New England Private Wealth Advisors

New England Private Wealth Advisors as of March 31, 2020

Portfolio Holdings for New England Private Wealth Advisors

New England Private Wealth Advisors holds 78 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Trust Value Line Dividend Indx Fnd (FVD) 15.8 $46M 1.7M 27.67
Invesco S&p 500 Low Volatility Etf (SPLV) 7.9 $23M 494k 46.92
Ishares Tr usa min vo (USMV) 7.6 $23M 416k 54.01
Spdr S&p 500 Etf (SPY) 6.5 $19M 74k 257.76
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) 5.4 $16M 158k 100.14
Vanguard Dividend Appreciation ETF (VIG) 4.4 $13M 125k 103.39
Ishares Tr Exponential Technologies Etf (XT) 3.9 $11M 321k 35.62
Vanguard Extended Market ETF (VXF) 3.8 $11M 123k 90.49
Vanguard Total Stock Market ETF (VTI) 3.7 $11M 85k 128.78
Invesco S&p 500 Equal Weight Etf (RSP) 2.9 $8.6M 102k 84.02
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 2.8 $8.2M 156k 52.35
iShares Russell 1000 Index (IWB) 2.3 $6.9M 49k 141.53
Vanguard Health Care ETF (VHT) 2.0 $5.8M 35k 166.05
Invesco Exchange Traded Fd T s&p mdcp400 pr (RFG) 1.8 $5.4M 49k 111.56
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) 1.8 $5.3M 85k 62.30
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 1.8 $5.2M 52k 98.99
iShares MSCI EAFE Index Fund (EFA) 1.5 $4.5M 84k 53.45
Vanguard Small-Cap ETF (VB) 1.3 $3.9M 34k 115.33
Invesco Qqq Trust Series 1 (QQQ) 1.1 $3.3M 17k 190.29
Vanguard Short-Term Bond ETF (BSV) 1.1 $3.3M 40k 82.20
iShares Russell 2000 Index (IWM) 1.1 $3.2M 28k 114.42
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 1.1 $3.2M 33k 96.68
SPDR Barclays Capital Convertible SecETF (CWB) 1.0 $2.9M 60k 47.86
Vanguard Total World Stock Idx (VT) 1.0 $2.8M 45k 62.74
Ark Etf Tr innovation etf (ARKK) 0.9 $2.7M 61k 43.95
iShares Russell 1000 Growth Index (IWF) 0.8 $2.3M 15k 150.53
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.7 $2.2M 21k 106.42
Ishares Inc msci frntr 100 (FM) 0.7 $2.2M 102k 21.35
Invesco S&p 500 High Div, Low V equities (SPHD) 0.7 $2.2M 72k 30.01
iShares Russell Midcap Index Fund (IWR) 0.7 $2.1M 48k 43.17
iShares S&P MidCap 400 Index (IJH) 0.7 $1.9M 14k 143.88
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.6 $1.9M 20k 92.42
Ishares Inc em mkt min vol (EEMV) 0.6 $1.8M 39k 46.89
iShares MSCI Emerging Markets Indx (EEM) 0.6 $1.8M 52k 34.14
Vanguard S&p 500 Etf idx (VOO) 0.6 $1.8M 7.4k 236.88
iShares Lehman Aggregate Bond (AGG) 0.6 $1.7M 15k 115.38
iShares S&P 500 Index (IVV) 0.5 $1.5M 6.0k 258.53
iShares NASDAQ Biotechnology Index (IBB) 0.5 $1.5M 14k 107.78
iShares Russell 1000 Value Index (IWD) 0.5 $1.4M 14k 99.20
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 0.5 $1.4M 27k 50.99
SPDR S&P MidCap 400 ETF (MDY) 0.4 $1.1M 4.2k 262.96
SPDR Dow Jones Global Real Estate (RWO) 0.4 $1.1M 29k 36.01
J P Morgan Exchange Traded F ultra shrt (JPST) 0.3 $917k 19k 49.64
Vanguard Emerging Markets ETF (VWO) 0.3 $887k 27k 33.49
iShares S&P US Pref Stock Idx Fnd (PFF) 0.3 $857k 27k 31.77
iShares S&P 500 Growth Index (IVW) 0.3 $822k 5.0k 164.89
SPDR Gold Trust (GLD) 0.3 $817k 5.5k 147.95
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $799k 20k 41.04
Ishares Tr eafe min volat (EFAV) 0.3 $798k 13k 62.05
Invesco Dynamic Large etf - e (PWB) 0.2 $687k 16k 43.76
iShares S&P 500 Value Index (IVE) 0.2 $602k 6.2k 96.66
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.2 $572k 4.0k 144.12
Schwab International Equity ETF (SCHF) 0.2 $557k 22k 25.83
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 0.2 $508k 8.7k 58.06
Vanguard Total Bond Market ETF (BND) 0.2 $484k 5.7k 85.41
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) 0.2 $468k 5.3k 89.09
Vanguard Admiral Fds Inc cmn (IVOO) 0.1 $438k 4.5k 97.40
Health Care SPDR (XLV) 0.1 $410k 4.6k 88.67
Vanguard Value ETF (VTV) 0.1 $408k 4.6k 89.02
SPDR DJ International Real Estate ETF (RWX) 0.1 $387k 15k 26.75
SPDR S&P Biotech (XBI) 0.1 $368k 4.8k 77.38
First Tr Exchange-traded Fd no amer energy (EMLP) 0.1 $336k 19k 17.77
Janus Short Duration (VNLA) 0.1 $295k 6.0k 49.30
Technology SPDR (XLK) 0.1 $280k 3.5k 80.51
Spdr Index Shs Fds Msci World Quality Mix Etf (QWLD) 0.1 $272k 3.9k 69.07
Ishares Tr fltg rate nt (FLOT) 0.1 $258k 5.3k 48.80
iShares S&P Global Clean Energy Index (ICLN) 0.1 $258k 27k 9.55
World Gold Tr spdr gld minis 0.1 $246k 16k 15.74
Vanguard Malvern Fds strm infproidx (VTIP) 0.1 $233k 4.8k 48.69
Vanguard Esg U.s. Stock Etf etf (ESGV) 0.1 $227k 5.0k 45.78
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $221k 16k 13.76
Vanguard Information Technology ETF (VGT) 0.1 $209k 1.0k 209.00
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.1 $209k 5.0k 41.94
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $204k 4.5k 45.24
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $198k 15k 13.52
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) 0.1 $183k 13k 14.08
Invesco Financial Preferred Et other (PGF) 0.1 $180k 11k 16.87
PennantPark Investment (PNNT) 0.0 $26k 10k 2.59