New England Private Wealth Advisors LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $646 Million distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $41.7M, Vanguard Total Stock Market Et with a value of $36.2M, Janus Detroit Str Tr Janus Hen with a value of $34.2M, First Tr Value Line Divid Inde with a value of $34.1M, and Invesco ETF Tr Ii S&P 500 Low with a value of $27.8M.

Examining the 13F form we can see an increase of $18.3M in the current position value, from $627M to 646M.

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.

Portfolio value $646 Million
ETFs: $638 Million
Financial Services: $1.46 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $646 Million
  • Prior Value $627 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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