0001085146-18-001239.txt : 20180504
0001085146-18-001239.hdr.sgml : 20180504
20180504154811
ACCESSION NUMBER: 0001085146-18-001239
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180504
DATE AS OF CHANGE: 20180504
EFFECTIVENESS DATE: 20180504
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: 18807737
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
03-31-2018
03-31-2018
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
05-04-2018
0
149
354038
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ABBOTT LABS
COM
002824100
610
10180
SH
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0
0
10180
ABBVIE INC
COM
00287Y109
750
7934
SH
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0
0
7934
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
347
1891
SH
SOLE
0
0
1891
ALPHABET INC
CAP STK CL C
02079K107
471
457
SH
SOLE
0
0
457
ALTRIA GROUP INC
COM
02209S103
207
3320
SH
SOLE
0
0
3320
AMAZON COM INC
COM
023135106
639
442
SH
SOLE
0
0
442
AMERICA FIRST MULTIFAMILY IN
BEN UNIT CTF
02364V107
71
11500
SH
SOLE
0
0
11500
AMERICAN TOWER CORP NEW
COM
03027X100
238
1640
SH
SOLE
0
0
1640
AMTECH SYS INC
COM PAR $0.01N
032332504
2335
319026
SH
SOLE
0
0
319026
APPLE INC
COM
037833100
4055
24178
SH
SOLE
0
0
24178
AT&T INC
COM
00206R102
791
22206
SH
SOLE
0
0
22206
AUTOMATIC DATA PROCESSING IN
COM
053015103
201
1775
SH
SOLE
0
0
1775
BANK AMER CORP
7.25%CNV PFD L
060505682
258
200
SH
SOLE
0
0
200
BANK AMER CORP
COM
060505104
1057
35230
SH
SOLE
0
0
35230
BAR HBR BANKSHARES
COM
066849100
324
11560
SH
SOLE
0
0
11560
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
299
1
SH
SOLE
0
0
1
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2366
11856
SH
SOLE
0
0
11856
BOEING CO
COM
097023105
1162
3540
SH
SOLE
0
0
3540
BOSTON PROPERTIES INC
COM
101121101
398
3230
SH
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3230
BRISTOL MYERS SQUIBB CO
COM
110122108
322
5078
SH
SOLE
0
0
5078
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
G16252101
895
21500
SH
SOLE
0
0
21500
CARBONITE INC
COM
141337105
202
7000
SH
SOLE
0
0
7000
CHEVRON CORP NEW
COM
166764100
814
7125
SH
SOLE
0
0
7125
CISCO SYS INC
COM
17275R102
323
7521
SH
SOLE
0
0
7521
DISNEY WALT CO
COM DISNEY
254687106
414
4140
SH
SOLE
0
0
4140
DOWDUPONT INC
COM
26078J100
534
8370
SH
SOLE
0
0
8370
DUKE ENERGY CORP NEW
COM NEW
26441C204
891
11514
SH
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11514
ENERGY TRANSFER EQUITY L P
COM UT LTD PTN
29273V100
228
16000
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0
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16000
ENTERPRISE PRODS PARTNERS L
COM
293792107
635
25929
SH
SOLE
0
0
25929
EXXON MOBIL CORP
COM
30231G102
1151
15423
SH
SOLE
0
0
15423
FACEBOOK INC
CL A
30303M102
495
3092
SH
SOLE
0
0
3092
FEDEX CORP
COM
31428X106
372
1551
SH
SOLE
0
0
1551
FIRST TR EXCHANGE TRADED FD
FST LOW OPPT EFT
33739Q200
450
8753
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0
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FIRST TR EXCHANGE TRADED FD
NO AMER ENERGY
33738D101
1692
77378
SH
SOLE
0
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77378
FIRST TR NAS100 EQ WEIGHTED
SHS
337344105
5330
90325
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90325
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
48513
1622662
SH
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0
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GENERAL ELECTRIC CO
COM
369604103
640
47689
SH
SOLE
0
0
47689
GLOBAL X FDS
RBTCS ARTFL INTE
37954Y715
4753
196576
SH
SOLE
0
0
196576
HASBRO INC
COM
418056107
394
4688
SH
SOLE
0
0
4688
HENRY JACK & ASSOC INC
COM
426281101
363
3000
SH
SOLE
0
0
3000
HOME DEPOT INC
COM
437076102
773
4340
SH
SOLE
0
0
4340
HONEYWELL INTL INC
COM
438516106
409
2827
SH
SOLE
0
0
2827
INDEPENDENT BANK CORP MASS
COM
453836108
227
3167
SH
SOLE
0
0
3167
INTEL CORP
COM
458140100
270
5181
SH
SOLE
0
0
5181
INTERNATIONAL BUSINESS MACHS
COM
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237
1545
SH
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ISHARES INC
MIN VOL EMRG MKT
464286533
2710
43473
SH
SOLE
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43473
ISHARES INC
MSCI FRNTR100ETF
464286145
3551
101129
SH
SOLE
0
0
101129
ISHARES TR
1 3 YR CR BD ETF
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5596
53911
SH
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53911
ISHARES TR
CORE S&P MCP ETF
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3888
20729
SH
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20729
ISHARES TR
CORE S&P SCP ETF
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203
2643
SH
SOLE
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2643
ISHARES TR
CORE S&P500 ETF
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4213
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ISHARES TR
CORE US AGGBD ET
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14239
