Sponsored

The Analysis of Newton One Investments LLC's Holdings & P&L

Currently, Newton One Investments LLC holds 121 types of securities in its portfolio with a total value $368.5M. In the most recent quarter, they have increased their positions in VTV (+121.0K shares, valued at $23.7M), IJR (+103.7K shares, valued at $12.9M), VSS (+43.7K shares, valued at $6.4M); decreased their positions in IJT (-44.9K shares, valued at $6.5M), VEU (-36.5K shares, valued at $2.7M), IVV (-1.1K shares, valued at $732.2K); initiated new positions in N/A (+19 shares, valued at $704).

1M P&L

+8.2M+2.11%

3M P&L

-190.6M-32.33%

HY P&L

-176.6M-30.69%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A360.8M

98.1%

2Consumer Electronics2.6M

0.7%

3Utilities - Renewable439.0K

0.1%

Top Industries by Stock Count

1N/A54 stocks

47.4%

2Telecom Services3 stocks

2.6%

3Packaged Foods3 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS786.8K shares3.54%2026-03-312026-04-24

IVV ISHARES TR75.4K shares-1.47%2026-03-312026-04-24

VCIT VANGUARD SCOTTSDALE FDS464.7K shares2.90%2026-03-312026-04-24

VUG VANGUARD INDEX FDS86.5K shares0.89%2026-03-312026-04-24

VTV VANGUARD INDEX FDS147.4K shares458.26%2026-03-312026-04-24

VEU VANGUARD INTL EQUITY INDEX F330.1K shares-9.96%2026-03-312026-04-24

IJH ISHARES TR300.0K shares0.94%2026-03-312026-04-24

IJR ISHARES TR136.1K shares319.41%2026-03-312026-04-24

Sponsored

VTEB VANGUARD MUN BD FDS302.5K shares4.85%2026-03-312026-04-24

IWD ISHARES TR50.7K shares-1.59%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F183.3K shares-5.83%2026-03-312026-04-24

VSS VANGUARD INTL EQUITY INDEX F67.2K shares185.90%2026-03-312026-04-24

VTI VANGUARD INDEX FDS28.3K shares2.59%2026-03-312026-04-24

IXUS ISHARES TR95.6K shares-3.69%2026-03-312026-04-24

SCHM SCHWAB STRATEGIC TR190.9K shares-1.13%2026-03-312026-04-24

VB VANGUARD INDEX FDS21.0K shares-0.02%2026-03-312026-04-24

Sponsored

AAPL APPLE INC10.2K shares0.09%2026-03-312026-04-24

VBR VANGUARD INDEX FDS10.2K shares-1.01%2026-03-312026-04-24

IJT ISHARES TR11.6K shares-79.46%2026-03-312026-04-24

VT VANGUARD INTL EQUITY INDEX F7.3K shares-13.95%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T1.5K shares0.27%2026-03-312026-04-24

IJS ISHARES TR7.7K shares24.97%2026-03-312026-04-24

IWO ISHARES TR2.3K shares-3.28%2026-03-312026-04-24

VXF VANGUARD INDEX FDS2.6K shares0.08%2026-03-312026-04-24

Sponsored

IWF ISHARES TR1.1K shares-1.30%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC512 shares0.59%2026-03-312026-04-24

AON PLC AON PLC1.3K shares0.22%2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP1.5K shares0.00%2026-03-312026-04-24

IVW ISHARES TR3.7K shares0.00%2026-03-312026-04-24

DFUV DIMENSIONAL ETF TRUST8.4K shares0.36%2026-03-312026-04-24

VV VANGUARD INDEX FDS1.3K shares-2.72%2026-03-312026-04-24

DE DEERE & CO651 shares0.15%2026-03-312026-04-24

Sponsored

IVE ISHARES TR1.7K shares-0.97%2026-03-312026-04-24

MCD MCDONALDS CORP1.1K shares0.57%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO1.1K shares0.46%2026-03-312026-04-24

META META PLATFORMS INC549 shares0.00%2026-03-312026-04-24

AMZN AMAZON COM INC1.3K shares0.00%2026-03-312026-04-24

ORCL ORACLE CORP1.6K shares0.26%2026-03-312026-04-24

EXC EXELON CORP4.6K shares0.00%2026-03-312026-04-24

VGK VANGUARD INTL EQUITY INDEX F2.3K shares-13.11%2026-03-312026-04-24

Sponsored

VPL VANGUARD INTL EQUITY INDEX F1.9K shares-10.66%2026-03-312026-04-24

IWV ISHARES TR473 shares-19.28%2026-03-312026-04-24

NVDA NVIDIA CORPORATION1.0K shares0.00%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC626 shares0.64%2026-03-312026-04-24

