Newton One Investments LLC Incresed Positions in Q3 2025

Newton One Investments LLC

  • $338 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6K
+ 8.25%
$620.67 - $670.08 $3.72M - $4.02M
78.7K $52.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.51K
+ 1.0%
$72.57 - $74.72 $545K - $561K
757K $56.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.36K
+ 0.46%
$62.09 - $66.51 $84.4K - $90.5K
300K $19.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.98K
+ 0.89%
$81.75 - $84.54 $325K - $336K
450K $37.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.5K
+ 2.35%
$48.5 - $50.19 $315K - $326K
283K $14.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
312
+ 0.54%
$131.47 - $143.64 $41K - $44.8K
57.8K $8.18M
IWD
Ishares Russell 1000 Val ETF

ETFs
102
+ 0.2%
$192.76 - $203.86 $19.7K - $20.8K
51.7K $10.5M
AAPL
Apple Inc.

Technology
11
+ 0.11%
$202.38 - $256.87 $2.23K - $2.83K
9.97K $2.54M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
813
+ 0.42%
$28.15 - $30.13 $22.9K - $24.5K
192K $5.69M
VTV
Vanguard Value ETF

ETFs
400
+ 1.58%
$175.51 - $186.57 $70.2K - $74.6K
25.7K $4.8M
ORCL
Oracle Corp

Technology
3
+ 0.19%
$218.96 - $328.33 $657 - $985
1.55K $435K
IJS
Ishares S&P Smallcap 600 Value

ETFs
28
+ 0.46%
$98.99 - $112.2 $2.77K - $3.14K
6.12K $676K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.6%
$696.56 - $806.32 $2.09K - $2.42K
507 $403K
VXF
Vanguard Extended Market ETF

ETFs
2
+ 0.08%
$193.58 - $213.07 $387 - $426
2.59K $542K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.46%
$282.78 - $316.06 $1.41K - $1.58K
1.08K $340K
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.65%
$237.77 - $353.61 $951 - $1.41K
618 $213K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
35
+ 0.42%
$41.91 - $44.87 $1.47K - $1.57K
8.39K $374K
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.34%
$351.04 - $379.81 $702 - $760
585 $221K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.57%
$291.67 - $316.99 $1.75K - $1.9K
1.05K $319K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
14
+ 0.68%
$80.54 - $89.67 $1.13K - $1.26K
2.07K $182K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3
+ 0.13%
$63.41 - $69.69 $190 - $209
2.31K $158K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.31%
$214.92 - $244.84 $215 - $245
328 $79K
PEP
Pepsico Inc

Consumer Defensive
6
+ 0.97%
$133.81 - $152.16 $803 - $913
627 $88K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
7
+ 0.27%
$75.26 - $80.19 $527 - $561
2.62K $208K
CVX
Chevron Corp

Energy
4
+ 1.22%
$145.57 - $161.83 $582 - $647
331 $51K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.66%
$155.17 - $185.42 $155 - $185
152 $28K
MO
Altria Group, Inc.

Consumer Defensive
7
+ 1.75%
$57.75 - $67.68 $404 - $474
406 $26K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2
+ 0.74%
$64.58 - $69.94 $129 - $140
271 $18K
QCOM
Qualcomm Inc

Technology
1
+ 0.76%
$145.84 - $173.55 $146 - $174
132 $21K
VZ
Verizon Communications Inc

Communication Services
1
+ 0.1%
$40.84 - $45.06 $40.8 - $45.1
984 $43K
D
Dominion Energy, Inc

Utilities
2
+ 1.35%
$56.32 - $62.1 $113 - $124
150 $9K
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.56%
$69.9 - $78.26 $69.9 - $78.3
179 $13K
XOM
Exxon Mobil Corp

Energy
2
+ 1.0%
$105.83 - $117.22 $212 - $234
203 $22K
WFC
Wells Fargo & Company

Financial Services
2
+ 0.65%
$77.05 - $85.16 $154 - $170
310 $25K
MMM
3 M CO

Industrials
1
+ 0.99%
$144.41 - $160.2 $144 - $160
102 $15K
KHC
Kraft Heinz CO

Consumer Defensive
1
+ 1.16%
$25.63 - $28.94 $25.6 - $28.9
87 $2K
UNM
Unum Group

Financial Services
1
+ 0.74%
$68.55 - $82.12 $68.6 - $82.1
137 $10K
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 2.0%
$161.21 - $180.02 $161 - $180
51 $8K
DIS
Walt Disney CO

Communication Services
1
+ 2.63%
$112.25 - $124.0 $112 - $124
39 $4K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.48%
N/A
630 $114K
Vaneck Bitcoin ETF
183
+ 13.82%
N/A
1.51K $0
KO
Coca Cola CO

Consumer Defensive
1
+ 0.75%
$65.67 - $71.67 $65.7 - $71.7
135 $8K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.76%
$265.78 - $299.3 $266 - $299
133 $36K
DOW
Dow Inc.

Basic Materials
3
+ 1.53%
$20.87 - $30.37 $62.6 - $91.1
199 $4K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.41%
$60.9 - $70.75 $60.9 - $70.8
243 $15K
UPS
United Parcel Service Inc

Industrials
1
+ 3.13%
$82.58 - $105.54 $82.6 - $106
33 $2K
EMR
Emerson Electric CO

Industrials
2
+ 0.51%
$128.6 - $149.63 $257 - $299
394 $51K
UTZ
Utz Brands, Inc.

Consumer Defensive
8
+ 0.47%
$11.85 - $14.49 $94.8 - $116
1.71K $20K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.68%
$288.69 - $310.94 $289 - $311
148 $43K
Activity Summary
Buys All Purchases 55 New Holdings 0 Increased Positions 55 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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