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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
VTIVanguard Index Fds
Recent Activity
Increased 0.44%
5.31%
$32.876M
116,106 shares@ $283.16 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 1.28%
4.32%
$26.752M
372,952 shares@ $71.73 avg price
RPGInvesco Exchange Traded Fd T
Recent Activity
Increased 0.02%
3.79%
$23.437M
596,817 shares@ $39.27 avg price
VXFVanguard Index Fds
Recent Activity
Increased 0.06%
3.22%
$19.912M
109,414 shares@ $181.99 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.03%
2.01%
$12.42M
154,664 shares@ $80.3 avg price
VHTVanguard World Fd
Recent Activity
Increased 0.28%
1.89%
$11.686M
41,411 shares@ $282.2 avg price
RFGInvesco Exchange Traded Fd T
Recent Activity
Increased 3.69%
1.62%
$10M
203,379 shares@ $49.17 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Increased 0.21%
1.54%
$9.543M
108,102 shares@ $88.28 avg price
USMVIshares Tr
Recent Activity
Increased 1.96%
1.48%
$9.122M
99,904 shares@ $91.31 avg price
EMLPFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.97%
1.46%
$9.034M
268,880 shares@ $33.6 avg price