New World Advisors LLC Portfolio Holdings
New World Advisors LLC
- $442 Million
- Q1 2025
New World Advisors LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $442 Million distributed in 79 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tjx Companies Inc with a value of $346M, Ishares Core S&P 500 ETF with a value of $37M, Ishares Core S&P Sm Cap ETF with a value of $6.31M, Apple Inc. with a value of $5.96M, and Microsoft Corp with a value of $3.91M.
Examining the 13F form we can see an increase of $27M in the current position value, from $415M to 442M.
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
$442 Million
Consumer Cyclical: $353 Million
ETFs: $54 Million
Technology: $16.8 Million
Financial Services: $6.01 Million
Healthcare: $5.3 Million
Communication Services: $3.67 Million
Energy: $1.53 Million
Industrials: $1.07 Million
Other: $900,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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