New England Private Wealth Advisors LLC ETFs

New England Private Wealth Advisors LLC

$617 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BNDX Vanguard Total International B	$0	$399,000 0.06% of portfolio	8,136	Q4 2024 Added 2.53%
XAR Spdr S&P Aerospace & Defense E	$0	$379,000 0.06% of portfolio	2,290	Q4 2024 Reduced 0.74%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$374,000 0.06% of portfolio	4,157	Q2 2024 Reduced 19.39%
ESGD Ishares Trust Ishares Esg Awar	$0	$372,000 0.06% of portfolio	4,892	Q4 2024 Added 1.33%
SCHF Schwab Strategic Tr Intl Eqty	$0	$358,000 0.06% of portfolio	19,396	Q4 2024 Added 113.03%
HDV Ishares Core High Dividend ETF	$0	$345,000 0.06% of portfolio	3,077	Q1 2024 Reduced 0.03%
VTWO Vanguard Russell 2000 ETF	$0	$342,000 0.06% of portfolio	3,832	Q2 2024 New
VV Vanguard Large Cap ETF	$0	$332,000 0.05% of portfolio	1,233	Q4 2024 Added 12.81%
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$327,000 0.05% of portfolio	3,263	Q4 2024 Added 1.3%
VOOG Vanguard S&P 500 Growth ETF	$0	$321,000 0.05% of portfolio	877	Q4 2024 Reduced 14.02%
VBR Vanguard Small Cap Value ETF	$0	$319,000 0.05% of portfolio	1,614	Q4 2024 Added 0.56%
OEF Ishares S&P 100 ETF	$0	$318,000 0.05% of portfolio	1,196	Q4 2024 Added 0.08%
FDVV Fidelity High Dividend ETF	$0	$314,000 0.05% of portfolio	6,291	Q4 2024 Added 6.23%
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$313,000 0.05% of portfolio	2,975	Q4 2024 Reduced 16.41%
VONG Vanguard Russell 1000 Growth E	$0	$311,000 0.05% of portfolio	3,018	Q4 2024 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$310,000 0.05% of portfolio	2,964	Q4 2024 Added 0.27%
FLDR Fidelity Merrimack Str Tr Low	$0	$309,000 0.05% of portfolio	6,206	Q4 2024 New
INFL Listed Fds Tr Horizon Kinetics	$0	$292,000 0.05% of portfolio	7,688	Q4 2024 Added 0.3%
IGEB Ishares Tr Edge Invt Grade Enh	$0	$288,000 0.05% of portfolio	6,512	Q4 2024 New
FBND Fidelity Merrimack Str Tr Tota	$0	$286,000 0.05% of portfolio	6,389	Q4 2024 New
VT Vanguard Total World Stk Index	$0	$280,000 0.05% of portfolio	2,388	Q4 2024 Added 0.42%
IWN Ishares Russell2000 Val ETF	$0	$271,000 0.04% of portfolio	1,656	Q2 2024 Reduced 14.11%
QUS Spdr Ser Tr Msci Usa Strategic	$0	$264,000 0.04% of portfolio	1,706	Q4 2024 Added 0.89%
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$260,000 0.04% of portfolio	6,437	Q4 2024 Added 0.05%
VOT Vanguard Mid Cap Growth Index	$0	$255,000 0.04% of portfolio	1,007	Q2 2024 Reduced 49.83%
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$253,000 0.04% of portfolio	5,757	Q4 2024 Reduced 36.34%
VPU Vanguard Utilities ETF	$0	$242,000 0.04% of portfolio	1,483	Q4 2024 Added 1.44%
IUSG Ishares Core S&P U.S Growth Et	$0	$239,000 0.04% of portfolio	1,716	Q2 2024 New
FSMD Fidelity Covington Tr Small Mi	$0	$229,000 0.04% of portfolio	5,574	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$223,000 0.04% of portfolio	1,939	Q4 2024 Reduced 0.92%
PTLC Pacer Fds Tr Trendpilot Us Lar	$0	$219,000 0.04% of portfolio	4,108	Q2 2024 Reduced 19.58%
VBK Vanguard Small Cap Growth ETF	$0	$218,000 0.04% of portfolio	779	Q4 2024 Reduced 17.83%
IEMG Ishares Inc	$0	$216,000 0.04% of portfolio	4,027	Q4 2024 Added 14.99%
VOE Vanguard Mid Cap Value Index F	$0	$213,000 0.03% of portfolio	1,321	Q4 2024 Added 0.08%
IBHF Ishares Tr Ibonds 2026 Term Hi	$0	$212,000 0.03% of portfolio	9,183	Q4 2024 New
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$210,000 0.03% of portfolio	8,448	Q4 2024 New
FNDE Schwab Fundamental Emerging Mk	$0	$205,000 0.03% of portfolio	7,087	Q4 2024 Added 3.58%
ICLN Ishares	$0	$122,000 0.02% of portfolio	10,796	Q4 2024 Added 0.97%

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