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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
IWFIshares Tr
Recent Activity
Increased 0.13%
0.97%
$6.009M
16,009 shares@ $375.34 avg price
IBDQIshares Tr
Recent Activity
Increased 3.38%
0.92%
$5.656M
225,357 shares@ $25.11 avg price
IBDPIshares Tr
Recent Activity
Decreased -8.3%
0.83%
$5.093M
202,042 shares@ $25.22 avg price
IWRIshares Tr
Recent Activity
Increased 0.2%
0.81%
$4.959M
56,259 shares@ $88.14 avg price
EFAIshares Tr
Recent Activity
Decreased -2.25%
0.78%
$4.778M
57,134 shares@ $83.63 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
Increased 1.7%
0.76%
$4.669M
40,610 shares@ $114.98 avg price
IWDIshares Tr
Recent Activity
Increased 1.33%
0.71%
$4.371M
23,031 shares@ $189.8 avg price
IVVIshares Tr
Recent Activity
Increased 0.11%
0.69%
$4.273M
7,408 shares@ $576.83 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Increased 0.23%
0.68%
$4.169M
102,619 shares@ $40.64 avg price
QLTY2023 Etf Series Trust Ii
Recent Activity
Increased 67.73%
0.67%
$4.116M
126,209 shares@ $32.62 avg price