13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001842787
Total reported value
$397.1M
$397.1M
122 檔
40.1%
As reported in its official Q4 2024 Form 13F filing, Newton One Investments LLC's tracked investment portfolio stood at $397.1M with 122 total positions.
In Q4 2024, Newton One Investments LLC displayed an active expansion posture, initiating 27 new positions and adding to 14 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BND, VUG, VCIT) accounted for 40.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
EXC
市值: $172.3K
Top Position Liquidated / Trimmed
SCHM
前期市值: $19.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 19.84% | -1.73% | +4.27% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 13.51% | +0.72% | +23.36% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 13.42% | -1.13% | +4.01% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 8.00% | +0.12% | +10.83% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.67% | +0.20% | +330.16% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 5.45% | -0.15% | +5.47% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.69% | +0.12% | -1.65% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.37% | +0.14% | -0.62% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.18% | +0.03% | +11.62% | |
| 10 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.81% | +0.06% | -1.35% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.50% | +0.05% | +4.68% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.42% | +0.17% | -2.88% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.93% | +0.12% | -0.34% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.70% | — | -41.04% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.56% | +0.23% | +1.16% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.52% | +0.36% | +2.68% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.01% | +0.06% | +1.28% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.43% | +66.80% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.92% | -0.07% | +11.34% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.78% | +0.01% | +0.96% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.02% | +2.64% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.27% | +0.02% | +1.68% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.25% | +0.02% | +0.48% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.19% | +0.02% | -14.33% | |
| 25 | AON | Aon plc | Stock-Financials | 0.18% | -0.01% | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.17% | — | +38.83% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | -8.56% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 0.15% | — | — | |
| 29 | CEG | Constellation Energy | Stock-Utilities | 0.13% | -0.02% | — | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.13% | — | — | |
| 31 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.13% | +0.01% | +4.71% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | -0.01% | — | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.12% | +0.02% | -9.35% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | -0.02% | +0.58% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.11% | +0.01% | +0.60% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | +0.07% | — | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.10% | — | +0.31% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.10% | — | +0.26% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | — | +0.57% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.09% | — | — | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.08% | — | +0.31% | |
| 42 | EXC | Exelon CORP | Stock-Utilities | 0.07% | -0.01% | — | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.06% | — | — | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.06% | +0.01% | — | |
| 45 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.06% | +0.01% | — | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.06% | — | — | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.06% | — | — | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.05% | — | — | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.05% | +0.01% | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Newton One Investments LLC reported a total U.S. public equity portfolio value of $397.1M across 122 disclosed positions in Q4 2024.
During Q4 2024, Newton One Investments LLC's top holdings by market value included BND (19.8%)、VUG (13.5%)、VCIT (13.4%). The largest single position, BND, represented 19.8% of total portfolio value.
In Q4 2024, Newton One Investments LLC made 49 total portfolio adjustments, initiating 27 new buys, adding to 14 positions, trimming 8 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.