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| Name: |
NEW ENGLAND GUILD WEALTH ADVISORS INC. |
| City: |
AVON |
| State: |
CT |
| Zip: |
06001 |
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data |
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Filing Period: |
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| Holdings
Found :
13 |
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Unchanged Positions |
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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 |
|
IWR |
iShares Tr Rssll MidCap Indx |
34 |
- |
$82.41 |
$1,041,000 |
15,432 |
0.55% |
82,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
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SCHD |
Schwab US Dividend Equity ETF |
40 |
- |
$79.30 |
$758,000 |
10,034 |
0.4% |
91,000 |
0 |
0.003 |
N/A |
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RTX |
RTX Corp |
42 |
- |
$101.02 |
$627,000 |
6,208 |
0.33% |
119,000 |
0 |
0 |
Conglomerates |
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BRK.B |
Berkshire Hathaway B |
43 |
- |
$412.05 |
$613,000 |
1,986 |
0.32% |
83,000 |
0 |
0 |
Property & Casualty I... |
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CB |
Chubb Ltd (ACE Ltd) |
45 |
- |
$254.84 |
$550,000 |
2,494 |
0.29% |
96,000 |
0 |
0.001 |
Property & Casualty I... |
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CARR |
Carrier Global Corp |
49 |
- |
$65.50 |
$358,000 |
8,674 |
0.19% |
50,000 |
0 |
0.001 |
N/A |
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OTIS |
Otis Worldwide Corp |
52 |
- |
$97.10 |
$340,000 |
4,337 |
0.18% |
63,000 |
0 |
0.001 |
N/A |
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PRF |
Invesco FTSE RAFI US |
53 |
- |
$36.69 |
$337,000 |
2,173 |
0.18% |
35,000 |
0 |
0.001 |
Closed - End Fund - E... |
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ITOT |
iShares Core S&P Total US |
55 |
- |
$114.52 |
$322,000 |
3,803 |
0.17% |
20,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VLO |
Valero Energy Corp |
57 |
- |
$156.13 |
$307,000 |
2,420 |
0.16% |
48,000 |
0 |
0.001 |
Oil & Gas Refining, P... |
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PFM |
Invesco Dividend Achievers ... |
58 |
- |
$42.37 |
$293,000 |
8,025 |
0.15% |
33,000 |
0 |
0.057 |
Closed - End Fund - Debt |
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IWV |
iShares Tr Russell 3000 Indx |
60 |
- |
$297.71 |
$262,000 |
1,185 |
0.14% |
17,000 |
0 |
0.002 |
Closed - End Fund - E... |
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WLTW |
Willis Towers Watson Public... |
62 |
- |
$256.93 |
$258,000 |
1,055 |
0.14% |
46,000 |
0 |
0.001 |
Insurance Brokers |
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