The Analysis of Newton One Investments LLC's Holdings

Currently, Newton One Investments LLC holds 120 types of securities in its portfolio with a total value $337.7M. In the most recent quarter, they have increased their positions in IVV (+6.0K shares, valued at $4.0M), BND (+7.5K shares, valued at $558.1K), VCIT (+4.0K shares, valued at $334.4K); decreased their positions in SPY (-1.4K shares, valued at $945.2K), VUG (-996 shares, valued at $477.7K), VTI (-1.3K shares, valued at $438.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS756.6K shares1.00%2025-09-302025-10-10

IVV ISHARES TR78.7K shares8.25%2025-09-302025-10-10

VUG VANGUARD INDEX FDS88.2K shares-1.12%2025-09-302025-10-10

VCIT VANGUARD SCOTTSDALE FDS449.6K shares0.89%2025-09-302025-10-10

VEU VANGUARD INTL EQUITY INDEX F372.9K shares-0.76%2025-09-302025-10-10

IJH ISHARES TR300.2K shares0.46%2025-09-302025-10-10

VTEB VANGUARD MUN BD FDS282.8K shares2.35%2025-09-302025-10-10

VWO VANGUARD INTL EQUITY INDEX F196.3K shares-0.87%2025-09-302025-10-10

Sponsored

IWD ISHARES TR51.7K shares0.20%2025-09-302025-10-10

VTI VANGUARD INDEX FDS28.4K shares-4.49%2025-09-302025-10-10

IJT ISHARES TR57.8K shares0.54%2025-09-302025-10-10

IXUS ISHARES TR98.1K shares-1.77%2025-09-302025-10-10

SCHM SCHWAB STRATEGIC TR192.1K shares0.42%2025-09-302025-10-10

VB VANGUARD INDEX FDS20.7K shares-0.12%2025-09-302025-10-10

VTV VANGUARD INDEX FDS25.7K shares1.58%2025-09-302025-10-10

IJR ISHARES TR31.8K shares-0.69%2025-09-302025-10-10

Sponsored

VSS VANGUARD INTL EQUITY INDEX F22.9K shares-1.63%2025-09-302025-10-10

AAPL APPLE INC10.0K shares0.11%2025-09-302025-10-10

VBR VANGUARD INDEX FDS10.2K shares0.17%2025-09-302025-10-10

VT VANGUARD INTL EQUITY INDEX F8.4K shares-3.98%2025-09-302025-10-10

SPY SPDR S&P 500 ETF TR1.5K shares-47.84%2025-09-302025-10-10

IWO ISHARES TR2.5K shares-0.68%2025-09-302025-10-10

IJS ISHARES TR6.1K shares0.46%2025-09-302025-10-10

VXF VANGUARD INDEX FDS2.6K shares0.08%2025-09-302025-10-10

Sponsored

IWF ISHARES TR1.1K shares0.00%2025-09-302025-10-10

CEG CONSTELLATION ENERGY CORP1.5K shares0.00%2025-09-302025-10-10

AON AON PLC1.3K shares0.00%2025-09-302025-10-10

IVW ISHARES TR3.7K shares-10.59%2025-09-302025-10-10

ORCL ORACLE CORP1.6K shares0.19%2025-09-302025-10-10

VV VANGUARD INDEX FDS1.4K shares-2.64%2025-09-302025-10-10

GS GOLDMAN SACHS GROUP INC507 shares0.60%2025-09-302025-10-10

META META PLATFORMS INC548 shares0.00%2025-09-302025-10-10

Sponsored

DFUV DIMENSIONAL ETF TRUST8.4K shares0.42%2025-09-302025-10-10

IVE ISHARES TR1.8K shares0.00%2025-09-302025-10-10

JPM JPMORGAN CHASE & CO.1.1K shares0.46%2025-09-302025-10-10

MCD MCDONALDS CORP1.1K shares0.57%2025-09-302025-10-10

DE DEERE & CO647 shares0.31%2025-09-302025-10-10

AMZN AMAZON COM INC1.3K shares0.00%2025-09-302025-10-10

IWV ISHARES TR585 shares0.34%2025-09-302025-10-10

UNH UNITEDHEALTH GROUP INC618 shares0.65%2025-09-302025-10-10

Sponsored

VGK VANGUARD INTL EQUITY INDEX F2.6K shares0.27%2025-09-302025-10-10

EXC EXELON CORP4.6K shares0.00%2025-09-302025-10-10

VPL VANGUARD INTL EQUITY INDEX F2.1K shares0.68%2025-09-302025-10-10

VYM VANGUARD WHITEHALL FDS1.3K shares0.00%2025-09-302025-10-10

DFAS DIMENSIONAL ETF TRUST2.3K shares0.13%2025-09-302025-10-10

PM PHILIP MORRIS INTL INC857 shares0.23%2025-09-302025-10-10

VIG VANGUARD SPECIALIZED FUNDS630 shares0.48%2025-09-302025-10-10

PG PROCTER AND GAMBLE CO882 shares0.68%2025-09-302025-10-10

Sponsored

IEFA ISHARES TR1.4K shares-14.36%2025-09-302025-10-10

DOL WISDOMTREE TR1.9K shares-4.83%2025-09-302025-10-10

IBM INTERNATIONAL BUSINESS MACHS354 shares0.85%2025-09-302025-10-10

IYW ISHARES TR478 shares0.00%2025-09-302025-10-10

SCHE SCHWAB STRATEGIC TR2.7K shares-44.75%2025-09-302025-10-10

PEP PEPSICO INC627 shares0.97%2025-09-302025-10-10

SCHC SCHWAB STRATEGIC TR1.8K shares-51.69%2025-09-302025-10-10

