New England Private Wealth Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1582813
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.0B
Holdings
205
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
New England Private Wealth Advisors LLC disclosed 205 positions worth $1.0B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 12 new positions and exited 3. The portfolio is most concentrated in Other (83.9% of disclosed assets). All figures are sourced directly from New England Private Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1582813.
AI Fund Analysis
DiversifyingVANGUARD SPECIALIZED FUNDS
5.1% weight
Held 10 quarters
VANGUARD INDEX FDS - TOTAL
4.7% weight
Held 10 quarters
FIRST TR EXCHANGE-TRADED F
3.7% weight
Held 10 quarters
JANUS DETROIT STR TR - HEN
3.1% weight
Held 10 quarters
$IVZ3.1% weight
Held 10 quarters
BLACKROCK ETF TRUST II - I
4 quarters accumulating
$EOD3 quarters accumulating
NEOS ETF TRUST - NEOS ENH
2 quarters accumulating
VANECK ETF TRUST - REAL AS
2 quarters accumulating
RBB FUND TRUST - FIRST EAG
2 quarters accumulating
Sector Allocation
OtherFinancialsReal EstateIndustrialsTechnology
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
—Quality
$52.5M219,810 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$48.4M132,573 shFIRST TR EXCHANGE-TRADED FD - SHS
—Quality
$38.0M761,405 sh- 61.6
Quality
$35.7M1,594,398 sh JANUS DETROIT STR TR - HENDRSON AAA CL
—Quality
$32.4M638,879 sh- —
Quality
$31.9M562,869 sh VANGUARD INDEX FDS - EXTEND MKT ETF
—Quality
$29.7M125,792 shCAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
—Quality
$28.5M584,061 sh- —
Quality
$28.3M366,189 sh NEOS ETF TRUST - NEOS ENH INC 1-3
—Quality
$25.8M517,928 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $52.5M | 219,810 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $48.4M | 132,573 |
| FIRST TR EXCHANGE-TRADED FD - SHS | — | $38.0M | 761,405 |
 Broadstone Net Lease, Inc.$BNL | 61.6 | $35.7M | 1,594,398 |
| JANUS DETROIT STR TR - HENDRSON AAA CL | — | $32.4M | 638,879 |
| Invesco Ltd.$IVZ | — | $31.9M | 562,869 |
| VANGUARD INDEX FDS - EXTEND MKT ETF | — | $29.7M | 125,792 |
| CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $28.5M | 584,061 |
| Invesco Ltd.$IVZ | — | $28.3M | 366,189 |
| NEOS ETF TRUST - NEOS ENH INC 1-3 | — | $25.8M | 517,928 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of New England Private Wealth Advisors LLC's 205 positions.
Showing top 10 of 205 holdings.
Sector Allocation
Other
$868.4M
Financials
$112.7M
Real Estate
$35.7M
Industrials
$18.2M
Technology
$325,081
Top Holdings — New England Private Wealth Advisors LLC (Q2 2026)
Top 150 of 205 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $52.5M | 5.1% | -0% | — |
| 2 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $48.4M | 4.7% | +1% | — |
| 3 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $38.0M | 3.7% | -0% | — |
| 4 | $BNL | Broadstone Net Lease, Inc. | $35.7M | 3.4% | +1% | 61.6 |
| 5 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $32.4M | 3.1% | +1% | — |
| 6 | $IVZ | Invesco Ltd. | $31.9M | 3.1% | -0% | — |
| 7 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $29.7M | 2.9% | +4% | — |
| 8 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $28.5M | 2.8% | +8% | — |
| 9 | $IVZ | Invesco Ltd. | $28.3M | 2.7% | +0% | — |
| 10 | — | NEOS ETF TRUST - NEOS ENH INC 1-3 | $25.8M | 2.5% | +116% | — |
| 11 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $24.5M | 2.4% | +10% | — |
| 12 | — | VANECK ETF TRUST - REAL ASSETS ETF | $24.3M | 2.3% | +265% | — |
| 13 |  $SPY | SPDR S&P 500 ETF TRUST | $21.0M | 2.0% | -1% | — |
| 14 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN | $20.6M | 2.0% | +22% | — |
| 15 | — | VANGUARD STAR FDS - VG TL INTL STK F | $18.5M | 1.8% | +7% | — |
