New England Private Wealth Advisors LLC Portfolio Holdings by Sector
New England Private Wealth Advisors LLC
- $646 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VIG JAAA FVD SPLV RPG VXF SPY CGDV 147 stocks |
$601,973
94.11% of portfolio
|
102
|
32
|
17
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$36,236
5.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
GOF HYT JFR NEA PHK EOD 6 stocks |
$1,458
0.23% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|