0001085146-19-001324.txt : 20190502
0001085146-19-001324.hdr.sgml : 20190502
20190502171151
ACCESSION NUMBER: 0001085146-19-001324
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190502
DATE AS OF CHANGE: 20190502
EFFECTIVENESS DATE: 20190502
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: 19792991
BUSINESS ADDRESS:
STREET 1: 36 WASHINGTON STREET
STREET 2: SUITE 280
CITY: WELLESLEY
STATE: MA
ZIP: 02481
BUSINESS PHONE: 781-416-1700
MAIL ADDRESS:
STREET 1: 36 WASHINGTON STREET
STREET 2: SUITE 280
CITY: WELLESLEY
STATE: MA
ZIP: 02481
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001582813
XXXXXXXX
03-31-2019
03-31-2019
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New England Private Wealth Advisors LLC
36 WASHINGTON STREET
SUITE 280
WELLESLEY
MA
02481
13F HOLDINGS REPORT
028-15579
N
Melissa.Boccaci
Chief Compliance Officer
781-416-1707
/s/ Melissa.Boccaci
Wellesley
MA
04-26-2019
0
158
385981
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
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COM
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ABBVIE INC
COM
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7688
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SOLE
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0
7688
ADVANCED MICRO DEVICES INC
COM
007903107
247
9648
SH
SOLE
0
0
9648
ALPHABET INC
CAP STK CL C
02079K107
332
282
SH
SOLE
0
0
282
ALPHABET INC
CAP STK CL A
02079K305
304
258
SH
SOLE
0
0
258
ALTRIA GROUP INC
COM
02209S103
228
3980
SH
SOLE
0
0
3980
AMAZON COM INC
COM
023135106
1604
901
SH
SOLE
0
0
901
AMERICA FIRST MULTIFAMILY IN
BEN UNIT CTF
02364V107
79
11500
SH
SOLE
0
0
11500
AMERICAN TOWER CORP NEW
COM
03027X100
323
1640
SH
SOLE
0
0
1640
AMTECH SYS INC
COM PAR $0.01N
032332504
1336
250748
SH
SOLE
0
0
250748
APPLE INC
COM
037833100
5111
26898
SH
SOLE
0
0
26898
ARK ETF TR
INNOVATION ETF
00214Q104
1440
30820
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SOLE
0
0
30820
AT&T INC
COM
00206R102
797
25353
SH
SOLE
0
0
25353
AVID TECHNOLOGY INC
COM
05367P100
754
101226
SH
SOLE
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101226
BANK AMER CORP
COM
060505104
805
29269
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BANK AMER CORP
7.25%CNV PFD L
060505682
260
200
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200
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
301
1
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0
0
1
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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2290
11407
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0
11407
BOEING CO
COM
097023105
905
2379
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BOSTON PROPERTIES INC
COM
101121101
432
3230
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BROOKFIELD INFRAST PARTNERS
LP INT UNIT
G16252101
542
12950
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CAPITAL SOUTHWEST CORP
COM
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11000
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11000
CHEVRON CORP NEW
COM
166764100
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7664
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CISCO SYS INC
COM
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8855
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COMCAST CORP NEW
CL A
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7060
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DIAGEO P L C
SPON ADR NEW
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DISNEY WALT CO
COM DISNEY
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6007
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DOWDUPONT INC
COM
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8503
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8503
DUKE ENERGY CORP NEW
COM NEW
26441C204
819
9123
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0
0
9123
DYNEX CAP INC
COM NEW
26817Q506
61
10000
SH
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0
0
10000
ELOXX PHARMACEUTICALS INC
COM
29014R103
1525
130557
SH
SOLE
0
0
130557
ENBRIDGE INC
COM
29250N105
290
7959
SH
SOLE
0
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7959
ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
317
20674
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0
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20674
ENTERPRISE PRODS PARTNERS L
COM
293792107
761
26226
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26226
EQUITY COMWLTH
COM SH BEN INT
294628102
247
7552
SH
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0
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EQUITY LIFESTYLE PPTYS INC
COM
29472R108
229
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SH
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2000
EXXON MOBIL CORP
COM
30231G102
1179
14608
SH
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FACEBOOK INC
CL A
30303M102
696
4164
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FEDEX CORP
COM
31428X106
276
1522
SH
SOLE
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1522
FIDELITY
MSCI INFO TECH I
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295
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NO AMER ENERGY
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852
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FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
