0001535679-21-000003.txt : 20210428 0001535679-21-000003.hdr.sgml : 20210428 20210428154409 ACCESSION NUMBER: 0001535679-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210428 DATE AS OF CHANGE: 20210428 EFFECTIVENESS DATE: 20210428 FILER: COMPANY DATA: COMPANY CONFORMED NAME: New England Investment & Retirement Group, Inc. CENTRAL INDEX KEY: 0001535679 IRS NUMBER: 043380382 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14778 FILM NUMBER: 21863985 BUSINESS ADDRESS: STREET 1: 231 SUTTON STREET STREET 2: SUITES 2A/B CITY: NORTH ANDOVER STATE: MA ZIP: 01845 BUSINESS PHONE: 978-975-2559 MAIL ADDRESS: STREET 1: 231 SUTTON STREET STREET 2: SUITES 2A/B CITY: NORTH ANDOVER STATE: MA ZIP: 01845 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001535679 XXXXXXXX 03-31-2021 03-31-2021 New England Investment & Retirement Group, Inc.
231 SUTTON STREET SUITES 2A/B NORTH ANDOVER MA 01845
13F HOLDINGS REPORT 028-14778 N
Robert M. Cowles Chief Compliance Officer 978-975-2559 \s\ Robert M. Cowles North Andover MA 04-28-2021 0 88 413864 false
INFORMATION TABLE 2 March202113F.xml AMAZON.COM INC Stock 023135106 5729 1852 SH SOLE 0 1851 0 0 POWERSHARES QQQ TR ETF 46090E103 29743 93201 SH SOLE 0 93200 0 0 TECHNOLOGY SELECT SECTOR SPDR ETF 81369Y803 230 1734 SH SOLE 0 1733 0 0 ISHARES GOLD TRUST ETF ETF 464285105 307 18889 SH SOLE 0 18889 0 0 SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF ETF 78468R788 357 9274 SH SOLE 0 9274 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 242 1171 SH SOLE 0 1171 0 0 GOLDMAN SACHS GROUP INC Stock 38141G104 5711 17464 SH SOLE 0 17463 0 0 ISHARES U.S. INDUSTRIALS ETF ETF 464287754 18636 176331 SH SOLE 0 176331 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 2481 18317 SH SOLE 0 18316 0 0 UNITED PARCEL SERVICE INC Stock 911312106 2635 15498 SH SOLE 0 15498 0 0 ISHARES MSCI ACWI EX US INDEX FUND ETF 464288240 6066 109938 SH SOLE 0 109938 0 0 INTEL CORP COM Stock 458140100 1817 28398 SH SOLE 0 28398 0 0 SPDR MSCI USA STRATEGICFACTORS ETF ETF 78468R812 1605 14452 SH SOLE 0 14452 0 0 SPDR S&P 500 ETF ETF 78462F103 21317 53785 SH SOLE 0 53785 0 0 MASTERCARD INC Stock 57636Q104 465 1306 SH SOLE 0 1306 0 0 ISHARES DOW JONES US HOME CONST (ETF) ETF 464288752 3000 44212 SH SOLE 0 44211 0 0 VERIZON COMMUNICATIONS Stock 92343V104 2862 49215 SH SOLE 0 49215 0 0 UNITED STATES ANTIMONY CORP COM Stock 911549103 24 20000 SH SOLE 0 20000 0 0 HEALTH CARE SELECT SECTOR SPDR ETF 81369Y209 288 2466 SH SOLE 0 2466 0 0 SPDR GOLD ETF ETF 78463V107 12385 77426 SH SOLE 0 77426 0 0 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 908 3734 SH SOLE 0 3734 0 0 CONSUMER STAPLES SELECT SECTOR SPDR ETF 81369Y308 1094 16018 SH SOLE 0 16018 0 0 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 402 3702 SH SOLE 0 3702 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 214 837 SH SOLE 0 837 0 0 ADOBE SYS INC Stock 00724F101 1417 2980 SH SOLE 0 2980 0 0 GENERAC HLDGS INC COM Stock 368736104 3083 9416 SH SOLE 0 9416 0 0 MICROSOFT Stock 594918104 9905 42012 SH SOLE 0 42012 0 0 MICROSOFT Stock 594918104 24 100 SH Call SOLE 0 100 0 0 DOCUSIGN INC COM Stock 256163106 1835 9066 SH SOLE 0 9066 0 0 PROSHARES ONLINE RETAIL ETF ETF 74347B169 22072 281349 SH SOLE 0 281349 0 0 TESLA MOTORS INC Stock 88160R101 245 367 SH SOLE 0 367 0 0 VANGUARD HEALTH CARE ETF ETF 92204A504 22671 99109 SH SOLE 0 99109 0 0 FINANCIAL SELECT SECTOR SPDR ETF 81369Y605 2603 76432 SH SOLE 0 76432 0 0 NORFOLK SOUTHERN CRP Stock 655844108 1684 6272 SH SOLE 0 6272 0 0 VANGUARD CONSUMER STAPLES ETF ETF 92204A207 448 2512 SH SOLE 0 2511 0 0 VANGUARD S&P 500 ETF ETF 922908363 862 2366 SH SOLE 0 2366 0 0 S & P MID CAP 400 DEP RCPTS MID CAP ETF 78467Y107 457 959 SH SOLE 0 959 0 0 IQ MACKAY MUNICIPAL INSURED ETF ETF 45409F843 7465 273599 SH SOLE 0 