - $253.23 $11K - $15.4K
4.56K $1.15M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.68K
- 2.74%
$22.27 - $29.21 $37.4K - $49K
59.5K $1.74M
IVV
Ishares Core S&P 500 ETF

ETFs
-367
- 4.94%
$498.8 - $620.9 $183K - $228K
7.06K $4.38M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-852
- 1.53%
$152.93 - $181.74 $130K - $155K
55K $9.99M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-254
- 1.65%
$40.51 - $71.03 $10.3K - $18K
15.1K $1.06M
RFG
Invesco Exchange Traded Fd Tr

ETFs
-7.48K
- 3.86%
$39.08 - $48.9 $292K - $366K
186K $9.07M
TDIV
First Trust Nasdaq Technology

ETFs
-12.6K
- 8.1%
$64.41 - $90.17 $811K - $1.14M
143K $12.9M
XT
Ishares Tr Exponential Technol

ETFs
-112
- 0.06%
$49.86 - $65.25 $5.58K - $7.31K
200K $13.1M
VTI
Vanguard Total Stock Market Et

ETFs
-1.19K
- 0.99%
$243.75 - $303.93 $291K - $362K
119K $36.2M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-3.69K
- 0.62%
$33.86 - $45.77 $125K - $169K
590K $27M
Activity Summary
Buys All Purchases 111 New Holdings 20 Increased Positions 91 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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