0001085146-19-002921.txt : 20191114
0001085146-19-002921.hdr.sgml : 20191114
20191114081058
ACCESSION NUMBER: 0001085146-19-002921
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191114
DATE AS OF CHANGE: 20191114
EFFECTIVENESS DATE: 20191114
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: 191216422
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
false
false
0001582813
XXXXXXXX
09-30-2019
09-30-2019
false
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
11-11-2019
0
169
412089
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ABBOTT LABS
COM
002824100
858
10263
SH
SOLE
0
0
10263
ABBVIE INC
COM
00287Y109
584
7744
SH
SOLE
0
0
7744
ALEXANDRIA REAL ESTATE EQ IN
COM
015271109
200
1300
SH
SOLE
0
0
1300
ALPHABET INC
CAP STK CL C
02079K107
366
301
SH
SOLE
0
0
301
ALPHABET INC
CAP STK CL A
02079K305
315
258
SH
SOLE
0
0
258
AMAZON COM INC
COM
023135106
1491
858
SH
SOLE
0
0
858
AMERICA FIRST MULTIFAMILY IN
BEN UNIT CTF
02364V107
94
11500
SH
SOLE
0
0
11500
AMERICAN TOWER CORP NEW
COM
03027X100
487
2200
SH
SOLE
0
0
2200
AMTECH SYS INC
COM PAR $0.01N
032332504
1162
219151
SH
SOLE
0
0
219151
APPLE INC
COM
037833100
5308
23638
SH
SOLE
0
0
23638
ARBOR RLTY TR INC
NOTE 5.375%11/1
038923AB4
37
25000
SH
SOLE
0
0
25000
ARCHROCK INC
COM
03957W106
200
20000
SH
SOLE
0
0
20000
ARK ETF TR
INNOVATION ETF
00214Q104
2212
51584
SH
SOLE
0
0
51584
AT&T INC
COM
00206R102
965
25485
SH
SOLE
0
0
25485
AVID TECHNOLOGY INC
COM
05367P100
497
80226
SH
SOLE
0
0
80226
BANK AMER CORP
COM
060505104
873
29944
SH
SOLE
0
0
29944
BANK AMER CORP
7.25%CNV PFD L
060505682
300
200
SH
SOLE
0
0
200
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
312
1
SH
SOLE
0
0
1
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2760
13257
SH
SOLE
0
0
13257
BOEING CO
COM
097023105
910
2393
SH
SOLE
0
0
2393
BOSTON PROPERTIES INC
COM
101121101
418
3230
SH
SOLE
0
0
3230
BRISTOL MYERS SQUIBB CO
COM
110122108
203
4025
SH
SOLE
0
0
4025
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
G16252101
642
12950
SH
SOLE
0
0
12950
CAPITAL SOUTHWEST CORP
COM
140501107
240
11000
SH
SOLE
0
0
11000
CHEVRON CORP NEW
COM
166764100
911
7682
SH
SOLE
0
0
7682
CISCO SYS INC
COM
17275R102
464
9405
SH
SOLE
0
0
9405
COMCAST CORP NEW
CL A
20030N101
371
8261
SH
SOLE
0
0
8261
CONSOLIDATED EDISON INC
COM
209115104
219
2322
SH
SOLE
0
0
2322
COSTCO WHSL CORP NEW
COM
22160K105
238
824
SH
SOLE
0
0
824
CROWN CASTLE INTL CORP NEW
COM
22822V101
222
1600
SH
SOLE
0
0
1600
DIAGEO P L C
SPON ADR NEW
25243Q205
325
1985
SH
SOLE
0
0
1985
DISNEY WALT CO
COM DISNEY
254687106
887
6797
SH
SOLE
0
0
6797
DUKE ENERGY CORP NEW
COM NEW
26441C204
881
9165
SH
SOLE
0
0
9165
EDWARDS LIFESCIENCES CORP
COM
28176E108
220
1000
SH
SOLE
0
0
1000
ELOXX PHARMACEUTICALS INC
COM
29014R103
249
55000
SH
SOLE
0
0
55000
ENBRIDGE INC
COM
29250N105
279
7967
SH
SOLE
0
0
7967
ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
270
20711
SH
SOLE
0
0
20711
ENTERPRISE PRODS PARTNERS L
COM
293792107
693
24298
SH
SOLE
0
0
24298
EQUITY COMWLTH
