New World Advisors LLC Reduced Holdings in Q3 2025

New World Advisors LLC

  • $546 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-7.69K
- 18.35%
$52.39 - $53.11 $403K - $408K
34.2K $1.81M
SUB
Ishares Short Term National Mu

ETFs
-1.61K
- 16.18%
$106.17 - $107.3 $170K - $172K
8.32K $887K
IBM
International Business Machines Corp

Technology
-463
- 22.85%
$234.77 - $292.47 $109K - $135K
1.56K $441K
LLY
Eli Lilly & CO

Healthcare
-108
- 11.24%
$625.65 - $812.69 $67.6K - $87.8K
853 $650K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-278
- 39.83%
$404.94 - $499.99 $113K - $139K
420 $203K
ABT
Abbott Laboratories

Healthcare
-539
- 15.56%
$120.51 - $136.62 $65K - $73.6K
2.93K $391K
T
At&T Inc.

Communication Services
-2.07K
- 11.93%
$26.94 - $29.62 $55.8K - $61.3K
15.3K $431K
AMGN
Amgen Inc

Healthcare
-253
- 21.83%
$271.18 - $309.22 $68.6K - $78.2K
906 $255K
V
Visa Inc.

Financial Services
-59
- 1.71%
$332.09 - $358.86 $19.6K - $21.2K
3.38K $1.15M
UNH
Unitedhealth Group Inc

Healthcare
-283
- 29.79%
$237.77 - $353.61 $67.3K - $100K
667 $230K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-677
- 12.99%
$92.18 - $95.14 $62.4K - $64.4K
4.54K $431K
IEFA
Ishares Tr

ETFs
-842
- 11.45%
$81.7 - $87.53 $68.8K - $73.7K
6.51K $568K
KO
Coca Cola CO

Consumer Defensive
-345
- 10.03%
$65.67 - $71.67 $22.7K - $24.7K
3.1K $205K
VZ
Verizon Communications Inc

Communication Services
-601
- 9.1%
$40.84 - $45.06 $24.5K - $27.1K
6.01K $263K
HD
Home Depot, Inc.

Consumer Cyclical
-306
- 11.06%
$357.4 - $423.42 $109K - $130K
2.46K $997K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-505
- 10.3%
$68.24 - $73.73 $34.5K - $37.2K
4.4K $323K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-153
- 3.18%
$97.75 - $100.75 $15K - $15.4K
4.66K $466K
SHOP
Shopify Inc.

Technology
-1.05K
- 23.56%
$112.11 - $157.12 $118K - $165K
3.41K $507K
MA
Mastercard Inc

Financial Services
-19
- 1.55%
$550.18 - $598.96 $10.5K - $11.4K
1.21K $685K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-74
- 1.65%
$52.55 - $54.37 $3.89K - $4.02K
4.42K $239K
HYG
Ishares Tr

ETFs
-23
- 0.48%
$79.85 - $81.32 $1.84K - $1.87K
4.81K $390K
SPY
Spdr S&P 500 ETF Trust

ETFs
-13
- 3.77%
$617.65 - $666.84 $8.03K - $8.67K
332 $221K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-17
- 3.35%
$546.99 - $602.2 $9.3K - $10.2K
491 $294K
VTI
Vanguard Total Stock Market Et

ETFs
-68
- 0.89%
$303.93 - $329.86 $20.7K - $22.4K
7.6K $2.49M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.27K
- 7.89%
$68.94 - $86.3 $156K - $195K
26.5K $2.28M
TJX
Tjx Companies Inc

Consumer Cyclical
-192
- 0.01%
$121.35 - $144.54 $23.3K - $27.8K
2.86M $414M
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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