New England Private Wealth Advisors LLC Portfolio Holdings

New England Private Wealth Advisors LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $606 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $41.6M, First Tr Value Line Divid Inde with a value of $35M, Vanguard Total Stock Market Et with a value of $32.9M, Broadstone Net Lease, Inc. with a value of $32.8M, and Invesco ETF Tr Ii S&P 500 Low with a value of $26.8M.

Examining the 13F form we can see an increase of $35.7M in the current position value, from $570M to 606M.

New England Private Wealth Advisors LLC is based out at Wellesley, MA

Below you can find more details about New England Private Wealth Advisors LLC portfolio as well as his latest detailed transactions.