Newton One Investments LLC Incresed Positions in Q1 2025

Newton One Investments LLC

  • $280 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
36.5K
+ 891.24%
$554.06 - $615.85 $20.2M - $22.5M
40.6K $22.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
35.9K
+ 5.02%
$71.17 - $73.66 $2.56M - $2.65M
752K $55.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
20.9K
+ 5.79%
$56.51 - $62.98 $1.18M - $1.32M
382K $23.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
12.2K
+ 2.81%
$79.17 - $82.04 $964K - $999K
446K $36.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.8K
+ 6.31%
$42.5 - $46.71 $501K - $551K
199K $9M
IXUS
Ishares Tr

ETFs
1.35K
+ 1.38%
$65.06 - $72.31 $87.9K - $97.7K
99.6K $6.95M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.08K
+ 9.96%
$110.75 - $119.78 $230K - $249K
22.9K $2.65M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7K
+ 2.48%
$49.25 - $50.66 $345K - $355K
289K $14.4M
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.47%
$117.15 - $158.79 $469 - $635
852 $135K
DE
Deere & CO

Industrials
2
+ 0.31%
$408.57 - $509.27 $817 - $1.02K
643 $301K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
11
+ 0.43%
$63.07 - $73.5 $694 - $809
2.57K $180K
TSLA
Tesla, Inc.

Consumer Cyclical
75
+ 250.0%
$222.15 - $428.22 $16.7K - $32.1K
105 $27K
IBM
International Business Machines Corp

Technology
2
+ 0.58%
$217.4 - $264.74 $435 - $529
349 $86K
MSFT
Microsoft Corp

Technology
30
+ 66.67%
$375.39 - $447.2 $11.3K - $13.4K
75 $28K
CVX
Chevron Corp

Energy
3
+ 0.94%
$146.71 - $167.97 $440 - $504
323 $54K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.47%
$225.19 - $279.95 $1.13K - $1.4K
1.07K $262K
VZ
Verizon Communications Inc

Communication Services
1
+ 0.1%
$37.81 - $46.49 $37.8 - $46.5
982 $44K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
12
+ 0.59%
$69.87 - $75.62 $838 - $907
2.06K $148K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
32
+ 0.39%
$39.96 - $43.3 $1.28K - $1.39K
8.32K $342K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 2.08%
$50.81 - $60.02 $406 - $480
392 $23K
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.58%
$158.56 - $176.26 $793 - $881
870 $148K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.84%
$56.12 - $68.15 $112 - $136
240 $16K
MMM
3 M CO

Industrials
1
+ 1.0%
$129.7 - $155.12 $130 - $155
101 $14K
GE
General Electric CO

Industrials
1
+ 1.61%
$168.59 - $212.13 $169 - $212
63 $12K
XOM
Exxon Mobil Corp

Energy
2
+ 1.02%
$105.44 - $118.93 $211 - $238
199 $23K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.68%
$286.85 - $318.64 $287 - $319
147 $44K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.76%
$283.24 - $338.07 $283 - $338
132 $38K
PEP
Pepsico Inc

Consumer Defensive
11
+ 1.82%
$142.64 - $156.42 $1.57K - $1.72K
614 $92K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.48%
N/A
627 $114K
D
Dominion Energy, Inc

Utilities
1
+ 0.69%
$52.85 - $57.43 $52.9 - $57.4
146 $8K
QCOM
Qualcomm Inc

Technology
1
+ 0.77%
$151.94 - $175.86 $152 - $176
131 $20K
UPS
United Parcel Service Inc

Industrials
1
+ 3.23%
$109.66 - $136.26 $110 - $136
32 $3K
Vaneck Bitcoin ETF
993
+ 300.0%
N/A
1.32K $0
WFC
Wells Fargo & Company

Financial Services
1
+ 0.33%
$66.78 - $81.42 $66.8 - $81.4
306 $21K
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.63%
$58.74 - $64.87 $58.7 - $64.9
161 $9K
KHC
Kraft Heinz CO

Consumer Defensive
1
+ 1.2%
$28.51 - $32.22 $28.5 - $32.2
84 $2K
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.57%
$72.7 - $84.32 $72.7 - $84.3
177 $13K
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 2.04%
$142.1 - $183.56 $142 - $184
50 $7K
DOW
Dow Inc.

Basic Materials
4
+ 2.13%
$34.36 - $41.92 $137 - $168
192 $6K
UTZ
Utz Brands, Inc.

Consumer Defensive
7
+ 0.41%
$13.18 - $15.15 $92.3 - $106
1.7K $23K
EMR
Emerson Electric CO

Industrials
2
+ 0.51%
$108.64 - $131.17 $217 - $262
391 $42K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.4%
$524.81 - $672.19 $1.05K - $1.34K
502 $274K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2
+ 0.09%
$58.81 - $68.2 $118 - $136
2.31K $137K
ORCL
Oracle Corp

Technology
3
+ 0.2%
$139.81 - $186.47 $419 - $559
1.54K $215K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
67
+ 2.77%
$254.58 - $302.92 $17.1K - $20.3K
2.48K $634K
IJS
Ishares S&P Smallcap 600 Value

ETFs
23
+ 0.38%
$96.3 - $112.23 $2.21K - $2.58K
6.06K $591K
VBR
Vanguard Small Cap Value ETF

ETFs
107
+ 1.04%
$183.02 - $207.75 $19.6K - $22.2K
10.4K $1.93M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.83K
+ 7.11%
$121.0 - $142.28 $463K - $544K
57.7K $7.18M
VTI
Vanguard Total Stock Market Et

ETFs
1.19K
+ 3.94%
$271.18 - $303.12 $323K - $361K
31.4K $8.62M
Activity Summary
Buys All Purchases 54 New Holdings 0 Increased Positions 54 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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