New England Private Wealth Advisors LLC Portfolio Holdings by Sector
New England Private Wealth Advisors LLC
- $606 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VIG FVD SPLV RPG VXF MOAT SPY XT 140 stocks |
$539,892
89.14% of portfolio
|
96
|
24
|
9
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$32,876
5.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BNL 1 stocks |
$32,839
5.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
DHC 1 stocks |
$85
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|