Newton One Investments LLC Top Holdings and 13F Report (2025) About Newton One Investments LLCInvestment ActivityNewton One Investments LLC has $259.41 million in total holdings as of December 31, 2024.Newton One Investments LLC owns shares of 122 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 23.11% of the portfolio was purchased this quarter.About 10.47% of the portfolio was sold this quarter.This quarter, Newton One Investments LLC has purchased 116 new stocks and bought additional shares in 64 stocks.Newton One Investments LLC sold shares of 14 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $51,470,213Vanguard Growth ETF $35,043,132Vanguard Intermediate-Term Corporate Bond ETF $34,814,198Vanguard FTSE All-World ex-US ETF $20,743,094iShares Core S&P Mid-Cap ETF $17,297,072 Largest New Holdings this Quarter Alphabet $75,858 HoldingiShares MSCI USA Quality Factor ETF $68,205 HoldingiShares MSCI USA Min Vol Factor ETF $66,593 HoldingiShares Core Dividend Growth ETF $52,886 HoldingWisdomTree U.S. Quality Dividend Growth Fund $48,154 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 236,996 shares (about $19.02M)iShares Core S&P Mid-Cap ETF 215,914 shares (about $13.45M)Vanguard Growth ETF 29,273 shares (about $12.01M)Vanguard Total Bond Market ETF 53,456 shares (about $3.84M)Vanguard Tax-Exempt Bond ETF 64,494 shares (about $3.23M) Largest Sales this Quarter Vanguard Total World Stock ETF 43,013 shares (about $5.05M)iShares Russell 1000 Value ETF 2,377 shares (about $440.05K)Schwab U.S. Mid-Cap ETF 4,349 shares (about $120.51K)Vanguard Extended Market ETF 435 shares (about $82.65K)iShares Core MSCI EAFE ETF 1,113 shares (about $78.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNewton One Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$51,470,213$3,844,020 ▲8.1%715,75919.8%ETFVUGVanguard Growth ETF$35,043,132$12,014,870 ▲52.2%85,37913.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$34,814,198$19,023,655 ▲120.5%433,71413.4%ETFVEUVanguard FTSE All-World ex-US ETF$20,743,094$3,157,320 ▲18.0%361,3158.0%ETFIJHiShares Core S&P Mid-Cap ETF$17,297,072$13,453,604 ▲350.0%277,5976.7%ETFVTEBVanguard Tax-Exempt Bond ETF$14,147,206$3,233,088 ▲29.6%282,2105.5%ETFIWDiShares Russell 1000 Value ETF$9,580,058$440,052 ▼-4.4%51,7483.7%ETFVTIVanguard Total Stock Market ETF$8,744,714$279,087 ▲3.3%30,1743.4%ETFVWOVanguard FTSE Emerging Markets ETF$8,239,366$1,266,108 ▲18.2%187,0883.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$7,287,703$50,087 ▼-0.7%53,8352.8%ETFIXUSiShares Core MSCI Total International Stock ETF$6,496,026$279,310 ▲4.5%98,2162.5%ManufacturingSCHMSchwab U.S. Mid-Cap ETF$6,277,352$120,511 ▼-1.9%226,5372.4%ETFVBVanguard Small-Cap ETF$5,016,697$25,229 ▼-0.5%20,8791.9%ETFVTVanguard Total World Stock ETF$4,412,014$5,053,227 ▼-53.4%37,5551.7%ETFVTVVanguard Value ETF$4,034,576$292,550 ▲7.8%23,8311.6%ETFIJRiShares Core S&P Small-Cap ETF$3,952,590$176,861 ▲4.7%34,3051.5%ETFAAPLApple$2,610,086$139,732 ▲5.7%10,4231.0%Computer and TechnologyIVViShares Core S&P 500 ETF$2,413,364$968,877 ▲67.1%4,1000.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,387,879$215,685 ▲9.9%20,8580.9%ETFVBRVanguard Small-Cap Value ETF$2,033,763$6,342 ▲0.3%10,2620.8%ETFSPYSPDR S&P 500 ETF Trust$1,733,311$892,740 ▲106.2%2,9570.7%FinanceIWOiShares Russell 2000 Growth ETF$695,146$6,333 ▼-0.9%2,4150.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$656,162$6,626 ▲1.0%6,0410.3%ETFVXFVanguard Extended Market ETF$491,699$82,646 ▼-14.4%2,5880.2%ETFAONAON$479,6580.0%1,3350.2%FinanceIWFiShares Russell 1000 Growth ETF$446,670$117,693 ▲35.8%1,1120.2%ETFIVWiShares S&P 500 Growth ETF$419,812$48,631 ▼-10.4%4,1350.2%ETFVVVanguard Large-Cap ETF$387,8180.0%1,4380.1%ETFCEGConstellation Energy$341,1580.0%1,5250.1%Oils/EnergyIVEiShares S&P 500 Value ETF$340,742$1,909 ▲0.6%1,7850.1%ETFDFUVDimensional US Marketwide Value ETF$339,081$16,614 ▲5.2%8,2860.1%ETFMETAMeta Platforms$320,281$586 ▲0.2%5470.1%Computer and TechnologyUNHUnitedHealth Group$309,244$30,368 ▼-8.9%6110.1%MedicalMCDMcDonald's$299,801$3,479 ▲1.2%1,0340.1%Retail/WholesaleGSThe Goldman Sachs Group$286,058$3,433 ▲1.2%5000.1%FinanceAMZNAmazon.com$280,8200.0%1,2800.1%Retail/WholesaleDEDeere & Company$271,553$2,118 ▲0.8%6410.1%Industrial ProductsORCLOracle$256,222$1,333 ▲0.5%1,5380.1%Computer and TechnologyJPMJPMorgan Chase & Co.