New World Advisors LLC Purchases in Q2 2025

New World Advisors LLC

  • $470 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
17.7K
+ 26.88%
$498.8 - $620.9 $8.82M - $11M
83.4K $51.8M
TJX
Tjx Companies Inc

Consumer Cyclical
23K
+ 0.81%
$119.13 - $135.03 $2.74M - $3.11M
2.86M $354M
NVDA
Nvidia Corp

Technology
13.6K
+ 153.82%
$94.31 - $157.99 $1.28M - $2.15M
22.5K $3.55M
MSFT
Microsoft Corp

Technology
1.45K
+ 13.93%
$354.56 - $497.45 $515K - $722K
11.9K $5.91M
META
Meta Platforms, Inc.

Communication Services
1.66K
New
$484.66 - $738.09 $804K - $1.22M
1.66K $1.22M
VTI
Vanguard Total Stock Market Et

ETFs
3.51K
+ 84.53%
$243.75 - $303.93 $856K - $1.07M
7.67K $2.33M
GOOGL
Alphabet Inc.

Communication Services
3.53K
+ 76.95%
$144.7 - $178.6 $511K - $631K
8.12K $1.43M
JPM
Jpmorgan Chase & CO

Financial Services
2.11K
+ 90.44%
$210.28 - $289.91 $443K - $611K
4.44K $1.29M
AVGO
Broadcom Inc.

Technology
2.48K
New
$146.29 - $275.65 $363K - $684K
2.48K $683K
TSLA
Tesla, Inc.

Consumer Cyclical
1.42K
+ 174.82%
$221.86 - $362.89 $316K - $516K
2.24K $710K
AAPL
Apple Inc.

Technology
3.77K
+ 14.06%
$172.42 - $223.89 $651K - $845K
30.6K $6.28M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
227
+ 0.38%
$90.56 - $109.49 $20.6K - $24.9K
60.6K $6.62M
ABBV
Abb Vie Inc.

Healthcare
1.63K
New
$170.16 - $206.27 $278K - $337K
1.63K $302K
QQQ
Invesco Qqq Trust, Series 1

ETFs
508
New
$416.06 - $551.64 $211K - $280K
508 $280K
XOM
Exxon Mobil Corp

Energy
3.62K
+ 34.43%
$99.93 - $119.04 $362K - $431K
14.1K $1.52M
CVX
Chevron Corp

Energy
1.9K
New
$133.73 - $168.51 $254K - $319K
1.9K $271K
CAT
Caterpillar Inc

Industrials
664
New
$273.94 - $388.21 $182K - $258K
664 $257K
WMT
Walmart Inc.

Consumer Defensive
2.55K
New
$81.79 - $99.98 $209K - $255K
2.55K $249K
KO
Coca Cola CO

Consumer Defensive
3.44K
New
$68.37 - $73.9 $235K - $254K
3.44K $243K
IBM
International Business Machines Corp

Technology
588
+ 40.89%
$221.03 - $294.78 $130K - $173K
2.03K $597K
MRK
Merck & Co., Inc.

Healthcare
2.98K
New
$73.47 - $87.12 $219K - $260K
2.98K $236K
HD
Home Depot, Inc.

Consumer Cyclical
636
+ 29.85%
$335.24 - $380.78 $213K - $242K
2.77K $1.01M
WFC
Wells Fargo & Company

Financial Services
2.84K
New
$60.98 - $80.12 $173K - $228K
2.84K $227K
PM
Philip Morris International Inc.

Consumer Defensive
1.24K
New
$149.23 - $184.95 $185K - $229K
1.24K $225K
COST
Costco Wholesale Corp

Consumer Defensive
212
+ 84.46%
$908.13 - $1056.85 $193K - $224K
463 $458K
NFLX
Netflix Inc

Communication Services
14
+ 2.89%
$855.86 - $1339.13 $12K - $18.7K
498 $666K
SPY
Spdr S&P 500 ETF Trust

ETFs
345
New
$496.48 - $617.85 $171K - $213K
345 $213K
T
At&T Inc.

Communication Services
7.03K
+ 68.12%
$26.33 - $28.94 $185K - $204K
17.4K $502K
LMT
Lockheed Martin Corp

Industrials
442
New
$430.82 - $486.45 $190K - $215K
442 $204K
PG
Procter & Gamble CO

Consumer Defensive
1.25K
+ 103.22%
$157.66 - $172.39 $197K - $215K
2.46K $391K
JNJ
Johnson & Johnson

Healthcare
1.35K
+ 61.39%
$146.36 - $159.82 $197K - $215K
3.54K $540K
EFV
Msci Eafe Value ETF

ETFs
1.45K
+ 11.12%
$52.4 - $64.65 $75.9K - $93.6K
14.5K $918K
NEE
Nextera Energy Inc

Utilities
1.81K
+ 56.49%
$64.11 - $75.0 $116K - $136K
5.03K $348K
VIG
Vanguard Dividend Appreciation

ETFs
586
+ 38.96%
N/A
2.09K $380K
AMGN
Amgen Inc

Healthcare
456
+ 64.86%
$262.28 - $309.85 $120K - $141K
1.16K $323K
MMM
3 M CO

Industrials
460
+ 11.32%
$126.09 - $154.15 $58K - $70.9K
4.52K $688K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
931
+ 21.74%
$85.42 - $94.39 $79.5K - $87.9K
5.21K $489K
DWM
Wisdomtree Tr

ETFs
703
+ 14.2%
$52.06 - $63.91 $36.6K - $44.9K
5.65K $359K
VZ
Verizon Communications Inc

Communication Services
1.66K
+ 33.61%
$41.67 - $45.62 $69.3K - $75.8K
6.61K $285K
GBDC
Golub Capital Bdc, Inc.

Financial Services
3.83K
+ 15.03%
$13.03 - $15.28 $49.9K - $58.5K
29.3K $429K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
119
+ 1.85%
$71.28 - $83.74 $8.48K - $9.97K
6.57K $549K
UNH
Unitedhealth Group Inc

Healthcare
435
+ 84.47%
$274.35 - $599.47 $119K - $261K
950 $296K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
175
+ 4.05%
$51.1 - $53.29 $8.94K - $9.33K
4.5K $239K
SUB
Ishares Short Term National Mu

ETFs
48
+ 0.49%
$104.77 - $106.34 $5.03K - $5.1K
9.92K $1.05M
HYG
Ishares Tr

ETFs
17
+ 0.35%
$75.75 - $80.65 $1.29K - $1.37K
4.84K $389K
Lionsgate Studios Corp
18.9K
New
N/A
18.9K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
180
+ 8.55%
$483.48 - $539.8 $87K - $97.2K
2.29K $1.11M
Activity Summary
Buys All Purchases 48 New Holdings 15 Increased Positions 33 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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