New World Advisors LLC Purchases in Q3 2025

New World Advisors LLC

  • $546 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
462
+ 0.55%
$620.67 - $670.08 $287K - $310K
83.9K $56.2M
AAPL
Apple Inc.

Technology
3K
+ 9.81%
$202.38 - $256.87 $607K - $771K
33.6K $8.56M
NVDA
Nvidia Corp

Technology
6.24K
+ 27.75%
$153.3 - $186.58 $956K - $1.16M
28.7K $5.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.24K
+ 3.7%
$108.46 - $120.63 $243K - $270K
62.8K $7.46M
MSFT
Microsoft Corp

Technology
1.13K
+ 9.5%
$491.09 - $535.64 $554K - $604K
13K $6.73M
GOOGL
Alphabet Inc.

Communication Services
639
+ 7.87%
$174.36 - $254.72 $111K - $163K
8.76K $2.13M
AVGO
Broadcom Inc.

Technology
1.13K
+ 45.36%
$264.74 - $369.57 $298K - $416K
3.61K $1.19M
GOOG
Alphabet Inc.

Communication Services
469
+ 8.28%
$175.16 - $255.24 $82.2K - $120K
6.13K $1.49M
JPM
Jpmorgan Chase & CO

Financial Services
919
+ 20.69%
$282.78 - $316.06 $260K - $290K
5.36K $1.69M
EFV
Msci Eafe Value ETF

ETFs
4.89K
+ 33.78%
$62.79 - $68.42 $307K - $334K
19.4K $1.31M
PLTR
Palantir Technologies Inc.

Technology
1.8K
New
$130.68 - $186.97 $236K - $337K
1.8K $329K
TSLA
Tesla, Inc.

Consumer Cyclical
76
+ 3.4%
$293.94 - $444.72 $22.3K - $33.8K
2.31K $1.03M
GS
Goldman Sachs Group Inc

Financial Services
382
New
$696.56 - $806.32 $266K - $308K
382 $304K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
426
New
$567.77 - $614.76 $242K - $262K
426 $260K
ORCL
Oracle Corp

Technology
64
+ 1.71%
$218.96 - $328.33 $14K - $21K
3.8K $1.07M
AMZN
Amazon Com Inc

Consumer Cyclical
1.11K
+ 6.17%
$211.65 - $238.24 $234K - $263K
19K $4.18M
C
Citigroup Inc

Financial Services
2.42K
New
$85.57 - $103.49 $207K - $250K
2.42K $245K
IDXX
Idexx Laboratories Inc

Healthcare
365
New
$514.61 - $682.78 $188K - $249K
365 $233K
CSCO
Cisco Systems, Inc.

Technology
3.33K
New
$66.2 - $71.79 $220K - $239K
3.33K $227K
MU
Micron Technology Inc

Technology
1.34K
New
$104.88 - $168.89 $141K - $227K
1.34K $224K
PEP
Pepsico Inc

Consumer Defensive
1.56K
New
$133.81 - $152.16 $208K - $237K
1.56K $218K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
351
+ 15.35%
$459.11 - $506.91 $161K - $178K
2.64K $1.33M
RTX
Raytheon Technologies Corp

Industrials
1.25K
New
$144.19 - $167.33 $181K - $210K
1.25K $209K
MS
Morgan Stanley

Financial Services
1.3K
New
$139.09 - $161.16 $181K - $210K
1.3K $207K
JCI
Johnson Controls International PLC

Industrials
1.82K
New
$103.24 - $111.73 $188K - $203K
1.82K $200K
JNJ
Johnson & Johnson

Healthcare
347
+ 9.8%
$155.17 - $185.42 $53.8K - $64.3K
3.89K $720K
WMT
Walmart Inc.

Consumer Defensive
1.56K
+ 61.02%
$94.4 - $104.27 $147K - $162K
4.11K $423K
XOM
Exxon Mobil Corp

Energy
749
+ 5.3%
$105.83 - $117.22 $79.3K - $87.8K
14.9K $1.68M
ABBV
Abb Vie Inc.

Healthcare
205
+ 12.56%
$184.85 - $231.54 $37.9K - $47.5K
1.84K $425K
MMM
3 M CO

Industrials
601
+ 13.28%
$144.41 - $160.2 $86.8K - $96.3K
5.13K $795K
CVX
Chevron Corp

Energy
524
+ 27.64%
$145.57 - $161.83 $76.3K - $84.8K
2.42K $375K
CAT
Caterpillar Inc

Industrials
88
+ 13.25%
$390.92 - $477.15 $34.4K - $42K
752 $358K
BAC
Bank Of America Corp

Financial Services
812
+ 9.2%
$44.92 - $52.42 $36.5K - $42.6K
9.63K $497K
NEE
Nextera Energy Inc

Utilities
562
+ 11.18%
$69.77 - $77.54 $39.2K - $43.6K
5.59K $421K
WFC
Wells Fargo & Company

Financial Services
632
+ 22.24%
$77.05 - $85.16 $48.7K - $53.8K
3.47K $291K
MRK
Merck & Co., Inc.

Healthcare
500
+ 16.77%
$77.6 - $87.37 $38.8K - $43.7K
3.48K $292K
LMT
Lockheed Martin Corp

Industrials
65
+ 14.71%
$410.74 - $499.21 $26.7K - $32.4K
507 $253K
NFLX
Netflix Inc

Communication Services
82
+ 16.47%
$1147.87 - $1297.18 $94.1K - $106K
580 $695K
DWM
Wisdomtree Tr

ETFs
7
+ 0.12%
$62.79 - $66.96 $440 - $469
5.66K $374K
DIS
Walt Disney CO

Communication Services
254
+ 10.61%
$112.25 - $124.0 $28.5K - $31.5K
2.65K $303K
NDAQ
Nasdaq, Inc.

Financial Services
3
+ 0.1%
$86.73 - $96.94 $260 - $291
3.11K $274K
PG
Procter & Gamble CO

Consumer Defensive
53
+ 2.16%
$150.47 - $161.22 $7.97K - $8.54K
2.51K $385K
NOW
Service Now, Inc.

Technology
34
+ 8.54%
$850.86 - $1044.69 $28.9K - $35.5K
432 $397K
GBDC
Golub Capital Bdc, Inc.

Financial Services
449
+ 1.53%
$13.69 - $15.48 $6.15K - $6.95K
29.8K $407K
Activity Summary
Buys All Purchases 45 New Holdings 11 Increased Positions 34 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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