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Melissa.Boccaci

@New England Private Wealth Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$619.784MTotal holdings146
Assets growth rate8.12%Assets growth rate (2-Q avg)4.45%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in New England Private Wealth Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of New England Private Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 619.784M in assets, with a quarterly growth rate of 8.12% and a 2-quarter average growth rate of 4.45%. The portfolio is managed by Melissa.Boccaci, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FPAGInvestment Managers Ser Tr I
Recent Activity
New Position
0.45%
$2.729M
88,272 shares@ $30.92 avg price
CEFSExchange Listed Fds Tr
Recent Activity
New Position
0.06%
$333,357
14,982 shares@ $22.26 avg price
VBKVanguard Index Fds
Recent Activity
New Position
0.05%
$253,432
948 shares@ $267.34 avg price
IJRIshares Tr
Recent Activity
New Position
0.04%
$228,837
1,957 shares@ $116.94 avg price
VOEVanguard Index Fds
Recent Activity
New Position
0.04%
$221,355
1,320 shares@ $167.7 avg price
IUSVIshares Tr
Recent Activity
New Position
0.04%
$208,835
2,187 shares@ $95.49 avg price
XLISelect Sector Spdr Tr
Recent Activity
New Position
0.04%
$203,756
1,504 shares@ $135.48 avg price
FNDFSchwab Strategic Tr
Recent Activity
New Position
0.04%
$202,074
5,407 shares@ $37.38 avg price
EPIWisdomtree Tr
Recent Activity
New Position
0.04%
$201,840
4,000 shares@ $50.46 avg price
IEMGIshares Inc
Recent Activity
New Position
0.04%
$201,063
3,502 shares@ $57.42 avg price