New World Advisors LLC

Q2 2025 13F Holdings

  • Location
    hingham, MA
  • Num holdings

    70

  • Value ($000)

    $470,177

  • Date Filed
    08/12/2025
  • Form type
    13F-HR
  • CIK
    0001767724
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TJX COS INC NEW

COM
$353.68M
75 %

2,864,061

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$51.81M
11 %

83,437

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$6.62M
1 %

60,560

AAPL
AAPL

APPLE INC

COM
$6.28M
1 %

30,605

MSFT
MSFT

MICROSOFT CORP

COM
$5.91M
1 %

11,875

AMZN
AMZN

AMAZON COM INC

COM
$3.93M
1 %

17,921

NVDA
NVDA

NVIDIA CORPORATION

COM
$3.55M
1 %

22,478

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$2.33M
1 %

7,669

IGSB
IGSB

ISHARES TR

ISHS 1-5YR INVS
$2.21M
1 %

41,878

ARKK
ARKK

ARK ETF TR

INNOVATION ETF
$2.02M
0 %

28,719

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