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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
COWZPacer Fds Tr
Recent Activity
Increased 0.56%
0.28%
$1.723M
29,794 shares@ $57.84 avg price
DISVDimensional Etf Trust
Recent Activity
Increased 3.54%
0.28%
$1.716M
59,060 shares@ $29.07 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -15.68%
0.28%
$1.714M
16,456 shares@ $104.18 avg price
EEMVIshares Inc
Recent Activity
0.27%
$1.632M
26,026 shares@ $62.71 avg price
IWYIshares Tr
Recent Activity
Decreased -3.14%
0.26%
$1.579M
7,176 shares@ $220.06 avg price
PWBInvesco Exchange Traded Fd T
Recent Activity
0.26%
$1.564M
15,844 shares@ $98.69 avg price
IAUIshares Gold Tr
Recent Activity
0.24%
$1.479M
29,755 shares@ $49.71 avg price
AGGIshares Tr
Recent Activity
Increased 0.8%
0.24%
$1.477M
14,587 shares@ $101.27 avg price
IWVIshares Tr
Recent Activity
Decreased -16.23%
0.24%
$1.464M
4,480 shares@ $326.73 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 0.17%
0.24%
$1.449M
23,002 shares@ $63.01 avg price