Newton One Investments LLC Purchases and Sells in Q2 2025

Newton One Investments LLC

$318 Million
Q2 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	32.1K + 78.88%	$498.8 - $620.9 $16M - $19.9M	72.7K $45.1M
VUG	3.43K + 3.99%	$329.49 - $438.4 $1.13M - $1.5M	89.2K $39.1M
IJH	18K + 6.42%	$51.16 - $62.02 $922K - $1.12M	299K $18.5M
IXUS	304 + 0.31%	$62.37 - $77.63 $19K - $23.6K	99.9K $7.72M
VSS	345 + 1.5%	$104.23 - $134.39 $36K - $46.4K	23.3K $3.13M
IJR	3.02K + 10.41%	$90.56 - $109.49 $273K - $330K	32K $3.5M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VONG	749 New	$82.51 - $109.2 $61.8K - $81.8K	749 $81K
VONV	831 New	$73.19 - $85.21 $60.8K - $70.8K	831 $70K
VO	167 New	$228.54 - $279.83 $38.2K - $46.7K	167 $46K
IEMG	572 New	N/A	572 $30K
USIG	109 New	$49.73 - $51.44 $5.42K - $5.61K	109 $5K
VTWO	66 New	$70.56 - $87.22 $4.66K - $5.76K	66 $5K

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-12.9K - 4.48%	$48.13 - $49.85 $623K - $646K	276K $13.5M
SCHM	-34.8K - 15.39%	$22.92 - $28.05 $798K - $976K	191K $5.37M
AAPL	-471 - 4.51%	$172.42 - $223.89 $81.2K - $105K	9.96K $2.04M
VT	-3.31K - 27.36%	$103.16 - $128.52 $341K - $425K	8.79K $1.13M
BND	-2.53K - 0.34%	$72.02 - $73.82 $182K - $187K	749K $55.2M
VYM	-360 - 21.84%	$114.78 - $133.31 $41.3K - $48K	1.29K $171K

Activity Summary All Purchases 61 New Holdings 11 Increased Positions 50 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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