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

SEC FilingSEC DataHachi Filing

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
CIK: new-england-private-wealth-advisors
Manager Name: New-England-Private-Wealth-Advisors

Data Enrichment

49% identified

72 identified75 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

147 positions • $646.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 7 of 8

Sort by:

922908611

VBR|922908611

Shares:1.6K

Value:$302.7K

% of Portfolio:0.0% ($302.7K/$646.7M)

46435G219

Shares:6.6K

Value:$295.5K

% of Portfolio:0.0% ($295.5K/$646.7M)

921932885

IVOO|921932885

Shares:3.0K

Value:$294.6K

% of Portfolio:0.0% ($294.6K/$646.7M)

316188309

Shares:6.4K

Value:$294.0K

% of Portfolio:0.0% ($294.0K/$646.7M)

921932505

VOOG|921932505

Shares:879

Value:$294.0K

% of Portfolio:0.0% ($294.0K/$646.7M)

922042742

VT|922042742

Shares:2.4K

Value:$277.3K

% of Portfolio:0.0% ($277.3K/$646.7M)

78468R812

Shares:1.8K

Value:$276.1K

% of Portfolio:0.0% ($276.1K/$646.7M)

97717W315

Shares:6.4K

Value:$271.1K

% of Portfolio:0.0% ($271.1K/$646.7M)

92204A876

Shares:1.5K

Value:$254.7K

% of Portfolio:0.0% ($254.7K/$646.7M)

464287630

IWN|464287630

Shares:1.7K

Value:$250.4K

% of Portfolio:0.0% ($250.4K/$646.7M)

37960A529

Shares:5.4K

Value:$249.4K

% of Portfolio:0.0% ($249.4K/$646.7M)

922908538

VOT|922908538

Shares:1.0K

Value:$246.3K

% of Portfolio:0.0% ($246.3K/$646.7M)

922908553

VNQ|922908553

Shares:2.7K

Value:$241.8K

% of Portfolio:0.0% ($241.8K/$646.7M)

922908512

VOE|922908512

Shares:1.4K

Value:$219.4K

% of Portfolio:0.0% ($219.4K/$646.7M)

316092527

Shares:5.6K

Value:$219.1K

% of Portfolio:0.0% ($219.1K/$646.7M)

464287671

IUSG|464287671

Shares:1.7K

Value:$218.4K

% of Portfolio:0.0% ($218.4K/$646.7M)

808524730

Shares:7.1K

Value:$218.3K

% of Portfolio:0.0% ($218.3K/$646.7M)

92203J407

BNDX|92203J407

Shares:4.4K

Value:$216.9K

% of Portfolio:0.0% ($216.9K/$646.7M)

46436E528

Shares:9.3K

Value:$215.6K

% of Portfolio:0.0% ($215.6K/$646.7M)