COM SH BEN INT
294628102
259
7552
SH
SOLE
0
0
7552
EQUITY LIFESTYLE PPTYS INC
COM
29472R108
267
2000
SH
SOLE
0
0
2000
EXXON MOBIL CORP
COM
30231G102
1007
14257
SH
SOLE
0
0
14257
FACEBOOK INC
CL A
30303M102
954
5349
SH
SOLE
0
0
5349
FEDEX CORP
COM
31428X106
201
1370
SH
SOLE
0
0
1370
FIRST TR EXCHANGE TRADED FD
NO AMER ENERGY
33738D101
719
28062
SH
SOLE
0
0
28062
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
33738R506
266
8358
SH
SOLE
0
0
8358
FIRST TR EXCHANGE TRADED FD
FST LOW OPPT EFT
33739Q200
474
9118
SH
SOLE
0
0
9118
FIRST TR NAS100 EQ WEIGHTED
SHS
337344105
5754
86740
SH
SOLE
0
0
86740
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
60999
1749557
SH
SOLE
0
0
1749557
FORTRESS TRANS INFRST INVS L
COM REP LTD LIAB
34960P101
204
13500
SH
SOLE
0
0
13500
GENERAL ELECTRIC CO
COM
369604103
304
33776
SH
SOLE
0
0
33776
HASBRO INC
COM
418056107
516
4342
SH
SOLE
0
0
4342
HCP INC
COM
40414L109
214
6000
SH
SOLE
0
0
6000
HENRY JACK & ASSOC INC
COM
426281101
438
3000
SH
SOLE
0
0
3000
HOME DEPOT INC
COM
437076102
712
3064
SH
SOLE
0
0
3064
HONEYWELL INTL INC
COM
438516106
464
2740
SH
SOLE
0
0
2740
INGERSOLL-RAND PLC
SHS
G47791101
372
3018
SH
SOLE
0
0
3018
INTEL CORP
COM
458140100
320
6207
SH
SOLE
0
0
6207
INTERNATIONAL BUSINESS MACHS
COM
459200101
294
2028
SH
SOLE
0
0
2028
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
46137V217
7545
53367
SH
SOLE
0
0
53367
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
46137V266
19436
164085
SH
SOLE
0
0
164085
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
13554
125412
SH
SOLE
0
0
125412
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1500
46137V597
1586
12492
SH
SOLE
0
0
12492
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
2350
19938
SH
SOLE
0
0
19938
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF
46137V621
212
11341
SH
SOLE
0
0
11341
INVESCO EXCHANGE TRADED FD T
DYNMC LRG GWTH
46137V746
757
15666
SH
SOLE
0
0
15666
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
20432
352877
SH
SOLE
0
0
352877
INVESCO EXCHNG TRADED FD TR
S&P500 HDL VOL
46138E362
7471
175257
SH
SOLE
0
0
175257
INVESCO EXCHNG TRADED FD TR
PFD ETF
46138E511
150
10000
SH
SOLE
0
0
10000
ISHARES INC
MSCI FRNTR100ETF
464286145
2840
100940
SH
SOLE
0
0
100940
ISHARES INC
MIN VOL EMRG MKT
464286533
4083
71469
SH
SOLE
0
0
71469
ISHARES TR
CORE S&P TTL STK
464287150
251
3731
SH
SOLE
0
0
3731
ISHARES TR
CORE S&P500 ETF
464287200
1608
5391
SH
SOLE
0
0
5391
ISHARES TR
CORE US AGGBD ET
464287226
1679
14833
SH
SOLE
0
0
14833
ISHARES TR
MSCI EMG MKT ETF
464287234
2077
50837
SH
SOLE
0
0
50837
ISHARES TR
S&P 500 GRWT ETF
464287309
855
4755
SH
SOLE
0
0
4755
ISHARES TR
S&P 500 VAL ETF
464287408
700
5863
SH
SOLE
0
0
5863
ISHARES TR
MSCI EAFE ETF
464287465
5468
83874
SH
SOLE
0
0
83874
ISHARES TR
RUS MID CAP ETF
464287499
2725
48703
SH
SOLE
0
0
48703
ISHARES TR
CORE S&P MCP ETF
464287507
2574
13318
SH
SOLE
0
0
13318
ISHARES TR
NASDAQ BIOTECH
464287556
1440
14468
SH
SOLE
0
0
14468
ISHARES TR
RUS 1000 VAL ETF
464287598
1648
