Newton One Investments LLC Purchases in Q2 2025

Newton One Investments LLC

  • $318 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
32.1K
+ 78.88%
$498.8 - $620.9 $16M - $19.9M
72.7K $45.1M
VUG
Vanguard Growth ETF

ETFs
3.43K
+ 3.99%
$329.49 - $438.4 $1.13M - $1.5M
89.2K $39.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18K
+ 6.42%
$51.16 - $62.02 $922K - $1.12M
299K $18.5M
IXUS
Ishares Tr

ETFs
304
+ 0.31%
$62.37 - $77.63 $19K - $23.6K
99.9K $7.72M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
345
+ 1.5%
$104.23 - $134.39 $36K - $46.4K
23.3K $3.13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.02K
+ 10.41%
$90.56 - $109.49 $273K - $330K
32K $3.5M
VTV
Vanguard Value ETF

ETFs
1.52K
+ 6.39%
$153.67 - $176.74 $234K - $269K
25.3K $4.48M
IWD
Ishares Russell 1000 Val ETF

ETFs
160
+ 0.31%
$166.82 - $194.23 $26.7K - $31.1K
51.6K $10M
SPY
Spdr S&P 500 ETF Trust

ETFs
45
+ 1.54%
$496.48 - $617.85 $22.3K - $27.8K
2.97K $1.83M
ORCL
Oracle Corp

Technology
6
+ 0.39%
$122.82 - $218.63 $737 - $1.31K
1.55K $338K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.4%
$462.22 - $707.75 $924 - $1.42K
504 $356K
VONG
Vanguard Russell 1000 Growth E

ETFs
749
New
$82.51 - $109.2 $61.8K - $81.8K
749 $81K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.12%
$224.16 - $285.86 $672 - $858
2.49K $710K
VONV
Vanguard Russell 1000 Value Et

ETFs
831
New
$73.19 - $85.21 $60.8K - $70.8K
831 $70K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.04%
$150.43 - $192.71 $150 - $193
2.59K $498K
IEFA
Ishares Tr

ETFs
489
+ 43.16%
$67.83 - $84.09 $33.2K - $41.1K
1.62K $135K
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.56%
$210.28 - $289.91 $1.26K - $1.74K
1.08K $311K
VO
Vanguard Mid Cap ETF

ETFs
167
New
$228.54 - $279.83 $38.2K - $46.7K
167 $46K
IEMG
Ishares Inc

ETFs
572
New
N/A
572 $30K
DE
Deere & CO

Industrials
2
+ 0.31%
$412.99 - $531.48 $826 - $1.06K
645 $327K
SCHC
Schwab Strategic Tr Intl Small

ETFs
8
+ 0.21%
$32.41 - $42.59 $259 - $341
3.8K $161K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
37
+ 1.44%
$62.73 - $78.42 $2.32K - $2.9K
2.61K $202K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
4
+ 0.19%
$65.04 - $82.18 $260 - $329
2.06K $169K
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.35%
$149.23 - $184.95 $448 - $555
855 $155K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.17%
$281.67 - $351.0 $282 - $351
583 $204K
IBM
International Business Machines Corp

Technology
2
+ 0.57%
$221.03 - $294.78 $442 - $590
351 $103K
IJS
Ishares S&P Smallcap 600 Value

ETFs
26
+ 0.43%
$83.54 - $100.04 $2.17K - $2.6K
6.09K $605K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6
+ 0.12%
$24.38 - $30.18 $146 - $181
4.87K $146K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
38
+ 0.46%
$36.25 - $42.28 $1.38K - $1.61K
8.36K $353K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3
+ 0.13%
$52.31 - $63.72 $157 - $191
2.31K $147K
EMR
Emerson Electric CO

Industrials
1
+ 0.26%
$94.15 - $133.33 $94.2 - $133
392 $52K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2
+ 0.33%
$86.93 - $109.64 $174 - $219
617 $67K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
19
+ 1.36%
$26.38 - $32.66 $501 - $621
1.42K $46K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
109
New
$49.73 - $51.44 $5.42K - $5.61K
109 $5K
VTWO
Vanguard Russell 2000 ETF

ETFs
66
New
$70.56 - $87.22 $4.66K - $5.76K
66 $5K
WFC
Wells Fargo & Company

Financial Services
2
+ 0.65%
$60.98 - $80.12 $122 - $160
308 $24K
MBB
Ishares Tr

ETFs
36
New
$91.41 - $94.22 $3.29K - $3.39K
36 $3K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3
+ 1.13%
$52.84 - $65.52 $159 - $197
269 $17K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3
+ 1.44%
$57.14 - $72.68 $171 - $218
212 $15K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16
New
$100.35 - $100.71 $1.61K - $1.61K
16 $1K
VGIT
Vanguard Intermediate Term Tre

ETFs
28
New
$58.63 - $59.9 $1.64K - $1.68K
28 $1K
MO
Altria Group, Inc.

Consumer Defensive
7
+ 1.79%
$55.56 - $60.91 $389 - $426
399 $23K
UNM
Unum Group

Financial Services
1
+ 0.74%
$70.48 - $82.91 $70.5 - $82.9
136 $10K
D
Dominion Energy, Inc

Utilities
2
+ 1.37%
$49.66 - $58.0 $99.3 - $116
148 $8K
IAU
Ishares Gold Trust

ETFs
14
New
$56.1 - $64.74 $785 - $906
14 $0
XLK
Technology Sector Spdr

ETFs
3
New
$179.73 - $253.23 $539 - $760
3 $0
KO
Coca Cola CO

Consumer Defensive
1
+ 0.75%
$68.37 - $73.9 $68.4 - $73.9
134 $9K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.83%
$63.54 - $68.5 $127 - $137
242 $16K
KHC
Kraft Heinz CO

Consumer Defensive
2
+ 2.38%
$25.61 - $30.81 $51.2 - $61.6
86 $2K
Activity Summary
Buys All Purchases 61 New Holdings 11 Increased Positions 50 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Newton One Investments LLC Portfolio

Follow Newton One Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Newton One Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Newton One Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email