Newton One Investments LLC Portfolio Holdings
Newton One Investments LLC
- $280 Million
- Q1 2025
Newton One Investments LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $280 Million distributed in 118 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, Vanguard Intermediate Term Cor with a value of $36.5M, Vanguard Growth ETF with a value of $31.8M, Vanguard Ftse All World Ex Us with a value of $23.2M, and Ishares Core S&P 500 ETF with a value of $22.8M.
Examining the 13F form we can see an increase of $20.2M in the current position value, from $259M to 280M.
Below you can find more details about Newton One Investments LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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