ATEC ALPHATEC HLDGS INC5.5K shares0.00%2025-09-302025-10-10

Sponsored

IWM ISHARES TR328 shares0.31%2025-09-302025-10-10

VONG VANGUARD SCOTTSDALE FDS655 shares-12.55%2025-09-302025-10-10

ESGV VANGUARD WORLD FD617 shares0.00%2025-09-302025-10-10

VONV VANGUARD SCOTTSDALE FDS799 shares-3.85%2025-09-302025-10-10

MDY SPDR S&P MIDCAP 400 ETF TR102 shares0.00%2025-09-302025-10-10

BRK.B BERKSHIRE HATHAWAY INC DEL117 shares-46.08%2025-09-302025-10-10

DGRO ISHARES TR862 shares0.00%2025-09-302025-10-10

USMV ISHARES TR606 shares-11.14%2025-09-302025-10-10

Sponsored

PPL PPL CORP1.5K shares0.00%2025-09-302025-10-10

DGRW WISDOMTREE TR595 shares0.00%2025-09-302025-10-10

EMR EMERSON ELEC CO394 shares0.51%2025-09-302025-10-10

CVX CHEVRON CORP NEW331 shares1.22%2025-09-302025-10-10

CWI SPDR INDEX SHS FDS1.4K shares0.00%2025-09-302025-10-10

VO VANGUARD INDEX FDS167 shares0.00%2025-09-302025-10-10

HODL VANECK BITCOIN ETF1.5K shares13.82%2025-09-302025-10-10

GOOGL ALPHABET INC200 shares-50.12%2025-09-302025-10-10

Sponsored

NFLX NETFLIX INC38 shares0.00%2025-09-302025-10-10

ADP AUTOMATIC DATA PROCESSING IN148 shares0.68%2025-09-302025-10-10

VZ VERIZON COMMUNICATIONS INC984 shares0.10%2025-09-302025-10-10

MSFT MICROSOFT CORP75 shares0.00%2025-09-302025-10-10

IEMG ISHARES INC572 shares0.00%2025-09-302025-10-10

APD AIR PRODS & CHEMS INC133 shares0.76%2025-09-302025-10-10

JNJ JOHNSON & JOHNSON152 shares0.66%2025-09-302025-10-10

T AT&T INC950 shares0.00%2025-09-302025-10-10

Sponsored

MO ALTRIA GROUP INC406 shares1.75%2025-09-302025-10-10

WFC WELLS FARGO CO NEW310 shares0.65%2025-09-302025-10-10

XOM EXXON MOBIL CORP203 shares1.00%2025-09-302025-10-10

QCOM QUALCOMM INC132 shares0.76%2025-09-302025-10-10

LYFT LYFT INC962 shares0.00%2025-09-302025-10-10

UTZ UTZ BRANDS INC1.7K shares0.47%2025-09-302025-10-10

GE GE AEROSPACE63 shares0.00%2025-09-302025-10-10

VSGX VANGUARD WORLD FD271 shares0.74%2025-09-302025-10-10

Sponsored

HD HOME DEPOT INC40 shares0.00%2025-09-302025-10-10

SCZ ISHARES TR212 shares0.00%2025-09-302025-10-10

PINS PINTEREST INC500 shares0.00%2025-09-302025-10-10

MMM 3M CO102 shares0.99%2025-09-302025-10-10

CMCSA COMCAST CORP NEW491 shares0.00%2025-09-302025-10-10

MDLZ MONDELEZ INTL INC243 shares0.41%2025-09-302025-10-10

ECL ECOLAB INC51 shares0.00%2025-09-302025-10-10

DD DUPONT DE NEMOURS INC179 shares0.56%2025-09-302025-10-10

Sponsored

TSLA TESLA INC30 shares-71.43%2025-09-302025-10-10

CTVA CORTEVA INC176 shares0.57%2025-09-302025-10-10

CSCO CISCO SYS INC161 shares0.00%2025-09-302025-10-10

UNM UNUM GROUP137 shares0.74%2025-09-302025-10-10

GEV GE VERNOVA INC15 shares0.00%2025-09-302025-10-10

D DOMINION ENERGY INC150 shares1.35%2025-09-302025-10-10

KO COCA COLA CO135 shares0.75%2025-09-302025-10-10

DLR DIGITAL RLTY TR INC51 shares2.00%2025-09-302025-10-10

Sponsored

NVO NOVO-NORDISK A S115 shares0.00%2025-09-302025-10-10

ONON ON HLDG AG114 shares0.00%2025-09-302025-10-10

RVMD REVOLUTION MEDICINES INC100 shares0.00%2025-09-302025-10-10

DOW DOW INC199 shares1.53%2025-09-302025-10-10

WBD WARNER BROS DISCOVERY INC229 shares0.00%2025-09-302025-10-10

DIS DISNEY WALT CO39 shares2.63%2025-09-302025-10-10

ETHO AMPLIFY ETF TR66 shares0.00%2025-09-302025-10-10

UPS UNITED PARCEL SERVICE INC33 shares3.13%2025-09-302025-10-10

Sponsored

KHC KRAFT HEINZ CO87 shares1.16%2025-09-302025-10-10

VOD VODAFONE GROUP PLC NEW187 shares0.00%2025-09-302025-10-10

SOLV SOLVENTUM CORP24 shares0.00%2025-09-302025-10-10

GEHC GE HEALTHCARE TECHNOLOGIES I20 shares0.00%2025-09-302025-10-10

PTON PELOTON INTERACTIVE INC100 shares0.00%2025-09-302025-10-10

VXUS VANGUARD STAR FDS6 shares0.00%2025-09-302025-10-10

DOUG DOUGLAS ELLIMAN INC69 shares0.00%2025-09-302025-10-10

BYND BEYOND MEAT INC10 shares0.00%2025-09-302025-10-10

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available