DFAS DIMENSIONAL ETF TRUST2.3K shares0.09%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC863 shares0.35%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS637 shares0.31%2026-03-312026-04-24

PG PROCTER & GAMBLE CO894 shares0.68%2026-03-312026-04-24

Sponsored

VYM VANGUARD WHITEHALL FDS846 shares-34.32%2026-03-312026-04-24

PEP PEPSICO INC639 shares1.91%2026-03-312026-04-24

SCHE SCHWAB STRATEGIC TR2.8K shares0.00%2026-03-312026-04-24

SCHC SCHWAB STRATEGIC TR1.9K shares0.00%2026-03-312026-04-24

IYW ISHARES TR479 shares0.21%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS358 shares0.56%2026-03-312026-04-24

IEFA ISHARES TR931 shares-30.16%2026-03-312026-04-24

IWM ISHARES TR317 shares-3.65%2026-03-312026-04-24

Sponsored

VONV VANGUARD SCOTTSDALE FDS754 shares-5.63%2026-03-312026-04-24

CVX CHEVRON CORPORATION338 shares0.90%2026-03-312026-04-24

VONG VANGUARD SCOTTSDALE FDS630 shares-0.16%2026-03-312026-04-24

MDY STATE STR SPDR S&P MIDCAP 40102 shares0.00%2026-03-312026-04-24

DGRO ISHARES TR862 shares0.00%2026-03-312026-04-24

ATEC ALPHATEC HLDGS INC5.5K shares0.00%2026-03-312026-04-24

ESGV VANGUARD WORLD FD520 shares-15.86%2026-03-312026-04-24

PPL PPL CORP1.5K shares0.00%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC200 shares0.00%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL117 shares0.00%2026-03-312026-04-24

DGRW WISDOMTREE TR595 shares0.00%2026-03-312026-04-24

EMR EMERSON ELEC CO397 shares0.51%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC987 shares0.10%2026-03-312026-04-24

CWI SPDR INDEX SHS FDS1.3K shares-8.73%2026-03-312026-04-24

VO VANGUARD INDEX FDS167 shares0.00%2026-03-312026-04-24

DOL WISDOMTREE TR631 shares-65.95%2026-03-312026-04-24

Sponsored

APD AIR PRODUCTS AND CHEMICALS I135 shares0.75%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON153 shares0.00%2026-03-312026-04-24

NFLX NETFLIX INC.380 shares0.00%2026-03-312026-04-24

XOM EXXON MOBIL CORP206 shares0.98%2026-03-312026-04-24

IEMG ISHARES INC471 shares-5.23%2026-03-312026-04-24

USMV ISHARES TR329 shares-10.60%2026-03-312026-04-24

ADP AUTOMATIC DATA PROCESSING IN149 shares0.68%2026-03-312026-04-24

MSFT MICROSOFT CORP75 shares0.00%2026-03-312026-04-24

Sponsored

MO ALTRIA GROUP INC420 shares1.94%2026-03-312026-04-24

T AT&T INC950 shares0.00%2026-03-312026-04-24

WFC WELLS FARGO & CO313 shares0.64%2026-03-312026-04-24

HD HOME DEPOT INC60 shares50.00%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE63 shares0.00%2026-03-312026-04-24

QCOM QUALCOMM INC134 shares0.75%2026-03-312026-04-24

MMM 3M CO103 shares0.98%2026-03-312026-04-24

CTVA CORTEVA INC177 shares0.57%2026-03-312026-04-24

Sponsored

MDLZ MONDELEZ INTL INC247 shares0.82%2026-03-312026-04-24

VSGX VANGUARD WORLD FD197 shares-26.49%2026-03-312026-04-24

CMCSA COMCAST CORP NEW491 shares0.00%2026-03-312026-04-24

ECL ECOLAB INC52 shares1.96%2026-03-312026-04-24

UTZ UTZ BRANDS INC1.7K shares0.64%2026-03-312026-04-24

GEV GE VERNOVA INC15 shares0.00%2026-03-312026-04-24

LYFT LYFT INC962 shares0.00%2026-03-312026-04-24

CSCO CISCO SYS INC161 shares0.00%2026-03-312026-04-24

Sponsored

SCZ ISHARES TR151 shares-30.09%2026-03-312026-04-24

TSLA TESLA INC30 shares0.00%2026-03-312026-04-24

KO COCA COLA CO137 shares0.00%2026-03-312026-04-24

UNM UNUM GROUP139 shares0.72%2026-03-312026-04-24

HODL VANECK BITCOIN ETF518 shares-71.88%2026-03-312026-04-24

RVMD REVOLUTION MEDICINES INC100 shares0.00%2026-03-312026-04-24

D DOMINION ENERGY INC153 shares0.66%2026-03-312026-04-24

DLR DIGITAL RLTY TR INC51 shares0.00%2026-03-312026-04-24

Sponsored

PINS PINTEREST INC500 shares0.00%2026-03-312026-04-24

DOW DOW HLDGS INC203 shares0.50%2026-03-312026-04-24

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC180 shares0.00%2026-03-312026-04-24

