Legal Name: NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 8, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
FIRST TR VALUE LINE DIVID IN (33734H106)
|
1,710,299 |
$57,707k |
|
ISHARES TR (46429B697)
|
414,652 |
$25,598k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
76,414 |
$22,391k |
|
INVESCO EXCHANGE TRADED FD T (46137V266)
|
166,483 |
$19,887k |
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
338,677 |
$18,632k |
|
ISHARES TR (46434V381)
|
377,007 |
$14,536k |
|
INVESCO EXCHANGETRAD (46137V357)
|
125,384 |
$13,516k |
|
PIMCO ETF TR (72201R833)
|
84,574 |
$8,605k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
51,441 |
$8,374k |
|
INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL (46138E362)
|
198,089 |
$8,339k |
|
INVESCO S&P MIDCAP 400 PURE GROWTH ETF (46137V217)
|
53,192 |
$7,890k |
|
ISHARES (464288646)
|
145,539 |
$7,777k |
|
ISHARES (464287465)
|
91,967 |
$6,048k |
|
FIRST TR NAS100 EQ WEIGHTED (337344105)
|
87,520 |
$5,832k |
|
Apple Inc (037833100)
|
25,710 |
$5,098k |
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
41,405 |
$4,691k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
29,736 |
$4,624k |
|
ISHARES INC (464286533)
|
74,991 |
$4,415k |
|
JPMORGAN CHASE & CO (46625H100)
|
36,919 |
$4,129k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
19,509 |
$3,641k |
|
SPDR SERIES TRUST (78464A359)
|
58,567 |
$3,097k |
|
iShares Frontier Markets ETF (464286145)
|
104,476 |
$3,095k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
15,446 |
$3,001k |
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
40,408 |
$2,937k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
48,525 |
$2,711k |
|
ARK (00214Q104)
|
54,528 |
$2,619k |
|
Berkshire Hathaway, Inc. (084670702)
|
11,757 |
$2,506k |
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
19,883 |
$2,319k |
|
ISHARES (464287234)
|
50,837 |
$2,181k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
13,226 |
$2,081k |
|
ISHARES TR (46432F396)
|
15,886 |
$1,884k |
|
INVESCO EXCHANGE TRADED FD T (46137V597)
|
13,333 |
$1,704k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
5,707 |
$1,683k |
|
Amazon.com Inc (023135106)
|
887 |
$1,680k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
14,726 |
$1,640k |
|
ISHARES (464287556)
|
14,526 |
$1,586k |
|
SPDR INDEX SHS FDS (78463X749)
|
31,555 |
$1,575k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
12,246 |
$1,558k |
|
NEOGEN CORP (640491106)
|
24,000 |
$1,491k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
4,187 |
$1,485k |
|
MICROSOFT CORP (594918104)
|
10,520 |
$1,408k |
|
AMTECH SYS INC COM PAR $0.01N (032332504)
|
250,748 |
$1,380k |
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
24,726 |
$1,246k |
|
DISNEY WALT CO (254687106)
|
8,325 |
$1,164k |
|
Exxon Mobil Corp (30231G102)
|
14,625 |
$1,122k |
|
SPDR Inv't Grade Floating Rate (78468R200)
|
35,490 |
$1,091k |
|
PROCTER & GAMBLE CO (742718109)
|
9,549 |
$1,048k |
|
Facebook Inc (30303M102)
|
5,164 |
$996k |
|
Chevron Corp (166764100)
|
7,674 |
$954k |
|
Boeing Co/The (097023105)
|
2,543 |
$926k |
|
AVID TECHNOLOGY INC (05367P100)
|
101,226 |
$923k |
|
QUALCOMM INC (747525103)
|
12,083 |
$921k |
|
ISHARES TR US AER DEF ETF (464288760)
|
4,297 |
$918k |
|
ISHARES TR (464288687)
|
24,630 |
$907k |
|
ABBOTT LABS (002824100)
|
10,249 |
$863k |
|
Bank of America Corp. (060505104)
|
29,433 |
$856k |
|
AT&T INC (00206R102)
|
25,421 |
$855k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
4,747 |
$851k |
|
NVIDIA Corp (67066G104)
|
5,109 |
$839k |
|
MERCK & CO INC (58933Y105)
|
9,846 |
$828k |
|
DUKE ENERGY CORP (26441C204)
|
9,145 |
$808k |
|
JOHNSON & JOHNSON (478160104)
|
5,619 |
$786k |
|
PFIZER INC (717081103)
|
17,871 |
$775k |
|
PowerShares Dynamic Large Cap Growth ETF (46137V746)
|
15,652 |
$757k |
|
HOSPITALITY PROPERTIES TRUST (44106M102)
|
30,104 |
$753k |
|
ENTERPRISE PRODS (293792107)
|
25,562 |