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FIRST TR EXCHANGE TRADED FD
FST LOW OPPT EFT
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FIRST TR NAS100 EQ WEIGHTED
SHS
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SHS
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FORTRESS TRANS INFRST INVS L
COM REP LTD LIAB
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0
13500
GENERAL ELECTRIC CO
COM
369604103
344
34322
SH
SOLE
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34322
GLOBAL X FDS
RBTCS ARTFL INTE
37954Y715
217
10876
SH
SOLE
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0
10876
HASBRO INC
COM
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558
6552
SH
SOLE
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0
6552
HENRY JACK & ASSOC INC
COM
426281101
417
3000
SH
SOLE
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HOME DEPOT INC
COM
437076102
556
2902
SH
SOLE
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HONEYWELL INTL INC
COM
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2739
SH
SOLE
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HOSPITALITY PPTYS TR
COM SH BEN INT
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INGERSOLL-RAND PLC
SHS
G47791101
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3018
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INTEL CORP
COM
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5693
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INTERNATIONAL BUSINESS MACHS
COM
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S&P MDCP400 PR
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INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
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INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1500
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INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
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INVESCO EXCHANGE TRADED FD T
FINL PFD ETF
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SH
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11310
INVESCO EXCHANGE TRADED FD T
DYNMC LRG GWTH
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INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
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INVESCO EXCHNG TRADED FD TR
S&P500 HDL VOL
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SH
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199993
ISHARES INC
MSCI FRNTR100ETF
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104667
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ISHARES INC
MIN VOL EMRG MKT
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ISHARES TR
CORE S&P TTL STK
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3714
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ISHARES TR
CORE S&P500 ETF
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ISHARES TR
CORE US AGGBD ET
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14620
SH
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ISHARES TR
MSCI EMG MKT ETF
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ISHARES TR
S&P 500 GRWT ETF
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ISHARES TR
S&P 500 VAL ETF
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ISHARES TR
MSCI EAFE ETF
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ISHARES TR
RUS MID CAP ETF
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48360
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ISHARES TR
CORE S&P MCP ETF
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SH
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17146
ISHARES TR
NASDAQ BIOTECH
464287556
1627
14550
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0
14550
ISHARES TR
RUS 1000 VAL ETF
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12195
ISHARES TR
RUS 1000 GRW ETF
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ISHARES TR
RUS 1000 ETF
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51165
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ISHARES TR
RUS 2000 GRW ETF
464287648
221
1120
SH
SOLE
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0
1120
ISHARES TR
RUSSELL 2000 ETF
464287655
4540
29655
SH
SOLE
0
0
29655
ISHARES TR
CORE S&P SCP ETF
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274
3551
SH
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0
3551
ISHARES TR
JPMORGAN USD EMG
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4501
40897
SH
SOLE
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0
40897
ISHARES TR
SH TR CRPORT ETF
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7327
138723
SH
SOLE
0
0
138723
ISHARES TR
PFD AND INCM SEC
464288687
925
25318
SH
SOLE
0
0
25318
ISHARES TR
US AER DEF ETF
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1035
5191
SH
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0
5191
ISHARES TR
MIN VOL EAFE ETF
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2656
36869
SH
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36869
ISHARES TR
MIN VOL USA ETF
46429B697
21330
362826
SH
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0
362826
ISHARES TR
USA MOMENTUM FCT
46432F396
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14204
SH
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0
14204
ISHARES TR
EXPONENTIAL TECH
46434V381
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353147
