New England Private Wealth Advisors LLC Closed Holding Positions

New England Private Wealth Advisors LLC

  • $617 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BA
Boeing CO

Industrials
Q4 2019 Filed on Feb 11, 2020
2,393
$325.76 - $376.54 $780K - $901K
BXP
Boston Properties Inc

Real Estate
Q4 2019 Filed on Feb 11, 2020
3,230
$125.44 - $139.87 $405K - $452K
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2019 Filed on Feb 11, 2020
4,025
$49.21 - $64.19 $198K - $258K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q4 2019 Filed on Feb 11, 2020
12,950
$28.48 - $31.36 $369K - $406K
CVX
Chevron Corp

Energy
Q4 2019 Filed on Feb 11, 2020
7,682
$111.71 - $122.28 $858K - $939K
CSCO
Cisco Systems, Inc.

Technology
Q4 2019 Filed on Feb 11, 2020
9,405
$43.52 - $48.83 $409K - $459K
LMT
Lockheed Martin Corp

Industrials
Q4 2019 Filed on Feb 11, 2020
1,754
$370.73 - $394.24 $650K - $691K
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2019 Filed on Feb 11, 2020
8,486
$58.47 - $65.77 $496K - $558K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2019 Filed on Feb 11, 2020
3,184
$76.37 - $86.31 $243K - $275K
PFE
Pfizer Inc

Healthcare
Q4 2019 Filed on Feb 11, 2020
17,913
$32.92 - $37.36 $590K - $669K
PEP
Pepsico Inc

Consumer Defensive
Q4 2019 Filed on Feb 11, 2020
4,334
$131.98 - $140.28 $572K - $608K
PCTI
Pc Tel Inc

Technology
Q4 2019 Filed on Feb 11, 2020
13,000
$6.97 - $9.03 $90.6K - $117K
ABT
Abbott Laboratories

Healthcare
Q4 2019 Filed on Feb 11, 2020
10,263
$78.51 - $87.4 $806K - $897K
NEE
Nextera Energy Inc

Utilities
Q4 2019 Filed on Feb 11, 2020
2,694
$55.52 - $60.68 $150K - $163K
PG
Procter & Gamble CO

Consumer Defensive
Q4 2019 Filed on Feb 11, 2020
9,552
$116.63 - $126.09 $1.11M - $1.2M
QCOM
Qualcomm Inc

Technology
Q4 2019 Filed on Feb 11, 2020
12,092
$72.85 - $94.03 $881K - $1.14M
MRK
Merck & Co., Inc.

Healthcare
Q4 2019 Filed on Feb 11, 2020
10,140
$77.58 - $87.54 $787K - $888K
NEOG
Neogen Corp

Healthcare
Q4 2019 Filed on Feb 11, 2020
23,500
$31.33 - $34.86 $736K - $819K
Raytheon CO
Q4 2019 Filed on Feb 11, 2020
1,529
N/A
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2019 Filed on Nov 14, 2019
2,833
$63.96 - $75.82 $181K - $215K
VEEV
Veeva Systems Inc

Healthcare
Q3 2019 Filed on Nov 14, 2019
1,258
$139.82 - $175.65 $176K - $221K
AMD
Advanced Micro Devices Inc

Technology
Q3 2019 Filed on Nov 14, 2019
7,732
$27.99 - $34.39 $216K - $266K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q3 2019 Filed on Nov 14, 2019
2,494
$72.81 - $156.91 $182K - $391K
Hospitality Pptys Tr
Q3 2019 Filed on Nov 14, 2019
30,104
N/A
HQH
Tekla Healthcare Investors

Financial Services
Q3 2019 Filed on Nov 14, 2019
10,766
$18.24 - $20.34 $196K - $219K
Dowdupont Inc
Q2 2019 Filed on Aug 08, 2019
8,503
N/A
Xilinx Inc
Q2 2019 Filed on Aug 08, 2019
1,849
N/A
Dynex Cap Inc
Q2 2019 Filed on Aug 08, 2019
10,000
N/A
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q2 2019 Filed on Aug 08, 2019
4,977
$56.42 - $63.19 $281K - $314K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2019 Filed on Aug 08, 2019
3,980
$47.35 - $57.73 $188K - $230K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2019 Filed on May 02, 2019
84,212
N/A
TSLA
Tesla, Inc.

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
805
$52.08 - $69.46 $41.9K - $55.9K
UPS
United Parcel Service Inc

Industrials
Q4 2018 Filed on Feb 12, 2019
4,457
$89.89 - $118.78 $401K - $529K
Blackstone Group L P
Q4 2018 Filed on Feb 12, 2019
6,000
N/A
WFC
Wells Fargo & Company

Financial Services
Q4 2018 Filed on Feb 12, 2019
5,952
$43.6 - $54.46 $260K - $324K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q4 2018 Filed on Feb 12, 2019
6,452
N/A
ROK
Rockwell Automation, Inc

Industrials
Q4 2018 Filed on Feb 12, 2019
1,120
$141.77 - $189.89 $159K - $213K
INDB
Independent Bank Corp

Financial Services
Q4 2018 Filed on Feb 12, 2019
3,168
$67.22 - $84.39 $213K - $267K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2018 Filed on Feb 12, 2019
1,350
$131.89 - $163.74 $178K - $221K
Carbonite Inc
Q4 2018 Filed on Feb 12, 2019
7,000
N/A
PAA
Plains All American Pipeline LP

Energy
Q4 2018 Filed on Feb 12, 2019
8,000
$19.84 - $25.88 $159K - $207K
DXC
Dxc Technology CO

Technology
Q4 2018 Filed on Feb 12, 2019
10,026
$50.03 - $93.89 $502K - $941K
NFLX
Netflix Inc

Communication Services
Q4 2018 Filed on Feb 12, 2019
796
$233.88 - $381.43 $186K - $304K
WVE
Wave Life Sciences Ltd.

Healthcare
Q4 2018 Filed on Feb 12, 2019
4,000
$37.1 - $50.11 $148K - $200K
OKE
Oneok Inc

Energy
Q3 2018 Filed on Nov 13, 2018
2,857
$64.56 - $71.4 $184K - $204K
BHB
Bar Harbor Bankshares

Financial Services
Q3 2018 Filed on Nov 13, 2018
6,670
$28.2 - $30.7 $188K - $205K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
10,000
$20.0 - $20.84 $200K - $208K
Xcerra Corp
Q3 2018 Filed on Nov 13, 2018
30,000
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 13, 2018
13,953
N/A
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