0001085146-18-000630.txt : 20180213 0001085146-18-000630.hdr.sgml : 20180213 20180213100935 ACCESSION NUMBER: 0001085146-18-000630 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180213 DATE AS OF CHANGE: 20180213 EFFECTIVENESS DATE: 20180213 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: 18600400 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 true false 0001582813 XXXXXXXX 12-31-2017 12-31-2017 false New England Private Wealth Advisors LLC

36 WASHINGTON STREET Suite 395 WELLESLEY MA 02481

13F HOLDINGS REPORT 028-15579 N Melissa.Boccaci 781-416-1707 /s/ Melissa.Boccaci Wellesley MA 02-12-2018 0 145 355182 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 609 10678 SH SOLE 0 0 10678 ABBVIE INC COM 00287Y109 733 7566 SH SOLE 0 0 7566 ALPHABET INC CAP STK CL C 02079K107 636 607 SH SOLE 0 0 607 ALTRIA GROUP INC COM 02209S103 257 3597 SH SOLE 0 0 3597 AMAZON COM INC COM 023135106 691 592 SH SOLE 0 0 592 AMERICA FIRST MULTIFAMILY IN BEN UNIT CTF 02364V107 70 11500 SH SOLE 0 0 11500 AMERICAN TOWER CORP NEW COM 03027X100 234 1640 SH SOLE 0 0 1640 AMTECH SYS INC COM PAR $0.01N 032332504 3213 319026 SH SOLE 0 0 319026 APPLE INC COM 037833100 4166 24552 SH SOLE 0 0 24552 AT&T INC COM 00206R102 861 22170 SH SOLE 0 0 22170 AUTOMATIC DATA PROCESSING IN COM 053015103 208 1766 SH SOLE 0 0 1766 BANK AMER CORP 7.25%CNV PFD L 060505682 264 200 SH SOLE 0 0 200 BANK AMER CORP COM 060505104 1040 35191 SH SOLE 0 0 35191 BAR HBR BANKSHARES COM 066849100 312 11496 SH SOLE 0 0 11496 BERKSHIRE HATHAWAY INC DEL CL A 084670108 298 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2319 11656 SH SOLE 0 0 11656 BOEING CO COM 097023105 1047 3537 SH SOLE 0 0 3537 BOSTON PROPERTIES INC COM 101121101 420 3230 SH SOLE 0 0 3230 BRISTOL MYERS SQUIBB CO COM 110122108 300 4871 SH SOLE 0 0 4871 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 963 21500 SH SOLE 0 0 21500 CHEVRON CORP NEW COM 166764100 892 7122 SH SOLE 0 0 7122 CISCO SYS INC COM 17275R102 288 7507 SH SOLE 0 0 7507 CLAYMORE EXCHANGE TRD FD TR GUGG ULTR SH DUR 18383M654 8400 167531 SH SOLE 0 0 167531 COMCAST CORP NEW CL A 20030N101 210 5252 SH SOLE 0 0 5252 DISNEY WALT CO COM DISNEY 254687106 338 3134 SH SOLE 0 0 3134 DOWDUPONT INC COM 26078J100 598 8364 SH SOLE 0 0 8364 DUKE ENERGY CORP NEW COM NEW 26441C204 1061 12617 SH SOLE 0 0 12617 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 276 16000 SH SOLE 0 0 16000 ENTERPRISE PRODS PARTNERS L COM 293792107 689 25899 SH SOLE 0 0 25899 EXXON MOBIL CORP COM 30231G102 1283 15285 SH SOLE 0 0 15285 FACEBOOK INC CL A 30303M102 772 4378 SH SOLE 0 0 4378 FEDEX CORP COM 31428X106 368 1447 SH SOLE 0 0 1447 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 2052 83580 SH SOLE 0 0 83580 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 5294 91314 SH SOLE 0 0 91314 FIRST TR VALUE LINE DIVID IN SHS 33734H106 54156 1755210 SH SOLE 0 0 1755210 GENERAL ELECTRIC CO COM 369604103 826 47394 SH SOLE 0 0 47394 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 2214 93403 SH SOLE 0 0 93403 HASBRO INC COM 418056107 215 2362 SH SOLE 0 0 2362 HENRY JACK & ASSOC INC COM 426281101 351 3000 SH SOLE 0 0 3000 HOME DEPOT INC COM 437076102 823 4335 SH SOLE 0 0 4335 HONEYWELL INTL INC COM 438516106 433 2827 SH SOLE 0 0 2827 INDEPENDENT BANK CORP MASS COM 453836108 222 3166 SH SOLE 0 0 3166 INTEL CORP COM 458140100 439 8545 SH SOLE 0 0 8545 INTERNATIONAL BUSINESS MACHS COM 459200101 239 1545 SH SOLE 0 0 1545 ISHARES