$137 Million is the total value of Newton One Investments LLC's 124 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | CONSTELLATION ENERGY CORP | $86,000 | – | 1,525 | +100.0% | 0.06% | – | |
| UTZ | New | UTZ BRANDS INC | $30,000 | – | 2,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 15.4% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 15.3% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 12.4% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 8.8% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 10.2% |
| ISHARES TR | 12 | Q3 2023 | 7.9% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 9.3% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 4.6% |
| ISHARES TR | 12 | Q3 2023 | 5.2% |
| ISHARES TR | 12 | Q3 2023 | 3.9% |
View Newton One Investments LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-25 |
View Newton One Investments 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.