$737k |
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
27,895 |
$703k |
|
SPDR GOLD TR GOLD (78463V107)
|
5,211 |
$694k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
5,849 |
$683k |
|
SCHWAB STRATEGIC TR (808524805)
|
20,617 |
$661k |
|
HOME DEPOT INC (437076102)
|
3,057 |
$638k |
|
Lockheed Martin Corp (539830109)
|
1,754 |
$638k |
|
ABBVIE INC (00287Y109)
|
7,714 |
$563k |
|
BROOKFIELD INFR PRTR (G16252101)
|
12,950 |
$556k |
|
NEXTERA ENERGY INC (65339F101)
|
2,708 |
$555k |
|
MAGELLAN MIDSTREAM (559080106)
|
8,486 |
$543k |
|
DJ WL INTL RE EST (78463X863)
|
13,824 |
$535k |
|
CISCO SYSTEMS INC (17275R102)
|
9,383 |
$514k |
|
ELOXX PHARMACEUTICALS INC (29014R103)
|
50,000 |
$499k |
|
HONEYWELL INTL INC (438516106)
|
2,740 |
$478k |
|
PEPSICO INC (713448108)
|
3,583 |
$469k |
|
FIRST TR EXCHANGE TRADED FD (33739Q200)
|
9,059 |
$468k |
|
NEW RESIDENTIAL INV (64828T201)
|
30,373 |
$467k |
|
HASBRO INC (418056107)
|
4,340 |
$459k |
|
SPDR SERIES TRUST (78464A870)
|
5,206 |
$456k |
|
AMERICAN TOWER CORP NEW (03027X100)
|
2,200 |
$449k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
4,770 |
$442k |
|
BOSTON PROPERTIES INC (101121101)
|
3,230 |
$416k |
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
7,682 |
$407k |
|
HENRY JACK & ASSOC (426281101)
|
3,000 |
$402k |
|
INGERSOLL-RAND PLC (G47791101)
|
3,018 |
$382k |
|
Sarepta Therapeutics Inc (803607100)
|
2,494 |
$379k |
|
GENERAL ELECTRIC CO (369604103)
|
33,752 |
$356k |
|
INVESCO EXCHANGE TRADED FD T (46137V621)
|
21,327 |
$354k |
|
COMCAST CORP (20030N101)
|
8,254 |
$349k |
|
REALTY INCOME CORP (756109104)
|
4,992 |
$344k |
|
DIAGEO P L C (25243Q205)
|
1,985 |
$342k |
|
FEDEX CORP (31428X106)
|
2,066 |
$338k |
|
Alphabet Inc (02079K107)
|
301 |
$325k |
|
UGI CORP (902681105)
|
6,071 |
$324k |
|
BERKSHIRE HATHAWAY (084670108)
|
1 |
$318k |
|
INTEL CORP (458140100)
|
6,201 |
$296k |
|
ENERGY TRANSFER LP (29273V100)
|
20,691 |
$291k |
|
ENBRIDGE INC (29250N105)
|
7,963 |
$287k |
|
ALPHABET INC (02079K305)
|
258 |
$279k |
|
INTL BUSINESS MCHN (459200101)
|
2,024 |
$279k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
3,557 |
$278k |
|
SPDR INDEX SHS FDS (78463X418)
|
3,457 |
$275k |
|
Napco Sec Technologies, Inc. (630402105)
|
9,000 |
$266k |
|
RAYTHEON (755111507)
|
1,525 |
$265k |
|
MCDONALDS CORP (580135101)
|
1,260 |
$262k |
|
SELECT SECTOR SPDR (81369Y803)
|
3,338 |
$261k |
|
FIRST TR EXCHANGE TRADED FD (33738R506)
|
8,331 |
$260k |
|
PHILIP MORRIS INTL (718172109)
|
3,183 |
$250k |
|
STARBUCKS CORP (855244109)
|
2,962 |
$249k |
|
ISHARES TR CORE S&P TTL STK (464287150)
|
3,724 |
$248k |
|
EQUITY COMMONWEALTH (294628102)
|
7,552 |
$246k |
|
EQUITY LIFESTYLE PPT (29472R108)
|
2,000 |
$243k |
|
ADVANCED MICRO DEVICES INC (007903107)
|
7,732 |
$235k |
|
CAPITAL SOUTHWEST (140501107)
|
11,000 |
$231k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
1,123 |
$226k |
|
NUVEEN QUALITY MUNCP INCOME (67066V101)
|
16,062 |
$225k |
|
TEKLA LIFE SCIENCES INVS (87911K100)
|
13,052 |
$220k |
|
COSTCO WHSL CORP (22160K105)
|
823 |
$218k |
|
TEKLA HEALTHCARE INVS (87911J103)
|
10,766 |
$216k |
|
DuPont de Nemours Inc (26614N102)
|
2,833 |
$212k |
|
NORTHROP GRUMMAN CO (666807102)
|
651 |
$211k |
|
MONDELEZ INTL INC (609207105)
|
3,884 |
$209k |
|
CROWN CASTLE INTL (22822V101)
|
1,600 |
$208k |
|
NUVEEN MUNICIPAL CREDIT INC (67070X101)
|
13,001 |
$205k |
|
CONSOLDTD EDISON INC (209115104)
|
2,322 |
$204k |
|
FORTRESS TRANS INFRST INVS LCO (34960P101)
|
13,500 |
$203k |
|
NUVEEN AMT FREE QLTY MUN INC (670657105)
|
14,642 |
$202k |
|
SENIOR HSG PPTYS TR (81721M109)
|
18,342 |
$152k |
|
AMERICA FIRST MULTI (02364V107)
|
11,500 |
$82k |
|
SHILOH INDS INC (824543102)
|
12,000 |
$58k |
|
PC-TEL INC (69325Q105)
|
13,000 |
$58k |
|
Ribbon Communications (762544104)
|
10,966 |
$52k |
|
KOPIN CORP COM (500600101)
|
15,000 |
$15k |
|
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