Newton One Investments LLC Incresed Positions 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
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.12%
$224.16 - $285.86 $672 - $858
2.49K $710K
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
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
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.17%
$281.67 - $351.0 $282 - $351
583 $204K
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.35%
$149.23 - $184.95 $448 - $555
855 $155K
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
WFC
Wells Fargo & Company

Financial Services
2
+ 0.65%
$60.98 - $80.12 $122 - $160
308 $24K
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
KO
Coca Cola CO

Consumer Defensive
1
+ 0.75%
$68.37 - $73.9 $68.4 - $73.9
134 $9K
D
Dominion Energy, Inc

Utilities
2
+ 1.37%
$49.66 - $58.0 $99.3 - $116
148 $8K
UNM
Unum Group

Financial Services
1
+ 0.74%
$70.48 - $82.91 $70.5 - $82.9
136 $10K
MO
Altria Group, Inc.

Consumer Defensive
7
+ 1.79%
$55.56 - $60.91 $389 - $426
399 $23K
KHC
Kraft Heinz CO

Consumer Defensive
2
+ 2.38%
$25.61 - $30.81 $51.2 - $61.6
86 $2K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.83%
$63.54 - $68.5 $127 - $137
242 $16K
DOW
Dow Inc.

Basic Materials
4
+ 2.08%
$25.81 - $34.89 $103 - $140
196 $5K
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.56%
$55.13 - $75.25 $55.1 - $75.3
178 $12K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.67%
$146.36 - $159.82 $146 - $160
151 $23K
UTZ
Utz Brands, Inc.

Consumer Defensive
7
+ 0.41%
$11.62 - $14.29 $81.3 - $100
1.71K $21K
VZ
Verizon Communications Inc

Communication Services
1
+ 0.1%
$41.67 - $45.62 $41.7 - $45.6
983 $42K
XOM
Exxon Mobil Corp

Energy
2
+ 1.01%
$99.93 - $119.04 $200 - $238
201 $21K
CVX
Chevron Corp

Energy
4
+ 1.24%
$133.73 - $168.51 $535 - $674
327 $46K
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.69%
$157.66 - $172.39 $946 - $1.03K
876 $139K
PEP
Pepsico Inc

Consumer Defensive
7
+ 1.14%
$128.02 - $151.37 $896 - $1.06K
621 $81K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.58%
$285.55 - $321.23 $1.71K - $1.93K
1.05K $305K
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.66%
$274.35 - $599.47 $1.1K - $2.4K
614 $191K
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
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