New England Private Wealth Advisors LLC Purchases in Q3 2025

New England Private Wealth Advisors LLC

  • $727 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
91
+ 0.38%
$192.76 - $203.86 $17.5K - $18.6K
24.4K $4.96M
IEFA
Ishares Tr

ETFs
885
+ 2.08%
$81.7 - $87.53 $72.3K - $77.5K
43.3K $3.78M
JFR
Nuveen Floating Rate Income Fund

Financial Services
30K
+ 126.95%
$8.07 - $8.58 $242K - $257K
53.6K $438K
IBB
Ishares Biotechnology ETF

ETFs
7
+ 0.05%
$127.63 - $144.37 $893 - $1.01K
13.1K $1.89M
VB
Vanguard Small Cap ETF

ETFs
73
+ 0.65%
$237.58 - $259.17 $17.3K - $18.9K
11.3K $2.88M
FNDX
Schwab Fundamental U S Large C

ETFs
7.97K
New
$24.38 - $26.34 $194K - $210K
7.97K $209K
IWY
Ishares Tr Russell 200 Growth

ETFs
7
+ 0.1%
$243.93 - $275.62 $1.71K - $1.93K
7.21K $1.97M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
461
+ 0.44%
$92.18 - $95.14 $42.5K - $43.9K
105K $9.99M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
24
+ 0.23%
$236.25 - $257.69 $5.67K - $6.18K
10.2K $2.63M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.01%
$28.92 - $32.19 $116 - $129
59.5K $1.9M
VTV
Vanguard Value ETF

ETFs
384
+ 4.79%
$175.51 - $186.57 $67.4K - $71.6K
8.41K $1.57M
PHK
Pimco High Income Fund

Financial Services
29.3K
+ 195.65%
$4.78 - $5.02 $140K - $147K
44.3K $221K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9
+ 0.02%
$62.09 - $66.51 $559 - $599
45K $2.94M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.02%
$567.09 - $607.37 $567 - $607
4.72K $2.81M
BLOK
Amplify ETF Tr Trnsformational

ETFs
845
+ 11.05%
$56.05 - $67.13 $47.4K - $56.7K
8.49K $569K
IVW
Ishares S&P 500 Growth ETF

ETFs
7
+ 0.06%
$108.97 - $121.65 $763 - $852
12.5K $1.5M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
11
+ 0.04%
$40.68 - $46.33 $447 - $510
25.1K $1.14M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
10K
+ 100.0%
$10.62 - $11.43 $106K - $114K
20K $227K
VO
Vanguard Mid Cap ETF

ETFs
199
+ 4.76%
$279.83 - $293.74 $55.7K - $58.5K
4.38K $1.29M
XLV
Select Sector Spdr Fund Health

ETFs
53
+ 0.22%
$129.01 - $139.72 $6.84K - $7.41K
24.4K $3.39M
FVAL
Fidelity Covington Tr Value Fa

ETFs
1.01K
+ 30.38%
$63.74 - $69.18 $64.2K - $69.7K
4.32K $297K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
24
+ 0.13%
$136.48 - $142.97 $3.28K - $3.43K
17.9K $2.51M
GINN
Goldman Sachs ETF Tr Innovate

ETFs
11
+ 0.09%
$66.8 - $74.06 $735 - $815
12.4K $916K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.15K
+ 10.13%
$21.69 - $23.34 $46.6K - $50.2K
23.4K $543K
SOXX
Ishares Semiconductor ETF

ETFs
5
+ 0.23%
$236.93 - $271.12 $1.18K - $1.36K
2.21K $598K
GAB
Gabelli Equity Trust Inc

Financial Services
11.4K
New
$5.81 - $6.32 $66.5K - $72.3K
11.4K $69K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
107
+ 0.41%
$41.91 - $44.87 $4.48K - $4.8K
26.5K $1.18M
IVE
Ishares S&P 500 Value ETF

ETFs
9
+ 0.17%
$194.44 - $206.51 $1.75K - $1.86K
5.17K $1.07M
VONG
Vanguard Russell 1000 Growth E

ETFs
2
+ 0.04%
$108.08 - $121.73 $216 - $243
4.95K $596K
VEA
Vanguard Ftse Developed Market

ETFs
55
+ 0.31%
$56.02 - $60.3 $3.08K - $3.32K
17.8K $1.07M
ITA
Ishares Tr

ETFs
1
+ 0.04%
$184.73 - $209.26 $185 - $209
2.65K $553K
SCHX
Schwab Strategic Tr Us Large C

ETFs
58
+ 0.22%
$24.46 - $26.5 $1.42K - $1.54K
26.4K $696K
DVY
Ishares Tr

ETFs
27
+ 0.54%
$133.88 - $142.57 $3.61K - $3.85K
5.02K $712K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
31
+ 0.1%
$63.98 - $69.04 $1.98K - $2.14K
30.1K $2.01M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
5.1K
+ 13.78%
$9.36 - $9.87 $47.8K - $50.4K
42.1K $400K
FDL
First Tr Morningstar Dividend

ETFs
108
+ 0.48%
$41.96 - $44.59 $4.53K - $4.82K
22.8K $989K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.11%
$393.18 - $439.39 $393 - $439
881 $383K
DGRO
Ishares Core Dividend Growth E

ETFs
94
+ 1.38%
$64.12 - $68.08 $6.03K - $6.4K
6.9K $469K
IWN
Ishares Russell2000 Val ETF

ETFs
5
+ 0.3%
$157.1 - $178.94 $786 - $895
1.67K $294K
VNQ
Vanguard Specialized Funds Van

ETFs
275
+ 10.28%
$88.47 - $93.24 $24.3K - $25.6K
2.95K $269K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 0.1%
$108.46 - $120.63 $325 - $362
3.15K $374K
FDVV
Fidelity High Dividend ETF

ETFs
33
+ 0.52%
$52.42 - $55.71 $1.73K - $1.84K
6.41K $356K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
315
+ 3.61%
$23.82 - $25.84 $7.5K - $8.14K
9.03K $232K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.2%
$148.97 - $165.88 $447 - $498
1.5K $245K
XLE
Energy Sector Spdr

ETFs
9
+ 0.21%
$84.25 - $91.99 $758 - $828
4.36K $389K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
10
+ 0.13%
$41.13 - $44.7 $411 - $447
7.74K $345K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
148
+ 0.74%
$78.96 - $80.04 $11.7K - $11.8K
20.1K $1.61M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
11
+ 0.37%
$105.03 - $112.54 $1.16K - $1.24K
3.01K $331K
FSMD
Fidelity Covington Tr Small Mi

ETFs
21
+ 0.37%
$41.29 - $44.71 $867 - $939
5.64K $248K
Activity Summary
Buys All Purchases 125 New Holdings 18 Increased Positions 107 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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