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ISHARES TR
EXPONENTIAL TECH
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ISHARES TR
JPMORGAN USD EMG
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40653
ISHARES TR
MIN VOL EAFE ETF
46429B689
1197
16241
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16241
ISHARES TR
MSCI EAFE ETF
464287465
5606
80466
SH
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ISHARES TR
MSCI EMG MKT ETF
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44914
SH
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0
44914
ISHARES TR
NASDAQ BIOTECH
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1622
15210
SH
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15210
ISHARES TR
RUS 1000 ETF
464287622
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SH
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50908
ISHARES TR
RUS 1000 GRW ETF
464287614
1977
14533
SH
SOLE
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14533
ISHARES TR
RUS 1000 VAL ETF
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ISHARES TR
RUS 2000 GRW ETF
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1115
ISHARES TR
RUS MD CP GR ETF
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278
2265
SH
SOLE
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2265
ISHARES TR
RUS MID CAP ETF
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11619
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11619
ISHARES TR
RUSSELL 2000 ETF
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31109
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31109
ISHARES TR
S&P 500 GRWT ETF
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6028
SH
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6028
ISHARES TR
S&P 500 VAL ETF
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622
5689
SH
SOLE
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ISHARES TR
S&P US PFD STK
464288687
1955
52075
SH
SOLE
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0
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ISHARES TR
SELECT DIVID ETF
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238
2501
SH
SOLE
0
0
2501
ISHARES TR
US AER DEF ETF
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1235
6231
SH
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ISHARES TR
USA MOMENTUM FCT
46432F396
1444
13629
SH
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0
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13629
JOHNSON & JOHNSON
COM
478160104
775
6057
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JPMORGAN CHASE & CO
COM
46625H100
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36668
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KIMBERLY CLARK CORP
COM
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230
2084
SH
SOLE
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2084
KOPIN CORP
COM
500600101
63
20000
SH
SOLE
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20000
LOCKHEED MARTIN CORP
COM
539830109
560
1658
SH
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0
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MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
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8286
SH
SOLE
0
0
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MCDONALDS CORP
COM
580135101
241
1541
SH
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1541
MERCK & CO INC
COM
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9669
SH
SOLE
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MICROSOFT CORP
COM
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729
7995
SH
SOLE
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NEOGEN CORP
COM
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24000
SH
SOLE
0
0
24000
NETFLIX INC
COM
64110L106
235
796
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SOLE
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796
NEXTERA ENERGY INC
COM
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715
4390
SH
SOLE
0
0
4390
NORTHROP GRUMMAN CORP
COM
666807102
228
651
SH
SOLE
0
0
651
NUVEEN AMT FREE QLTY MUN INC
COM
670657105
190
14642
SH
SOLE
0
0
14642
NUVEEN BUILD AMER BD FD
COM
67074C103
208
10000
SH
SOLE
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0
10000
NUVEEN MUNICIPAL CREDIT INC
COM SH BEN INT
67070X101
184
13001
SH
SOLE
0
0
13001
NUVEEN QUALITY MUNCP INCOME
COM
67066V101
211
16062
SH
SOLE
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0
16062
PC-TEL INC
COM
69325Q105
94
13000
SH
SOLE
0
0
13000
PEPSICO INC
COM
713448108
372
3404
SH
SOLE
0
0
3404
PFIZER INC
COM
717081103
612
17216
SH
SOLE
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0
17216
PHILIP MORRIS INTL INC
COM
718172109
304
3059
SH
SOLE
0
0
3059
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
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49177
SH
SOLE
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POWERSHARES ETF TR II
PWRSHS SP500 LOW
