New England Private Wealth Advisors LLC Purchases in Q4 2024

New England Private Wealth Advisors LLC

  • $617 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
260K
+ 330.63%
$50.62 - $50.97 $13.2M - $13.3M
339K $17.2M
PVAL
Putnam ETF Tr Putnam Focused L
117K
New
$36.85 - $39.99 $4.3M - $4.66M
117K $4.33M
CGDV
Capital Group Divid Value ETF

ETFs
84.3K
+ 34.91%
$35.16 - $37.12 $2.97M - $3.13M
326K $11.5M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
95.8K
+ 639.21%
$21.42 - $22.58 $2.05M - $2.16M
111K $2.37M
VXF
Vanguard Extended Market ETF

ETFs
4.37K
+ 4.0%
$179.17 - $207.15 $784K - $906K
114K $21.6M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
68.2K
+ 72.07%
N/A
163K $3.87M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
57.5K
+ 25.51%
$25.0 - $25.11 $1.44M - $1.44M
283K $7.09M
VTI
Vanguard Total Stock Market Et

ETFs
1.91K
+ 1.65%
$280.04 - $302.45 $536K - $579K
118K $34.2M
IBMO
Ishares Tr Ibonds December 202

ETFs
50.1K
+ 295.33%
$25.4 - $25.62 $1.27M - $1.28M
67.1K $1.71M
AVUV
American Centy ETF Tr Avantis

ETFs
12.2K
+ 37.79%
$94.37 - $106.41 $1.15M - $1.3M
44.5K $4.3M
EMLP
First Tr Exchange Traded Iv

ETFs
17.1K
+ 6.34%
$33.69 - $38.24 $574K - $652K
286K $10.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.09K
+ 6.32%
$481.22 - $538.17 $523K - $584K
18.3K $9.34M
VIG
Vanguard Dividend Appreciation

ETFs
5.12K
+ 2.24%
N/A
234K $42.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.21K
+ 7.55%
$370.24 - $418.94 $447K - $506K
17.2K $6.91M
VO
Vanguard Mid Cap ETF

ETFs
2.77K
+ 174.4%
$261.5 - $284.63 $725K - $789K
4.36K $1.15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.01K
+ 6.03%
$521.84 - $558.82 $525K - $562K
17.7K $9.53M
VB
Vanguard Small Cap ETF

ETFs
2.46K
+ 26.74%
$233.76 - $261.58 $574K - $642K
11.6K $2.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9.04K
+ 9.05%
$88.59 - $94.57 $801K - $855K
109K $9.67M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
7.06K
New
$70.1 - $76.53 $495K - $541K
7.06K $499K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.7K
+ 25.7%
$126.68 - $134.74 $469K - $499K
18.1K $2.31M
MGV
Vanguard Mega Cap Value

ETFs
3.29K
+ 153.45%
$124.06 - $133.48 $408K - $439K
5.43K $678K
IWB
Ishares Tr Russell 1000 ETF

ETFs
122
+ 0.29%
$311.11 - $335.64 $38K - $40.9K
42.2K $13.6M
VEA
Vanguard Ftse Developed Market

ETFs
8.07K
+ 95.25%
$47.57 - $52.44 $384K - $423K
16.6K $791K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
213K
+ 221.77%
$26.93 - $84.95 $5.75M - $18.1M
310K $8.46M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.02K
New
$95.27 - $107.82 $288K - $325K
3.02K $311K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
6.21K
New
$49.93 - $50.24 $310K - $312K
6.21K $309K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
4.86K
+ 63.32%
$60.34 - $65.34 $293K - $317K
12.5K $770K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.42K
+ 2.1%
$53.94 - $58.15 $130K - $141K
118K $6.63M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
6.51K
New
$44.21 - $46.46 $288K - $303K
6.51K $288K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.95K
+ 26.92%
$77.86 - $79.27 $307K - $313K
18.6K $1.45M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.39K
New
$44.87 - $46.86 $287K - $299K
6.39K $286K
FSMD
Fidelity Covington Tr Small Mi

ETFs
5.57K
New
$40.75 - $44.85 $227K - $250K
5.57K $229K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
9.18K
New
$23.03 - $23.33 $211K - $214K
9.18K $212K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.45K
New
$24.82 - $25.48 $210K - $215K
8.45K $210K
MGK
Vanguard Mega Cap Growth ETF

ETFs
441
+ 37.5%
$316.94 - $357.88 $140K - $158K
1.62K $555K
IVV
Ishares Core S&P 500 ETF

ETFs
57
+ 0.77%
$570.51 - $610.59 $32.5K - $34.8K
7.47K $4.39M
SCHG
Schwab Strategic Tr Us Large C

ETFs
49.4K
+ 300.02%
$25.93 - $105.3 $1.28M - $5.2M
65.8K $1.83M
IAU
Ishares Gold Trust

ETFs
2.5K
+ 8.4%
$48.37 - $52.65 $121K - $132K
32.3K $1.6M
IEFA
Ishares Tr

ETFs
4.27K
+ 17.97%
$70.06 - $77.43 $299K - $330K
28K $1.97M
IWY
Ishares Tr Russell 200 Growth

ETFs
8
+ 0.11%
$216.72 - $244.71 $1.73K - $1.96K
7.18K $1.69M
IWV
Ishares Russell 3000 ETF

ETFs
183
+ 4.08%
$323.08 - $349.08 $59.1K - $63.9K
4.66K $1.56M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.06%
$378.79 - $428.11 $758 - $856
3.29K $1.35M
XLE
Energy Sector Spdr

ETFs
1.02K
+ 27.65%
$83.32 - $97.27 $85.1K - $99.3K
4.71K $403K
DVY
Ishares Tr

ETFs
516
+ 13.41%
$129.55 - $143.41 $66.8K - $74K
4.36K $572K
IWR
Ishares Russell Mid Cap ETF

ETFs
417
+ 0.74%
$87.25 - $95.52 $36.4K - $39.8K
56.7K $5.01M
VV
Vanguard Large Cap ETF

ETFs
140
+ 12.81%
$260.27 - $280.65 $36.4K - $39.3K
1.23K $332K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5
+ 0.05%
$201.32 - $217.44 $1.01K - $1.09K
9.77K $2.02M
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.3K
+ 214.41%
$22.4 - $68.28 $388K - $1.18M
25.4K $589K
CWB
Spdr Bloomberg Convertible Sec

ETFs
249
+ 1.5%
$76.21 - $82.24 $19K - $20.5K
16.9K $1.32M
Activity Summary
Buys All Purchases 104 New Holdings 10 Increased Positions 94 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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