New-England-Private-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "HYT", null, null, null, null, null, "VONG", "JFR", null, null, null, null, null, null, null, null, null, "PDI", "PHK", null, null, null, null, null, null, null, null, null, null, null, null, "GOF", null, null, "IVW", null, "IJH", null, null, null, null, null, "IJR", "IWD", null, null, "VHT", "IWF", null, "IEMG", null, "IVV", null, "SPY", null, null, null, null, "IEFA", null, "SCHX", "GLD", null, "VNQ", "VO", "VXF", "VV", "VOE", "IVOO", null, "VWO", null, null, "IWV", null, null, null, null, null, "PRF", null, "VIG", "IWN", null, null, null, "VYM", null, "SDY", "IWR", "IVR", null, null, "VIGI", "NEA", null, "IVE", "ESGD", null, "VEU", "VGT", "ESGV", "VUG", "VEA", "VYMI", "MGK", null, "VXUS", "VOOG", "VBK", "BNDX", "MGV", "VBR", "VOT", "VT", "VB", "VOO", null, "VTV", null, "IUSG", null, "SCHD", "DVY", "SCHG", "SCHF", null, null, null, null, "MTUM", null, null, "DGRO", null, "BNL", null, "RSP", null, "EFA", "USMV", "IWB", "QQQ", "IWM", "MDY", "XLK", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-08
- Total Holdings
- 147
- Total Value
- 646666780
- Accession Number
- 0001085146-25-002766
- Form Type
- 13F-HR
- Manager Name
- New-England-Private-Wealth-Advisors
Data Enrichment
49% identified72 identified75 unidentified
Holdings
147 positions • $646.7M total value
Manager:
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Page 4 of 8
46435U432
Shares:64.8K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$646.7M)
25434V781
Shares:59.5K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$646.7M)
464287556
Shares:13.1K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$646.7M)
69374H881
Shares:30.2K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$646.7M)
46137V746
Shares:15.8K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$646.7M)
464289438
Shares:7.2K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$646.7M)
92206C409
Shares:18.7K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$646.7M)
464287226
Shares:14.5K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$646.7M)
98149E303
Shares:22.9K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$646.7M)
464286533
Shares:23.4K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$646.7M)
78464A359
Shares:16.9K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$646.7M)
25434V724
Shares:26.3K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$646.7M)
464288687
Shares:33.2K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$646.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46435U432)✕ | 64.8K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$646.7M) | ||
(cusip25434V781)✕ | 59.5K | QoQ +0.10% (+64) | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$646.7M) | |
(cusip464287556)✕ | 13.1K | QoQ +2.92% (-371)YoY +3.07% (-389) | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$646.7M) | |
(cusip69374H881)✕ | 30.2K | QoQ +0.82% (-248)YoY +1.82% (-540) | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$646.7M) | |
| 61.2K | YoY NEW(+61.2K) | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$646.7M) | YoY NEW(+$1.5M) | |
(cusip46137V746)✕ | 15.8K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$646.7M) | ||
(cusip464289438)✕ | 7.2K | QoQ +0.11% (-8)YoY -2.83% (-210) | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$646.7M) | |
| 4.7K | QoQ +0.25% (-12) | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$646.7M) | ||
(cusip92206C409)✕ | 18.7K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$646.7M) | ||
(cusip464287226)✕ | 14.5K | QoQ 0.00% (+0)YoY +0.78% (+113) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$646.7M) | |
(cusip98149E303)✕ | 22.9K | QoQ 0.00% (+0)YoY NEW(+22.9K) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$646.7M) | YoY NEW(+$1.4M) |
| 23.1K | QoQ +0.06% (+16)YoY +0.90% (+208) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$646.7M) | ||
| 8.0K | QoQ +0.22% (+18)YoY +2.01% (+158) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$646.7M) | ||
(cusip464286533)✕ | 23.4K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$646.7M) | ||
(cusip78464A359)✕ | 16.9K | QoQ +0.08% (-14) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$646.7M) | |
| 3.3K | QoQ +0.09% (-3)YoY +7.23% (+222) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$646.7M) | ||
| 12.4K | QoQ +0.04% (-6) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$646.7M) | ||
| 4.5K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$646.7M) | |||
(cusip25434V724)✕ | 26.3K | QoQ +0.36% (+96)YoY NEW(+26.3K) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$646.7M) | YoY NEW(+$1.1M) |
(cusip464288687)✕ | 33.2K | QoQ +0.26% (-88) | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$646.7M) |