0001085146-17-000384.txt : 20170209 0001085146-17-000384.hdr.sgml : 20170209 20170209072525 ACCESSION NUMBER: 0001085146-17-000384 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170209 DATE AS OF CHANGE: 20170209 EFFECTIVENESS DATE: 20170209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: New England Private Wealth Advisors LLC CENTRAL INDEX KEY: 0001582813 IRS NUMBER: 202021915 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15579 FILM NUMBER: 17584413 BUSINESS ADDRESS: STREET 1: 36 WASHINGTON STREET STREET 2: SUITE 395 CITY: WELLESLEY STATE: MA ZIP: 02481 BUSINESS PHONE: 781-416-1700 MAIL ADDRESS: STREET 1: 36 WASHINGTON STREET STREET 2: SUITE 395 CITY: WELLESLEY STATE: MA ZIP: 02481 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001582813 XXXXXXXX 12-31-2016 12-31-2016 false New England Private Wealth Advisors LLC
36 WASHINGTON STREET Suite 395 WELLESLEY MA 02481
13F HOLDINGS REPORT 028-15579 N
Melissa.Boccaci Chief Compliance Officer 781-416-1707 /s/ Melissa.Boccaci Wellesley MA 02-07-2017 0 120 287721
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 416 10798 SH SOLE 0 0 10798 ABBVIE INC COM 00287Y109 516 8211 SH SOLE 0 0 8211 ALPHABET INC CAP STK CL A 02079K305 871 1099 SH SOLE 0 0 1099 ALTRIA GROUP INC COM 02209S103 305 4511 SH SOLE 0 0 4511 AMAZON COM INC COM 023135106 699 932 SH SOLE 0 0 932 AMERICA FIRST MULTIFAMILY IN BEN UNIT CTF 02364V107 62 11500 SH SOLE 0 0 11500 AMTECH SYS INC COM PAR $0.01N 032332504 1720 404870 SH SOLE 0 0 404870 APPLE INC COM 037833100 3182 27463 SH SOLE 0 0 27463 AT&T INC COM 00206R102 1133 26583 SH SOLE 0 0 26583 BANK AMER CORP 7.25%CNV PFD L 060505682 233 200 SH SOLE 0 0 200 BANK AMER CORP COM 060505104 536 24293 SH SOLE 0 0 24293 BERKSHIRE HATHAWAY INC DEL CL A 084670108 244 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1899 11678 SH SOLE 0 0 11678 BOEING CO COM 097023105 410 2628 SH SOLE 0 0 2628 BOSTON PROPERTIES INC COM 101121101 318 2530 SH SOLE 0 0 2530 BRISTOL MYERS SQUIBB CO COM 110122108 385 6565 SH SOLE 0 0 6565 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 452 13500 SH SOLE 0 0 13500 CHEVRON CORP NEW COM 166764100 783 6653 SH SOLE 0 0 6653 CLAYMORE EXCHANGE TRD FD TR GUGG ENH SHT DUR 18383M654 7143 142537 SH SOLE 0 0 142537 DISNEY WALT CO COM DISNEY 254687106 399 4024 SH SOLE 0 0 4024 DOW CHEM CO COM 260543103 261 4557 SH SOLE 0 0 4557 DU PONT E I DE NEMOURS & CO COM 263534109 216 2950 SH SOLE 0 0 2950 DUKE ENERGY CORP NEW COM NEW 26441C204 977 12578 SH SOLE 0 0 12578 DYNEX CAP INC COM NEW 26817Q506 68 10000 SH SOLE 0 0 10000 ENTERPRISE PRODS PARTNERS L COM 293792107 401 14800 SH SOLE 0 0 14800 EXXON MOBIL CORP COM 30231G102 1383 15338 SH SOLE 0 0 15338 FACEBOOK INC CL A 30303M102 460 3994 SH SOLE 0 0 3994 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 2741 108563 SH SOLE 0 0 108563 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 1776 38468 SH SOLE 0 0 38468 FIRST TR VALUE LINE DIVID IN SHS 33734H106 50463 1800554 SH SOLE 0 0 1800554 GENERAL ELECTRIC CO COM 369604103 2229 70507 SH