New England Private Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$620M
Signature - Title
Melissa.Boccaci - Chief Compliance Officer
Location
Wellesley, MA
Summary
This page shows a list of all the recent 13F filings made by New England Private Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. New England Private Wealth Advisors LLC reported 146 stock holdings with total value $620M as of Q3 2024. Top holdings included VIG, FVD, VTI, BNL, and SPLV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 146 $620M +$13.4M -$9.97M +$3.41M VIG, FVD, VTI, BNL, SPLV 13F-HR 11/7/2024, 12:04 PM
Q2 2024 137 $573M +$17.2M -$11M +$6.16M VIG, FVD, VTI, BNL, SPLV 13F-HR 8/7/2024, 07:18 PM
Q1 2024 133 $566M +$27.4M -$30.5M -$3.09M VIG, FVD, VTI, BNL, SPLV 13F-HR 5/8/2024, 10:13 AM
Q4 2023 128 $542M +$33.9M -$22.3M +$11.6M VIG, FVD, BNL, VTI, SPLV 13F-HR 2/2/2024, 01:25 PM
Q3 2023 113 $479M +$46.9M -$16.9M +$30M VIG, FVD, BNL, SPLV, VTI 13F-HR 11/7/2023, 08:21 PM
Q2 2023 112 $495M +$19.9M -$28.9M -$9.03M VIG, FVD, BNL, SPLV, VTI 13F-HR 8/11/2023, 04:38 PM
Q1 2023 107 $492M +$18.3M -$12.1M +$6.2M BNL, FVD, VIG, SPLV, VTI 13F-HR 5/4/2023, 09:41 PM
Q4 2022 105 $472M +$28.1M -$19M +$9.02M BNL, VIG, FVD, SPLV, RPG 13F-HR 2/8/2023, 05:00 PM
Q3 2022 93 $426M +$25.6M -$26.9M -$1.26M BNL, VIG, FVD, SPLV, RPG 13F-HR 11/9/2022, 02:52 PM
Q2 2022 104 $375M $0 -$444K -$444K BNL, VIG, FVD, SPLV, SCHD 13F-HR 8/11/2022, 04:48 PM
Q1 2022 105 $545M +$24.1M -$14M +$10.1M BNL, VIG, FVD, SPLV, XT 13F-HR 5/5/2022, 07:29 PM
Q4 2021 104 $443M +$16.1M -$9.09M +$7.02M BNL, FVD, XT, RPG, VXF 13F-HR 2/7/2022, 08:11 PM
Q3 2021 99 $536M +$20.4M -$6.78M +$13.6M BNL, VIG, FVD, XT, RPG 13F-HR 11/2/2021, 08:55 AM
Q2 2021 101 $526M +$37.3M -$139M -$101M BNL, VIG, FVD, XT, SPLV 13F-HR 8/12/2021, 04:59 PM
Q1 2021 96 $579M +$120M -$13.9M +$106M BNL, VIG, FVD, USMV, SPY 13F-HR 5/10/2021, 05:55 PM
Q4 2020 86 $456M +$15M -$4.34M +$10.7M VIG, FVD, USMV, SPY, SPLV 13F-HR 2/12/2021, 09:52 PM
Q3 2020 79 $399M +$19M -$10.9M +$8.04M VIG, FVD, USMV, SPLV, SPY 13F-HR 11/12/2020, 05:19 PM
Q2 2020 80 $366M +$49.7M -$27.5M +$22.2M FVD, VIG, USMV, SPLV, SPY 13F-HR 8/5/2020, 08:09 PM
Q1 2020 78 $294M +$12.7M -$24M -$11.3M FVD, SPLV, USMV, SPY, RPG 13F-HR 5/8/2020, 05:05 PM