| 16 |  $DOV | DOVER Corp | $18.2M | 1.8% | +2% | 58.1 |
| 17 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $17.1M | 1.7% | -5% | — |
| 18 | — | ISHARES TR - FUTU EXPO TE ETF | $17.1M | 1.6% | +0% | — |
| 19 | — | ISHARES TR - RUS 1000 ETF | $16.9M | 1.6% | +0% | — |
| 20 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $15.4M | 1.5% | +0% | — |
| 21 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $14.0M | 1.4% | -2% | — |
| 22 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $13.2M | 1.3% | +1% | — |
| 23 | — | GLOBAL X FDS - US INFR DEV ETF | $12.7M | 1.2% | +7% | — |
| 24 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $12.7M | 1.2% | -5% | — |
| 25 | — | INVESTMENT MANAGERS SER TR I - FPA GBL EQTY ETF | $11.6M | 1.1% | +11% | — |
| 26 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $11.3M | 1.1% | -30% | — |
| 27 | $IVZ | Invesco Ltd. | $11.2M | 1.1% | +0% | — |
| 28 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $11.1M | 1.1% | +33% | — |
| 29 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $10.9M | 1.1% | -2% | — |
| 30 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $10.6M | 1.0% | -8% | — |
| 31 | $IVZ | Invesco Ltd. | $10.6M | 1.0% | +4% | — |
| 32 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL | $10.5M | 1.0% | +0% | — |
| 33 | — | EXCHANGE LISTED FDS TR - SABA INT RATE | $10.3M | 1.0% | +5% | — |
| 34 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $10.0M | 1.0% | +0% | — |
| 35 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $9.7M | 0.9% | +13% | — |
| 36 | — | GLOBAL X FDS - DEFENSE TECH ETF | $9.4M | 0.9% | +1092% | — |
| 37 | — | GMO ETF TRUST - US QUALITY ETF | $9.2M | 0.9% | +6% | — |
| 38 | — | ISHARES TR - MSCI USA MIN ETF | $9.2M | 0.9% | -2% | — |
| 39 | — | ISHARES TR - RUSSELL 2000 ETF | $8.5M | 0.8% | +0% | — |
| 40 | — | ISHARES TR - RUS 1000 GRW ETF | $8.3M | 0.8% | +287% | — |
| 41 | — | ISHARES TR - MSCI EAFE ETF | $8.1M | 0.8% | +3% | — |
| 42 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $7.7M | 0.8% | -3% | — |
| 43 | — | ISHARES TR - CORE MSCI EAFE | $7.6M | 0.7% | +2% | — |
| 44 | — | EA SERIES TRUST - FREEDOM 100 EM | $7.5M | 0.7% | +2% | — |
| 45 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $7.4M | 0.7% | +3% | — |
| 46 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $7.0M | 0.7% | -0% | — |
| 47 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $6.9M | 0.7% | NEW | — |
| 48 | $IVZ | Invesco Ltd. | $6.8M | 0.7% | -8% | — |
| 49 | — | ISHARES TR - RUS MID CAP ETF | $6.5M | 0.6% | +0% | — |
| 50 | — | VANECK ETF TRUST - ALTE ASSE MA ETF | $6.2M | 0.6% | NEW | — |
| 51 | — | ISHARES TR - RUS 1000 VAL ETF | $6.1M | 0.6% | +0% | — |
| 52 | $IVZ | Invesco Ltd. | $5.7M | 0.6% | +0% | — |
| 53 | — | ISHARES TR - CORE S&P500 ETF | $5.1M | 0.5% | -2% | — |
| 54 | — | VANGUARD WORLD FD - INF TECH ETF | $4.9M | 0.5% | +700% | — |
| 55 | — | VANGUARD WORLD FD - UTILITIES ETF | $4.8M | 0.5% | +1% | — |
| 56 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $4.7M | 0.5% | +78% | — |
| 57 | — | VANGUARD WORLD FD - ESG US STK ETF | $4.6M | 0.4% | -6% | — |
| 58 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $4.3M | 0.4% | +0% | — |
| 59 | — | RBB FUND TRUST - FIRST EAGLE GBL | $4.2M | 0.4% | +20% | — |
| 60 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $4.1M | 0.4% | +9% | — |
| 61 | — | ISHARES TR - IBONDS DEC2026 | $4.0M | 0.4% | -1% | — |
| 62 | — | GMO ETF TRUST - GMO INTL VALUE | $4.0M | 0.4% | +45% | — |
| 63 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | $3.9M | 0.4% | +2% | — |
| 64 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $3.7M | 0.4% | -7% | — |
| 65 |  $GLDM | World Gold Trust | $3.6M | 0.3% | +5% | — |
| 66 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $3.6M | 0.3% | +1% | — |