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POWERSHARES ETF TR II
S&P500 LOW VOL
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POWERSHARES ETF TRUST
DYNM LRG CP GR
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POWERSHARES ETF TRUST
FINL PFD PTFL
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11256
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POWERSHARES ETF TRUST
FTSE RAFI 1000
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POWERSHARES ETF TRUST
FTSE US1500 SM
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13953
SH
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13953
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
3081
19230
SH
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0
19230
PROCTER AND GAMBLE CO
COM
742718109
766
9631
SH
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0
0
9631
QUALCOMM INC
COM
747525103
640
11546
SH
SOLE
0
0
11546
RAYTHEON CO
COM NEW
755111507
816
3782
SH
SOLE
0
0
3782
RIBBON COMMUNICATIONS INC
COM
762544104
58
10966
SH
SOLE
0
0
10966
RYDEX ETF TRUST
GUG S&P MC400 PG
78355W601
8745
55293
SH
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0
55293
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
15364
154441
SH
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0
154441
RYDEX ETF TRUST
GUG S&P500 PU GR
78355W403
18718
170534
SH
SOLE
0
0
170534
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
674
20011
SH
SOLE
0
0
20011
SELECT SECTOR SPDR TR
ENERGY
81369Y506
1723
25555
SH
SOLE
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0
25555
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
376
4624
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0
4624
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
219
3338
SH
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0
0
3338
SPDR GOLD TRUST
GOLD SHS
78463V107
695
5517
SH
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0
0
5517
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
1394
30136
SH
SOLE
0
0
30136
SPDR INDEX SHS FDS
DJ INTL RL ETF
78463X863
586
14634
SH
SOLE
0
0
14634
SPDR S&P 500 ETF TR
TR UNIT
78462F103
19698
74857
SH
SOLE
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0
74857
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1431
4187
SH
SOLE
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0
4187
SPDR SER TR
BLOMBERG BRC INV
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34321
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34321
SPDR SERIES TRUST
BLMBRG BRC CNVRT
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3478
67330
SH
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0
67330
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
2491
82495
SH
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0
0
82495
SPDR SERIES TRUST
S&P BIOTECH
78464A870
456
5206
SH
SOLE
0
0
5206
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
321
3526
SH
SOLE
0
0
3526
STARBUCKS CORP
COM
855244109
558
9636
SH
SOLE
0
0
9636
TEKLA HEALTHCARE INVS
SH BEN INT
87911J103
214
9918
SH
SOLE
0
0
9918
TEKLA LIFE SCIENCES INVS
SH BEN INT
87911K100
240
12494
SH
SOLE
0
0
12494
UGI CORP NEW
COM
902681105
270
6071
SH
SOLE
0
0
6071
UNITED PARCEL SERVICE INC
CL B
911312106
479
4565
SH
SOLE
0
0
4565
VALERO ENERGY CORP NEW
COM
91913Y100
238
2570
SH
SOLE
0
0
2570
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
2535
33925
SH
SOLE
0
0
33925
VANGUARD GROUP
DIV APP ETF
921908844
9577
94791
SH
SOLE
0
0
94791
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
18725
167836
SH
SOLE
0
0
167836
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
248
2045
SH
SOLE
0
0
2045
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5207
35438
SH
SOLE
0
0
35438
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
11980
88237
SH
SOLE
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0
88237
VANGUARD INDEX FDS
VALUE ETF
922908744
494
4780
SH
SOLE
0
0
4780
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
2290
42140
SH
SOLE
0
0
42140
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1061
22569
SH
SOLE
0
0
22569
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
396
6502
SH
SOLE
0
0
6502
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
3050
41438
SH
SOLE
0
0
41438
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
224
4580
SH
SOLE
0
0
4580
VANGUARD STAR FD
VG TL INTL STK F
921909768
264
4685
SH
SOLE
0
0
4685
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
496
7150
SH
SOLE
0
0
7150
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
5006
32593
SH
SOLE
0
0
32593
VERIZON COMMUNICATIONS INC
COM
92343V104
969
20175
SH
SOLE
0
0
20175
VISA INC
COM CL A
92826C839
302
2522
SH
SOLE
0
0
2522
W P CAREY INC
COM
92936U109
265
4293
SH
SOLE
0
0
4293
WELLS FARGO CO NEW
COM
949746101
338
6485
SH
SOLE
0
0
6485
WEYERHAEUSER CO
COM
962166104
462
13200
SH
SOLE
0
0
13200
XCERRA CORP
COM
98400J108
350
30000
SH
SOLE
0
0
30000
YUM BRANDS INC
COM
988498101
302
3539
SH
SOLE
0
0
3539