New England Private Wealth Advisors LLC Portfolio Holdings by Sector
New England Private Wealth Advisors LLC
- $617 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VIG FVD SPLV RPG VXF SPY JAAA MOAT 138 stocks |
$551,190
90.02% of portfolio
|
99
|
27
|
9
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$34,203
5.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BNL 1 stocks |
$26,871
4.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|