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Institutional Investment Manager
New England Investment & Retirement Group, Inc.
New England Investment & Retirement Group, Inc. (CIK: 0001535679) incorporated in Massachusetts, located at 231 Sutton Street, North Andover, MA. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q2)
Portfolio Summary: 55 holdings with a total value of $209,473,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 VANGUARD WORLD FDS 93,800 12,172,000 5.81%
52 WISDOMTREE TR 154,189 12,929,000 6.17%
53 WISDOMTREE TR 209,629 13,397,000 6.40%
54 SELECT SECTOR SPDR TR 554,617 13,832,000 6.60%
55 RYDEX ETF TRUST 189,965 17,228,000 8.22%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001535679-15-000004, filed 2015.07.21).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.