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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
IJHIshares Tr
Recent Activity
Increased 11.68%
0.54%
$3.289M
52,778 shares@ $62.32 avg price
VGTVanguard World Fd
Recent Activity
Increased 1.76%
0.52%
$3.167M
5,400 shares@ $586.56 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 2.35%
0.51%
$3.1M
32,310 shares@ $95.96 avg price
IBMNIshares Tr
Recent Activity
Increased 0.17%
0.42%
$2.594M
97,284 shares@ $26.66 avg price
IBDRIshares Tr
Recent Activity
Increased 0.69%
0.38%
$2.3M
94,639 shares@ $24.31 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 2.29%
0.37%
$2.254M
47,095 shares@ $47.86 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.43%
0.36%
$2.177M
9,180 shares@ $237.2 avg price
SMDVProshares Tr
Recent Activity
Increased 8.64%
0.34%
$2.067M
29,842 shares@ $69.27 avg price
MTUMIshares Tr
Recent Activity
Increased 0.04%
0.32%
$1.979M
9,760 shares@ $202.77 avg price
IEFAIshares Tr
Recent Activity
Increased 0.21%
0.3%
$1.853M
23,742 shares@ $78.06 avg price