New England Private Wealth Advisors LLC Sells in Q4 2024

New England Private Wealth Advisors LLC

  • $617 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BNL
Broadstone Net Lease, Inc.

Real Estate
-38.7K
- 2.23%
$15.86 - $18.7 $613K - $723K
1.69M $26.9M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-48.9K
- 21.58%
N/A
177K $15.2M
XT
Ishares Tr Exponential Technol

ETFs
-46.8K
- 18.31%
$58.7 - $62.72 $2.75M - $2.94M
209K $12.5M
VHT
Vanguard Health Care ETF

ETFs
-1.92K
- 4.63%
$250.81 - $283.3 $481K - $544K
39.5K $10M
FVD
First Tr Value Line Divid Inde

ETFs
-4.96K
- 0.65%
$43.4 - $46.7 $215K - $232K
764K $33.3M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-222
- 0.06%
$69.58 - $74.87 $15.4K - $16.6K
373K $26.1M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-4.56K
- 5.96%
$123.69 - $133.68 $564K - $609K
71.9K $8.98M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-4.93K
- 4.32%
$32.68 - $36.28 $161K - $179K
109K $3.57M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-579
- 0.96%
$174.22 - $187.62 $101K - $109K
59.9K $10.5M
DFAT
Dimensional ETF Tr U S Target

ETFs
-5.69K
- 2.06%
$54.54 - $61.04 $310K - $347K
270K $15M
IBB
Ishares Biotechnology ETF

ETFs
-5
- 0.04%
$131.21 - $148.85 $656 - $744
12.7K $1.68M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.29K
- 36.34%
$43.84 - $48.76 $144K - $160K
5.76K $253K
PAVE
Global X Fds Us Infrastructure

ETFs
-269
- 0.13%
$40.41 - $45.95 $10.9K - $12.4K
205K $8.3M
RFG
Invesco Exchange Traded Fd Tr

ETFs
-39
- 0.02%
$47.9 - $53.39 $1.87K - $2.08K
203K $9.85M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-6.03K
- 26.02%
$45.39 - $62.98 $274K - $380K
17.2K $974K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.98K
- 13.71%
$94.43 - $105.47 $186K - $208K
12.4K $1.26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-132
- 0.9%
$96.64 - $101.23 $12.8K - $13.4K
14.5K $1.4M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-584
- 16.41%
$104.52 - $115.08 $61K - $67.2K
2.98K $313K
SOXX
Ishares Semiconductor ETF

ETFs
-12
- 0.54%
$211.27 - $239.8 $2.54K - $2.88K
2.2K $473K
VBK
Vanguard Small Cap Growth ETF

ETFs
-169
- 17.83%
$264.18 - $304.19 $44.6K - $51.4K
779 $218K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-143
- 14.02%
$340.59 - $380.5 $48.7K - $54.4K
877 $321K
GLD
Spdr Gold Trust

ETFs
-42
- 0.5%
$236.59 - $257.5 $9.94K - $10.8K
8.36K $2.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-18
- 0.92%
$113.92 - $127.38 $2.05K - $2.29K
1.94K $223K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-17
- 0.74%
$153.8 - $176.52 $2.61K - $3K
2.29K $379K
VGT
Vanguard Information Technolog

ETFs
-3
- 0.06%
$571.78 - $647.97 $1.72K - $1.94K
5.4K $3.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 0.02%
$567.81 - $607.81 $4.54K - $4.86K
32.9K $19.3M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-2.01K
- 0.34%
$38.88 - $44.07 $78.3K - $88.7K
595K $24.5M
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
Track This Portfolio

Track New England Private Wealth Advisors LLC Portfolio

Follow New England Private Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New England Private Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Private Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email