New England Private Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Wellesley, MA
CIK
0001582813
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 128 541,695 VIG, FVD, BNL, VTI 13F-HR 2/2/2024 000108514624000667
Q3 2023 113 479,649 VIG, FVD, BNL, SPLV 13F-HR 11/7/2023 000108514623004163
Q2 2023 112 495,082 VIG, FVD, BNL, SPLV 13F-HR 8/11/2023 000108514623003274
Q1 2023 107 491,924 BNL, FVD, VIG, SPLV 13F-HR 5/4/2023 000108514623002066
Q4 2022 105 471,716 BNL, VIG, FVD, SPLV 13F-HR 2/8/2023 000108514623000816
Q3 2022 93 426,290 BNL, VIG, FVD, SPLV 13F-HR 11/9/2022 000108514622003859
Q2 2022 104 547,170 BNL, VIG, FVD, SPLV 13F-HR 8/11/2022 000108514622002981
Q1 2022 105 547,550 BNL, VIG, FVD, SPLV 13F-HR 5/5/2022 000108514622001775
Q4 2021 104 574,762 BNL, VIG, FVD, XT 13F-HR 2/7/2022 000108514622000585
Q3 2021 99 535,918 BNL, VIG, FVD, XT 13F-HR 11/2/2021 000108514621002978
Q2 2021 101 525,529 BNL, VIG, FVD, XT 13F-HR 8/12/2021 000108514621002414
Q1 2021 96 579,138 BNL, VIG, FVD, USMV 13F-HR 5/10/2021 000108514621001561
Q4 2020 86 456,010 VIG, FVD, USMV, SPY 13F-HR 2/16/2021 000108514621000778
Q3 2020 79 398,632 VIG, FVD, USMV, SPLV 13F-HR 11/12/2020 000108514620002890
Q2 2020 80 365,935 FVD, VIG, USMV, SPLV 13F-HR 8/6/2020 000108514620002034
Q1 2020 78 293,808 FVD, SPLV, USMV, SPY 13F-HR 5/8/2020 000108514620001376
Q4 2019 78 383,229 FVD, USMV, SPY, SPLV 13F-HR 2/11/2020 000108514620000585
Q3 2019 169 412,089 FVD, USMV, SPY, SPLV 13F-HR 11/14/2019 000108514619002921
Q2 2019 166 413,060 FVD, USMV, SPY, RPG 13F-HR 8/8/2019 000108514619002155
Q1 2019 158 385,981 FVD, SPY, USMV, RPG 13F-HR 5/2/2019 000108514619001324
Q4 2018 144 340,514 FVD, SPY, RPG, SPLV 13F-HR 2/12/2019 000108514619000536
Q3 2018 156 374,126 FVD, SPY, RPG, VXF 13F-HR 11/13/2018 000108514618002624
Q2 2018 150 354,756 FVD, SPY, VXF, RPG 13F-HR 8/13/2018 000108514618001981
Q1 2018 149 354,038 FVD, RYDEX ETF TRUST, SPY, VXF 13F-HR 5/4/2018 000108514618001239
Q4 2017 145 355,182 FVD, RYDEX ETF TRUST, SPY, VXF 13F-HR 2/13/2018 000108514618000630
Q3 2017 141 336,277 FVD, RYDEX ETF TRUST, SPY, VXF 13F-HR 11/9/2017 000108514617002244
Q2 2017 141 324,243 FVD, RYDEX ETF TRUST, SPY, VXF 13F-HR 8/10/2017 000108514617001715
Q1 2017 136 312,706 FVD, RYDEX ETF TRUST, SPY, VXF 13F-HR 5/12/2017 000108514617001232
Q4 2016 120 287,721 FVD, RYDEX ETF TRUST, SPY, SPLV 13F-HR 2/9/2017 000108514617000384
Q3 2016 123 278,023 FVD, RYDEX ETF TRUST, SPY, SPLV 13F-HR 11/9/2016 000108514616004688
Q2 2016 119 261,854 FVD, RYDEX ETF TRUST, SPY, SPLV 13F-HR 8/5/2016 000108514616004156
Q1 2016 119 243,408 FVD, RYDEX ETF TRUST, SPY, SPLV 13F-HR 5/12/2016 000108514616003681
Q4 2015 122 251,843 RYDEX ETF TRUST, VXF, FVD, SPY 13F-HR 2/11/2016 000108514616002948
Q3 2015 109 234,427 RYDEX ETF TRUST, VXF, FVD, SPY 13F-HR 11/16/2015 000108514615002356
Q2 2015 105 263,190 RYDEX ETF TRUST, VXF, FVD, SPY 13F-HR 8/13/2015 000108514615001733
Q1 2015 105 256,556 RYDEX ETF TRUST, VXF, FVD, SPY 13F-HR 5/14/2015 000108514615001191
Q4 2014 102 253,839 RYDEX ETF TRUST, VXF, FVD, SPY 13F-HR 2/17/2015 000108514615000604
Q3 2014 102 248,075 RYDEX ETF TRUST, CLAYMORE EXCHANGE TRD FD TR, VXF, VIG 13F-HR 11/13/2014 000108514614002255
Q2 2014 104 243,606 RYDEX ETF TRUST, CLAYMORE EXCHANGE TRD FD TR, VXF, VIG 13F-HR 8/12/2014 000108514614001637
Q1 2014 100 238,153 RYDEX ETF TRUST, CLAYMORE EXCHANGE TRD FD TR, VXF, VIG 13F-HR 5/13/2014 000108514614001070
Q4 2013 93 220,734 RYDEX ETF TRUST, CLAYMORE EXCHANGE TRD FD TR, VXF, VIG RESTATEMENT 2/13/2014 000108514614000593
Additional filings from New England Private Wealth Advisors LLC that have since been restated