Melissa.Boccaci

@New England Private Wealth Advisors Llc

Latest period2024 - Q3

Reported2mo 12d ago

Managed Assets$619.784M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VYMVanguard Whitehall Fds Recent Activity Increased 2.31%	0.3%	$1.848M 14,415 shares@ $128.19 avg price	Increased 2.31%
IBBIshares Tr Recent Activity Increased 0.17%	0.3%	$1.847M 12,687 shares@ $145.6 avg price	Increased 0.17%
COWZPacer Fds Tr Recent Activity Increased 0.56%	0.28%	$1.723M 29,794 shares@ $57.84 avg price	Increased 0.56%
DISVDimensional Etf Trust Recent Activity Increased 3.54%	0.28%	$1.716M 59,060 shares@ $29.07 avg price	Increased 3.54%
AGGIshares Tr Recent Activity Increased 0.8%	0.24%	$1.477M 14,587 shares@ $101.27 avg price	Increased 0.8%
VEUVanguard Intl Equity Index F Recent Activity Increased 0.17%	0.24%	$1.449M 23,002 shares@ $63.01 avg price	Increased 0.17%
VTVVanguard Index Fds Recent Activity Increased 0.38%	0.23%	$1.391M 7,970 shares@ $174.57 avg price	Increased 0.38%
IVWIshares Tr Recent Activity Increased 0.07%	0.23%	$1.38M 14,408 shares@ $95.75 avg price	Increased 0.07%
CWBSpdr Ser Tr Recent Activity Increased 0.12%	0.21%	$1.274M 16,640 shares@ $76.59 avg price	Increased 0.12%
VUGVanguard Index Fds Recent Activity Increased 5.06%	0.21%	$1.261M 3,286 shares@ $383.89 avg price	Increased 5.06%