New World Advisors LLC Incresed Positions in Q4 2024

New World Advisors LLC

  • $415 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
142K
+ 5.23%
$112.15 - $127.2 $15.9M - $18M
2.85M $345M
IVV
Ishares Core S&P 500 ETF

ETFs
11.5K
+ 50.92%
$570.51 - $610.59 $6.55M - $7.01M
34K $20M
AAPL
Apple Inc.

Technology
592
+ 2.31%
$221.69 - $259.02 $131K - $153K
26.2K $6.57M
HYG
Ishares Tr

ETFs
2.89K
+ 55.81%
$78.09 - $80.04 $226K - $231K
8.07K $635K
LLY
Eli Lilly & CO

Healthcare
328
+ 81.8%
$727.2 - $932.06 $239K - $306K
729 $562K
GOOG
Alphabet Inc.

Communication Services
43
+ 0.62%
$163.08 - $198.16 $7.01K - $8.52K
6.94K $1.32M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.89K
+ 25.72%
$96.64 - $101.23 $183K - $192K
9.25K $896K
ORCL
Oracle Corp

Technology
882
+ 27.71%
$165.41 - $192.43 $146K - $170K
4.07K $677K
BRP
Brp Group, Inc.

Financial Services
3.34K
+ 22.32%
N/A
18.3K $732K
ELY
Callaway Golf CO

Consumer Cyclical
6.5K
+ 30.06%
N/A
28.1K $528K
NCR
Ncr Corp

Technology
6.18K
+ 35.69%
N/A
23.5K $369K
VTI
Vanguard Total Stock Market Et

ETFs
235
+ 5.99%
$280.04 - $302.45 $65.8K - $71.1K
4.16K $1.2M
GOOGL
Alphabet Inc.

Communication Services
20
+ 0.52%
$161.86 - $196.66 $3.24K - $3.93K
3.86K $730K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
151
+ 8.41%
$442.29 - $483.08 $66.8K - $72.9K
1.95K $882K
PENN
Penn National Gaming Inc

Consumer Cyclical
1.8K
+ 11.39%
$18.13 - $22.34 $32.6K - $40.2K
17.6K $348K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
318
+ 15.88%
$113.92 - $127.38 $36.2K - $40.5K
2.32K $267K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
260
+ 7.32%
$101.77 - $113.02 $26.5K - $29.4K
3.81K $402K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
300
+ 8.7%
$88.59 - $94.57 $26.6K - $28.4K
3.75K $332K
ZTS
Zoetis Inc.

Healthcare
631
+ 22.92%
$162.24 - $194.42 $102K - $123K
3.38K $551K
LGFB
Lions Gate Entmt Corp Cl B Non
600
+ 1.58%
N/A
38.7K $0
ELAN
Elanco Animal Health Inc

Healthcare
5.1K
+ 19.77%
$11.63 - $14.67 $59.3K - $74.8K
30.9K $374K
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.5%
$161.05 - $179.7 $966 - $1.08K
1.21K $202K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
64
+ 1.52%
$51.33 - $53.74 $3.29K - $3.44K
4.29K $220K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
100
+ 0.84%
$26.79 - $30.35 $2.68K - $3.04K
12K $325K
IEFA
Ishares Tr

ETFs
249
+ 3.15%
$70.06 - $77.43 $17.4K - $19.3K
8.15K $572K
MSFT
Microsoft Corp

Technology
24
+ 0.37%
$406.35 - $454.46 $9.75K - $10.9K
6.46K $2.72M
BAX
Baxter International Inc

Healthcare
1.07K
+ 11.15%
$28.63 - $37.84 $30.6K - $40.5K
10.7K $311K
MU
Micron Technology Inc

Technology
250
+ 5.99%
$84.16 - $113.41 $21K - $28.4K
4.43K $372K
Activity Summary
Buys All Purchases 37 New Holdings 8 Increased Positions 29 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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