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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 (2015Q3)
Original 13F HR (0001085146-15-002356) filed in 2015.11.16
#
Name
Shares
Value ($)
%
Options
Notes
101 VANGUARD INDEX FDS 40,542 4,377 1.87%
102 VANGUARD INDEX FDS 57,717 5,699 2.43%
103 VANGUARD INTL EQUITY INDEX F 45,952 2,542 1.08%
104 VANGUARD INTL EQUITY INDEX F 10,708 456 0.19%
105 VANGUARD INTL EQUITY INDEX F 6,955 232 0.10%
106 VANGUARD SPECIALIZED FUNDS 104,552 7,716 3.29%
107 VANGUARD TAX-MANAGED FDS 12,883 459 0.20%
108 VERIZON COMMUNICATIONS INC 28,468 1,236 0.53%
109 YUM BRANDS INC 3,005 240 0.10%
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