46435U515

Shares:8.5K

Value:$215.0K

% of Portfolio:0.0% ($215.0K/$646.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBRcusip922908611)	1.6K	QoQ +0.68% (-11) YoY +30.73% (+382)	All Managers (Combined)	$302.7K	0.0% ($302.7K/$646.7M)	QoQ -5.37% (-$17.2K) YoY +28.03% (+$66.3K)
(cusip46435G219)✕	6.6K	QoQ +0.82% (+54) YoY NEW(+6.6K)	All Managers (Combined)	$295.5K	0.0% ($295.5K/$646.7M)	QoQ +2.29% (+$6.6K) YoY NEW(+$295.5K)
(IVOOcusip921932885)	3.0K	QoQ +0.33% (-10) YoY -15.84% (-562)	All Managers (Combined)	$294.6K	0.0% ($294.6K/$646.7M)	QoQ -6.12% (-$19.2K) YoY -18.79% (-$68.2K)
(cusip316188309)✕	6.4K	QoQ +0.81% (+52) YoY NEW(+6.4K)	All Managers (Combined)	$294.0K	0.0% ($294.0K/$646.7M)	QoQ +2.56% (+$7.4K) YoY NEW(+$294.0K)
(VOOGcusip921932505)	879	QoQ +0.22% (-2) YoY -13.65% (-139)	All Managers (Combined)	$294.0K	0.0% ($294.0K/$646.7M)	QoQ -8.48% (-$27.2K) YoY -5.39% (-$16.8K)
(VTcusip922042742)	2.4K	QoQ +0.16% (-4) YoY +1.09% (+26)	All Managers (Combined)	$277.3K	0.0% ($277.3K/$646.7M)	QoQ -1.14% (-$3.2K) YoY +6.28% (+$16.4K)
(cusip78468R812)✕	1.8K	QoQ +3.28% (+56) YoY +4.88% (+82)	All Managers (Combined)	$276.1K	0.0% ($276.1K/$646.7M)	QoQ +4.51% (+$11.9K) YoY +13.04% (+$31.9K)
(cusip97717W315)✕	6.4K	QoQ +0.09% (+6) YoY +0.49% (+32)	All Managers (Combined)	$271.1K	0.0% ($271.1K/$646.7M)	QoQ +4.02% (+$10.5K) YoY +1.49% (+$4.0K)
(cusip92204A876)✕	1.5K	QoQ +0.53% (+8) YoY +3.18% (+46)	All Managers (Combined)	$254.7K	0.0% ($254.7K/$646.7M)	QoQ +4.63% (+$11.3K) YoY +24.01% (+$49.3K)
(IWNcusip464287630)	1.7K	QoQ +0.18% (-3) YoY -13.95% (-269)	All Managers (Combined)	$250.4K	0.0% ($250.4K/$646.7M)	QoQ -7.85% (-$21.4K) YoY -17.45% (-$52.9K)
(cusip37960A529)✕	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$249.4K	0.0% ($249.4K/$646.7M)	QoQ NEW(+$249.4K) YoY NEW(+$249.4K)
(VOTcusip922908538)	1.0K	QoQ 0.00% (-0) YoY -49.82% (-1.0K)	All Managers (Combined)	$246.3K	0.0% ($246.3K/$646.7M)	QoQ -3.57% (-$9.1K) YoY -47.79% (-$225.5K)
(VNQcusip922908553)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$241.8K	0.0% ($241.8K/$646.7M)	QoQ NEW(+$241.8K) YoY NEW(+$241.8K)
(VOEcusip922908512)	1.4K	QoQ +3.48% (+46) YoY +3.71% (+49)	All Managers (Combined)	$219.4K	0.0% ($219.4K/$646.7M)	QoQ +2.63% (+$5.6K) YoY +7.50% (+$15.3K)
(cusip316092527)✕	5.6K	QoQ +0.37% (-21) YoY NEW(+5.6K)	All Managers (Combined)	$219.1K	0.0% ($219.1K/$646.7M)	QoQ -4.52% (-$10.4K) YoY NEW(+$219.1K)
(IUSGcusip464287671)	1.7K	QoQ +0.11% (-2) YoY NEW(+1.7K)	All Managers (Combined)	$218.4K	0.0% ($218.4K/$646.7M)	QoQ -8.68% (-$20.8K) YoY NEW(+$218.4K)
(cusip808524730)✕	7.1K	QoQ 0.00% (+0) YoY NEW(+7.1K)	All Managers (Combined)	$218.3K	0.0% ($218.3K/$646.7M)	QoQ +6.02% (+$12.4K) YoY NEW(+$218.3K)
(BNDXcusip92203J407)	4.4K	QoQ -45.37% (-3.7K) YoY -34.81% (-2.4K)	All Managers (Combined)	$216.9K	0.0% ($216.9K/$646.7M)	QoQ -45.63% (-$182.1K) YoY -35.09% (-$117.3K)
(cusip46436E528)✕	9.3K	QoQ +1.08% (+100) YoY NEW(+9.3K)	All Managers (Combined)	$215.6K	0.0% ($215.6K/$646.7M)	QoQ +1.39% (+$3.0K) YoY NEW(+$215.6K)
(cusip46435U515)✕	8.5K	QoQ +0.75% (+64) YoY NEW(+8.5K)	All Managers (Combined)	$215.0K	0.0% ($215.0K/$646.7M)	QoQ +2.21% (+$4.7K) YoY NEW(+$215.0K)