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Institutional Investment Manager
New England Private Wealth Advisors LLC
New England Private Wealth Advisors LLC (CIK: 0001582813) incorporated in Massachusetts, located at 36 Washington Street, Wellesley, MA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q4)
Portfolio Summary: 102 holdings with a total value of $253,839,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 RYDEX ETF TRUST 242,811 19,309,000 7.61%
102 VANGUARD INDEX FDS 223,507 19,607,000 7.72%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-000604, filed 2015.02.17).

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.