$155 Million is the total value of New World Advisors LLC's 30 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 23 | Q2 2024 | 2.3% |
| AMAZON COM INC | 23 | Q2 2024 | 1.4% |
| MICROSOFT CORP | 23 | Q2 2024 | 2.3% |
| TJX COS INC NEW | 22 | Q2 2024 | 97.0% |
| ISHARES TR | 22 | Q2 2024 | 3.7% |
| BERKSHIRE HATHAWAY INC DEL | 22 | Q2 2024 | 0.9% |
| EXXON MOBIL CORP | 22 | Q2 2024 | 0.6% |
| 3M CO | 21 | Q2 2024 | 0.5% |
| JPMORGAN CHASE & CO. | 21 | Q2 2024 | 1.5% |
| JOHNSON & JOHNSON | 21 | Q2 2024 | 0.2% |
View New World Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View New World Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.