Newton One Investments LLC Portfolio Holdings
Newton One Investments LLC
- $249 Million
- Q3 2024
Newton One Investments LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $249 Million distributed in 41 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 $51.6M, Vanguard Intermediate Term Cor with a value of $34.9M, Vanguard Growth ETF with a value of $26.6M, Vanguard Ftse All World Ex Us with a value of $20.5M, and Schwab Strategic U.S. Mid Cap with a value of $19.4M.
Examining the 13F form we can see an increase of $17.5M in the current position value, from $232M to 249M.
Below you can find more details about Newton One Investments LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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