Newton One Investments LLC Purchases and Sells in Q4 2024

Newton One Investments LLC

$259 Million
Q4 2024

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	213K + 330.16%	$61.68 - $67.87 $13.1M - $14.5M	278K $17.3M
VUG	16.2K + 23.36%	$378.79 - $428.11 $6.12M - $6.92M	85.4K $35M
IVV	1.64K + 66.8%	$570.51 - $610.59 $937K - $1M	4.1K $2.41M
VTEB	14.6K + 5.47%	$49.79 - $51.14 $729K - $749K	282K $14.1M
VWO	19.5K + 11.62%	$44.04 - $49.49 $858K - $964K	187K $8.24M
AAPL	132 + 1.28%	$221.69 - $259.02 $29.3K - $34.2K	10.4K $2.61M

New Holdings

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EXC	4.58K New	$36.22 - $40.97 $166K - $188K	4.58K $172K
VGK	2.56K New	$63.27 - $70.31 $162K - $180K	2.56K $162K
DFAS	2.31K New	$63.58 - $71.15 $147K - $164K	2.31K $150K
PG	865 New	$161.05 - $179.7 $139K - $155K	865 $145K
VPL	2.04K New	$70.63 - $78.23 $144K - $160K	2.04K $145K
IEFA	2.06K New	$70.06 - $77.43 $145K - $160K	2.06K $144K

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHM	-6.72K - 2.88%	$27.54 - $83.04 $185K - $558K	227K $6.28M
VT	-26.1K - 41.04%	$117.09 - $123.07 $3.06M - $3.22M	37.6K $4.41M
IWD	-870 - 1.65%	$183.23 - $199.79 $159K - $174K	51.7K $9.58M
IJT	-737 - 1.35%	$134.53 - $150.65 $99.1K - $111K	53.8K $7.29M
UNH	-63 - 9.35%	$485.52 - $625.25 $30.6K - $39.4K	611 $309K
VXF	-433 - 14.33%	$179.17 - $207.15 $77.6K - $89.7K	2.59K $491K

Activity Summary All Purchases 106 New Holdings 81 Increased Positions 25 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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