New World Advisors LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $442 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tjx Companies Inc with a value of $346M, Ishares Core S&P 500 ETF with a value of $37M, Ishares Core S&P Sm Cap ETF with a value of $6.31M, Apple Inc. with a value of $5.96M, and Microsoft Corp with a value of $3.91M.

Examining the 13F form we can see an increase of $27M in the current position value, from $415M to 442M.

New World Advisors LLC is based out at Hingham, MA

Below you can find more details about New World Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $442 Million
Consumer Cyclical: $353 Million
ETFs: $54 Million
Technology: $16.8 Million
Financial Services: $6.01 Million
Healthcare: $5.3 Million
Communication Services: $3.67 Million
Energy: $1.53 Million
Industrials: $1.07 Million
Other: $900,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $442 Million
  • Prior Value $415 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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