Newton One Investments LLC Incresed Positions in Q4 2024

Newton One Investments LLC

  • $259 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
213K
+ 330.16%
$61.68 - $67.87 $13.1M - $14.5M
278K $17.3M
VUG
Vanguard Growth ETF

ETFs
16.2K
+ 23.36%
$378.79 - $428.11 $6.12M - $6.92M
85.4K $35M
IVV
Ishares Core S&P 500 ETF

ETFs
1.64K
+ 66.8%
$570.51 - $610.59 $937K - $1M
4.1K $2.41M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.6K
+ 5.47%
$49.79 - $51.14 $729K - $749K
282K $14.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
19.5K
+ 11.62%
$44.04 - $49.49 $858K - $964K
187K $8.24M
AAPL
Apple Inc.

Technology
132
+ 1.28%
$221.69 - $259.02 $29.3K - $34.2K
10.4K $2.61M
VEU
Vanguard Ftse All World Ex Us

ETFs
35.3K
+ 10.83%
$57.29 - $63.1 $2.02M - $2.23M
361K $20.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
311
+ 38.83%
$370.24 - $418.94 $115K - $130K
1.11K $446K
SPY
Spdr S&P 500 ETF Trust

ETFs
76
+ 2.64%
$567.81 - $607.81 $43.2K - $46.2K
2.96K $1.73M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
894
+ 2.68%
$113.92 - $127.38 $102K - $114K
34.3K $3.95M
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.57%
$205.18 - $250.29 $1.23K - $1.5K
1.07K $255K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.12K
+ 11.34%
$114.08 - $125.68 $242K - $267K
20.9K $2.39M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
40
+ 1.68%
$278.19 - $315.36 $11.1K - $12.6K
2.42K $695K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
373
+ 4.71%
$40.38 - $44.35 $15.1K - $16.5K
8.29K $339K
IJS
Ishares S&P Smallcap 600 Value

ETFs
29
+ 0.48%
$104.59 - $118.05 $3.03K - $3.42K
6.04K $656K
DE
Deere & CO

Industrials
2
+ 0.31%
$389.45 - $466.0 $779 - $932
641 $271K
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.31%
$323.08 - $349.08 $646 - $698
645 $215K
ORCL
Oracle Corp

Technology
4
+ 0.26%
$165.41 - $192.43 $662 - $770
1.54K $256K
VBR
Vanguard Small Cap Value ETF

ETFs
98
+ 0.96%
$197.36 - $217.3 $19.3K - $21.3K
10.3K $2.03M
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.58%
$288.47 - $316.54 $1.73K - $1.9K
1.03K $299K
VTV
Vanguard Value ETF

ETFs
273
+ 1.16%
$168.32 - $181.87 $46K - $49.7K
23.8K $4.03M
BND
Vanguard Bd Index Fd Inc Total

ETFs
29.3K
+ 4.27%
$71.75 - $75.11 $2.1M - $2.2M
716K $51.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
16.7K
+ 4.01%
$80.13 - $83.77 $1.34M - $1.4M
434K $34.8M
IXUS
Ishares Tr

ETFs
4.39K
+ 4.68%
$65.95 - $72.56 $290K - $319K
98.2K $6.5M
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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