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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 (2015Q2)
Portfolio Summary: 105 holdings with a total value of $263,190,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 RYDEX ETF TRUST 172,452 13,763,000 5.23%
102 SPDR S&P 500 ETF TR 71,305 14,679,000 5.58%
103 FIRST TR VALUE LINE DIVID INSHS 792,710 18,536,000 7.04%
104 RYDEX ETF TRUST 273,152 22,168,000 8.42%
105 VANGUARD INDEX FDS 254,769 23,431,000 8.90%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001733, filed 2015.08.13).

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.