News + Filings Holdings
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New England Private Wealth Advisors LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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GLOBAL MOAT FUND, LP
| MOAT | ETF | 78,175 | 78,175 | 6,237,823,000 | 6,237,823,000 | 1.26 | |
Hist
| 06/30/2023 |
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Capital Group Dividend Value ETF
| CGDV | Common | 73,262 | 73,262 | 1,981,031,000 | 1,981,031,000 | 0.40 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| OEF | STOCK | 1,187 | 1,187 | 245,946,000 | 245,946,000 | 0.05 | |
Hist
| 06/30/2023 |
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Navvis & Company, LLC
| VV | ETF | 1,083 | 1,083 | 219,819,000 | 219,819,000 | 0.04 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VOT | Common | 1,006 | 1,006 | 207,097,000 | 207,097,000 | 0.04 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Value ETF
| VBR | common | 1,245 | 1,245 | 206,346,000 | 206,346,000 | 0.04 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| QUS | Common | 1,662 | 1,662 | 204,714,000 | 204,714,000 | 0.04 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VT | Common | 2,087 | 2,087 | 202,623,000 | 202,623,000 | 0.04 | |
Hist
| 06/30/2023 |
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