StockDriftsStockDriftsTop 50 New England Private Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 5.48% | 220.9K | $47.5M | -2.26%(-5.11K) | $144.75(+64.85%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.82% | 130.7K | $41.7M | +1.84%(+2.36K) | $234.18(+57.47%) | 2026-03-31 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 4.15% | 763.6K | $35.9M | +0.11%(+833) | $26.64(+85.38%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 3.68% | 632.1K | $31.8M | new | $50.74(-0.38%) | 2026-03-31 | |
| BNL | BROADSTONE NET LEASE INC | 3.34% | 1.59M | $29.0M | +0.39%(+6.17K) | $18.94(+12.22%) | 2026-03-31 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 3.09% | 365.7K | $26.7M | -3.16%(-11.91K) | $49.97(+53.54%) | 2026-03-31 | |
| RPG | INVESCO EXCHANGE TRADED FD T | 3.04% | 564.1K | $26.4M | -3.85%(-22.57K) | $12.83(+366.10%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 2.88% | 121.1K | $24.9M | +0.40%(+480) | $103.99(+133.90%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.65% | 540.1K | $23.0M | +6.44%(+32.68K) | $34.60(+41.47%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 2.38% | 218.4K | $20.6M | +14.21%(+27.17K) | $70.57(+40.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.19% | +30.18% |
| Top 20 Holdings Unweighted | +10.19% | +33.79% |
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