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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
32
1
6
2
2
0
20
0
6
NEW ENGLAND PRIVATE WEALTH ADVISORS LLC

Time Period2019-06-30

Total Holdings166

Total Value ($x1000)413,060
Activities
New16

Increased89

Unchanged34

Decreased27

Sold Out8

Top 10 Stock Holdingstotal 51.6%
FVD13.97

USMV6.2

SPY5.42

RPG4.81

SPLV4.51

 
VXF4.01

XT3.52

RSP3.27

VTI3.18

VIG2.71

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FVD
13.97%
SHS
USMV
6.2%
USA MIN VOL ETF
SPY
5.42%
TR UNIT
RPG
4.81%
S&P500 PUR GWT
SPLV
4.51%
S&P500 LOW VOL
VXF
4.01%
EXTEND MKT ETF
XT
3.52%
EXPONEN TECHNO
RSP
3.27%
S&P500 EQL WGT
VTI
3.18%
TOTAL STK MKT
VIG
2.71%
DIV APP ETF
MINT
2.08%
ENHAN SHRT MAT
IWB
2.03%
RUS 1000 ETF
SPHD
2.02%
S&P500 HDL VOL
RFG
1.91%
S&P MDCP400 PR
CSJ
1.88%
1-3 YR CR BD ETF
VHT
1.49%
HEALTH CAR ETF
EFA
1.46%
MSCI EAFE ETF
QQEW
1.41%
SHS
VB
1.31%
SMALL CP ETF
AAPL
1.23%
COM
EMB
1.14%
JP MOR EM MK ETF
IWM
1.12%
RUSSELL 2000 ETF
EEMV
1.07%
EM MK MINVOL ETF
JPM
1%
COM
QQQ
0.88%
UNIT SER 1
VT
0.86%
TT WRLD ST ETF
CWB
0.75%
BRC CNV SECS ETF
FM
0.75%
MSCI FRNTR100ETF
BSV
0.73%
SHORT TRM BOND
IJH
0.73%
CORE S&P MCP ETF
EFAV
0.71%
EAFE MIN VOL ETF
IWR
0.66%
RUS MID-CAP ETF
ARKK
0.63%
INNOVATION ETF
BRK.B
0.61%
CL B NEW
PRF
0.56%
FTSE RAFI 1000
VOO
0.55%
SHS
EEM
0.53%
MSCI EMG MKT ETF
IWF
0.5%
RUS 1000 GRW ETF
MTUM
0.46%
MSCI USAMOMFCT
PRFZ
0.41%
FTSE RAFI 1500
IVV
0.41%
CORE S&P500 ETF
AMZN
0.41%
COM
AGG
0.4%
CORE TOTUSBD ETF
IBB
0.38%
NASDQ BIOTEC ETF
RWO
0.38%
DJ GLB RL ES ETF
IWD
0.38%
RUS 1000 VAL ETF
NEOG
0.36%
COM
MDY
0.36%
UTSER1 S&PDCRP
MSFT
0.34%
COM
ASYS
0.33%
COM PAR $0.01N
VWO
0.31%
FTSE EMR MKT ETF
JPST
0.3%
ULTRA SHRT INC
DIS
0.28%
COM DISNEY
XOM
0.27%
COM
FLRN
0.26%
INV GRD FLT RT
PG
0.25%
COM
FB
0.24%
CL A
CVX
0.23%
COM
BA
0.22%
COM
AVID
0.22%
COM
QCOM
0.22%
COM
ITA
0.22%
U.S. AER&DEF ETF
PFF
0.22%
U.S. PFD STK ETF
ABT
0.21%
COM
BAC
0.21%
COM
T
0.21%
COM
IVW
0.21%
S&P 500 GRWT ETF
NVDA
0.2%
