Newton One Investments LLC New Holdings in Q4 2024

Newton One Investments LLC

  • $259 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EXC
Exelon Corp

Utilities
4.58K
New
$36.22 - $40.97 $166K - $188K
4.58K $172K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.56K
New
$63.27 - $70.31 $162K - $180K
2.56K $162K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.31K
New
$63.58 - $71.15 $147K - $164K
2.31K $150K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.04K
New
$70.63 - $78.23 $144K - $160K
2.04K $145K
PG
Procter & Gamble CO

Consumer Defensive
865
New
$161.05 - $179.7 $139K - $155K
865 $145K
IEFA
Ishares Tr

ETFs
2.06K
New
$70.06 - $77.43 $145K - $160K
2.06K $144K
SCHC
Schwab Strategic Tr Intl Small

ETFs
3.79K
New
$33.93 - $38.37 $129K - $145K
3.79K $130K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.86K
New
$26.63 - $30.23 $129K - $147K
4.86K $129K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
2.34K
New
$49.25 - $53.57 $115K - $125K
2.34K $115K
VIG
Vanguard Dividend Appreciation

ETFs
624
New
N/A
624 $113K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
217
New
$442.29 - $483.08 $96K - $105K
217 $98K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
913
New
$100.18 - $109.1 $91.5K - $99.6K
913 $95K
IWM
Ishares Russell 2000 ETF

ETFs
420
New
$216.13 - $242.4 $90.8K - $102K
420 $92K
PEP
Pepsico Inc

Consumer Defensive
603
New
$151.29 - $176.1 $91.2K - $106K
603 $91K
IYW
Ishares Dj Us Tech ETF

ETFs
478
New
$148.14 - $166.23 $70.8K - $79.5K
478 $76K
IBM
International Business Machines Corp

Technology
347
New
$204.9 - $238.04 $71.1K - $82.6K
347 $76K
GOOGL
Alphabet Inc.

Communication Services
401
New
$161.86 - $196.66 $64.9K - $78.9K
401 $75K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
121
New
$563.99 - $620.12 $68.2K - $75K
121 $68K
QUAL
Ishares Msci Usa Quality Facto

ETFs
383
New
$176.42 - $186.91 $67.6K - $71.6K
383 $68K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
750
New
$88.59 - $94.57 $66.4K - $70.9K
750 $66K
DGRO
Ishares Core Dividend Growth E

ETFs
862
New
$60.73 - $64.94 $52.3K - $56K
862 $52K
ATEC
Alphatec Holdings, Inc.

Healthcare
5.5K
New
$4.98 - $10.48 $27.4K - $57.6K
5.5K $50K
PPL
Ppl Corp

Utilities
1.52K
New
$31.47 - $35.0 $48K - $53.3K
1.52K $49K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
595
New
$80.93 - $85.66 $48.2K - $51K
595 $48K
EMR
Emerson Electric CO

Industrials
389
New
$108.13 - $134.33 $42.1K - $52.3K
389 $48K
CVX
Chevron Corp

Energy
320
New
$141.15 - $162.53 $45.2K - $52K
320 $46K
ADP
Automatic Data Processing Inc

Industrials
146
New
$280.08 - $307.97 $40.9K - $45K
146 $42K
VZ
Verizon Communications Inc

Communication Services
981
New
$39.6 - $45.21 $38.8K - $44.4K
981 $39K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.4K
New
$27.88 - $30.51 $39K - $42.7K
1.4K $39K
APD
Air Products & Chemicals, Inc.

Basic Materials
131
New
$285.5 - $335.62 $37.4K - $44K
131 $37K
NFLX
Netflix Inc

Communication Services
38
New
$687.65 - $936.56 $26.1K - $35.6K
38 $33K
UTZ
Utz Brands, Inc.

Consumer Defensive
1.69K
New
$15.46 - $18.02 $26.1K - $30.5K
1.69K $26K
T
At&T Inc.

Communication Services
950
New
$21.22 - $23.88 $20.2K - $22.7K
950 $21K
JNJ
Johnson & Johnson

Healthcare
150
New
$143.34 - $165.86 $21.5K - $24.9K
150 $21K
WFC
Wells Fargo & Company

Financial Services
305
New
$54.98 - $77.35 $16.8K - $23.6K
305 $21K
XOM
Exxon Mobil Corp

Energy
197
New
$105.51 - $125.37 $20.8K - $24.7K
197 $21K
MO
Altria Group, Inc.

Consumer Defensive
384
New
$49.06 - $57.74 $18.8K - $22.2K
384 $20K
QCOM
Qualcomm Inc

Technology
130
New
$150.4 - $178.04 $19.6K - $23.1K
130 $19K
MSFT
Microsoft Corp

Technology
45
New
$406.35 - $454.46 $18.3K - $20.5K
45 $18K
CMCSA
Comcast Corp

Communication Services
491
New
$37.39 - $45.14 $18.4K - $22.2K
491 $18K
CPSS
Consumer Portfolio Services, Inc.

Financial Services
1.5K
New
$9.12 - $11.19 $13.7K - $16.8K
1.5K $16K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
274
New
$56.61 - $61.63 $15.5K - $16.9K
274 $15K
HD
Home Depot, Inc.

Consumer Cyclical
40
New
$385.02 - $431.37 $15.4K - $17.3K
40 $15K
PINS
Pinterest, Inc.

Communication Services
500
New
$28.24 - $34.15 $14.1K - $17.1K
500 $14K
MDLZ
Mondelez International, Inc.

Consumer Defensive
238
New
$59.25 - $72.99 $14.1K - $17.4K
238 $14K
DD
Du Pont De Nemours, Inc.

Basic Materials
176
New
$75.95 - $88.05 $13.4K - $15.5K
176 $13K
OEF
Ishares S&P 100 ETF

ETFs
46
New
N/A
46 $12K
MMM
3 M CO

Industrials
100
New
$124.74 - $137.12 $12.5K - $13.7K
100 $12K
TSLA
Tesla, Inc.

Consumer Cyclical
30
New
$213.65 - $479.86 $6.41K - $14.4K
30 $12K
Activity Summary
Buys All Purchases 106 New Holdings 81 Increased Positions 25 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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