Newton One Investments LLC Top Holdings and 13F Report (2025) About Newton One Investments LLCInvestment ActivityNewton One Investments LLC has $317.80 million in total holdings as of June 30, 2025.Newton One Investments LLC owns shares of 128 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.42% of the portfolio was purchased this quarter.About 1.11% of the portfolio was sold this quarter.This quarter, Newton One Investments LLC has purchased 118 new stocks and bought additional shares in 50 stocks.Newton One Investments LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Bond Market ETF $55,159,406iShares Core S&P 500 ETF $45,138,869Vanguard Growth ETF $39,115,612Vanguard Intermediate-Term Corporate Bond ETF $36,954,295Vanguard FTSE All-World ex-US ETF $25,258,412 Largest New Holdings this Quarter 92206C680 - Vanguard Russell 1000 Growth ETF $81,791 Holding92206C714 - Vanguard Russell 1000 Value ETF $70,810 Holding922908629 - Vanguard Mid-Cap ETF $46,732 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $34,338 Holding92206C664 - Vanguard Russell 2000 ETF $5,757 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 32,058 shares (about $19.90M)Vanguard Growth ETF 3,427 shares (about $1.50M)iShares Core S&P Mid-Cap ETF 18,018 shares (about $1.12M)iShares Core S&P Small-Cap ETF 3,016 shares (about $329.62K)Vanguard Value ETF 1,522 shares (about $269.00K) Largest Sales this Quarter Schwab U.S. Mid-Cap ETF 34,804 shares (about $976.25K)Vanguard Tax-Exempt Bond ETF 12,949 shares (about $634.89K)Vanguard Total Stock Market ETF 1,598 shares (about $485.68K)Vanguard FTSE All-World ex-US ETF 6,466 shares (about $434.64K)Vanguard Total World Stock ETF 3,310 shares (about $425.38K) 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$55,159,406$186,358 ▼-0.3%749,14317.4%ETFIVViShares Core S&P 500 ETF$45,138,869$19,904,839 ▲78.9%72,69914.2%ETFVUGVanguard Growth ETF$39,115,612$1,502,390 ▲4.0%89,22412.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$36,954,295$18,491 ▼-0.1%445,66211.6%ETFVEUVanguard FTSE All-World ex-US ETF$25,258,412$434,645 ▼-1.7%375,7577.9%ETFIJHiShares Core S&P Mid-Cap ETF$18,536,252$1,117,478 ▲6.4%298,8755.8%ETFVTEBVanguard Tax-Exempt Bond ETF$13,545,044$634,890 ▼-4.5%276,2604.3%ETFIWDiShares Russell 1000 Value ETF$10,014,886$31,077 ▲0.3%51,5623.2%ETFVWOVanguard FTSE Emerging Markets ETF$9,793,737$43,179 ▼-0.4%198,0133.1%ETFVTIVanguard Total Stock Market ETF$9,046,715$485,677 ▼-5.1%29,7662.8%ETFIXUSiShares Core MSCI Total International Stock ETF$7,721,050$23,502 ▲0.3%99,8712.4%ManufacturingIJTiShares S&P Small-Cap 600 Growth ETF$7,645,968$25,278 ▼-0.3%57,4712.4%ETFSCHMSchwab U.S. Mid-Cap ETF$5,366,163$976,253 ▼-15.4%191,3071.7%ETFVBVanguard Small-Cap ETF$4,908,045$56,164 ▼-1.1%20,7111.5%ETFVTVVanguard Value ETF$4,479,307$268,999 ▲6.4%25,3441.4%ETFIJRiShares Core S&P Small-Cap ETF$3,495,946$329,617 ▲10.4%31,9881.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,128,731$46,365 ▲1.5%23,2811.0%ETFAAPLApple$2,044,083$96,634 ▼-4.5%9,9630.6%Computer and TechnologyVBRVanguard Small-Cap Value ETF$1,989,805$32,175 ▼-1.6%10,2040.6%ETFSPYSPDR S&P 500 ETF Trust$1,832,291$27,799 ▲1.5%2,9660.6%FinanceVTVanguard Total World Stock ETF$1,129,390$425,385 ▼-27.4%8,7880.4%ETFIWOiShares Russell 2000 Growth ETF$710,348$858 ▲0.1%2,4850.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$605,905$2,587 ▲0.4%6,0900.2%ETFVXFVanguard Extended Market ETF$498,807$193 ▲0.0%2,5880.2%ETFCEGConstellation Energy$492,2090.0%1,5250.2%EnergyAONAON$476,4520.0%1,3350.1%FinanceIWFiShares Russell 1000 Growth ETF$461,6370.0%1,0870.1%ETFIVWiShares S&P 500 Growth ETF$455,2480.0%4,1350.1%ETFVVVanguard Large-Cap ETF$410,2500.0%1,4380.1%ETFMETAMeta Platforms$404,384$738 ▲0.2%5480.1%Computer and TechnologyGSThe Goldman Sachs Group$357,053$1,417 ▲0.4%5040.1%FinanceDFUVDimensional US Marketwide Value ETF$353,275$1,607 ▲0.5%8,3560.1%ETFIVEiShares S&P 500 Value ETF$342,3980.0%1,7520.1%ETFORCLOracle$338,136$1,311 ▲0.4%1,5470.1%Computer and TechnologyDEDeere & Company$328,129$1,017 ▲0.3%6450.1%IndustrialsJPMJPMorgan Chase & Co.