0001535679-21-000002.txt : 20210208 0001535679-21-000002.hdr.sgml : 20210208 20210208164042 ACCESSION NUMBER: 0001535679-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210208 DATE AS OF CHANGE: 20210208 EFFECTIVENESS DATE: 20210208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: New England Investment & Retirement Group, Inc. CENTRAL INDEX KEY: 0001535679 IRS NUMBER: 043380382 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14778 FILM NUMBER: 21601951 BUSINESS ADDRESS: STREET 1: 231 SUTTON STREET STREET 2: SUITES 2A/B CITY: NORTH ANDOVER STATE: MA ZIP: 01845 BUSINESS PHONE: 978-975-2559 MAIL ADDRESS: STREET 1: 231 SUTTON STREET STREET 2: SUITES 2A/B CITY: NORTH ANDOVER STATE: MA ZIP: 01845 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001535679 XXXXXXXX 12-31-2020 12-31-2020 New England Investment & Retirement Group, Inc.

231 SUTTON STREET SUITES 2A/B NORTH ANDOVER MA 01845

13F HOLDINGS REPORT 028-14778 N Robert M Cowles 978-975-2559 /s/ Robert M. Cowles North Andover MA 02-08-2021 0 78 429220 false INFORMATION TABLE 2 December202013F.xml NEIRG 13F DECEMBER 2020 AMAZON.COM INC Stock 023135106 10075 3094 SH SOLE 0 3093 0 0 POWERSHARES QQQ TR ETF 46090E103 29057 92616 SH SOLE 0 92615 0 0 TECHNOLOGY SELECT SECTOR SPDR ETF 81369Y803 225 1734 SH SOLE 0 1733 0 0 SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF ETF 78468R788 233 7082 SH SOLE 0 7082 0 0 WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717X628 262 10457 SH SOLE 0 10457 0 0 COSTCO WHOLESALE CORP Stock 22160K105 1915 5082 SH SOLE 0 5082 0 0 ISHARES U.S. INDUSTRIALS ETF ETF 464287754 16357 168460 SH SOLE 0 168459 0 0 UNITED PARCEL SERVICE INC Stock 911312106 1905 11313 SH SOLE 0 11312 0 0 ISHARES MSCI ACWI EX US INDEX FUND ETF 464288240 18324 345470 SH SOLE 0 345469 0 0 SPDR MSCI USA STRATEGICFACTORS ETF ETF 78468R812 1705 16321 SH SOLE 0 16320 0 0 SPDR S&P 500 ETF ETF 78462F103 22629 60526 SH SOLE 0 60525 0 0 MASTERCARD INC Stock 57636Q104 475 1331 SH SOLE 0 1331 0 0 ISHARES DOW JONES US HOME CONST (ETF) ETF 464288752 16412 294129 SH SOLE 0 294129 0 0 VERIZON COMMUNICATIONS Stock 92343V104 2712 46164 SH SOLE 0 46163 0 0 HEALTH CARE SELECT SECTOR SPDR ETF 81369Y209 292 2576 SH SOLE 0 2576 0 0 SPDR GOLD ETF ETF 78463V107 14475 81159 SH SOLE 0 81158 0 0 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 899 3729 SH SOLE 0 3729 0 0 CONSUMER STAPLES SELECT SECTOR SPDR ETF 81369Y308 9542 141465 SH SOLE 0 141464 0 0 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 340 3702 SH SOLE 0 3702 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 260 1123 SH SOLE 0 1123 0 0 ADOBE SYS INC Stock 00724F101 2023 4045 SH SOLE 0 4045 0 0 GENERAC HLDGS INC COM Stock 368736104 1897 8342 SH SOLE 0 8342 0 0 MICROSOFT Stock 594918104 9037 40632 SH SOLE 0 40632 0 0 MICROSOFT Stock 594918104 22 100 SH Call SOLE 0 100 0 0 DOCUSIGN INC COM Stock 256163106 1895 8523 SH SOLE 0 8523 0 0 PROSHARES ONLINE RETAIL ETF ETF 74347B169 21715 286288 SH SOLE 0 286287 0 0 TESLA MOTORS INC Stock 88160R101 279 396 SH SOLE 0 396 0 0 VANGUARD HEALTH CARE ETF ETF 92204A504 22598 101007 SH SOLE 0 101007 0 0 NORFOLK SOUTHERN CRP Stock 655844108 1453 6114 SH SOLE 0 6114 0 0 VANGUARD CONSUMER STAPLES ETF ETF 92204A207 5537 31836 SH SOLE 0 31836 0 0 VANGUARD INFORMATION TECHNOLOGY ETF 92204A702 1897 5361 SH SOLE 0 5361 0 0 VANGUARD S&P 500 ETF ETF 922908363 821 2389 SH SOLE 0 2389 0 0 S & P MID CAP 400 DEP RCPTS