New World Advisors LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $546 Million distributed in 77 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tjx Companies Inc with a value of $414M, Ishares Core S&P 500 ETF with a value of $56.2M, Apple Inc. with a value of $8.56M, Ishares Core S&P Sm Cap ETF with a value of $7.46M, and Microsoft Corp with a value of $6.73M.
Examining the 13F form we can see an increase of $76.2M in the current position value, from $470M to 546M.
New World Advisors LLC is based out at Hingham, MA
Below you can find more details about New World Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$546 Million
Consumer Cyclical: $420 Million
ETFs: $77.5 Million
Technology: $25.2 Million
Financial Services: $7.08 Million
Communication Services: $6.88 Million
Healthcare: $3.4 Million
Energy: $2.05 Million
Industrials: $1.82 Million
Other: $2.05 Million
Stock Holdings Table Market Cap. of $200 Billions or more