$255,203$2,876 ▲1.1%1,0650.1%FinanceVYMVanguard High Dividend Yield ETF$238,2210.0%1,8670.1%ETFIWViShares Russell 3000 ETF$215,426$1,670 ▲0.8%6450.1%ETFEXCExelon$172,3120.0%4,5780.1%UtilitiesVGKVanguard FTSE Europe ETF$162,503$2,158 ▲1.3%2,5600.1%ETFDFASDimensional U.S. Small Cap ETF$149,992$58,240 ▲63.5%2,3050.1%ETFVPLVanguard FTSE Pacific ETF$145,229$3,410 ▲2.4%2,0440.1%ETFPGProcter & Gamble$145,038$1,677 ▲1.2%8650.1%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$144,968$78,211 ▼-35.0%2,0630.1%ETFSCHCSchwab International Small-Cap Equity ETF$130,106$4,600 ▲3.7%3,7900.1%ETFSCHESchwab Emerging Markets Equity ETF$129,407$3,729 ▲3.0%4,8590.0%ETFVIGVanguard Dividend Appreciation ETF$122,232$1,567 ▲1.3%6240.0%ETFDOLWisdomTree International LargeCap Dividend Fund$115,7970.0%2,3420.0%FinancePMPhilip Morris International$102,064$963 ▲1.0%8480.0%Consumer StaplesBRK.BBerkshire Hathaway$98,362$45,328 ▲85.5%2170.0%FinanceESGVVanguard ESG US Stock ETF$95,809$525 ▲0.6%9130.0%ETFIWMiShares Russell 2000 ETF$92,814$2,431 ▼-2.6%4200.0%FinancePEPPepsiCo$91,732$761 ▲0.8%6030.0%Consumer StaplesIBMInternational Business Machines$76,279$1,099 ▲1.5%3470.0%Computer and TechnologyIYWiShares U.S. Technology ETF$76,181$159 ▲0.2%4780.0%ManufacturingGOOGLAlphabet$75,858$75,858 ▲New Holding4010.0%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$69,1320.0%1210.0%ETFQUALiShares MSCI USA Quality Factor ETF$68,205$68,205 ▲New Holding3830.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$66,593$66,593 ▲New Holding7500.0%ETFDGROiShares Core Dividend Growth ETF$52,886$52,886 ▲New Holding8620.0%ETFATECAlphatec$50,4900.0%5,5000.0%MedicalPPLPPL$49,4700.0%1,5240.0%UtilitiesEMREmerson Electric$48,184$495 ▲1.0%3890.0%Industrial ProductsDGRWWisdomTree U.S. Quality Dividend Growth Fund$48,154$48,154 ▲New Holding5950.0%ManufacturingCVXChevron$46,346$1,014 ▲2.2%3200.0%Oils/EnergyADPAutomatic Data Processing$42,717$16,385 ▲62.2%1460.0%Business ServicesVZVerizon Communications$39,240$80 ▲0.2%9810.0%Computer and TechnologyCWISPDR MSCI ACWI ex-US ETF$39,107$559 ▲1.4%1,4000.0%ETFAPDAir Products and Chemicals$37,951$579 ▲1.6%1310.0%Basic MaterialsVANECK BITCOIN ETF$34,9910.0%3310.0%SH BEN INTNFLXNetflix$33,8710.0%380.0%Consumer DiscretionaryUTZUtz Brands$26,479$188 ▲0.7%1,6910.0%Consumer StaplesJNJJohnson & Johnson$21,638$7,501 ▲53.1%1500.0%MedicalTAT&T$21,6320.0%9500.0%Computer and TechnologyWFCWells Fargo & Company$21,395$281 ▲1.3%3050.0%FinanceXOMExxon Mobil$21,220$323 ▲1.5%1970.0%Oils/EnergyMOAltria Group$20,090$785 ▲4.1%3840.0%Consumer StaplesQCOMQUALCOMM$19,964$154 ▲0.8%1300.0%Computer and TechnologyMSFTMicrosoft$19,003$19,003 ▲New Holding450.0%Computer and TechnologyCMCSAComcast$18,4280.0%4910.0%Consumer DiscretionaryCPSSConsumer Portfolio Services$16,290$16,290 ▲New Holding1,5000.0%FinanceHDHome Depot$15,644$15,644 ▲New Holding400.0%Retail/WholesaleVSGXVanguard ESG International Stock ETF$15,522$4,022 ▼-20.6%2740.0%ETFPINSPinterest$14,500$29,000 ▼-66.7%5000.0%Computer and TechnologyMDLZMondelez International$14,212$179 ▲1.3%2380.0%Consumer StaplesDDDuPont de Nemours$13,413$152 ▲1.1%1760.0%Basic MaterialsOEFiShares S&P 100 ETF$13,323$13,323 ▲New Holding460.0%ETFMMM3M$12,954$130 ▲1.0%1000.0%Multi-Sector ConglomeratesSCZiShares MSCI EAFE Small-Cap ETF$12,689$243 ▲2.0%2090.0%ETFLYFTLyft$12,4100.0%9620.0%Computer and TechnologyTSLATesla$12,1160.0%300.0%Auto/Tires/TrucksECLEcolab$11,9440.0%510.0%Basic MaterialsICFiShares Cohen & Steers REIT ETF$10,718$11,922 ▼-52.7%1780.0%ETFGEGeneral Electric$10,4230.0%620.0%TransportationCTVACorteva$9,946$57 ▲0.6%1750.0%Consumer StaplesNVONovo Nordisk A/S$9,8930.0%1150.0%MedicalUNMUnum Group$9,835$146 ▲1.5%1350.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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