MID CAP ETF 78467Y107 403 959 SH SOLE 0 959 0 0 IQ MACKAY MUNICIPAL INSURED ETF ETF 45409F843 6054 219155 SH SOLE 0 219155 0 0 CROWDSTRIKE HLDGS INC CL A Stock 22788C105 6337 29917 SH SOLE 0 29917 0 0 INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 27564 216124 SH SOLE 0 216124 0 0 LILLY ELI & CO COM Stock 532457108 2131 12619 SH SOLE 0 12619 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 10100 51517 SH SOLE 0 51516 0 0 SPDR S&P HEALTH CARE EQUIPMENT ETF ETF 78464A581 2944 25863 SH SOLE 0 25863 0 0 ALBERTSONS COS INC COMMON STOCK Stock 013091103 2648 150623 SH SOLE 0 150622 0 0 POWERSHARES FTSE RAFI US 1000 ETF 46137V613 6259 46988 SH SOLE 0 46988 0 0 VISA INC Stock 92826C839 2368 10827 SH SOLE 0 10826 0 0 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 1207 17776 SH SOLE 0 17776 0 0 VANGUARD VALUE ETF ETF 922908744 12386 104119 SH SOLE 0 104118 0 0 L3HARRIS TECHNOLOGIES INC COM Stock 502431109 259 1368 SH SOLE 0 1368 0 0 SERVICENOW INC COM Stock 81762P102 2081 3781 SH SOLE 0 3781 0 0 WP CAREY INC COM REIT 92936U109 723 10248 SH SOLE 0 10248 0 0 NVIDIA CORP Stock 67066G104 1861 3564 SH SOLE 0 3564 0 0 ABBVIE INC COM Stock 00287Y109 5432 50691 SH SOLE 0 50690 0 0 ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 203 2963 SH SOLE 0 2963 0 0 ADVANCED MICRO DEVICES INC COM Stock 007903107 5711 62276 SH SOLE 0 62276 0 0 AT&T INC COM Stock 00206R102 346 12035 SH SOLE 0 12035 0 0 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 538 17531 SH SOLE 0 17531 0 0 ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 6725 57873 SH SOLE 0 57873 0 0 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 742 4598 SH SOLE 0 4598 0 0 VEEVA SYS INC CL A COM Stock 922475108 1793 6585 SH SOLE 0 6585 0 0 BLACKROCK SHORT MATURITY BOND ETF ETF 46431W507 1171 23339 SH SOLE 0 23339 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 4377 34446 SH SOLE 0 34445 0 0 SPDR PORTFOLIO EMERGING MARKETS ETF ETF 78463X509 441 10468 SH SOLE 0 10468 0 0 CHEVRON CORP NEW COM Stock 166764100 319 3775 SH SOLE 0 3775 0 0 WALMART INC COM Stock 931142103 2016 13988 SH SOLE 0 13988 0 0 ISHARES IBOXX CORPORATE BOND ETF ETF 464287242 12633 91461 SH SOLE 0 91460 0 0 CATERPILLAR INC COM Stock 149123101 2301 12641 SH SOLE 0 12640 0 0 FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD ETF 33733E302 210 990 SH SOLE 0 989 0 0 ISHARES AGGREGATE BOND ETF ETF 464287226 30299 256354 SH SOLE 0 256354 0 0 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 4022 89746 SH SOLE 0 89745 0 0 SPDR PORTFOLIO S&P 500 ETF ETF 78464A854 7866 178942 SH SOLE 0 178941 0 0 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409 5181 93715 SH SOLE 0 93714 0 0 EXXON MOBIL CORP COM Stock 30231G102 389 9446 SH SOLE 0 9446 0 0 SOLAREDGE TECHNOLOGIES INC COM Stock 83417M104 2718 8516 SH SOLE 0 8516 0 0 U.S. GLOBAL JETS ETF ETF 26922A842 5962 266378 SH SOLE 0 266378 0 0 TELADOC HEALTH INC COM Stock 87918A105 855 4278 SH SOLE 0 4278 0 0 PAYPAL HLDGS INC COM Stock 70450Y103 5555 23717 SH SOLE 0 23717 0 0 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 78463X889 3059 90643 SH SOLE 0 90643 0 0 CROWN CASTLE INTL CORP REIT 22822V101 1954 12276 SH SOLE 0 12275 0 0 WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND ETF 97717X511 6173 114981 SH SOLE 0 114981 0 0 APPLE INC Stock 037833100 7085 53397 SH SOLE 0 53396 0 0 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 544 3975 SH SOLE 0 3975 0 0