Newton One Investments LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $280 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $55.2M, Vanguard Intermediate Term Cor with a value of $36.5M, Vanguard Growth ETF with a value of $31.8M, Vanguard Ftse All World Ex Us with a value of $23.2M, and Ishares Core S&P 500 ETF with a value of $22.8M.

Examining the 13F form we can see an increase of $20.2M in the current position value, from $259M to 280M.

Below you can find more details about Newton One Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $280 Million
ETFs: $272 Million
Technology: $2.69 Million
Financial Services: $1.21 Million
Consumer Cyclical: $613,000
Utilities: $580,000
Communication Services: $521,000
Consumer Defensive: $448,000
Industrials: $416,000
Other: $572,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $280 Million
  • Prior Value $259 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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