Long-term investor
New England Private Wealth Advisors LLC @newenglandprivatewealtha
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001582813).
Record
- Tracked since 2025-06-30 (434 days), 157 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months +10.8% · 1 year +15.1% · all +15.1%
- Max drawdown -0.8% · Sharpe 0.98 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921908844 · 5.1% · long · since 2025-06-30
- 922908769 · 4.7% · long · since 2025-06-30
- 33734H106 · 3.7% · long · since 2025-06-30
- BNL · 3.4% · long · since 2025-12-31
- 47103U845 · 3.1% · long · since 2025-06-30
- 46137V266 · 3.1% · long · since 2025-06-30
- 922908652 · 2.9% · long · since 2025-06-30
- 14020W106 · 2.8% · long · since 2025-06-30
- 46138E354 · 2.7% · long · since 2025-06-30
- 78433H501 · 2.5% · long · since 2025-12-31
- 921946794 · 2.4% · long · since 2025-06-30
- 92189F130 · 2.3% · long · since 2025-12-31
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