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  Name: New England Private Wealth Advisors LLC
  City: WELLESLEY
  State: MA
  Zip: 02481
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $531,813,000
  Total Value Change : $55,696,000
  Securities Held Change : 14
   
All Securities Held : 125
  New Positions : 13
  Closed Positions : 2
  Increased Positions : 78
  Unchanged Positions : 3
  Decreased Positions : 31

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IBMM)1 Year Chart         IBMM Ishares Ibonds Dec 2024 Ter... 38 New $0.00 $3,618,000 139,547 0.68% 3,618,000 139,547 0.205    N/A
   (IBMN)1 Year Chart         IBMN Ishares Ibonds Dec 2025 Ter... 44 New $0.00 $2,571,000 96,872 0.48% 2,571,000 96,872 0.108    N/A
   (QLTY)1 Year Chart         QLTY Gmo Us Quality Etf New $0.00 $713,000 26,771 0.13% 713,000 26,771 0.298    N/A
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 83 New $249.84 $527,000 2,179 0.1% 527,000 2,179 0.004    Closed - End Fund - E...
   (VFH)1 Year Chart         VFH Vanguard Financial VIPERS 87 New $100.48 $438,000 4,748 0.08% 438,000 4,748 0.005    Closed - End Fund - E...
   (IBMO)1 Year Chart         IBMO Ishares Ibonds Dec 2026 Ter... New $0.00 $431,000 16,906 0.08% 431,000 16,906 0.188    N/A
   (FELC)1 Year Chart         FELC Fidelity Enhanced Large Cap... New $0.00 $425,000 15,999 0.08% 425,000 15,999 0.178    N/A
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 97 New $152.47 $350,000 2,416 0.07% 350,000 2,416 0.003    Closed - End Fund - E...
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 106 New $208.63 $289,000 1,650 0.05% 289,000 1,650 0.002    N/A
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 109 New $0.00 $275,000 5,727 0.05% 275,000 5,727 0.011    N/A
   (FDVV)1 Year Chart         FDVV Fidelity High Dividend Etf 115 New $0.00 $237,000 5,595 0.04% 237,000 5,595 0.029    N/A
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 117 New $38.84 $223,000 6,027 0.04% 223,000 6,027 0.002    Closed - End Fund - Debt

      12 Records Found
  1    
Page 1 of 1
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