New England Private Wealth Advisors LLC Portfolio Holdings

New England Private Wealth Advisors LLC

  • $627 Million
  • Q1 2025

New England Private Wealth Advisors LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $627 Million distributed in 147 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, Janus Detroit Str Tr Janus Hen with a value of $36.2M, First Tr Value Line Divid Inde with a value of $33.8M, Vanguard Total Stock Market Et with a value of $33.1M, and Broadstone Net Lease, Inc. with a value of $27.9M.

Examining the 13F form we can see an increase of $10.7M in the current position value, from $617M to 627M.

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 $627 Million
ETFs: $592 Million
Real Estate: $28.1 Million
Financial Services: $2.06 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$690,000 0.11% of portfolio
44,327
Q1 2025 New
$0
$353,000 0.06% of portfolio
36,931
Q1 2025 New
$0
$370,000 0.06% of portfolio
75,786
Q1 2025 New
$0
$327,000 0.05% of portfolio
38,617
Q1 2025 New
$0
$205,000 0.03% of portfolio
10,356
Q1 2025 New
$0
$112,000 0.02% of portfolio
10,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $627 Million
  • Prior Value $617 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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