| 67 | — | NEOS ETF TRUST - REAL EST HIG ETF | $3.3M | 0.3% | NEW | — |
| 68 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $3.3M | 0.3% | +134% | — |
| 69 |  $GLD | SPDR GOLD TRUST | $3.3M | 0.3% | -0% | — |
| 70 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $3.2M | 0.3% | +0% | — |
| 71 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.2M | 0.3% | +0% | — |
| 72 | — | ISHARES TR - MSCI USA MMENTM | $3.2M | 0.3% | +0% | — |
| 73 | — | FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY | $3.0M | 0.3% | NEW | — |
| 74 | — | SPDR SERIES TRUST - ST STR SP DIV | $3.0M | 0.3% | +6% | — |
| 75 | — | ISHARES TR - CORE S&P MCP ETF | $2.9M | 0.3% | +3% | — |
| 76 | — | ISHARES TR - CORE US AGGBD ET | $2.8M | 0.3% | +20% | — |
| 77 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $2.6M | 0.3% | -1% | — |
| 78 |  $IAU | ISHARES GOLD TRUST | $2.6M | 0.3% | +0% | — |
| 79 | — | ISHARES TR - ISHARES BIOTECH | $2.5M | 0.2% | +0% | — |
| 80 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF | $2.4M | 0.2% | +0% | — |
| 81 | — | PROSHARES TR - RUSS 2000 DIVD | $2.3M | 0.2% | +0% | — |
| 82 | — | ISHARES INC - MSCI EMERG MRKT | $2.3M | 0.2% | +1% | — |
| 83 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $2.1M | 0.2% | +0% | — |
| 84 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $2.0M | 0.2% | +0% | — |
| 85 | — | ISHARES TR - RUS TP200 GR ETF | $2.0M | 0.2% | +0% | — |
| 86 | $IVZ | Invesco Ltd. | $1.9M | 0.2% | +1% | — |
| 87 | — | ISHARES TR - IBONDS DEC 26 | $1.9M | 0.2% | +0% | — |
| 88 | — | ISHARES TR - IBONDS 27 ETF | $1.8M | 0.2% | +1% | — |
| 89 | — | VANGUARD INDEX FDS - VALUE ETF | $1.8M | 0.2% | +0% | — |
| 90 | — | SPDR SERIES TRUST - ST STR CONV ETF | $1.8M | 0.2% | +2% | — |
| 91 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $1.8M | 0.2% | +3% | — |
| 92 |  $WT | WisdomTree, Inc. | $1.7M | 0.2% | -10% | 59.9 |
| 93 | — | ISHARES TR - S&P 500 GRWT ETF | $1.7M | 0.2% | +0% | — |
| 94 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.6M | 0.2% | +3% | — |
| 95 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.6M | 0.2% | +497% | — |
| 96 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.6M | 0.1% | +0% | — |
| 97 | — | ISHARES TR - RUSSELL 3000 ETF | $1.5M | 0.1% | +0% | — |
| 98 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $1.5M | 0.1% | +0% | — |
| 99 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $1.4M | 0.1% | +0% | — |
| 100 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.4M | 0.1% | +294% | — |
| 101 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | $1.3M | 0.1% | +0% | — |
| 102 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $1.3M | 0.1% | +7% | — |
| 103 | — | VANGUARD WORLD FD - ESG US CORP BD | $1.3M | 0.1% | +7% | — |
| 104 | — | SPDR INDEX SHS FDS - ST DOW GLOBA ETF | $1.3M | 0.1% | +1% | — |
| 105 | — | ISHARES TR - FLTG RATE NT ETF | $1.3M | 0.1% | +1% | — |
| 106 | — | ISHARES TR - CORE MSCI INTL | $1.2M | 0.1% | +1% | — |
| 107 | — | NEOS ETF TRUST - GOLD HIG INC ETF | $1.2M | 0.1% | +46% | — |
| 108 | $WT | WisdomTree, Inc. | $1.2M | 0.1% | +2% | 59.9 |
| 109 | — | ISHARES TR - MSCI CHINA ETF | $1.2M | 0.1% | +1% | — |
| 110 | — | ISHARES TR - S&P 500 VAL ETF | $1.2M | 0.1% | +0% | — |
| 111 | — | ISHARES TR - ISHARES SEMICDTR | $1.2M | 0.1% | +0% | — |
| 112 | — | ISHARES TR - PFD AND INCM SEC | $1.2M | 0.1% | +3% | — |
| 113 | — | ARK ETF TR - INNOVATION ETF | $1.1M | 0.1% | +0% | — |
| 114 |  $GS | GOLDMAN SACHS GROUP INC | $937,102 | 0.1% | -3% | 73.5 |
| 115 | — | FIDELITY COVINGTON TRUST - MSCI RL EST ETF | $927,885 | 0.1% | +21% | — |
| 116 | — | SPDR INDEX SHS FDS - ST STR MSCI WLD | $886,514 | 0.1% | +0% | — |
| 117 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $878,818 | 0.1% | +0% | — |
