New England Private Wealth Advisors LLC - Portfolio overview

New England Private Wealth Advisors LLC has 200 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Financial Services.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD SPECIALIZED FUNDS, 5.44%
2. VTI - VANGUARD INDEX FDS, 4.78%
3. FVD - FIRST TR EXCHANGE-TRADED FD, 4.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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