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Melissa.Boccaci

New England Private Wealth Advisors Llc

Assets Managed
$866.183M
Holdings
194
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
7.86%(2Q avg: 6.85%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in New England Private Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 194 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 866.183M in assets, with a quarterly growth rate of 7.86% and a 2-quarter average growth rate of 6.85%. The portfolio is managed by Melissa.Boccaci, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -2.26%
5.49%
$47.498M
220,861 shares@ $215.06 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.84%
4.82%
$41.718M
130,731 shares@ $319.12 avg price
FVD
First Trust Value Line Dvd
Recent Activity
Increased 0.11%
4.15%
$35.913M
763,623 shares@ $47.03 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
New Position
3.68%
$31.84M
632,115 shares@ $50.37 avg price
BNL
Broadstone Net Lease Inc
Recent Activity
Increased 0.4%
3.35%
$28.96M
1.585M shares@ $18.27 avg price
SPLV
Invesco S&p 500 Low Volatili
Recent Activity
Decreased -3.15%
3.09%
$26.744M
365,651 shares@ $73.14 avg price
RPG
Invesco S&p 500 Pure Growth
Recent Activity
Decreased -3.84%
3.05%
$26.366M
564,096 shares@ $46.75 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 0.4%
2.88%
$24.925M
121,111 shares@ $205.81 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 6.45%
2.66%
$22.977M
540,125 shares@ $42.55 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 14.22%
2.38%
$20.578M
218,352 shares@ $94.25 avg price

1-10 of 194