Newton One Investments

Newton One Investments as of June 30, 2025

Portfolio Holdings for Newton One Investments

Newton One Investments holds 128 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 17.4 $55M 749k 73.63
Ishares Tr Core S&p500 Etf (IVV) 14.2 $45M 73k 620.90
Vanguard Index Fds Growth Etf (VUG) 12.3 $39M 89k 438.40
Vanguard Scottsdale Fds Int-term Corp (VCIT) 11.6 $37M 446k 82.92
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 7.9 $25M 376k 67.22
Ishares Tr Core S&p Mcp Etf (IJH) 5.8 $19M 299k 62.02
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.3 $14M 276k 49.03
Ishares Tr Rus 1000 Val Etf (IWD) 3.2 $10M 52k 194.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.1 $9.8M 198k 49.46
Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $9.0M 30k 303.93
Ishares Tr Core Msci Total (IXUS) 2.4 $7.7M 100k 77.31
Ishares Tr S&P SML 600 GWT (IJT) 2.4 $7.6M 58k 133.04
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.7 $5.4M 191k 28.05
Vanguard Index Fds Small Cp Etf (VB) 1.5 $4.9M 21k 236.98
Vanguard Index Fds Value Etf (VTV) 1.4 $4.5M 25k 176.74
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $3.5M 32k 109.29
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $3.1M 23k 134.39
Apple (AAPL) 0.6 $2.0M 10k 205.17
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $2.0M 10k 195.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.8M 3.0k 617.76
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $1.1M 8.8k 128.51
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $710k 2.5k 285.85
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $606k 6.1k 99.49
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $499k 2.6k 192.74
Constellation Energy (CEG) 0.2 $492k 1.5k 322.76
Aon Shs Cl A (AON) 0.1 $477k 1.3k 356.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $462k 1.1k 424.69
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $455k 4.1k 110.10
Vanguard Index Fds Large Cap Etf (VV) 0.1 $410k 1.4k 285.29
Meta Platforms Cl A (META) 0.1 $404k 548.00 737.93
Goldman Sachs (GS) 0.1 $357k 504.00 708.44
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $353k 8.4k 42.28
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $342k 1.8k 195.43
Oracle Corporation (ORCL) 0.1 $338k 1.5k 218.58
Deere & Company (DE) 0.1 $328k 645.00 508.73
JPMorgan Chase & Co. (JPM) 0.1 $312k 1.1k 289.85
McDonald's Corporation (MCD) 0.1 $306k 1.0k 292.29
Amazon (AMZN) 0.1 $281k 1.3k 219.39
Ishares Tr Russell 3000 Etf (IWV) 0.1 $205k 583.00 351.13
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $202k 2.6k 77.50
Exelon Corporation (EXC) 0.1 $199k 4.6k 43.42
UnitedHealth (UNH) 0.1 $192k 614.00 312.03
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $172k 1.3k 133.32
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $169k 2.1k 82.20
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $162k 3.8k 42.59
Philip Morris International (PM) 0.0 $156k 855.00 182.07
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $147k 2.3k 63.72
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $147k 4.9k 30.14
Procter & Gamble Company (PG) 0.0 $140k 876.00 159.34
Ishares Tr Core Msci Eafe (IEFA) 0.0 $135k 1.6k 83.47
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $128k 627.00 204.75
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $116k 1.9k 59.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $105k 217.00 485.77
International Business Machines (IBM) 0.0 $104k 351.00 295.04
Ishares Tr U.s. Tech Etf (IYW) 0.0 $83k 478.00 173.29
Pepsi (PEP) 0.0 $82k 621.00 132.01
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $82k 749.00 109.20
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $71k 831.00 85.21