Q4 2019 78 $383M +$13.2M -$61.9M -$48.7M FVD, USMV, SPY, SPLV, RPG 13F-HR 2/11/2020, 05:24 PM
Q3 2019 169 $412M +$11.7M -$16.6M -$4.9M FVD, USMV, SPY, SPLV, RPG 13F-HR 11/14/2019, 08:10 AM
Q2 2019 166 $413M +$21.8M -$6.2M +$15.6M FVD, USMV, SPY, RPG, SPLV 13F-HR 8/8/2019, 04:48 PM
Q1 2019 158 $386M +$17.8M -$12.6M +$5.21M FVD, SPY, USMV, RPG, SPLV 13F-HR 5/2/2019, 05:11 PM
Q4 2018 144 $341M +$34M -$19.8M +$14.2M FVD, SPY, RPG, SPLV, VXF 13F-HR 2/11/2019, 09:04 PM
Q3 2018 156 $374M +$10.6M -$4.98M +$5.57M FVD, SPY, RPG, VXF, RSP 13F-HR 11/13/2018, 04:13 PM
Q2 2018 150 $355M +$79.2M -$82.3M -$3.02M FVD, SPY, VXF, RPG, RSP 13F-HR 8/13/2018, 09:23 AM
Q1 2018 149 $354M +$21.6M -$17.4M +$4.16M FVD, SPY, VXF, RPG, RSP 13F-HR 5/4/2018, 03:48 PM
Q4 2017 145 $355M +$13.7M -$6.61M +$7.04M FVD, SPY, VXF, RPG, SPLV 13F-HR 2/13/2018, 10:09 AM
Q3 2017 141 $336M +$7.08M -$6.97M +$106K FVD, SPY, VXF, RPG, SPLV 13F-HR 11/9/2017, 08:14 AM
Q2 2017 141 $324M +$8.45M -$4.62M +$3.83M FVD, SPY, VXF, RPG, SPLV 13F-HR 8/10/2017, 09:26 AM
Q1 2017 136 $313M +$20.4M -$8.09M +$12.4M FVD, SPY, VXF, RPG, SPLV 13F-HR 5/12/2017, 02:22 PM
Q4 2016 120 $288M +$9.63M -$5.37M +$4.26M FVD, SPY, RPG, SPLV, VXF 13F-HR 2/9/2017, 07:25 AM
Q3 2016 123 $278M +$12.2M -$1.1M +$11.1M FVD, SPY, RPG, SPLV, SPHD 13F-HR 11/9/2016, 04:33 PM
Q2 2016 119 $262M +$19.6M -$7.65M +$12M FVD, RPG, SPY, SPLV, SPHD 13F-HR 8/5/2016, 02:24 PM
Q1 2016 119 $243M +$22.5M -$32.8M -$10.3M FVD, RPG, SPY, SPLV, VXF 13F-HR 5/11/2016, 09:08 PM
Q4 2015 122 $252M +$20.6M -$12.8M +$7.78M RPG, VXF, FVD, SPY, SPLV 13F-HR 2/10/2016, 08:25 PM
Q3 2015 109 $234M +$7.94M -$15.5M -$7.61M VXF, RPG, FVD, SPY, RSP 13F-HR 11/13/2015, 05:53 PM
Q2 2015 105 $263M +$23.5M -$14.1M +$9.49M VXF, RPG, FVD, SPY, RSP 13F-HR 8/12/2015, 08:11 PM
Q1 2015 105 $257M +$24.3M -$25.1M -$830K RPG, VXF, FVD, SPY, SPLV 13F-HR 5/13/2015, 09:13 PM
Q4 2014 102 $254M +$22.2M -$23.5M -$1.27M VXF, RPG, FVD, SPY, SPLV 13F-HR 2/17/2015, 08:03 AM
Q3 2014 102 $248M +$20.1M -$10.6M +$9.5M CVY, VXF, RPG, RFG, VIG 13F-HR 11/13/2014, 04:10 PM
Q2 2014 104 $244M +$8.43M -$9.18M -$754K CVY, VXF, RPG, RFG, VIG 13F-HR 8/11/2014, 09:43 PM
Q1 2014 100 $238M +$19M -$4.88M +$14.1M CVY, VXF, RPG, RFG, VIG 13F-HR 5/12/2014, 07:55 PM
Q4 2013 93 $221M $0 $0 CVY, VXF, RPG, RFG, VIG Restatement 2/13/2014, 03:36 PM