$311,879$1,739 ▲0.6%1,0760.1%FinanceMCDMcDonald's$305,735$1,754 ▲0.6%1,0460.1%Retail/WholesaleAMZNAmazon.com$280,8200.0%1,2800.1%Retail/WholesaleIWViShares Russell 3000 ETF$204,709$351 ▲0.2%5830.1%ETFVGKVanguard FTSE Europe ETF$202,124$2,868 ▲1.4%2,6080.1%ETFEXCExelon$198,7720.0%4,5780.1%UtilitiesUNHUnitedHealth Group$191,588$1,248 ▲0.7%6140.1%MedicalVYMVanguard High Dividend Yield ETF$171,714$47,995 ▼-21.8%1,2880.1%ETFVPLVanguard FTSE Pacific ETF$169,328$329 ▲0.2%2,0600.1%ETFSCHCSchwab International Small-Cap Equity ETF$161,764$341 ▲0.2%3,7980.1%ETFPMPhilip Morris International$155,669$546 ▲0.4%8550.0%Consumer StaplesDFASDimensional U.S. Small Cap ETF$147,188$191 ▲0.1%2,3100.0%ETFSCHESchwab Emerging Markets Equity ETF$146,635$181 ▲0.1%4,8650.0%ETFPGProcter & Gamble$139,584$956 ▲0.7%8760.0%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$135,381$40,815 ▲43.2%1,6220.0%ETFVIGVanguard Dividend Appreciation ETF$128,3760.0%6270.0%ETFDOLWisdomTree International LargeCap Dividend Fund$115,987$23,531 ▼-16.9%1,9470.0%FinanceBRK.BBerkshire Hathaway$105,4130.0%2170.0%FinanceIBMInternational Business Machines$103,559$590 ▲0.6%3510.0%Computer and TechnologyIYWiShares U.S. Technology ETF$82,8330.0%4780.0%ManufacturingPEPPepsiCo$81,979$924 ▲1.1%6210.0%Consumer StaplesVONGVanguard Russell 1000 Growth ETF$81,791$81,791 ▲New Holding7490.0%ETFVONVVanguard Russell 1000 Value ETF$70,810$70,810 ▲New Holding8310.0%ETFGOOGLAlphabet$70,6210.0%4010.0%Computer and TechnologyIWMiShares Russell 2000 ETF$70,6180.0%3270.0%FinanceESGVVanguard ESG U.S. Stock ETF$67,595$219 ▲0.3%6170.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$64,0200.0%6820.0%ETFATECAlphatec$61,0500.0%5,5000.0%MedicalMDYSPDR S&P MidCap 400 ETF Trust$57,9930.0%1020.0%ETFDGROiShares Core Dividend Growth ETF$55,1280.0%8620.0%ETFEMREmerson Electric$52,296$133 ▲0.3%3920.0%IndustrialsPPLPPL$51,6490.0%1,5240.0%UtilitiesNFLXNetflix$50,8870.0%380.0%Consumer DiscretionaryDGRWWisdomTree U.S. Quality Dividend Growth Fund$49,8260.0%5950.0%ManufacturingCVXChevron$46,859$573 ▲1.2%3270.0%EnergyVOVanguard Mid-Cap ETF$46,732$46,732 ▲New Holding1670.0%ETFCWISPDR MSCI ACWI ex-US ETF$46,354$621 ▲1.4%1,4190.0%ETFADPAutomatic Data Processing$45,3830.0%1470.0%Computer and TechnologyVZVerizon Communications$42,550$43 ▲0.1%9830.0%Computer and TechnologyVANECK BITCOIN ETF$40,3430.0%1,3240.0%SH BEN INTMSFTMicrosoft$37,3840.0%750.0%Computer and TechnologyAPDAir Products and Chemicals$37,3570.0%1320.0%Basic MaterialsIEMGiShares Core MSCI Emerging Markets ETF$34,338$34,338 ▲New Holding5720.0%ETFQUALiShares MSCI USA Quality Factor ETF$33,822$36,199 ▼-51.7%1850.0%ETFTSLATesla$33,3550.0%1050.0%Auto/Tires/TrucksTAT&T$27,4930.0%9500.0%Computer and TechnologyWFCWells Fargo & Company$24,662$160 ▲0.7%3080.0%FinanceMOAltria Group$23,368$410 ▲1.8%3990.0%Consumer StaplesJNJJohnson & Johnson$23,093$153 ▲0.7%1510.0%MedicalXOMExxon Mobil$21,652$215 ▲1.0%2010.0%EnergyUTZUtz Brands$21,399$88 ▲0.4%1,7050.0%Consumer StaplesQCOMQUALCOMM$20,9260.0%1310.0%Computer and TechnologyPINSPinterest$17,9300.0%5000.0%Computer and TechnologyVSGXVanguard ESG International Stock ETF$17,625$197 ▲1.1%2690.0%ETFCMCSAComcast$17,5240.0%4910.0%Consumer DiscretionaryMDLZMondelez International$16,292$135 ▲0.8%2420.0%Consumer StaplesGEGE Aerospace$16,1370.0%630.0%AerospaceMMM3M$15,4290.0%1010.0%Multi-Sector ConglomeratesSCZiShares MSCI EAFE Small-Cap ETF$15,411$218 ▲1.4%2120.0%ETFLYFTLyft$15,1620.0%9620.0%Computer and TechnologyHDHome Depot$14,7460.0%400.0%Retail/WholesaleECLEcolab$13,8090.0%510.0%Basic MaterialsCTVACorteva$13,0800.0%1750.0%Consumer StaplesDDDuPont de Nemours$12,202$69 ▲0.6%1780.0%Basic MaterialsCSCOCisco Systems$11,1740.0%1610.0%Computer and TechnologyShowing 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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