New England Private Wealth Advisors LLC
Top Portfolio Positions
17 positions ·
$75,927,033 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BNL |
Broadstone Net Lease, Inc.
Real Estate
|
1,585,086 | $28,959,521 | 38.14% | |
| SPY |
Spdr S&P 500 ETF Trust
|
28,668 | $18,643,947 | 24.56% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
19,548 | $11,282,714 | 14.86% | |
| GLDM |
World Gold Trust
|
42,796 | $3,966,761 | 5.22% | |
| GLD |
Spdr Gold Trust
|
8,809 | $3,790,424 | 4.99% | |
| IAU |
Ishares Gold Trust
|
33,681 | $2,969,316 | 3.91% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
4,677 | $2,884,586 | 3.80% | |
| IAUM |
iShares Gold Trust Micro
|
16,772 | $783,252 | 1.03% | |
| BBN |
BlackRock Taxable Municipal Bond Trust
Financial Services
|
33,160 | $536,197 | 0.71% | |
| GOF |
Guggenheim Strategic Opportunities Fund
Financial Services
|
43,327 | $477,463 | 0.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JFR
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $394,281 | 52,431 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $438,701 | 53,631 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $200,154 | 23,631 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $327,085 | 38,617 | Shares | Sole | 2025-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||