New England Private Wealth Advisors LLC Portfolio Holdings by Sector
New England Private Wealth Advisors LLC
- $627 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VIG JAAA FVD SPLV RPG VXF SPY MOAT 131 stocks |
$558,656
89.83% of portfolio
|
81
|
33
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$33,095
5.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BNL 1 stocks |
$27,932
4.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
GOF PHK HYT JFR PDI NEA 6 stocks |
$2,057
0.33% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
IVR 1 stocks |
$134
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|