Newton One Investments LLC Purchases in Q4 2024

Newton One Investments LLC

  • $259 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
HD
Home Depot, Inc.

Consumer Cyclical
40
New
$385.02 - $431.37 $15.4K - $17.3K
40 $15K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
274
New
$56.61 - $61.63 $15.5K - $16.9K
274 $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
TSLA
Tesla, Inc.

Consumer Cyclical
30
New
$213.65 - $479.86 $6.41K - $14.4K
30 $12K
OEF
Ishares S&P 100 ETF

ETFs
46
New
N/A
46 $12K
LYFT
Lyft, Inc.

Technology
962
New
$12.36 - $18.59 $11.9K - $17.9K
962 $12K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
209
New
$60.13 - $67.31 $12.6K - $14.1K
209 $12K
MMM
3 M CO

Industrials
100
New
$124.74 - $137.12 $12.5K - $13.7K
100 $12K
ECL
Ecolab Inc.

Basic Materials
51
New
$234.32 - $261.43 $12K - $13.3K
51 $11K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
373
+ 4.71%
$40.38 - $44.35 $15.1K - $16.5K
8.29K $339K
GE
General Electric CO

Industrials
62
New
$159.95 - $194.23 $9.92K - $12K
62 $10K
ICF
Ishares Tr

ETFs
178
New
$58.8 - $66.61 $10.5K - $11.9K
178 $10K
IJS
Ishares S&P Smallcap 600 Value

ETFs
29
+ 0.48%
$104.59 - $118.05 $3.03K - $3.42K
6.04K $656K
UNM
Unum Group

Financial Services
135
New
$58.88 - $77.07 $7.95K - $10.4K
135 $9K
CSCO
Cisco Systems, Inc.

Technology
160
New
$52.45 - $60.02 $8.39K - $9.6K
160 $9K
NVO
Novo Nordisk A S

Healthcare
115
New
$85.0 - $120.04 $9.78K - $13.8K
115 $9K
CTVA
Corteva, Inc.

Basic Materials
175
New
$55.21 - $64.13 $9.66K - $11.2K
175 $9K
DLR
Digital Realty Trust, Inc.

Real Estate
49
New
$156.46 - $195.69 $7.67K - $9.59K
49 $8K
KO
Coca Cola CO

Consumer Defensive
133
New
$61.74 - $71.71 $8.21K - $9.54K
133 $8K
DOW
Dow Inc.

Basic Materials
188
New
$39.1 - $55.34 $7.35K - $10.4K
188 $7K
D
Dominion Energy, Inc

Utilities
145
New
$52.63 - $60.92 $7.63K - $8.83K
145 $7K
ONON
On Holding Ag

Consumer Cyclical
114
New
$46.3 - $59.54 $5.28K - $6.79K
114 $6K
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.31%
$323.08 - $349.08 $646 - $698
645 $215K
DE
Deere & CO

Industrials
2
+ 0.31%
$389.45 - $466.0 $779 - $932
641 $271K
RVMD
Revolution Medicines, Inc.

Healthcare
100
New
$42.97 - $60.6 $4.3K - $6.06K
100 $4K
DIS
Walt Disney CO

Communication Services
38
New
$92.39 - $117.6 $3.51K - $4.47K
38 $4K
UPS
United Parcel Service Inc

Industrials
31
New
$122.65 - $138.35 $3.8K - $4.29K
31 $3K
WBD
Warner Bros. Discovery, Inc.

Communication Services
229
New
$7.33 - $12.37 $1.68K - $2.83K
229 $2K
KHC
Kraft Heinz CO

Consumer Defensive
83
New
$30.1 - $36.02 $2.5K - $2.99K
83 $2K
BLNK
Blink Charging Co.

Industrials
1K
New
$1.39 - $2.25 $1.39K - $2.25K
1K $1K
VOD
Vodafone Group Public LTD CO

Communication Services
187
New
$8.37 - $9.95 $1.57K - $1.86K
187 $1K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6
New
$58.88 - $64.8 $353 - $389
6 $0
BYND
Beyond Meat, Inc.

Consumer Defensive
10
New
$3.41 - $6.71 $34.1 - $67.1
10 $0
Amplify ETF Tr
86
New
N/A
86 $0
PTON
Peloton Interactive, Inc.

Consumer Cyclical
100
New
$4.34 - $10.57 $434 - $1.06K
100 $0
DOUG
Douglas Elliman Inc.

Real Estate
69
New
$1.43 - $2.7 $98.7 - $186
69 $0
Li Cycle Holdings Corp
1K
New
N/A
1K $0
Solventum Corp
24
New
N/A
24 $0
Ge Vernova Inc
15
New
N/A
15 $0
Vaneck Bitcoin ETF
331
New
N/A
331 $0
Ge Healthcare Technologies I
20
New
N/A
20 $0
ORCL
Oracle Corp

Technology
4
+ 0.26%
$165.41 - $192.43 $662 - $770
1.54K $256K
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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