• 13F History

New England Investment & Retirement Group, Inc.

13F Filings History

Latest 13F report
Q3 2021 - Oct 28, 2021
Value $
$434M
Signature - Title
New England Investment & Retirement Group, Inc. - Chief Compliance Officer
Location
North Andover, MA
Summary
This page shows a list of all the recent 13F filings made by New England Investment & Retirement Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. New England Investment & Retirement Group, Inc. reported 102 stock holdings with total value $434M as of Q3 2021. Top holdings included RSP, QQQ, SPY, VHT, and IYJ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2021 102 $434M +$33.3M -$52.3M -$19M RSP, QQQ, SPY, VHT, IYJ 13F-HR 10/28/2021, 11:14 AM
Q2 2021 105 $460M +$69.1M -$52.4M +$16.8M RSP, QQQ, SPY, VHT, IYJ 13F-HR 7/29/2021, 04:53 PM
Q1 2021 86 $414M +$79.1M -$109M -$29.9M RSP, QQQ, VHT, ONLN, SPY 13F-HR 4/28/2021, 03:44 PM
Q4 2020 78 $429M +$99.5M -$47.9M +$51.6M AGG, QQQ, RSP, SPY, VHT 13F-HR 2/8/2021, 03:40 PM
Q3 2020 68 $397M +$87.4M -$61.5M +$25.9M SPY, AGG, QQQ, SH, GLD 13F-HR 10/26/2020, 04:14 PM
Q2 2020 70 $398M +$186M -$31.3M +$155M SH, GLD, QQQ, USMV, AGG 13F-HR 8/3/2020, 12:32 PM
Q1 2020 198 $235M +$91.3M -$77.5M +$13.8M SH, GLD, USMV, VHT, QQQ 13F-HR 5/5/2020, 02:32 PM
Q4 2019 59 $291M +$58.1M -$11.5M +$46.6M USMV, GLD, EMLP, IVW, VHT 13F-HR 2/4/2020, 03:31 PM
Q3 2019 57 $240M +$51.1M -$24.5M +$26.7M GLD, WPC, EMLP, IVW, VHT 13F-HR 10/29/2019, 03:41 PM
Q2 2019 59 $247M +$61.4M -$16.7M +$44.7M GLD, IVW, VHT, EMLP, QQQ 13F-HR 7/31/2019, 12:13 PM
Q1 2019 59 $219M +$71.9M -$35.8M +$36.1M GLD, VHT, QQQ, IVW, WPC 13F-HR 4/30/2019, 05:07 PM
Q4 2018 48 $174M +$114M -$19.1M +$94.5M GLD, BIL, VHT, QQQ, XLP 13F-HR 2/6/2019, 03:48 PM
Q3 2018 46 $153M +$11.4M -$10.1M +$1.32M QQQ, VHT, AMLPXXXX, ITA, XLF 13F-HR 11/7/2018, 10:59 AM
Q2 2018 47 $150M +$39.1M -$12.4M +$26.7M QQQ, VHT, XLF, AMLPXXXX, ITA Restatement 8/1/2018, 10:44 AM
Q1 2018 51 $183M +$25.2M -$15.1M +$10M QQQXXXX, XLF, IYJ, SDOG, EEMV 13F-HR 5/1/2018, 05:21 PM
Q4 2017 53 $190M +$14.5M -$2.15M +$12.3M QQQXXXX, XLF, IYJ, SDOG, KIE 13F-HR 1/18/2018, 04:36 PM
Q3 2017 53 $180M +$4.55M -$2.09M +$2.46M QQQXXXX, XLF, IYJ, SDOG, KIE 13F-HR 11/7/2017, 01:13 PM
Q2 2017 49 $173M +$18.8M -$11.5M +$7.3M QQQXXXX, XLF, IYJ, SDOG, KIE 13F-HR 8/1/2017, 11:03 AM
Q1 2017 49 $181M +$18M -$11.3M +$6.64M QQQXXXX, KIE, XLF, SDOG, IYJ 13F-HR 5/2/2017, 02:13 PM
Q4 2016 57 $183M +$32.6M -$9.6M +$23M QQQXXXX, KIE, XLF, SDOG, XLE 13F-HR 1/27/2017, 10:19 AM
Q3 2016 53 $182M +$23M -$7.76M +$15.3M QQQXXXX, SDOG, VDC, GLD, XLE 13F-HR 11/9/2016, 01:19 PM
Q2 2016 54 $169M +$14.1M -$18.6M -$4.5M QQQXXXX, VDC, VHT, PFF, XLE 13F-HR 8/1/2016, 04:28 PM
Q1 2016 53 $183M +$62.6M -$30.1M +$32.5M QQQXXXX, XLU, CWB, VDC, PFF 13F-HR 4/14/2016, 02:46 PM
Q4 2015 80 $189M +$35.5M -$19.9M +$15.6M VHT, QQQXXXX, DON, CWB, VDC 13F-HR 2/5/2016, 02:06 PM
Q3 2015 60 $209M +$59.1M -$18.8M +$40.2M VHT, XLF, DON, VDC, VEA 13F-HR 11/13/2015, 10:50 AM
Q2 2015 55 $209M +$32.7M -$36.1M -$3.39M RYTXXXX, XLF, HEDJ, DON, VDC 13F-HR 7/21/2015, 04:36 PM
Q1 2015 53 $226M +$46.4M -$47.3M -$948K RYTXXXX, VDC, DON, VTV, XLF 13F-HR 4/14/2015, 01:35 PM
Q4 2014 56 $251M +$53.9M -$3.67M +$50.2M VTI, RYTXXXX, VDC, AMJ, HDV 13F-HR 1/22/2015, 01:52 PM
Q3 2014 60 $223M +$70.3M -$971K +$69.4M AMJ, RYTXXXX, DON, VTI, HDV 13F-HR 10/24/2014, 09:25 AM
Q2 2014 57 $184M +$60.5M -$11.8M +$48.6M AMJ, VGK, DON, VHT, VTV 13F-HR 9/4/2014, 10:58 AM
Q1 2014 50 $164M +$16.1M -$3.14M +$13M AMJ, VGK, DON, VHT, KRE 13F-HR 5/9/2014, 11:20 AM
Q4 2013 50 $161M AMJ, VGK, DON, VHT, KRE 13F-HR 2/14/2014, 03:33 PM