Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEW ENGLAND PRIVATE WEALTH ADVISORS LLC | 02-02-2024 | 12-31-2023 | 128 | 541,695,550 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | FRONTIER AND SEL | 101 | $510,259 | 19,401 | 0.00 | 0.00 | 384 | 2.02 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 102 | $465,347 | 9,264 | 0.00 | 0.00 | -1,876 | -16.84 | 12-31-2023 |
| SPDR INDEX SHS FDS | MSCI WRLD STRGIC | 103 | $447,329 | 4,062 | 0.00 | 0.00 | 15 | 0.37 | 12-31-2023 |
| VANGUARD WORLD FDS | FINANCIALS ETF | 104 | $438,052 | 4,748 | 0.00 | 4,748 | +Inf | 12-31-2023 |