273598 0 0 CROWDSTRIKE HLDGS INC CL A Stock 22788C105 5523 30264 SH SOLE 0 30264 0 0 INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 39983 282243 SH SOLE 0 282242 0 0 LILLY ELI & CO COM Stock 532457108 2430 13005 SH SOLE 0 13004 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 19451 88036 SH SOLE 0 88036 0 0 SPDR S&P HEALTH CARE EQUIPMENT ETF ETF 78464A581 3721 31110 SH SOLE 0 31110 0 0 JPMORGAN EQUITY PREMIUM INCOME ETF ETF 46641Q332 5159 88763 SH SOLE 0 88762 0 0 ALBERTSONS COS INC COMMON STOCK Stock 013091103 2939 154122 SH SOLE 0 154121 0 0 POWERSHARES FTSE RAFI US 1000 ETF 46137V613 7260 47870 SH SOLE 0 47870 0 0 VISA INC Stock 92826C839 487 2300 SH SOLE 0 2300 0 0 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 1160 16767 SH SOLE 0 16767 0 0 INVESCO SOLAR ETF ETF 46138G706 7728 84213 SH SOLE 0 84213 0 0 VANGUARD VALUE ETF ETF 922908744 16452 125147 SH SOLE 0 125146 0 0 L3HARRIS TECHNOLOGIES INC COM Stock 502431109 299 1476 SH SOLE 0 1476 0 0 SERVICENOW INC COM Stock 81762P102 1868 3735 SH SOLE 0 3735 0 0 WP CAREY INC COM REIT 92936U109 719 10162 SH SOLE 0 10162 0 0 NVIDIA CORP Stock 67066G104 1946 3644 SH SOLE 0 3644 0 0 ABBVIE INC COM Stock 00287Y109 5540 51194 SH SOLE 0 51193 0 0 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR 874039100 282 2384 SH SOLE 0 2384 0 0 ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 741 10027 SH SOLE 0 10027 0 0 ADVANCED MICRO DEVICES INC COM Stock 007903107 5091 64853 SH SOLE 0 64853 0 0 AT&T INC COM Stock 00206R102 370 12213 SH SOLE 0 12213 0 0 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 603 19660 SH SOLE 0 19660 0 0 ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 318 2611 SH SOLE 0 2611 0 0 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 872 5420 SH SOLE 0 5420 0 0 VEEVA SYS INC CL A COM Stock 922475108 1834 7022 SH SOLE 0 7022 0 0 BLACKROCK SHORT MATURITY BOND ETF ETF 46431W507 767 15282 SH SOLE 0 15281 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 5552 36471 SH SOLE 0 36470 0 0 SPDR PORTFOLIO EMERGING MARKETS ETF ETF 78463X509 458 10468 SH SOLE 0 10468 0 0 CHEVRON CORP NEW COM Stock 166764100 669 6387 SH SOLE 0 6387 0 0 ISHARES IBOXX CORPORATE BOND ETF ETF 464287242 1106 8502 SH SOLE 0 8502 0 0 CATERPILLAR INC COM Stock 149123101 3001 12941 SH SOLE 0 12941 0 0 FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD ETF 33733E302 216 990 SH SOLE 0 989 0 0 ISHARES AGGREGATE BOND ETF ETF 464287226 9469 83182 SH SOLE 0 83181 0 0 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 4787 99171 SH SOLE 0 99171 0 0 SPDR PORTFOLIO S&P 500 ETF ETF 78464A854 8652 185633 SH SOLE 0 185633 0 0 WISDOMTREE BOFA MERRILL LYNCH HIGH YIELD BOND ZERO DURATION FUND ETF 97717W430 2148 97102 SH SOLE 0 97102 0 0 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409 5576 98861 SH SOLE 0 98860 0 0 VANGUARD MEGA CAP ETF ETF 921910873 241 1716 SH SOLE 0 1716 0 0 PNC FINL SVCS GROUP INC COM Stock 693475105 2858 16296 SH SOLE 0 16295 0 0 EXXON MOBIL CORP COM Stock 30231G102 542 9703 SH SOLE 0 9703 0 0 ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF ETF 00214Q203 10724 127762 SH SOLE 0 127762 0 0 ETSY INC COM Stock 29786A106 5255 26059 SH SOLE 0 26059 0 0 INNOVATOR IBD 50 ETF ETF 45782C102 2356 53698 SH SOLE 0 53698 0 0 TELADOC HEALTH INC COM Stock 87918A105 922 5072 SH SOLE 0 5072 0 0 PAYPAL HLDGS INC COM Stock 70450Y103 5918 24370 SH SOLE 0 24370 0 0 SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETF 78463X889 3356 94896 SH SOLE 0 94896 0 0 WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND ETF 97717X511 6230 121679 SH SOLE 0 121679 0 0 APPLE INC Stock 037833100 6367 52123 SH SOLE 0 52123 0 0 APPLE INC Stock 037833100 24 200 SH Call SOLE 0 200 0 0 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 605 3991 SH SOLE 0 3991 0 0