Newton One Investments LLC Top Holdings and 13F Report (2024) → Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (From Colonial Metals) (Ad) About Newton One Investments LLCInvestment ActivityNewton One Investments LLC has $227.41 million in total holdings as of March 31, 2024.Newton One Investments LLC owns shares of 113 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.89% of the portfolio was purchased this quarter.About 0.57% of the portfolio was sold this quarter.This quarter, Newton One Investments LLC has purchased 114 new stocks and bought additional shares in 53 stocks.Newton One Investments LLC sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $43,627,036Vanguard Short-Term Bond ETF $20,612,922Vanguard Growth ETF $19,290,551Schwab U.S. Mid-Cap ETF $18,816,667Vanguard FTSE All-World ex-US ETF $17,794,668 Largest New Holdings this Quarter VANECK BITCOIN TR $26,593 HoldingNovo Nordisk A/S $14,766 HoldingAMPLIFY ETF TR $4,982 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 49,569 shares (about $3.01M)Vanguard Short-Term Bond ETF 15,766 shares (about $1.21M)Vanguard Total Bond Market ETF 9,361 shares (about $679.89K)Vanguard Growth ETF 984 shares (about $338.69K)Schwab U.S. Mid-Cap ETF 4,147 shares (about $337.69K) Largest Sales this Quarter iShares Russell 1000 Value ETF 1,438 shares (about $257.56K)Walt Disney 1,000 shares (about $122.79K)Vanguard Value ETF 630 shares (about $102.60K)Vanguard FTSE All-World ex-US ETF 1,126 shares (about $66.04K)Vanguard Small-Cap Value ETF 313 shares (about $60.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNewton One Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$43,627,036$679,890 ▲1.6%600,67519.2%ETFBSVVanguard Short-Term Bond ETF$20,612,922$1,208,777 ▲6.2%268,8539.1%ETFVUGVanguard Growth ETF$19,290,551$338,690 ▲1.8%56,0458.5%ETFSCHMSchwab U.S. Mid-Cap ETF$18,816,667$337,690 ▲1.8%231,0788.3%ETFVEUVanguard FTSE All-World ex-US ETF$17,794,668$66,040 ▼-0.4%303,4047.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$14,416,754$232,996 ▲1.6%179,0686.3%ETFVTEBVanguard Tax-Exempt Bond ETF$13,269,073$173,406 ▲1.3%262,2355.8%ETFIWDiShares Russell 1000 Value ETF$9,759,684$257,560 ▼-2.6%54,4904.3%ETFVTVanguard Total World Stock ETF$8,945,194$1,657 ▼0.0%80,9523.9%ETFVTIVanguard Total Stock Market ETF$7,591,979$101,102 ▲1.3%29,2113.3%ETFIJTiShares S&P Small-Cap 600 Growth ETF$7,035,899$194,004 ▲2.8%53,8203.1%ETFVWOVanguard FTSE Emerging Markets ETF$6,555,598$187,297 ▲2.9%156,9452.9%ETFIXUSiShares Core MSCI Total International Stock ETF$6,391,253$16,015 ▲0.3%94,1832.8%ManufacturingVBVanguard Small-Cap ETF$4,792,878$56,919 ▼-1.2%20,9672.1%ETFIJHiShares Core S&P Mid-Cap ETF$3,770,093$3,010,839 ▲396.6%62,0691.7%ETFIJRiShares Core S&P Small-Cap ETF$3,631,565$44,208 ▼-1.2%32,8591.6%ETFVTVVanguard Value ETF$3,482,512$102,604 ▼-2.9%21,3831.5%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,203,193$14,372 ▲0.7%18,8561.0%ETFVBRVanguard Small-Cap Value ETF$1,958,939$60,060 ▼-3.0%10,2090.9%ETFAAPLApple$1,689,517$2,229 ▲0.1%9,8530.7%Computer and TechnologyIVViShares Core S&P 500 ETF$1,288,388$2,103 ▲0.2%2,4510.6%ETFSPYSPDR S&P 500 ETF Trust$747,769$5,229 ▼-0.7%1,4300.3%FinanceIWOiShares Russell 2000 Growth ETF$644,411$11,913 ▼-1.8%2,3800.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$611,524$2,158 ▲0.4%5,9510.3%ETFVXFVanguard Extended Market ETF$529,914$1,402 ▲0.3%3,0230.2%ETFAONAON$445,6830.0%1,3350.2%FinanceIVWiShares S&P 500 Growth ETF$436,704$7,515 ▼-1.7%5,1720.2%ETFUNHUnitedHealth Group$350,922$990 ▲0.3%7090.2%MedicalVVVanguard Large-Cap ETF$344,7660.0%1,4380.2%ETFDFUVDimensional US Marketwide Value ETF$334,700$12,271 ▼-3.5%8,1830.1%ETFIVEiShares S&P 500 Value ETF$330,004$1,494 ▲0.5%1,7670.1%ETFMCDMcDonald's$286,370$1,691 ▲0.6%1,0160.1%Retail/WholesaleCEGConstellation Energy$281,8970.0%1,5250.1%Oils/EnergyIWFiShares Russell 1000 Growth ETF$276,1390.0%8190.1%ETFMETAMeta Platforms$264,903$485 ▲0.2%5460.1%Computer and TechnologyDEDeere & Company$260,235$1,231 ▲0.5%6340.1%Industrial ProductsVYMVanguard High Dividend Yield ETF$253,242$24,441 ▼-8.8%2,0930.1%ETFIEFAiShares Core MSCI EAFE ETF$231,4880.0%3,1190.1%ETFAMZNAmazon.com$230,8870.0%1,2800.1%Retail/WholesaleJPMJPMorgan Chase & Co.