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 (484 days), 171 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months +0.3% · 1 year +0.6% · all +0.6%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 921908844 · 4.9% · long · since 2025-09-30
  • 922908769 · 4.8% · long · since 2025-09-30
  • 33734H106 · 3.4% · long · since 2025-09-30
  • 46137V266 · 3.1% · long · since 2025-09-30
  • 47103U845 · 3.1% · long · since 2025-09-30
  • 78433H501 · 2.9% · long · since 2025-12-31
  • BNL · 2.8% · long · since 2025-12-31
  • 922908652 · 2.8% · long · since 2025-09-30
  • 14020W106 · 2.7% · long · since 2025-09-30
  • 92189F130 · 2.6% · long · since 2025-12-31
  • 921946794 · 2.5% · long · since 2025-09-30
  • 46138E354 · 2.4% · long · since 2025-09-30

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