Alphabet Cap Stk Cl A (GOOGL) 0.0 $71k 401.00 176.11
Ishares Tr Russell 2000 Etf (IWM) 0.0 $71k 327.00 215.96
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $68k 617.00 109.55
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $64k 682.00 93.87
Alphatec Hldgs Com New (ATEC) 0.0 $61k 5.5k 11.10
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $58k 102.00 568.56
Ishares Tr Core Div Grwth (DGRO) 0.0 $55k 862.00 63.95
Emerson Electric (EMR) 0.0 $52k 392.00 133.41
PPL Corporation (PPL) 0.0 $52k 1.5k 33.89
Netflix (NFLX) 0.0 $51k 38.00 1339.13
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $50k 595.00 83.74
Chevron Corporation (CVX) 0.0 $47k 327.00 143.30
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $47k 167.00 279.83
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $46k 1.4k 32.67
Automatic Data Processing (ADP) 0.0 $45k 147.00 308.73
Verizon Communications (VZ) 0.0 $43k 983.00 43.29
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.0 $40k 1.3k 30.47
Microsoft Corporation (MSFT) 0.0 $37k 75.00 498.45
Air Products & Chemicals (APD) 0.0 $37k 132.00 283.01
Ishares Core Msci Emkt (IEMG) 0.0 $34k 572.00 60.03
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $34k 185.00 182.82
Tesla Motors (TSLA) 0.0 $33k 105.00 317.67
At&t (T) 0.0 $28k 950.00 28.94
Wells Fargo & Company (WFC) 0.0 $25k 308.00 80.07
Altria (MO) 0.0 $23k 399.00 58.57
Johnson & Johnson (JNJ) 0.0 $23k 151.00 152.93
Exxon Mobil Corporation (XOM) 0.0 $22k 201.00 107.72
Utz Brands Com Cl A (UTZ) 0.0 $21k 1.7k 12.55
Qualcomm (QCOM) 0.0 $21k 131.00 159.74
Pinterest Cl A (PINS) 0.0 $18k 500.00 35.86
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $18k 269.00 65.52
Comcast Corp Cl A (CMCSA) 0.0 $18k 491.00 35.69
Mondelez Intl Cl A (MDLZ) 0.0 $16k 242.00 67.32
Ge Aerospace Com New (GE) 0.0 $16k 63.00 256.14
3M Company (MMM) 0.0 $15k 101.00 152.76
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $15k 212.00 72.69
Lyft Cl A Com (LYFT) 0.0 $15k 962.00 15.76
Home Depot (HD) 0.0 $15k 40.00 368.65
Ecolab (ECL) 0.0 $14k 51.00 270.76
Corteva (CTVA) 0.0 $13k 175.00 74.74
Dupont De Nemours (DD) 0.0 $12k 178.00 68.55
Cisco Systems (CSCO) 0.0 $11k 161.00 69.40
Unum (UNM) 0.0 $11k 136.00 80.82
Coca-Cola Company (KO) 0.0 $9.5k 134.00 70.63
Digital Realty Trust (DLR) 0.0 $8.8k 50.00 175.22
Dominion Resources (D) 0.0 $8.4k 148.00 56.59
Ge Vernova (GEV) 0.0 $7.9k 15.00 529.87
Novo-nordisk A S Adr (NVO) 0.0 $7.9k 115.00 69.03
On Hldg Namen Akt A (ONON) 0.0 $5.9k 114.00 52.05
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $5.8k 66.00 87.23
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $5.6k 109.00 51.44
Dow (DOW) 0.0 $5.2k 196.00 26.49
Walt Disney Company (DIS) 0.0 $4.8k 38.00 125.63
Amplify Etf Tr Amplify Etho Cli (ETHO) 0.0 $3.8k 66.00 57.94
Revolution Medicines (RVMD) 0.0 $3.7k 100.00 36.79
Ishares Tr Mbs Etf (MBB) 0.0 $3.4k 36.00 93.92
United Parcel Service CL B (UPS) 0.0 $3.3k 32.00 101.91
Warner Bros Discovery Com Ser A (WBD) 0.0 $2.6k 229.00 11.46
Kraft Heinz (KHC) 0.0 $2.2k 86.00 25.72
Vodafone Group Sponsored Adr (VOD) 0.0 $2.0k 187.00 10.66
Solventum Corp Com Shs (SOLV) 0.0 $1.8k 24.00 75.88
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $1.7k 28.00 59.82
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $1.6k 16.00 100.75
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $1.5k 20.00 74.35
Ishares Gold Tr Ishares New (IAU) 0.0 $874.000400 14.00 62.43
Select Sector Spdr Tr Technology (XLK) 0.0 $759.999900 3.00 253.33
Peloton Interactive Cl A Com (PTON) 0.0 $694.000000 100.00 6.94
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $415.000200 6.00 69.17
Douglas Elliman (DOUG) 0.0 $160.997700 69.00 2.33
Beyond Meat (BYND) 0.0 $35.000000 10.00 3.50