Newton One Investments

Latest statistics and disclosures from Newton One Investments's latest quarterly 13F-HR filing:

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Positions held by Newton One Investments consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Newton One Investments

Newton One Investments holds 118 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.3 $21M 287k 71.84
Vanguard Bd Index Fds Short Trm Bond (BSV) 11.4 $18M -4% 234k 75.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 10.1 $16M +15% 312k 50.14
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 9.0 $14M 213k 65.61
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 6.9 $11M -7% 215k 49.49
Vanguard Index Fds Growth Etf (VUG) 6.8 $11M +8% 50k 213.11
Ishares Tr Rus 1000 Val Etf (IWD) 5.7 $8.8M 58k 151.65
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.7 $7.3M +2% 85k 86.19
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $5.4M +2% 28k 191.19
Ishares Tr S&P SML 600 GWT (IJT) 3.0 $4.7M +114% 44k 108.07
Ishares Tr Core Msci Total (IXUS) 3.0 $4.6M +2% 80k 57.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $4.5M +5% 116k 38.98
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $4.3M 45k 94.64
Vanguard Index Fds Small Cp Etf (VB) 2.3 $3.6M 19k 183.54

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Vanguard Index Fds Value Etf (VTV) 2.1 $3.2M 23k 140.37
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $3.1M 13k 241.90
Ishares Tr National Mun Etf (MUB) 1.1 $1.7M NEW 16k 105.52
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $1.6M -2% 9.9k 158.80
Apple (AAPL) 1.0 $1.6M 12k 129.93
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $1.2M +4% 11k 102.81
Ishares Tr Core S&p500 Etf (IVV) 0.6 $957k 2.5k 384.17
Vanguard Index Fds Large Cap Etf (VV) 0.4 $626k 3.6k 174.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $542k 1.4k 382.43
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $533k 5.8k 91.31
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $494k 2.3k 214.49
UnitedHealth (UNH) 0.3 $405k 764.00 530.18
Aon Shs Cl A (AON) 0.3 $401k 1.3k 300.25
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $392k 2.9k 132.84
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $321k 9.6k 33.48
McDonald's Corporation (MCD) 0.2 $272k 1.0k 263.43
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $270k NEW 4.6k 58.50
Deere & Company (DE) 0.2 $268k 625.00 428.76
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $251k NEW 1.7k 145.07
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $240k 2.2k 108.21
Goldman Sachs (GS) 0.1 $217k 631.00 343.35
stock (SPLK) 0.1 $207k 2.4k 86.09
Exelon Corporation (EXC) 0.1 $198k 4.6k 43.23
Ishares Tr Core Msci Eafe (IEFA) 0.1 $186k NEW 3.0k 61.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $178k 829.00 214.12
Pepsi (PEP) 0.1 $153k 849.00 180.67
Ishares Tr Russell 3000 Etf (IWV) 0.1 $139k 628.00 220.77
JPMorgan Chase & Co. (JPM) 0.1 $137k 1.0k 134.10
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $133k 2.4k 55.44
Constellation Energy (CEG) 0.1 $132k 1.5k 86.21
Procter & Gamble Company (PG) 0.1 $126k -31% 829.00 151.64
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $124k -15% 1.9k 64.35
Oracle Corporation (ORCL) 0.1 $123k 1.5k 81.72
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $117k 2.3k 51.14
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $112k 3.5k 31.47
Amazon (AMZN) 0.1 $108k +18% 1.3k 84.00
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $107k 4.5k 23.67
Vanguard World Mega Cap Index (MGC) 0.1 $105k 794.00 132.32
