Newton One Investments LLC Portfolio Holdings
Newton One Investments LLC
- $318 Million
- Q2 2025
Newton One Investments LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $318 Million distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $55.2M, Ishares Core S&P 500 ETF with a value of $45.1M, Vanguard Growth ETF with a value of $39.1M, Vanguard Intermediate Term Cor with a value of $37M, and Vanguard Ftse All World Ex Us with a value of $25.3M.
Examining the 13F form we can see an increase of $38.1M in the current position value, from $280M to 318M.
Below you can find more details about Newton One Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$318 Million
ETFs: $310 Million
Technology: $2.57 Million
Financial Services: $1.28 Million
Utilities: $749,000
Consumer Cyclical: $637,000
Communication Services: $634,000
Industrials: $458,000
Consumer Defensive: $446,000
Other: $440,000