12861
SH
SOLE
0
0
12861
ISHARES TR
RUS 1000 GRW ETF
464287614
2209
13829
SH
SOLE
0
0
13829
ISHARES TR
RUS 1000 ETF
464287622
8496
51634
SH
SOLE
0
0
51634
ISHARES TR
RUS 2000 GRW ETF
464287648
216
1123
SH
SOLE
0
0
1123
ISHARES TR
RUSSELL 2000 ETF
464287655
4515
29820
SH
SOLE
0
0
29820
ISHARES TR
JPMORGAN USD EMG
464288281
4745
41868
SH
SOLE
0
0
41868
ISHARES TR
SH TR CRPORT ETF
464288646
7871
146655
SH
SOLE
0
0
146655
ISHARES TR
PFD AND INCM SEC
464288687
988
26323
SH
SOLE
0
0
26323
ISHARES TR
US AER DEF ETF
464288760
967
4299
SH
SOLE
0
0
4299
ISHARES TR
MIN VOL EAFE ETF
46429B689
2924
39926
SH
SOLE
0
0
39926
ISHARES TR
MSCI MIN VOL ETF
46429B697
27868
434766
SH
SOLE
0
0
434766
ISHARES TR
USA MOMENTUM FCT
46432F396
2442
20460
SH
SOLE
0
0
20460
ISHARES TR
EXPONENTIAL TECH
46434V381
14367
371572
SH
SOLE
0
0
371572
JOHNSON & JOHNSON
COM
478160104
699
5386
SH
SOLE
0
0
5386
JP MORGAN EXCHANGE TRADED FD
ULTRA SHRT INC
46641Q837
1346
26686
SH
SOLE
0
0
26686
JPMORGAN CHASE & CO
COM
46625H100
4183
35545
SH
SOLE
0
0
35545
KOPIN CORP
COM
500600101
6
10000
SH
SOLE
0
0
10000
LOCKHEED MARTIN CORP
COM
539830109
684
1754
SH
SOLE
0
0
1754
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
563
8486
SH
SOLE
0
0
8486
MCDONALDS CORP
COM
580135101
270
1260
SH
SOLE
0
0
1260
MERCK & CO INC
COM
58933Y105
854
10140
SH
SOLE
0
0
10140
MICROSOFT CORP
COM
594918104
1456
10452
SH
SOLE
0
0
10452
MONDELEZ INTL INC
CL A
609207105
214
3888
SH
SOLE
0
0
3888
NAPCO SEC TECHNOLOGIES INC
COM
630402105
230
9000
SH
SOLE
0
0
9000
NEOGEN CORP
COM
640491106
1601
23500
SH
SOLE
0
0
23500
NEW RESIDENTIAL INVT CORP
COM NEW
64828T201
477
30417
SH
SOLE
0
0
30417
NEXTERA ENERGY INC
COM
65339F101
626
2694
SH
SOLE
0
0
2694
NORTHROP GRUMMAN CORP
COM
666807102
244
651
SH
SOLE
0
0
651
NUVEEN AMT FREE QLTY MUN INC
COM
670657105
210
14642
SH
SOLE
0
0
14642
NUVEEN MUNICIPAL CREDIT INC
COM SH BEN INT
67070X101
211
13001
SH
SOLE
0
0
13001
NUVEEN QUALITY MUNCP INCOME
COM
67066V101
231
16062
SH
SOLE
0
0
16062
NVIDIA CORP
COM
67066G104
757
4349
SH
SOLE
0
0
4349
PC-TEL INC
COM
69325Q105
109
13000
SH
SOLE
0
0
13000
PEPSICO INC
COM
713448108
593
4334
SH
SOLE
0
0
4334
PFIZER INC
COM
717081103
644
17913
SH
SOLE
0
0
17913
PHILIP MORRIS INTL INC
COM
718172109
243
3184
SH
SOLE
0
0
3184
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
5592
54962
SH
SOLE
0
0
54962
PROCTER & GAMBLE CO
COM
742718109
1188
9552
SH
SOLE
0
0
9552
PROSHARES TR
SHORT S&P 500 NE
74347B425
280
10730
SH
SOLE
0
0
10730
QUALCOMM INC
COM
747525103
923
12092
SH
SOLE
0
0
12092
RAPID7 INC
COM
753422104
3300
72696
SH
SOLE
0
0
72696
RAYTHEON CO
COM NEW
755111507
301
1529
SH
SOLE
0
0
1529
REALTY INCOME CORP
COM
756109104
383
4994
SH
SOLE
0
0
4994
RIBBON COMMUNICATIONS INC
COM
762544104
63
10966
SH
SOLE
0
0
10966
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
370
6732
SH
SOLE
0
0
6732
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
661
20780
SH
SOLE
0
0
20780
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
417
4624
SH
SOLE