SOLE 0 0 70507 HASBRO INC COM 418056107 274 3514 SH SOLE 0 0 3514 HENRY JACK & ASSOC INC COM 426281101 267 3000 SH SOLE 0 0 3000 HOME DEPOT INC COM 437076102 326 2436 SH SOLE 0 0 2436 HONEYWELL INTL INC COM 438516106 327 2825 SH SOLE 0 0 2825 INDEPENDENT BANK CORP MASS COM 453836108 222 3163 SH SOLE 0 0 3163 INTEL CORP COM 458140100 223 6171 SH SOLE 0 0 6171 INTERNATIONAL BUSINESS MACHS COM 459200101 247 1490 SH SOLE 0 0 1490 ISHARES MIN VOL EMRG MKT 464286533 1074 21973 SH SOLE 0 0 21973 ISHARES MSCI FRNTR100ETF 464286145 1569 63117 SH SOLE 0 0 63117 ISHARES TR 1-3 YR CR BD ETF 464288646 5549 52872 SH SOLE 0 0 52872 ISHARES TR CORE S&P MCP ETF 464287507 3288 19887 SH SOLE 0 0 19887 ISHARES TR CORE S&P500 ETF 464287200 404 1797 SH SOLE 0 0 1797 ISHARES TR CORE US AGGBD ET 464287226 1494 13831 SH SOLE 0 0 13831 ISHARES TR JP MOR EM MK ETF 464288281 3341 30317 SH SOLE 0 0 30317 ISHARES TR MIN VOL EAFE ETF 46429B689 907 14795 SH SOLE 0 0 14795 ISHARES TR MSCI EAFE ETF 464287465 1954 33850 SH SOLE 0 0 33850 ISHARES TR NASDQ BIOTEC ETF 464287556 1847 6962 SH SOLE 0 0 6962 ISHARES TR RUS 1000 ETF 464287622 6199 49808 SH SOLE 0 0 49808 ISHARES TR RUS 1000 GRW ETF 464287614 1533 14598 SH SOLE 0 0 14598 ISHARES TR RUS 1000 VAL ETF 464287598 1426 12732 SH SOLE 0 0 12732 ISHARES TR RUS MD CP GR ETF 464287481 270 2760 SH SOLE 0 0 2760 ISHARES TR RUS MID-CAP ETF 464287499 2038 11395 SH SOLE 0 0 11395 ISHARES TR RUSSELL 2000 ETF 464287655 4240 31433 SH SOLE 0 0 31433 ISHARES TR S&P 500 GRWT ETF 464287309 822 6763 SH SOLE 0 0 6763 ISHARES TR S&P 500 VAL ETF 464287408 636 6281 SH SOLE 0 0 6281 ISHARES TR U.S. AER&DEF ETF 464288760 305 2174 SH SOLE 0 0 2174 ISHARES TR U.S. PFD STK ETF 464288687 958 25704 SH SOLE 0 0 25704 JOHNSON & JOHNSON COM 478160104 856 7413 SH SOLE 0 0 7413 JPMORGAN CHASE & CO COM 46625H100 3565 41320 SH SOLE 0 0 41320 KOPIN CORP COM 500600101 56 20000 SH SOLE 0 0 20000 LAKE SUNAPEE BK GROUP COM 510866106 330 13985 SH SOLE 0 0 13985 LOCKHEED MARTIN CORP COM 539830109 368 1473 SH SOLE 0 0 1473 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 416 5500 SH SOLE 0 0 5500 MERCK & CO INC COM 58933Y105 488 8228 SH SOLE 0 0 8228 MICROSOFT CORP COM 594918104 371 5963 SH SOLE 0 0 5963 NEOGEN CORP COM 640491106 1189 18000 SH SOLE 0 0 18000 NEXTERA ENERGY INC COM 65339F101 638 5342 SH SOLE 0 0 5342 PEPSICO INC COM 713448108 352 3362 SH SOLE 0 0 3362 PFIZER INC COM 717081103 641 19648 SH SOLE 0 0 19648 PHILIP MORRIS INTL INC COM 718172109 280 3059 SH SOLE 0 0 3059 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3287 32437 SH SOLE 0 0 32437 POWERSHARES ETF TR II PWRSHS SP500 LOW 73937B654 11809 301417 SH SOLE 0 0 301417 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 14141 340049 SH SOLE 0 0 340049 POWERSHARES ETF TRUST DYNM LRG CP GR 73935X609 226 7077 SH SOLE 0 0 7077 POWERSHARES ETF TRUST FINL PFD PTFL 73935X229 201 11182 SH SOLE 0 0 11182 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 2415 24264 SH SOLE 0 0 24264 POWERSHARES ETF TRUST FTSE US1500 SM 73935X567 1691 