StockDriftsStockDriftsTop 50 New England Guild Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VXUS | Vanguard Total Int'l Stock | 18.09% | 663.2K | $34K | +18.70%(+104.49K) | — | 2022-12-31 | |
| BSV | Vanguard Short-Term Bond | 7.15% | 180.3K | $14K | new | — | 2022-12-31 | |
| VCSH | Vanguard Short-Term Corp. Bond | 6.59% | 166.2K | $12K | +1054.00%(+151.81K) | — | 2022-12-31 | |
| SPY | SPDR S&P 500 | 5.37% | 26.6K | $10K | -3.13%(-861) | — | 2022-12-31 | |
| VTI | Vanguard Total Stock Market | 4.54% | 45.1K | $9K | -1.86%(-855) | — | 2022-12-31 | |
| REGL | Proshares Dividend Aristocrats | 4.45% | 117.9K | $8K | +6.28%(+6.97K) | — | 2022-12-31 | |
| NOBL | ProShares Dividend Aristocrats | 3.88% | 81.7K | $7K | +17.95%(+12.44K) | — | 2022-12-31 | |
| IEFA | iShares Core MSCI EAFE | 3.85% | 118.6K | $7K | -0.45%(-542) | — | 2022-12-31 | |
| BND | Vanguard Total Bond Market | 3.38% | 89.2K | $6K | -57.45%(-120.39K) | — | 2022-12-31 | |
| VEA | Vanguard Int'l Developed Marke | 2.73% | 123.5K | $5K | +4.22%(+5.00K) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
New England Guild Wealth Advisors, Inc. reports $196.97M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are VXUS (18.1%), BSV (7.2%) and VCSH (6.6%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from New England Guild Wealth Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 878057). View New England Guild Wealth Advisors, Inc.’s 13F filings on SEC