INC MIN VOL EMRG MKT 464286533 2143 35266 SH SOLE 0 0 35266 ISHARES INC MSCI FRNTR100ETF 464286145 2871 86668 SH SOLE 0 0 86668 ISHARES TR 1 3 YR CR BD ETF 464288646 5619 53748 SH SOLE 0 0 53748 ISHARES TR CORE S&P MCP ETF 464287507 4404 23206 SH SOLE 0 0 23206 ISHARES TR CORE S&P SCP ETF 464287804 203 2639 SH SOLE 0 0 2639 ISHARES TR CORE S&P500 ETF 464287200 1034 3852 SH SOLE 0 0 3852 ISHARES TR CORE US AGGBD ET 464287226 1550 14176 SH SOLE 0 0 14176 ISHARES TR EXPONENTIAL TECH 46434V381 7704 217316 SH SOLE 0 0 217316 ISHARES TR JPMORGAN USD EMG 464288281 4366 37595 SH SOLE 0 0 37595 ISHARES TR MIN VOL EAFE ETF 46429B689 1086 14863 SH SOLE 0 0 14863 ISHARES TR MSCI EAFE ETF 464287465 3756 53425 SH SOLE 0 0 53425 ISHARES TR MSCI EMG MKT ETF 464287234 1336 28333 SH SOLE 0 0 28333 ISHARES TR NASDAQ BIOTECH 464287556 1624 15210 SH SOLE 0 0 15210 ISHARES TR RUS 1000 ETF 464287622 7533 50689 SH SOLE 0 0 50689 ISHARES TR RUS 1000 GRW ETF 464287614 2032 15068 SH SOLE 0 0 15068 ISHARES TR RUS 1000 VAL ETF 464287598 1680 13526 SH SOLE 0 0 13526 ISHARES TR RUS 2000 GRW ETF 464287648 208 1111 SH SOLE 0 0 1111 ISHARES TR RUS MD CP GR ETF 464287481 273 2261 SH SOLE 0 0 2261 ISHARES TR RUS MID CAP ETF 464287499 2410 11580 SH SOLE 0 0 11580 ISHARES TR RUSSELL 2000 ETF 464287655 4734 31049 SH SOLE 0 0 31049 ISHARES TR S&P 500 GRWT ETF 464287309 871 5703 SH SOLE 0 0 5703 ISHARES TR S&P 500 VAL ETF 464287408 607 5316 SH SOLE 0 0 5316 ISHARES TR S&P US PFD STK 464288687 1500 39418 SH SOLE 0 0 39418 ISHARES TR SELECT DIVID ETF 464287168 245 2483 SH SOLE 0 0 2483 ISHARES TR US AER DEF ETF 464288760 678 3607 SH SOLE 0 0 3607 JOHNSON & JOHNSON COM 478160104 946 6753 SH SOLE 0 0 6753 JPMORGAN CHASE & CO COM 46625H100 4163 38942 SH SOLE 0 0 38942 KOPIN CORP COM 500600101 64 20000 SH SOLE 0 0 20000 LOCKHEED MARTIN CORP COM 539830109 529 1648 SH SOLE 0 0 1648 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 587 8286 SH SOLE 0 0 8286 MCDONALDS CORP COM 580135101 265 1541 SH SOLE 0 0 1541 MERCK & CO INC COM 58933Y105 517 9148 SH SOLE 0 0 9148 MICROSOFT CORP COM 594918104 687 7989 SH SOLE 0 0 7989 NEOGEN CORP COM 640491106 1480 18000 SH SOLE 0 0 18000 NEXTERA ENERGY INC COM 65339F101 682 4360 SH SOLE 0 0 4360 NUVEEN AMT FREE QLTY MUN INC COM 670657105 201 14642 SH SOLE 0 0 14642 NUVEEN BUILD AMER BD FD COM 67074C103 220 10000 SH SOLE 0 0 10000 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 198 13001 SH SOLE 0 0 13001 NUVEEN QUALITY MUNCP INCOME COM 67066V101 226 16062 SH SOLE 0 0 16062 PC-TEL INC COM 69325Q105 95 13000 SH SOLE 0 0 13000 PEPSICO INC COM 713448108 408 3404 SH SOLE 0 0 3404 PFIZER INC COM 717081103 568 15692 SH SOLE 0 0 15692 PHILIP MORRIS INTL INC COM 718172109 323 3059 SH SOLE 0 0 3059 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 4674 46025 SH SOLE 0 0 46025 POWERSHARES ETF TR II PWRSHS SP500 LOW 73937B654 11961 281935 SH SOLE 0 0 281935 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 15195 318361 SH SOLE 0 0 318361 POWERSHARES ETF TRUST DYNM LRG CP GR 73935X609 545 13135 SH SOLE 0 0 13135 POWERSHARES ETF TRUST FINL PFD PTFL 73935X229 213 11240 SH SOLE 0 0 11240 POWERSHARES ETF TRUST FTSE RAFI 1000 73935X583 2238 19700 SH SOLE 0 0 19700 POWERSHARES ETF TRUST FTSE US1500 SM 73935X567 1857 14300 SH SOLE 0 0 14300 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 2997 19221 SH SOLE 0 0 19221 PROCTER AND GAMBLE CO COM 742718109 891 9683 SH SOLE 0 0 9683 QUALCOMM INC COM 747525103 733 