0
0
4624
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
268
3338
SH
SOLE
0
0
3338
SENIOR HSG PPTYS TR
SH BEN INT
81721M109
170
18342
SH
SOLE
0
0
18342
SERVICE PPTYS TR
COM SH BEN INT
81761L102
776
30104
SH
SOLE
0
0
30104
SHILOH INDS INC
COM
824543102
50
12000
SH
SOLE
0
0
12000
SPDR GOLD TRUST
GOLD SHS
78463V107
723
5211
SH
SOLE
0
0
5211
SPDR INDEX SHS FDS
MSCI WRLD STRGIC
78463X418
278
3457
SH
SOLE
0
0
3457
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
1650
31816
SH
SOLE
0
0
31816
SPDR INDEX SHS FDS
DJ INTL RL ETF
78463X863
552
13950
SH
SOLE
0
0
13950
SPDR S&P 500 ETF TR
TR UNIT
78462F103
21665
73007
SH
SOLE
0
0
73007
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1476
4187
SH
SOLE
0
0
4187
SPDR SERIES TRUST
BLMBRG BRC CNVRT
78464A359
3084
58783
SH
SOLE
0
0
58783
SPDR SERIES TRUST
S&P BIOTECH
78464A870
363
4756
SH
SOLE
0
0
4756
STARBUCKS CORP
COM
855244109
262
2966
SH
SOLE
0
0
2966
TEKLA LIFE SCIENCES INVS
SH BEN INT
87911K100
199
13181
SH
SOLE
0
0
13181
UGI CORP NEW
COM
902681105
305
6071
SH
SOLE
0
0
6071
UNITED TECHNOLOGIES CORP
COM
913017109
231
1699
SH
SOLE
0
0
1699
USA COMPRESSION PARTNERS LP
COMUNIT LTDPAR
90290N109
173
10000
SH
SOLE
0
0
10000
VALERO ENERGY CORP NEW
COM
91913Y100
277
3216
SH
SOLE
0
0
3216
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
361
2768
SH
SOLE
0
0
2768
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
3036
37584
SH
SOLE
0
0
37584
VANGUARD GROUP
DIV APP ETF
921908844
11524
96363
SH
SOLE
0
0
96363
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2100
7706
SH
SOLE
0
0
7706
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
211
1551
SH
SOLE
0
0
1551
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
16420
141140
SH
SOLE
0
0
141140
VANGUARD INDEX FDS
VALUE ETF
922908744
548
4908
SH
SOLE
0
0
4908
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5124
33302
SH
SOLE
0
0
33302
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
13244
87711
SH
SOLE
0
0
87711
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
3551
47462
SH
SOLE
0
0
47462
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
751
15056
SH
SOLE
0
0
15056
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1224
30388
SH
SOLE
0
0
30388
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
233
4751
SH
SOLE
0
0
4751
VANGUARD STAR FD
VG TL INTL STK F
921909768
386
7488
SH
SOLE
0
0
7488
VANGUARD WORLD FD
ESG US STK ETF
921910733
258
4951
SH
SOLE
0
0
4951
VANGUARD WORLD FDS
ENERGY ETF
92204A306
724
9290
SH
SOLE
0
0
9290
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
202
2891
SH
SOLE
0
0
2891
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
5941
35414
SH
SOLE
0
0
35414
VERIZON COMMUNICATIONS INC
COM
92343V104
895
14831
SH
SOLE
0
0
14831
VISA INC
COM CL A
92826C839
218
1263
SH
SOLE
0
0
1263
W P CAREY INC
COM
92936U109
272
3048
SH
SOLE
0
0
3048
WALMART INC
COM
931142103
255
2149
SH
SOLE
0
0
2149
WEYERHAEUSER CO
COM
962166104
309
11162
SH
SOLE
0
0
11162
YUM BRANDS INC
COM
988498101
421
3711
SH
SOLE
0
0
3711