The Analysis of Newton One Investments LLC's Holdings
Currently, Newton One Investments LLC holds 120 types of securities in its portfolio with a total value $339.0M. In the most recent quarter, they have increased their positions in VTEB (+5.7K shares, valued at $287.7K), BND (+3.2K shares, valued at $240.0K), NVDA (+1.0K shares, valued at $186.5K); decreased their positions in IVV (-2.2K shares, valued at $1.5M), VUG (-2.5K shares, valued at $1.2M), VEU (-6.3K shares, valued at $461.7K); initiated new positions in NVDA (+1.0K shares, valued at $186.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS759.9K shares0.43%2025-12-312026-01-23
IVV ISHARES TR76.5K shares-2.81%2025-12-312026-01-23 VUG VANGUARD INDEX FDS85.7K shares-2.86%2025-12-312026-01-23 VCIT VANGUARD SCOTTSDALE FDS451.6K shares0.44%2025-12-312026-01-23 VEU VANGUARD INTL EQUITY INDEX F366.6K shares-1.68%2025-12-312026-01-23 IJH ISHARES TR297.2K shares-1.03%2025-12-312026-01-23 VTEB VANGUARD MUN BD FDS288.5K shares2.02%2025-12-312026-01-23 IWD ISHARES TR51.5K shares-0.27%2025-12-312026-01-23 VWO VANGUARD INTL EQUITY INDEX F194.7K shares-0.81%2025-12-312026-01-23 VTI VANGUARD INDEX FDS27.6K shares-2.84%2025-12-312026-01-23 IXUS ISHARES TR99.2K shares1.14%2025-12-312026-01-23 IJT ISHARES TR56.5K shares-2.14%2025-12-312026-01-23 SCHM SCHWAB STRATEGIC TR193.1K shares0.49%2025-12-312026-01-23 VB VANGUARD INDEX FDS21.0K shares1.57%2025-12-312026-01-23 VTV VANGUARD INDEX FDS26.4K shares2.56%2025-12-312026-01-23 IJR ISHARES TR32.5K shares2.18%2025-12-312026-01-23 VSS VANGUARD INTL EQUITY INDEX F23.5K shares2.63%2025-12-312026-01-23 AAPL APPLE INC10.2K shares2.21%2025-12-312026-01-23 VBR VANGUARD INDEX FDS10.3K shares0.33%2025-12-312026-01-23 VT VANGUARD INTL EQUITY INDEX F8.4K shares0.00%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR1.5K shares-3.81%2025-12-312026-01-23 IWO ISHARES TR2.4K shares-3.57%2025-12-312026-01-23 IJS ISHARES TR6.1K shares0.47%2025-12-312026-01-23 CEG CONSTELLATION ENERGY CORP1.5K shares0.00%2025-12-312026-01-23 VXF VANGUARD INDEX FDS2.6K shares-0.69%2025-12-312026-01-23 IWF ISHARES TR1.1K shares-1.10%2025-12-312026-01-23 AON PLC AON PLC1.3K shares0.00%2025-12-312026-01-23 IVW ISHARES TR3.7K shares0.00%2025-12-312026-01-23 GS GOLDMAN SACHS GROUP INC509 shares0.39%2025-12-312026-01-23 VV VANGUARD INDEX FDS1.3K shares-5.43%2025-12-312026-01-23 DFUV DIMENSIONAL ETF TRUST8.4K shares0.33%2025-12-312026-01-23 IVE ISHARES TR1.8K shares0.00%2025-12-312026-01-23 META META PLATFORMS INC549 shares0.18%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.1.1K shares0.46%2025-12-312026-01-23 MCD MCDONALDS CORP1.1K shares0.67%2025-12-312026-01-23 ORCL ORACLE CORP1.6K shares0.19%2025-12-312026-01-23 DE DEERE & CO650 shares0.46%2025-12-312026-01-23 AMZN AMAZON COM INC1.3K shares0.00%2025-12-312026-01-23 IWV ISHARES TR586 shares0.17%2025-12-312026-01-23 VGK VANGUARD INTL EQUITY INDEX F2.6K shares0.92%2025-12-312026-01-23 UNH UNITEDHEALTH GROUP INC622 shares0.65%2025-12-312026-01-23 EXC EXELON CORP4.6K shares0.00%2025-12-312026-01-23 VPL VANGUARD INTL EQUITY INDEX F2.1K shares2.70%2025-12-312026-01-23 NVDA NVIDIA CORPORATION1.0K sharesnew addition2025-12-312026-01-23 VYM VANGUARD WHITEHALL FDS1.3K shares0.00%2025-12-312026-01-23 DFAS DIMENSIONAL ETF TRUST2.3K shares0.17%2025-12-312026-01-23 VIG VANGUARD SPECIALIZED FUNDS635 shares0.79%2025-12-312026-01-23 PM PHILIP MORRIS INTL INC860 shares0.35%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO888 shares0.68%2025-12-312026-01-23 DOL WISDOMTREE TR1.9K shares0.00%2025-12-312026-01-23 IEFA ISHARES TR1.3K shares-4.03%2025-12-312026-01-23 ATEC ALPHATEC HLDGS INC5.5K