11433 SH SOLE 0 0 11433 RAYTHEON CO COM NEW 755111507 708 3769 SH SOLE 0 0 3769 RIBBON COMMUNICATIONS INC COM 762544104 83 10966 SH SOLE 0 0 10966 ROCKWELL AUTOMATION INC COM 773903109 220 1120 SH SOLE 0 0 1120 RYDEX ETF TRUST GUG S&P MC400 PG 78355W601 8551 55486 SH SOLE 0 0 55486 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 14707 145500 SH SOLE 0 0 145500 RYDEX ETF TRUST GUG S&P500 PU GR 78355W403 17906 170760 SH SOLE 0 0 170760 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 682 20011 SH SOLE 0 0 20011 SELECT SECTOR SPDR TR ENERGY 81369Y506 1865 25754 SH SOLE 0 0 25754 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 382 4624 SH SOLE 0 0 4624 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 201 3138 SH SOLE 0 0 3138 SPDR GOLD TRUST GOLD SHS 78463V107 682 5517 SH SOLE 0 0 5517 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 1465 29976 SH SOLE 0 0 29976 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 571 14093 SH SOLE 0 0 14093 SPDR S&P 500 ETF TR TR UNIT 78462F103 20450 76631 SH SOLE 0 0 76631 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1446 4187 SH SOLE 0 0 4187 SPDR SER TR BLOMBERG BRC INV 78468R200 1050 34231 SH SOLE 0 0 34231 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 2754 54427 SH SOLE 0 0 54427 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 2502 82248 SH SOLE 0 0 82248 SPDR SERIES TRUST S&P BIOTECH 78464A870 403 4753 SH SOLE 0 0 4753 SPDR SERIES TRUST S&P DIVID ETF 78464A763 332 3519 SH SOLE 0 0 3519 STARBUCKS CORP COM 855244109 554 9636 SH SOLE 0 0 9636 TEKLA HEALTHCARE INVS SH BEN INT 87911J103 220 9762 SH SOLE 0 0 9762 TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 244 12395 SH SOLE 0 0 12395 UGI CORP NEW COM 902681105 285 6071 SH SOLE 0 0 6071 UNITED PARCEL SERVICE INC CL B 911312106 547 4561 SH SOLE 0 0 4561 VALERO ENERGY CORP NEW COM 91913Y100 227 2457 SH SOLE 0 0 2457 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 2467 31189 SH SOLE 0 0 31189 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 18107 162019 SH SOLE 0 0 162019 VANGUARD INDEX FDS LARGE CAP ETF 922908637 250 2036 SH SOLE 0 0 2036 VANGUARD INDEX FDS SMALL CP ETF 922908751 5514 37296 SH SOLE 0 0 37296 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10301 75030 SH SOLE 0 0 75030 VANGUARD INDEX FDS VALUE ETF 922908744 506 4761 SH SOLE 0 0 4761 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1871 34215 SH SOLE 0 0 34215 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 212 4586 SH SOLE 0 0 4586 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 367 6057 SH SOLE 0 0 6057 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 3076 41425 SH SOLE 0 0 41425 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 220 4512 SH SOLE 0 0 4512 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9641 94453 SH SOLE 0 0 94453 VANGUARD STAR FD VG TL INTL STK F 921909768 265 4673 SH SOLE 0 0 4673 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 314 4494 SH SOLE 0 0 4494 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 5008 32492 SH SOLE 0 0 32492 VERIZON COMMUNICATIONS INC COM 92343V104 1019 19284 SH SOLE 0 0 19284 VISA INC COM CL A 92826C839 287 2519 SH SOLE 0 0 2519 W P CAREY INC COM 92936U109 293 4281 SH SOLE 0 0 4281 WELLS FARGO CO NEW COM 949746101 371 6055 SH SOLE 0 0 6055 WEYERHAEUSER CO COM 962166104 463 13154 SH SOLE 0 0 13154 XCERRA CORP COM 98400J108 294 30000 SH SOLE 0 0 30000 YUM BRANDS INC COM 988498101 289 3538 SH SOLE 0 0 3538