SH
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0
353147
JOHNSON & JOHNSON
COM
478160104
787
5614
SH
SOLE
0
0
5614
JP MORGAN EXCHANGE TRADED FD
ULTRA SHRT INC
46641Q837
1018
20263
SH
SOLE
0
0
20263
JPMORGAN CHASE & CO
COM
46625H100
3649
36048
SH
SOLE
0
0
36048
KOPIN CORP
COM
500600101
21
15000
SH
SOLE
0
0
15000
LOCKHEED MARTIN CORP
COM
539830109
437
1454
SH
SOLE
0
0
1454
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
513
8486
SH
SOLE
0
0
8486
MCDONALDS CORP
COM
580135101
238
1260
SH
SOLE
0
0
1260
MERCK & CO INC
COM
58933Y105
809
9739
SH
SOLE
0
0
9739
MICROSOFT CORP
COM
594918104
1234
10448
SH
SOLE
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10448
NEOGEN CORP
COM
640491106
1378
24000
SH
SOLE
0
0
24000
NEW RESIDENTIAL INVT CORP
COM NEW
64828T201
514
30373
SH
SOLE
0
0
30373
NEXTERA ENERGY INC
COM
65339F101
523
2694
SH
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2694
NUVEEN AMT FREE QLTY MUN INC
COM
670657105
196
14642
SH
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14642
NUVEEN MUNICIPAL CREDIT INC
COM SH BEN INT
67070X101
196
13001
SH
SOLE
0
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13001
NUVEEN QUALITY MUNCP INCOME
COM
67066V101
218
16062
SH
SOLE
0
0
16062
PC-TEL INC
COM
69325Q105
65
13000
SH
SOLE
0
0
13000
PEPSICO INC
COM
713448108
439
3582
SH
SOLE
0
0
3582
PFIZER INC
COM
717081103
845
19932
SH
SOLE
0
0
19932
PHILIP MORRIS INTL INC
COM
718172109
281
3181
SH
SOLE
0
0
3181
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
8988
88492
SH
SOLE
0
0
88492
PROCTER AND GAMBLE CO
COM
742718109
992
9547
SH
SOLE
0
0
9547
QUALCOMM INC
COM
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688
12072
SH
SOLE
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0
12072
RAYTHEON CO
COM NEW
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278
1522
SH
SOLE
0
0
1522
REALTY INCOME CORP
COM
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257
3490
SH
SOLE
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0
3490
RIBBON COMMUNICATIONS INC
COM
762544104
58
10966
SH
SOLE
0
0
10966
SAREPTA THERAPEUTICS INC
COM
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237
1988
SH
SOLE
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0
1988
SCHWAB STRATEGIC TR
US DIVIDEND EQ
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393
7493
SH
SOLE
0
0
7493
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
645
20617
SH
SOLE
0
0
20617
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
449
4903
SH
SOLE
0
0
4903
SELECT SECTOR SPDR TR
ENERGY
81369Y506
289
4371
SH
SOLE
0
0
4371
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
247
3338
SH
SOLE
0
0
3338
SENIOR HSG PPTYS TR
SH BEN INT
81721M109
203
17250
SH
SOLE
0
0
17250
SPDR GOLD TRUST
GOLD SHS
78463V107
673
5517
SH
SOLE
0
0
5517
SPDR INDEX SHS FDS
MSCI WRLD STRGIC
78463X418
267
3457
SH
SOLE
0
0
3457
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
1564
31263
SH
SOLE
0
0
31263
SPDR INDEX SHS FDS
DJ INTL RL ETF
78463X863
603
15353
SH
SOLE
0
0
15353
SPDR S&P 500 ETF TR
TR UNIT
78462F103
22119
78303
SH
SOLE
0
0
78303
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1446
4187
SH
SOLE
0
0
4187
SPDR SER TR
BLOMBERG BRC INV
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35224
SH
SOLE
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0
35224
SPDR SERIES TRUST
BLMBRG BRC CNVRT
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3049
58355
SH
SOLE
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0
58355
SPDR SERIES TRUST
S&P BIOTECH
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563
6206
SH
SOLE
0
0
6206
TEKLA HEALTHCARE INVS
SH BEN INT
87911J103
218
10591
SH
SOLE
0
0
10591
TEKLA LIFE SCIENCES INVS
SH BEN INT
87911K100
221
12936
SH
SOLE
0
0
12936
UGI CORP NEW
COM
902681105
337
6071
SH
SOLE
0
0
6071
UNITED TECHNOLOGIES CORP
COM
913017109
219
1691
SH
SOLE
0
0
1691
USA COMPRESSION PARTNERS LP
COMUNIT LTDPAR
90290N109
156
10000
SH
SOLE
0
0
10000
VALERO ENERGY CORP NEW
COM
91913Y100
220
2601
SH
SOLE
0
0
2601
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
392
3063
SH
SOLE
0
0
3063
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
2622
32941
SH
SOLE
0
0
32941
VANGUARD GROUP
DIV APP ETF
921908844
10581
96524
SH
SOLE
0
0
96524
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2188
8430
SH
SOLE
0
0
8430
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
16273
140946
SH
SOLE
0
0
140946
VANGUARD INDEX FDS
VALUE ETF
922908744
522
4845
SH
SOLE
0
0
4845
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5462
35758
SH
SOLE
0
0
35758
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
12410
85743
SH
SOLE
0
0
85743
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
3212
43897
SH
SOLE
0
0
43897
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
739
14699
SH
SOLE
0
0
14699
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1270
29883
SH
SOLE
0
0
29883
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
228
4693
SH
SOLE
0
0
4693
VANGUARD WORLD FDS
ENERGY ETF
92204A306
830
9290
SH
SOLE
0
0
9290
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
6192
35910
SH
SOLE
0
0
35910
VERIZON COMMUNICATIONS INC
COM
92343V104
874
14780
SH
SOLE
0
0
14780
W P CAREY INC
COM
92936U109
236
3030
SH
SOLE
0
0
3030
WALMART INC
COM
931142103
210
2149
SH
SOLE
0
0
2149
WEYERHAEUSER CO
COM
962166104
290
11034
SH
SOLE
0
0
11034
XILINX INC
COM
983919101
235
1849
SH
SOLE
0
0
1849
YUM BRANDS INC
COM
988498101
369
3710
SH
SOLE
0
0
3710