14655 SH SOLE 0 0 14655 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 2015 17002 SH SOLE 0 0 17002 PROCTER AND GAMBLE CO COM 742718109 931 11079 SH SOLE 0 0 11079 QUALCOMM INC COM 747525103 740 11354 SH SOLE 0 0 11354 RAYTHEON CO COM NEW 755111507 394 2779 SH SOLE 0 0 2779 RYDEX ETF TRUST GUG S&P MC400 PG 78355W601 7647 59377 SH SOLE 0 0 59377 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 10948 126328 SH SOLE 0 0 126328 RYDEX ETF TRUST GUG S&P500 PU GR 78355W403 15165 181376 SH SOLE 0 0 181376 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 541 19550 SH SOLE 0 0 19550 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 365 5299 SH SOLE 0 0 5299 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 2965 39371 SH SOLE 0 0 39371 SONUS NETWORKS INC COM NEW 835916503 151 23966 SH SOLE 0 0 23966 SPDR GOLD TRUST GOLD SHS 78463V107 578 5281 SH SOLE 0 0 5281 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 1408 30074 SH SOLE 0 0 30074 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 441 12218 SH SOLE 0 0 12218 SPDR S&P 500 ETF TR TR UNIT 78462F103 18146 81183 SH SOLE 0 0 81183 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1263 4187 SH SOLE 0 0 4187 SPDR SER TR BLOMBERG BRC INV 78468R200 1030 33638 SH SOLE 0 0 33638 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 1923 42113 SH SOLE 0 0 42113 SPDR SERIES TRUST BLOMBERG BRC SRT 78464A474 2460 80563 SH SOLE 0 0 80563 SPDR SERIES TRUST S&P BIOTECH 78464A870 281 4741 SH SOLE 0 0 4741 SPDR SERIES TRUST S&P DIVID ETF 78464A763 301 3518 SH SOLE 0 0 3518 SPECTRANETICS CORP COM 84760C107 647 26397 SH SOLE 0 0 26397 STARBUCKS CORP COM 855244109 554 10099 SH SOLE 0 0 10099 TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 204 12035 SH SOLE 0 0 12035 UGI CORP NEW COM 902681105 279 6071 SH SOLE 0 0 6071 UNITED PARCEL SERVICE INC CL B 911312106 336 2934 SH SOLE 0 0 2934 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 2452 30872 SH SOLE 0 0 30872 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 13130 136895 SH SOLE 0 0 136895 VANGUARD INDEX FDS LARGE CAP ETF 922908637 231 2258 SH SOLE 0 0 2258 VANGUARD INDEX FDS REIT ETF 922908553 590 7145 SH SOLE 0 0 7145 VANGUARD INDEX FDS SMALL CP ETF 922908751 4479 34720 SH SOLE 0 0 34720 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8554 76739 SH SOLE 0 0 76739 VANGUARD INDEX FDS VALUE ETF 922908744 435 4683 SH SOLE 0 0 4683 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 590 13338 SH SOLE 0 0 13338 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2936 48133 SH SOLE 0 0 48133 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 7894 92677 SH SOLE 0 0 92677 VANGUARD STAR FD VG TL INTL STK F 921909768 206 4498 SH SOLE 0 0 4498 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 4296 33877 SH SOLE 0 0 33877 VERIZON COMMUNICATIONS INC COM 92343V104 1574 29451 SH SOLE 0 0 29451 WELLS FARGO & CO NEW COM 949746101 353 6402 SH SOLE 0 0 6402 WEYERHAEUSER CO COM 962166104 318 10583 SH SOLE 0 0 10583 XCERRA CORP COM 98400J108 229 30000 SH SOLE 0 0 30000