Holdings

New England Private Wealth Advisors LLC

As of Sep 30, 2026, New England Private Wealth Advisors LLC reported 204 positions worth US$1.04B. Largest: Vanguard Dividend Appreciation ETF, Vanguard Morningstar Total Stock Market ETF and First Trust Value Line Dividend Index Fund. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Vanguard Dividend Appreciation ETF221KUS$51.5MnewSep 30, 2026
Vanguard Morningstar Total Stock Market ETF134KUS$50.1MnewSep 30, 2026
First Trust Value Line Dividend Index Fund759KUS$35.6MnewSep 30, 2026
Invesco S&P 500 Pure Growth ETF561KUS$32.7MnewSep 30, 2026
Janus Henderson AAA CLO ETF641KUS$32.4MnewSep 30, 2026
NEOS Enhanced Income 1-3 Month T-Bill ETF611KUS$30.4MnewSep 30, 2026
Broadstone Net Lease, Inc.1.58MUS$29.3M−10,131Sep 30, 2026
Vanguard Extended Market ETF125KUS$28.9MnewSep 30, 2026
Capital Group Dividend Value ETF585KUS$28.6MnewSep 30, 2026
VanEck Real Assets ETF692KUS$27.6MnewSep 30, 2026