COM
MRK
0.2%
COM
VZ
0.2%
COM
DUK
0.2%
COM NEW
VDE
0.19%
ENERGY ETF
JNJ
0.19%
COM
PFE
0.19%
COM
VEU
0.18%
ALLWRLD EX US
PWB
0.18%
DYNMC LRG GWTH
HPT
0.18%
COM SH BEN INT
EPD
0.18%
COM
EMLP
0.17%
NO AMER ENERGY
GLD
0.17%
GOLD SHS
IVE
0.17%
S&P 500 VAL ETF
SCHF
0.16%
INTL EQTY ETF
HD
0.15%
COM
LMT
0.15%
COM
ABBV
0.14%
COM
BIP
0.13%
LP INT UNIT
NEE
0.13%
COM
MMP
0.13%
COM UNIT RP LP
VTV
0.13%
VALUE ETF
RWX
0.13%
DJ INTL RL ETF
CSCO
0.12%
COM
ELOX
0.12%
COM
HON
0.12%
COM
PEP
0.11%
COM
LMBS
0.11%
FST LOW MTG ETF
NRZ
0.11%
COM NEW
HAS
0.11%
COM
XBI
0.11%
S&P BIOTECH
AMT
0.11%
COM
XLV
0.11%
SBI HEALTHCARE
BXP
0.1%
COM
YUM
0.1%
COM
SCHD
0.1%
US DIVIDEND EQ
IVOO
0.1%
MIDCP 400 IDX
JKHY
0.1%
COM
IR
0.09%
SHS
SRPT
0.09%
COM
GE
0.09%
COM
PGF
0.09%
FINL PFD ETF
CMCSA
0.08%
CL A
O
0.08%
COM
DEO
0.08%
SPON ADR NEW
FDX
0.08%
COM
GOOG
0.08%
CAP STK CL C
UGI
0.08%
COM
BRK.A
0.08%
CL A
INTC
0.07%
COM
WY
0.07%
COM
ETE
0.07%
COM UT LTD PTN
ENB
0.07%
COM
IBM
0.07%
COM
GOOGL
0.07%
CAP STK CL A
IJR
0.07%
CORE S&P SCP ETF
QWLD
0.07%
WRLD QUAL MIX
VLO
0.07%
COM
NSSC
0.06%
COM
RTN
0.06%
COM NEW
MCD
0.06%
COM
XLK
0.06%
TECHNOLOGY
RDVY
0.06%
FIRST TR NASDAQ
VXUS
0.06%
VG TL INTL STK F
PM
0.06%
COM
SBUX
0.06%
COM
ITOT
0.06%
CORE S&P TTL STK
WPC
0.06%
COM
EQC
0.06%
COM SH BEN INT
ELS
0.06%
COM
WMT
0.06%
COM
AMD
0.06%
COM
ESGV
0.06%
ESG US STK ETF
VTIP
0.06%
STRM INFPROIDX
CSWC
0.06%
COM
IWO
0.05%
RUS 2000 GRW ETF
NAD
0.05%
COM
UTX
0.05%
COM
HQL
0.05%
SH BEN INT
COST
0.05%
COM
HQH
0.05%
SH BEN INT
V
0.05%
COM CL A
DD
0.05%
COM
NOC
0.05%
COM
MDLZ
0.05%
CL A
CCI
0.05%
COM
VV
0.05%
LARGE CAP ETF
NZF
0.05%
COM SH BEN INT
ED
0.05%
COM
VEEV
0.05%
CL A COM
FTAI
0.05%
COM REP LTD LIAB
NEA
0.05%
COM
USAC
0.04%
COMUNIT LTDPAR
SNH
0.04%
SH BEN INT
ATAX
0.02%
BEN UNIT CTF
PCTI
0.01%
COM
SHLO
0.01%
COM
RBBN
0.01%
COM
KOPN
< 0.01%
COM
DWDP
0.12%
COM
FTEC
0.08%
MSCI INFO TECH I
XLE
0.07%
SBI INT-ENERGY
BAC/PL
0.07%
7.25%CNV PFD L
XLNX
0.06%
COM
MO
0.06%
COM
BOTZ
0.06%
RBTCS ARTFL IN
DX
0.02%
COM NEW