New World Advisors LLC
Q1 2025 13F Holdings
- Locationhingham, MA
- Num holdings
79
- Value ($000)
$441,652
- Date Filed04/23/2025
- Form type13F-HR
- CIK0001767724
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TJX COS INC NEW | COM | 872540109 | $346.04M | 78 % | 2,841,038 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $36.95M | 8 % | 65,760 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.31M | 1 % | 60,333 | ||
AAPL APPLE INC | COM | 037833100 | $5.96M | 1 % | 26,832 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.91M | 1 % | 10,423 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.43M | 1 % | 18,016 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $2.47M | 1 % | 47,143 | ||
ARKK ARK ETF TR | INNOVATION ETF | 00214Q104 | $1.48M | 0 % | 31,090 | ||
V VISA INC | COM CL A | 92826C839 | $1.32M | 0 % | 3,754 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $1.25M | 0 % | 10,514 |
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