WBD WARNER BROS DISCOVERY INC229 shares0.00%2026-03-312026-04-24

NVO NOVO-NORDISK A S115 shares0.00%2026-03-312026-04-24

ONON ON HLDG AG114 shares0.00%2026-03-312026-04-24

DIS DISNEY WALT CO39 shares0.00%2026-03-312026-04-24

ETHO AMPLIFY ETF TR55 shares-16.67%2026-03-312026-04-24

Sponsored

UPS UNITED PARCEL SVCS INC34 shares3.03%2026-03-312026-04-24

VODAFONE GROUP PLC VODAFONE GROUP PLC187 shares0.00%2026-03-312026-04-24

KHC KRAFT HEINZ CO90 shares2.27%2026-03-312026-04-24

SOLV SOLVENTUM CORP24 shares0.00%2026-03-312026-04-24

GEHC GE HEALTHCARE TECHNOLOGIES I20 shares0.00%2026-03-312026-04-24

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC19 sharesnew addition2026-03-312026-04-24

PTON PELOTON INTERACTIVE INC100 shares0.00%2026-03-312026-04-24

DOUG DOUGLAS ELLIMAN INC69 shares0.00%2026-03-312026-04-24

Sponsored

BYND BEYOND MEAT INC10 shares0.00%2026-03-312026-04-24

BND

VANGUARD BD INDEX FDS

3.54%

Shares786.8K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

-1.47%

Shares75.4K

Event2026-03-31

Filed2026-04-24

VCIT

VANGUARD SCOTTSDALE FDS

2.90%

Shares464.7K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

0.89%

Shares86.5K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

458.26%

Shares147.4K

Event2026-03-31

Filed2026-04-24

VEU

VANGUARD INTL EQUITY INDEX F

-9.96%

Shares330.1K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

0.94%

Shares300.0K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

319.41%

Shares136.1K

Event2026-03-31

Filed2026-04-24

VTEB

VANGUARD MUN BD FDS

4.85%

Shares302.5K

Event2026-03-31

Filed2026-04-24

IWD

ISHARES TR

-1.59%

Shares50.7K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

-5.83%

Shares183.3K

Event2026-03-31

Filed2026-04-24

VSS

VANGUARD INTL EQUITY INDEX F

185.90%

Shares67.2K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

2.59%

Shares28.3K

Event2026-03-31

Filed2026-04-24

IXUS

ISHARES TR

-3.69%

Shares95.6K

Event2026-03-31

Filed2026-04-24

SCHM

SCHWAB STRATEGIC TR

-1.13%

Shares190.9K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-0.02%

Shares21.0K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

0.09%

Shares10.2K

Event2026-03-31

Filed2026-04-24

VBR

VANGUARD INDEX FDS

-1.01%

Shares10.2K

Event2026-03-31

Filed2026-04-24

IJT

ISHARES TR

-79.46%

Shares11.6K

Event2026-03-31

Filed2026-04-24

VANGUARD INTL EQUITY INDEX F

-13.95%

Shares7.3K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

0.27%

Shares1.5K

Event2026-03-31

Filed2026-04-24

IJS

ISHARES TR

24.97%

Shares7.7K

Event2026-03-31

Filed2026-04-24

IWO

ISHARES TR

-3.28%

Shares2.3K

Event2026-03-31

Filed2026-04-24

VXF

VANGUARD INDEX FDS

0.08%

Shares2.6K

Event2026-03-31

Filed2026-04-24

IWF

ISHARES TR

-1.30%

Shares1.1K

Event2026-03-31

Filed2026-04-24

GOLDMAN SACHS GROUP INC

0.59%

Shares512

Event2026-03-31

Filed2026-04-24

AON PLC

0.22%

Shares1.3K

Event2026-03-31

Filed2026-04-24

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-24

IVW

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-24

DFUV

DIMENSIONAL ETF TRUST

0.36%

Shares8.4K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-2.72%

Shares1.3K

Event2026-03-31

Filed2026-04-24

DEERE & CO

0.15%

Shares651

Event2026-03-31

Filed2026-04-24

IVE

ISHARES TR

-0.97%

Shares1.7K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

0.57%

Shares1.1K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

0.46%

Shares1.1K

Event2026-03-31

Filed2026-04-24