New England Private Wealth Advisors LLC Portfolio Holdings by Sector
New England Private Wealth Advisors LLC
- $727 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VIG FVD JAAA RPG SPLV VXF SPY CGDV 162 stocks |
$678,091
93.93% of portfolio
|
114
|
17
|
17
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$41,778
5.79% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
GOF JFR HYT NEA PHK EOD GAB 7 stocks |
$2,078
0.29% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|