Newton One Investments LLC Top Holdings and 13F Report (2025) About Newton One Investments LLCInvestment ActivityNewton One Investments LLC has $279.65 million in total holdings as of March 31, 2025.Newton One Investments LLC owns shares of 118 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 9.99% of the portfolio was purchased this quarter.About 1.37% of the portfolio was sold this quarter.This quarter, Newton One Investments LLC has purchased 122 new stocks and bought additional shares in 54 stocks.Newton One Investments LLC sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $55,210,491Vanguard Intermediate-Term Corporate Bond ETF $36,455,546Vanguard Growth ETF $31,815,405Vanguard FTSE All-World ex-US ETF $23,185,620iShares Core S&P 500 ETF $22,836,339 Largest Purchases this Quarter iShares Core S&P 500 ETF 36,541 shares (about $20.53M)Vanguard Total Bond Market ETF 35,915 shares (about $2.64M)Vanguard FTSE All-World ex-US ETF 20,908 shares (about $1.27M)Vanguard Intermediate-Term Corporate Bond ETF 12,171 shares (about $995.10K)Vanguard FTSE Emerging Markets ETF 11,798 shares (about $533.98K) Largest Sales this Quarter Vanguard Total World Stock ETF 25,457 shares (about $2.95M)iShares Core S&P Small-Cap ETF 5,333 shares (about $557.66K)iShares Core MSCI EAFE ETF 930 shares (about $70.34K)iShares Russell 1000 Value ETF 346 shares (about $65.10K)Vanguard ESG US Stock ETF 298 shares (about $29.19K) 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$55,210,491$2,637,958 ▲5.0%751,67419.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$36,455,546$995,101 ▲2.8%445,88513.0%ETFVUGVanguard Growth ETF$31,815,405$155,004 ▲0.5%85,79711.4%ETFVEUVanguard FTSE All-World ex-US ETF$23,185,620$1,268,278 ▲5.8%382,2238.3%ETFIVViShares Core S&P 500 ETF$22,836,339$20,532,533 ▲891.2%40,6418.2%ETFIJHiShares Core S&P Mid-Cap ETF$16,388,005$190,221 ▲1.2%280,8575.9%ETFVTEBVanguard Tax-Exempt Bond ETF$14,350,533$347,290 ▲2.5%289,2095.1%ETFIWDiShares Russell 1000 Value ETF$9,671,867$65,104 ▼-0.7%51,4023.5%ETFVWOVanguard FTSE Emerging Markets ETF$9,001,571$533,977 ▲6.3%198,8863.2%ETFVTIVanguard Total Stock Market ETF$8,620,125$327,061 ▲3.9%31,3643.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$7,178,793$476,337 ▲7.1%57,6612.6%ETFIXUSiShares Core MSCI Total International Stock ETF$6,950,793$94,314 ▲1.4%99,5672.5%ManufacturingSCHMSchwab U.S. Mid-Cap ETF$5,924,120$11,161 ▼-0.2%226,1112.1%ETFVBVanguard Small-Cap ETF$4,645,289$15,301 ▲0.3%20,9481.7%ETFVTVVanguard Value ETF$4,115,021$1,555 ▼0.0%23,8221.5%ETFIJRiShares Core S&P Small-Cap ETF$3,029,560$557,664 ▼-15.5%28,9721.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,651,455$240,222 ▲10.0%22,9360.9%ETFAAPLApple$2,317,652$2,443 ▲0.1%10,4340.8%Computer and TechnologyVBRVanguard Small-Cap Value ETF$1,931,553$19,932 ▲1.0%10,3690.7%ETFSPYSPDR S&P 500 ETF Trust$1,633,918$20,137 ▼-1.2%2,9210.6%FinanceVTVanguard Total World Stock ETF$1,402,751$2,951,714 ▼-67.8%12,0980.5%ETFIWOiShares Russell 2000 Growth ETF$634,325$17,123 ▲2.8%2,4820.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$591,072$2,242 ▲0.4%6,0640.2%ETFAONAON$532,9840.0%1,3350.2%FinanceVXFVanguard Extended Market ETF$445,626$172 ▼0.0%2,5870.2%ETFIWFiShares Russell 1000 Growth ETF$392,606$9,030 ▼-2.2%1,0870.1%ETFIVWiShares S&P 500 Growth ETF$383,8390.0%4,1350.1%ETFVVVanguard Large-Cap ETF$369,5990.0%1,4380.1%ETFDFUVDimensional US Marketwide Value ETF$342,796$1,319 ▲0.4%8,3180.1%ETFIVEiShares S&P 500 Value ETF$333,917$6,290 ▼-1.8%1,7520.1%ETFMCDMcDonald's$324,944$1,875 ▲0.6%1,0400.1%Retail/WholesaleUNHUnitedHealth Group$319,378$524 ▼-0.2%6100.1%MedicalMETAMeta Platforms$315,5460.0%5470.1%Computer and TechnologyCEGConstellation Energy$307,4860.0%1,5250.1%EnergyDEDeere & Company$301,854$939 ▲0.3%6430.1%IndustrialsGSThe Goldman Sachs Group$274,399$1,093 ▲0.4%5020.1%FinanceJPMJPMorgan Chase & Co.