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.1 $99k 2.2k 44.00
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $91k 601.00 151.85
Walt Disney Company (DIS) 0.1 $90k 1.0k 86.88
Alphatec Hldgs Com New (ATEC) 0.1 $87k 7.0k 12.35
Bristol Myers Squibb (BMY) 0.1 $83k 1.2k 71.94
Philip Morris International (PM) 0.1 $80k -29% 793.00 101.17
Verizon Communications (VZ) 0.1 $79k 2.0k 39.40
Smucker J M Com New (SJM) 0.0 $77k 483.00 158.38
Ishares Tr Russell 2000 Etf (IWM) 0.0 $74k 424.00 174.29
Meta Platforms Cl A (META) 0.0 $66k 545.00 120.34
Chevron Corporation (CVX) 0.0 $58k 325.00 179.49
Emerson Electric (EMR) 0.0 $56k -22% 585.00 96.06
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $53k 119.00 444.24
PPL Corporation (PPL) 0.0 $45k 1.5k 29.22
Altria (MO) 0.0 $39k -28% 847.00 45.72
Air Products & Chemicals (APD) 0.0 $39k -50% 125.00 308.26
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $39k 585.00 65.86
Pinterest Cl A (PINS) 0.0 $36k 1.5k 24.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $36k 117.00 308.90
Ishares Tr U.s. Tech Etf (IYW) 0.0 $35k -50% 475.00 74.49
Liberty Media Corp Del Com C Siriusxm (LSXMK) 0.0 $34k 880.00 39.13
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $32k 1.3k 24.07
Utz Brands Com Cl A (UTZ) 0.0 $32k 2.0k 15.86
Zillow Group Cl A (ZG) 0.0 $31k 1.0k 31.21
Automatic Data Processing (ADP) 0.0 $25k 106.00 238.86
Exxon Mobil Corporation (XOM) 0.0 $24k 215.00 110.30
Ishares Tr Cohen Steer Reit (ICF) 0.0 $23k 427.00 54.79
At&t (T) 0.0 $18k 950.00 18.41
Liberty Media Corp Del Com A Siriusxm (LSXMA) 0.0 $17k 440.00 39.31
Comcast Corp Cl A (CMCSA) 0.0 $17k 491.00 34.97
Johnson & Johnson (JNJ) 0.0 $17k -50% 94.00 176.65
Hewlett Packard Enterprise (HPE) 0.0 $16k 1.0k 15.96
American Airls (AAL) 0.0 $16k 1.3k 12.72
Mondelez Intl Cl A (MDLZ) 0.0 $15k -50% 228.00 66.65
Wells Fargo & Company (WFC) 0.0 $15k 350.00 41.29
Qualcomm (QCOM) 0.0 $14k -50% 125.00 109.94
Dupont De Nemours (DD) 0.0 $12k -50% 170.00 68.63
Netflix (NFLX) 0.0 $11k 38.00 294.87
3M Company (MMM) 0.0 $11k -50% 93.00 119.92
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $11k 196.00 56.44
Lyft Cl A Com (LYFT) 0.0 $11k 962.00 11.02
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $10k -49% 144.00 70.50
Corteva (CTVA) 0.0 $10k -49% 171.00 58.78
Dow (DOW) 0.0 $8.6k -49% 171.00 50.39
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $8.1k 165.00 49.19
Dominion Resources (D) 0.0 $8.1k -50% 132.00 61.32
Coca-Cola Company (KO) 0.0 $8.0k -50% 125.00 63.61
Sage Therapeutics (SAGE) 0.0 $7.6k 200.00 38.14
Ecolab (ECL) 0.0 $7.3k -41% 50.00 145.56
Unum (UNM) 0.0 $5.3k -50% 128.00 41.03
General Electric Com New (GE) 0.0 $5.2k -50% 62.00 83.79
United Parcel Service CL B (UPS) 0.0 $5.0k 29.00 173.83
Digital Realty Trust (DLR) 0.0 $4.6k -50% 46.00 100.26
Tesla Motors (TSLA) 0.0 $3.7k 30.00 123.17
Kraft Heinz (KHC) 0.0 $3.1k -50% 76.00 40.71
Etf Managers Tr Etho Climate Lea (ETHO) 0.0 $2.4k 48.00 49.38
Warner Bros Discovery Com Ser A (WBD) 0.0 $2.2k 229.00 9.48
Vodafone Group Sponsored Adr (VOD) 0.0 $1.9k 187.00 10.12
On Hldg Namen Akt A (ONON) 0.0 $1.7k 100.00 17.16
Vector (VGR) 0.0 $1.6k 134.00 11.84
Teladoc (TDOC) 0.0 $1.4k 60.00 23.65
Under Armour Cl A (UAA) 0.0 $1.1k 105.00 10.16
Under Armour CL C (UA) 0.0 $936.999000 105.00 8.92
Peloton Interactive Cl A Com (PTON) 0.0 $794.000000 100.00 7.94
Douglas Elliman (DOUG) 0.0 $269.002800 66.00 4.08
Beyond Meat (BYND) 0.0 $123.000000 10.00 12.30

Past Filings by Newton One Investments

SEC 13F filings are viewable for Newton One Investments going back to 2020