New England Private Wealth Advisors LLC ETFs

New England Private Wealth Advisors LLC

$627 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$337,000 0.05% of portfolio	4,157	Q2 2024 Reduced 19.39%
IEMG Ishares Inc	$0	$333,000 0.05% of portfolio	6,224	Q1 2025 Added 54.56%
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$332,000 0.05% of portfolio	3,303	Q1 2025 Added 1.23%
OEF Ishares S&P 100 ETF	$0	$318,000 0.05% of portfolio	1,197	Q1 2025 Added 0.08%
VV Vanguard Large Cap ETF	$0	$317,000 0.05% of portfolio	1,234	Q1 2025 Added 0.08%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$316,000 0.05% of portfolio	3,230	Q1 2025 Added 8.97%
FLDR Fidelity Merrimack Str Tr Low	$0	$314,000 0.05% of portfolio	6,282	Q1 2025 Added 1.22%
FDVV Fidelity High Dividend ETF	$0	$313,000 0.05% of portfolio	6,330	Q1 2025 Added 0.62%
VBR Vanguard Small Cap Value ETF	$0	$302,000 0.05% of portfolio	1,625	Q1 2025 Added 0.68%
IGEB Ishares Tr Edge Invt Grade Enh	$0	$295,000 0.05% of portfolio	6,566	Q1 2025 Added 0.83%
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$294,000 0.05% of portfolio	2,985	Q1 2025 Added 0.34%
FBND Fidelity Merrimack Str Tr Tota	$0	$294,000 0.05% of portfolio	6,441	Q1 2025 Added 0.81%
VOOG Vanguard S&P 500 Growth ETF	$0	$294,000 0.05% of portfolio	879	Q1 2025 Added 0.23%
VT Vanguard Total World Stk Index	$0	$277,000 0.04% of portfolio	2,392	Q1 2025 Added 0.17%
QUS Spdr Ser Tr Msci Usa Strategic	$0	$276,000 0.04% of portfolio	1,762	Q1 2025 Added 3.28%
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$271,000 0.04% of portfolio	6,443	Q1 2025 Added 0.09%
VPU Vanguard Utilities ETF	$0	$254,000 0.04% of portfolio	1,491	Q1 2025 Added 0.54%
IWN Ishares Russell2000 Val ETF	$0	$250,000 0.04% of portfolio	1,659	Q1 2025 Added 0.18%
VOT Vanguard Mid Cap Growth Index	$0	$246,000 0.04% of portfolio	1,007	Q2 2024 Reduced 49.83%
VNQ Vanguard Specialized Funds Van	$0	$241,000 0.04% of portfolio	2,671	Q1 2025 New
FSMD Fidelity Covington Tr Small Mi	$0	$219,000 0.03% of portfolio	5,595	Q1 2025 Added 0.38%
VOE Vanguard Mid Cap Value Index F	$0	$219,000 0.03% of portfolio	1,367	Q1 2025 Added 3.48%
FNDE Schwab Fundamental Emerging Mk	$0	$218,000 0.03% of portfolio	7,087	Q4 2024 Added 3.58%
IUSG Ishares Core S&P U.S Growth Et	$0	$218,000 0.03% of portfolio	1,718	Q1 2025 Added 0.12%
BNDX Vanguard Total International B	$0	$216,000 0.03% of portfolio	4,444	Q1 2025 Reduced 45.38%
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$215,000 0.03% of portfolio	8,512	Q1 2025 Added 0.76%
IBHF Ishares Tr Ibonds 2026 Term Hi	$0	$215,000 0.03% of portfolio	9,283	Q1 2025 Added 1.09%
PTLC Pacer Fds Tr Trendpilot Us Lar	$0	$211,000 0.03% of portfolio	4,108	Q2 2024 Reduced 19.58%
IJR Ishares Core S&P Sm Cap ETF	$0	$202,000 0.03% of portfolio	1,940	Q1 2025 Added 0.05%
VBK Vanguard Small Cap Growth ETF	$0	$201,000 0.03% of portfolio	801	Q1 2025 Added 2.82%
ICLN Ishares	$0	$119,000 0.02% of portfolio	10,466	Q1 2025 Reduced 3.06%

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