New World Advisors LLC Purchases and Sells in Q1 2025

New World Advisors LLC

$442 Million
Q1 2025

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	31.8K + 93.37%	$554.06 - $615.85 $17.6M - $19.6M	65.8K $37M
IJR	58K + 2500.56%	$102.49 - $119.96 $5.95M - $6.96M	60.3K $6.31M
MSFT	3.96K + 61.3%	$375.39 - $447.2 $1.49M - $1.77M	10.4K $3.91M
V	789 + 26.61%	$306.92 - $362.71 $242K - $286K	3.75K $1.32M
EFV	4.68K + 56.21%	$51.88 - $60.73 $243K - $284K	13K $767K
LLY	349 + 47.87%	$725.72 - $929.72 $253K - $324K	1.08K $890K

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AON	1.14K New	$348.44 - $409.32 $395K - $465K	1.14K $452K
DVN	7.38K New	$33.15 - $38.55 $245K - $285K	7.38K $276K
UCTT	12.1K New	$21.41 - $39.15 $259K - $473K	12.1K $258K
SBUX	2.62K New	$91.75 - $115.81 $240K - $303K	2.62K $256K
CSGP	2.91K New	$69.29 - $80.37 $201K - $234K	2.91K $230K
VZ	4.95K New	$37.81 - $46.49 $187K - $230K	4.95K $224K

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGSB	-21.6K - 31.4%	$51.52 - $52.37 $1.11M - $1.13M	47.1K $2.47M
SUB	-4.46K - 31.13%	$105.3 - $106.24 $470K - $474K	9.87K $1.04M
ARKK	-1.81K - 5.49%	$47.25 - $67.02 $85.4K - $121K	31.1K $1.48M
NOW	-130 - 21.59%	$783.83 - $1170.39 $102K - $152K	472 $375K
HYG	-3.26K - 40.33%	$78.51 - $80.11 $256K - $261K	4.82K $380K
NFLX	-230 - 32.21%	$828.4 - $1058.6 $191K - $243K	484 $451K

Activity Summary All Purchases 63 New Holdings 9 Increased Positions 54 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New World Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New World Advisors LLC with notifications on news.