shares0.00%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS356 shares0.56%2025-12-312026-01-23 IYW ISHARES TR478 shares0.00%2025-12-312026-01-23 SCHE SCHWAB STRATEGIC TR2.8K shares2.83%2025-12-312026-01-23 PEP PEPSICO INC627 shares0.00%2025-12-312026-01-23 SCHC SCHWAB STRATEGIC TR1.9K shares3.49%2025-12-312026-01-23 IWM ISHARES TR329 shares0.30%2025-12-312026-01-23 VONG VANGUARD SCOTTSDALE FDS631 shares-3.66%2025-12-312026-01-23 ESGV VANGUARD WORLD FD618 shares0.16%2025-12-312026-01-23 VONV VANGUARD SCOTTSDALE FDS799 shares0.00%2025-12-312026-01-23 ALPHABET INC ALPHABET INC200 shares0.00%2025-12-312026-01-23 MDY SPDR S&P MIDCAP 400 ETF TR102 shares0.00%2025-12-312026-01-23 DGRO ISHARES TR862 shares0.00%2025-12-312026-01-23 PPL PPL CORP1.5K shares0.00%2025-12-312026-01-23 DGRW WISDOMTREE TR595 shares0.00%2025-12-312026-01-23 EMR EMERSON ELEC CO395 shares0.25%2025-12-312026-01-23 CWI SPDR INDEX SHS FDS1.4K shares1.76%2025-12-312026-01-23 CVX CHEVRON CORP NEW335 shares1.21%2025-12-312026-01-23 VO VANGUARD INDEX FDS167 shares0.00%2025-12-312026-01-23 HODL VANECK BITCOIN ETF1.8K shares22.23%2025-12-312026-01-23 VZ VERIZON COMMUNICATIONS INC986 shares0.20%2025-12-312026-01-23 ADP AUTOMATIC DATA PROCESSING IN148 shares0.00%2025-12-312026-01-23 MSFT MICROSOFT CORP75 shares0.00%2025-12-312026-01-23 NFLX NETFLIX INC380 shares900.00%2025-12-312026-01-23 USMV ISHARES TR368 shares-39.27%2025-12-312026-01-23 IEMG ISHARES INC497 shares-13.11%2025-12-312026-01-23 APD AIR PRODS & CHEMS INC134 shares0.75%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON153 shares0.66%2025-12-312026-01-23 WFC WELLS FARGO CO NEW311 shares0.32%2025-12-312026-01-23 XOM EXXON MOBIL CORP204 shares0.49%2025-12-312026-01-23 MO ALTRIA GROUP INC412 shares1.48%2025-12-312026-01-23 T AT&T INC950 shares0.00%2025-12-312026-01-23 QCOM QUALCOMM INC133 shares0.76%2025-12-312026-01-23 VSGX VANGUARD WORLD FD268 shares-1.11%2025-12-312026-01-23 LYFT LYFT INC962 shares0.00%2025-12-312026-01-23 UTZ UTZ BRANDS INC1.7K shares0.47%2025-12-312026-01-23 SCZ ISHARES TR216 shares1.89%2025-12-312026-01-23 MMM 3M CO102 shares0.00%2025-12-312026-01-23 CMCSA COMCAST CORP NEW491 shares0.00%2025-12-312026-01-23 HD HOME DEPOT INC40 shares0.00%2025-12-312026-01-23 ECL ECOLAB INC51 shares0.00%2025-12-312026-01-23 TSLA TESLA INC30 shares0.00%2025-12-312026-01-23 MDLZ MONDELEZ INTL INC245 shares0.82%2025-12-312026-01-23 PINS PINTEREST INC500 shares0.00%2025-12-312026-01-23 CSCO CISCO SYS INC161 shares0.00%2025-12-312026-01-23 CTVA CORTEVA INC176 shares0.00%2025-12-312026-01-23 UNM UNUM GROUP138 shares0.73%2025-12-312026-01-23 GEV GE VERNOVA INC15 shares0.00%2025-12-312026-01-23 KO COCA COLA CO137 shares1.48%2025-12-312026-01-23 D DOMINION ENERGY INC152 shares1.33%2025-12-312026-01-23 RVMD REVOLUTION MEDICINES INC100 shares0.00%2025-12-312026-01-23 DLR DIGITAL RLTY TR INC51 shares0.00%2025-12-312026-01-23 WBD WARNER BROS DISCOVERY INC229 shares0.00%2025-12-312026-01-23 NVO NOVO-NORDISK A S115 shares0.00%2025-12-312026-01-23 ONON ON HLDG AG114 shares0.00%2025-12-312026-01-23 DOW DOW INC202 shares1.51%2025-12-312026-01-23 DIS DISNEY WALT CO39 shares0.00%2025-12-312026-01-23 ETHO AMPLIFY ETF TR66 shares0.00%2025-12-312026-01-23 UPS UNITED PARCEL SERVICE INC33 shares0.00%2025-12-312026-01-23 KHC KRAFT HEINZ CO88 shares1.15%2025-12-312026-01-23 SOLV SOLVENTUM CORP24 shares0.00%2025-12-312026-01-23 GEHC GE HEALTHCARE TECHNOLOGIES I20 shares0.00%2025-12-312026-01-23 PTON PELOTON INTERACTIVE INC100 shares0.00%2025-12-312026-01-23 DOUG DOUGLAS ELLIMAN INC69 shares0.00%2025-12-312026-01-23 BYND BEYOND MEAT INC10 shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available