| 118 | — | NEOS ETF TRUST - BITC HIG INC ETF | $840,756 | 0.1% | +72% | — |
| 119 | — | ISHARES TR - SELECT DIVID ETF | $831,595 | 0.1% | +0% | — |
| 120 | — | ISHARES TR - CORE 60 BALA ETF | $804,306 | 0.1% | +1% | — |
| 121 | — | ISHARES TR - JPMORGAN USD EMG | $801,464 | 0.1% | +2% | — |
| 122 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $775,069 | 0.1% | +0% | — |
| 123 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $696,507 | 0.1% | +1% | — |
| 124 | — | ISHARES TR - 0-5 YR TIPS ETF | $695,348 | 0.1% | NEW | — |
| 125 | — | SPDR INDEX SHS FDS - ST DOW INTL ETF | $681,502 | 0.1% | +1% | — |
| 126 |  $IAUM | iShares Gold Trust Micro | $677,421 | 0.1% | +0% | — |
| 127 | $IVZ | Invesco Ltd. | $655,413 | 0.1% | +1% | — |
| 128 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $644,924 | 0.1% | +0% | — |
| 129 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $644,322 | 0.1% | +0% | — |
| 130 | — | MORGAN STANLEY ETF TRUST - EATON VANCE SHRT | $639,852 | 0.1% | +0% | — |
| 131 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPT | $637,384 | 0.1% | +0% | — |
| 132 | — | ISHARES TR - US AER DEF ETF | $635,641 | 0.1% | +0% | — |
| 133 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $611,072 | 0.1% | +400% | — |
| 134 | — | ETF SER SOLUTIONS - COLTERPOINT NET | $573,572 | 0.1% | +1% | — |
| 135 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $562,534 | 0.1% | +1% | — |
| 136 | — | ISHARES TR - CORE DIV GRWTH | $557,500 | 0.1% | +3% | — |
| 137 |  $BBN | BlackRock Taxable Municipal Bond Trust | $546,076 | 0.1% | +2% | — |
| 138 | — | VANECK ETF TRUST - MORTGAGE REIT | $541,939 | 0.1% | +0% | — |
| 139 | — | SPDR SERIES TRUST - ST STR SP AERO | $541,770 | 0.1% | +0% | — |
| 140 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $535,852 | 0.1% | +0% | — |
| 141 | — | TIDAL TRUST III - VIST ARTI IN ETF | $523,263 | 0.1% | NEW | — |
| 142 | — | BLACKROCK ETF TRUST II - ISHARES AAA CLO | $519,150 | 0.1% | +0% | — |
| 143 | — | AMPLIFY ETF TR - BLOCK TECHN ETF | $515,887 | 0.1% | +0% | — |
| 144 | — | NEOS ETF TRUST - MSCI EAFE HIGH | $509,384 | 0.1% | NEW | — |
| 145 | — | ISHARES INC - CORE MSCI EMKT | $495,591 | 0.1% | +1% | — |
| 146 | $IVZ | Invesco Ltd. | $492,975 | 0.1% | NEW | — |
| 147 | — | ISHARES TR - CORE S&P SCP ETF | $457,893 | 0.0% | +0% | — |
| 148 |  $GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | $454,500 | 0.0% | +0% | — |
| 149 | — | ISHARES TR - ESG AW MSCI EAFE | $443,373 | 0.0% | +0% | — |
| 150 | — | ISHARES TR - CORE HIGH DV ETF | $442,571 | 0.0% | +400% | — |
New Positions (12)
FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH$6.9M
VANECK ETF TRUST - ALTE ASSE MA ETF$6.2M
NEOS ETF TRUST - REAL EST HIG ETF$3.3M
FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY$3.0M
ISHARES TR - 0-5 YR TIPS ETF$695,348
TIDAL TRUST III - VIST ARTI IN ETF$523,263
NEOS ETF TRUST - MSCI EAFE HIGH$509,384
SPROTT FDS TR - SPROTT CRITICAL$278,131
NEOS ETF TRUST - NEOS S&P 500 HI$233,474
VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF$212,832
ISHARES TR - CORE S&P TTL STK$209,431
SPDR SERIES TRUST - ST STR SP600 SML$201,569
Exited Positions (3)
ISHARES TR
AB ACTIVE ETFS INC
ISHARES INC
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for New England Private Wealth Advisors LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track New England Private Wealth Advisors LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for New England Private Wealth Advisors LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: New England Private Wealth Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For New England Private Wealth Advisors LLC (SEC CIK: 1582813), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in New England Private Wealth Advisors LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.