$262,366$1,226 ▲0.5%1,0700.1%FinanceAMZNAmazon.com$243,5330.0%1,2800.1%Retail/WholesaleORCLOracle$215,432$419 ▲0.2%1,5410.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$212,536$28,244 ▼-11.7%1,6480.1%ETFEXCExelon$210,9490.0%4,5780.1%UtilitiesIWViShares Russell 3000 ETF$184,770$20,001 ▼-9.8%5820.1%ETFVGKVanguard FTSE Europe ETF$180,490$772 ▲0.4%2,5710.1%ETFVPLVanguard FTSE Pacific ETF$148,958$869 ▲0.6%2,0560.1%ETFPGProcter & Gamble$148,336$853 ▲0.6%8700.1%Consumer StaplesDFASDimensional U.S. Small Cap ETF$137,855$120 ▲0.1%2,3070.0%ETFSCHCSchwab International Small-Cap Equity ETF$135,9800.0%3,7900.0%ETFPMPhilip Morris International$135,209$635 ▲0.5%8520.0%Consumer StaplesSCHESchwab Emerging Markets Equity ETF$133,9750.0%4,8590.0%ETFDOLWisdomTree International LargeCap Dividend Fund$128,9840.0%2,3420.0%FinanceVIGVanguard Dividend Appreciation ETF$121,677$582 ▲0.5%6270.0%ETFBRK.BBerkshire Hathaway$115,5700.0%2170.0%FinancePEPPepsiCo$92,098$1,650 ▲1.8%6140.0%Consumer StaplesIBMInternational Business Machines$86,827$498 ▲0.6%3490.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$85,690$70,337 ▼-45.1%1,1330.0%ETFIYWiShares U.S. Technology ETF$67,1040.0%4780.0%ManufacturingQUALiShares MSCI USA Quality Factor ETF$65,4510.0%3830.0%ETFIWMiShares Russell 2000 ETF$65,153$18,530 ▼-22.1%3270.0%FinanceUSMViShares MSCI USA Min Vol Factor ETF$63,877$6,369 ▼-9.1%6820.0%ETFGOOGLAlphabet$61,9690.0%4010.0%Computer and TechnologyESGVVanguard ESG US Stock ETF$60,243$29,191 ▼-32.6%6150.0%ETFATECAlphatec$55,7700.0%5,5000.0%MedicalPPLPPL$55,0320.0%1,5240.0%UtilitiesMDYSPDR S&P MidCap 400 ETF Trust$54,614$10,173 ▼-15.7%1020.0%ETFCVXChevron$54,104$503 ▲0.9%3230.0%EnergyDGROiShares Core Dividend Growth ETF$53,2660.0%8620.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$47,5170.0%5950.0%ManufacturingADPAutomatic Data Processing$44,820$305 ▲0.7%1470.0%Business ServicesVZVerizon Communications$44,559$45 ▲0.1%9820.0%Computer and TechnologyEMREmerson Electric$42,824$219 ▲0.5%3910.0%IndustrialsCWISPDR MSCI ACWI ex-US ETF$41,4020.0%1,4000.0%ETFAPDAir Products and Chemicals$38,813$294 ▲0.8%1320.0%Basic MaterialsNFLXNetflix$35,4370.0%380.0%Consumer DiscretionaryVANECK BITCOIN ETF$30,863$23,147 ▲300.0%1,3240.0%SH BEN INTMSFTMicrosoft$28,194$11,278 ▲66.7%750.0%Computer and TechnologyTSLATesla$27,212$19,437 ▲250.0%1050.0%Auto/Tires/TrucksTAT&T$26,8660.0%9500.0%Computer and TechnologyJNJJohnson & Johnson$24,9340.0%1500.0%MedicalUTZUtz Brands$23,902$99 ▲0.4%1,6980.0%Consumer StaplesXOMExxon Mobil$23,669$238 ▲1.0%1990.0%EnergyMOAltria Group$23,517$480 ▲2.1%3920.0%Consumer StaplesWFCWells Fargo & Company$21,979$72 ▲0.3%3060.0%FinanceQCOMQUALCOMM$20,070$153 ▲0.8%1310.0%Computer and TechnologyCMCSAComcast$18,1180.0%4910.0%Consumer DiscretionaryMDLZMondelez International$16,278$136 ▲0.8%2400.0%Consumer StaplesVSGXVanguard ESG International Stock ETF$15,716$473 ▼-2.9%2660.0%ETFPINSPinterest$15,5000.0%5000.0%Computer and TechnologyMMM3M$14,809$147 ▲1.0%1010.0%Multi-Sector ConglomeratesHDHome Depot$14,7400.0%400.0%Retail/WholesaleSCZiShares MSCI EAFE Small-Cap ETF$13,2700.0%2090.0%ETFDDDuPont de Nemours$13,206$75 ▲0.6%1770.0%Basic MaterialsECLEcolab$12,9580.0%510.0%Basic MaterialsGEGE Aerospace$12,526$199 ▲1.6%630.0%IndustrialsOEFiShares S&P 100 ETF$12,5180.0%460.0%ETFLYFTLyft$11,4190.0%9620.0%Computer and TechnologyUNMUnum Group$11,0310.0%1350.0%FinanceCTVACorteva$11,0190.0%1750.0%Consumer StaplesCSCOCisco Systems$9,939$62 ▲0.6%1610.0%Computer and TechnologyKOCoca-Cola$9,5140.0%1330.0%Consumer StaplesDDominion Energy$8,209$56 ▲0.7%1460.0%UtilitiesShowing 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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