$209,697$1,202 ▲0.6%1,0470.1%FinanceGSThe Goldman Sachs Group$205,063$1,253 ▲0.6%4910.1%FinanceIWViShares Russell 3000 ETF$191,699$600 ▲0.3%6390.1%ETFORCLOracle$191,476$628 ▲0.3%1,5240.1%Computer and TechnologyEXCExelon$171,9910.0%4,5780.1%UtilitiesVGKVanguard FTSE Europe ETF$167,508$876 ▲0.5%2,4870.1%ETFVPLVanguard FTSE Pacific ETF$151,360$608 ▲0.4%1,9910.1%ETFDFASDimensional U.S. Small Cap ETF$143,105$125 ▲0.1%2,2960.1%ETFPGProcter & Gamble$137,867$811 ▲0.6%8500.1%Consumer StaplesSCHCSchwab International Small-Cap Equity ETF$130,8740.0%3,6560.1%ETFPEPPepsiCo$129,967$1,050 ▲0.8%7430.1%Consumer StaplesDOLWisdomTree International LargeCap Dividend Fund$121,1190.0%2,3420.1%FinanceSCHESchwab Emerging Markets Equity ETF$119,1590.0%4,7190.1%ETFVIGVanguard Dividend Appreciation ETF$112,447$548 ▲0.5%6160.0%ETFIWMiShares Russell 2000 ETF$90,582$210 ▲0.2%4310.0%FinanceESGVVanguard ESG US Stock ETF$80,851$186 ▲0.2%8680.0%ETFPMPhilip Morris International$76,592$1,008 ▲1.3%8360.0%Consumer StaplesATECAlphatec$75,845$13,032 ▼-14.7%5,5000.0%MedicalMDYSPDR S&P MidCap 400 ETF Trust$67,5320.0%1210.0%ETFIBMInternational Business Machines$64,621$11,662 ▲22.0%3380.0%Computer and TechnologyIYWiShares U.S. Technology ETF$64,393$135 ▲0.2%4770.0%ManufacturingPINSPinterest$52,0050.0%1,5000.0%Computer and TechnologyBRK.BBerkshire Hathaway$49,2010.0%1170.0%FinanceCVXChevron$48,872$473 ▲1.0%3100.0%Oils/EnergyZGZillow Group$47,8600.0%1,0000.0%Computer and TechnologyEMREmerson Electric$43,478$227 ▲0.5%3830.0%Industrial ProductsPPLPPL$41,9560.0%1,5240.0%UtilitiesVZVerizon Communications$41,044$42 ▲0.1%9780.0%Computer and TechnologyMOAltria Group$40,280$916 ▲2.3%9230.0%Consumer StaplesCWISPDR MSCI ACWI ex-US ETF$38,6430.0%1,3610.0%ETFAPDAir Products and Chemicals$31,102$243 ▲0.8%1280.0%Basic MaterialsUTZUtz Brands$30,868$92 ▲0.3%1,6740.0%Consumer StaplesVANECK BITCOIN TR$26,593$26,593 ▲New Holding3310.0%SH BEN INTNFLXNetflix$23,0790.0%380.0%Consumer DiscretionaryXOMExxon Mobil$22,353$116 ▲0.5%1920.0%Oils/EnergyADPAutomatic Data Processing$22,3350.0%890.0%Business ServicesQCOMQUALCOMM$21,6870.0%1280.0%Computer and TechnologyICFiShares Cohen & Steers REIT ETF$21,597$58 ▲0.3%3740.0%ETFCMCSAComcast$21,2850.0%4910.0%Consumer DiscretionaryVSGXVanguard ESG International Stock ETF$18,727$115 ▲0.6%3260.0%ETFLYFTLyft$18,6150.0%9620.0%Computer and TechnologyWFCWells Fargo & Company$17,340$116 ▲0.7%2990.0%FinanceTAT&T$16,7200.0%9500.0%Computer and TechnologyURNMSprott Uranium Miners ETF$16,4330.0%3330.0%ETFMDLZMondelez International$16,338$70 ▲0.4%2330.0%Consumer StaplesJNJJohnson & Johnson$15,320$158 ▲1.0%970.0%MedicalNVONovo Nordisk A/S$14,766$14,766 ▲New Holding1150.0%MedicalVDEVanguard Energy ETF$13,4800.0%1020.0%ETFDDDuPont de Nemours$13,2980.0%1730.0%Basic MaterialsSCZiShares MSCI EAFE Small-Cap ETF$12,7770.0%2020.0%ETFECLEcolab$11,686$229 ▲2.0%510.0%Basic MaterialsGEGeneral Electric$10,9140.0%620.0%TransportationMMM3M$10,460$211 ▲2.1%990.0%Multi-Sector ConglomeratesDOWDOW$10,434$116 ▲1.1%1800.0%Basic MaterialsCTVACorteva$9,9810.0%1730.0%Consumer StaplesLICYLi-Cycle$8,2400.0%8,0000.0%Computer and TechnologyKOCoca-Cola$7,8880.0%1290.0%Consumer StaplesUNMUnum Group$7,082$54 ▲0.8%1320.0%FinanceDLRDigital Realty Trust$6,9680.0%480.0%FinanceDDominion Energy$6,855$99 ▲1.5%1390.0%UtilitiesTSLATesla$5,2740.0%300.0%Auto/Tires/TrucksShowing largest 100 holdings. 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