Notify me when New World Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 77 | $546,374,115 | +$8,783,762 | -$3,104,188 | +$5,679,574 | TJX, IVV, AAPL, IJR, MSFT | 13F-HR | 06 Nov 2025, 16:56 |
| Q2 2025 | 70 | $470,177,411 | +$28,146,466 | -$12,507,979 | +$15,638,487 | TJX, IVV, IJR, AAPL, MSFT | 13F-HR | 12 Aug 2025, 12:14 |
| Q1 2025 | 79 | $441,651,900 | +$32,621,906 | -$5,579,690 | +$27,042,216 | TJX, IVV, IJR, AAPL, MSFT | 13F-HR | 23 Apr 2025, 15:40 |
| Q4 2024 | 74 | $414,861,565 | +$27,641,285 | -$5,937,719 | +$21,703,566 | TJX, IVV, AAPL, IGSB, AMZN | 13F-HR | 04 Feb 2025, 11:20 |
| Q3 2024 | 78 | $383,046,641 | +$4,439,437 | -$3,604,870 | +$834,567 | TJX, IVV, AAPL, IGSB, AMZN | 13F-HR | 24 Oct 2024, 16:47 |
| Q2 2024 | 73 | $359,320,464 | +$3,173,717 | -$10,748,227 | -$7,574,510 | TJX, IVV, AAPL, IGSB, AMZN | 13F-HR | 02 Aug 2024, 14:07 |
| Q1 2024 | 69 | $342,119,169 | +$6,481,542 | -$15,186,157 | -$8,704,615 | TJX, IVV, AAPL, IGSB, AMZN | 13F-HR | 22 Apr 2024, 10:27 |
| Q4 2023 | 66 | $326,345,257 | +$25,441,490 | -$4,614,646 | +$20,826,844 | TJX, IVV, IGSB, AAPL, SUB | 13F-HR | 29 Jan 2024, 09:22 |
| Q3 2023 | 61 | $286,763,104 | +$6,029,678 | -$12,273,089 | -$6,243,411 | TJX, IVV, IGSB, AAPL, SUB | 13F-HR | 30 Oct 2023, 10:17 |
| Q2 2023 | 62 | $283,117,873 | +$4,267,921 | -$1,914,224 | +$2,353,697 | TJX, IVV, AAPL, SUB, IGSB | 13F-HR | 31 Jul 2023, 12:38 |
| Q1 2023 | 59 | $260,202,401 | +$2,466,494 | -$36,598,500 | -$34,132,006 | TJX, IVV, SUB, AAPL, IGSB | 13F-HR | 01 May 2023, 17:05 |
| Q4 2022 | 69 | $293,909,220 | +$36,563,395 | -$2,151,507 | +$34,411,888 | TJX, GVI, IVV, IWD, SUB | 13F-HR | 31 Jan 2023, 12:07 |
| Q3 2022 | 55 | $210,434,000 | +$37,777,575 | -$16,097,071 | +$21,680,504 | TJX, IVV, SUB, AAPL, IGSB | 13F-HR | 14 Nov 2022, 12:27 |
| Q2 2022 | 62 | $185,676,000 | +$22,328,364 | -$6,140,873 | +$16,187,491 | TJX, EFV, SUB, IVV, AAPL | 13F-HR | 12 Aug 2022, 09:33 |
| Q1 2022 | 59 | $190,742,000 | +$24,869,919 | -$27,311,021 | -$2,441,102 | TJX, IVV, AAPL, IGSB, SUB | 13F-HR | 11 May 2022, 15:57 |
| Q4 2021 | 74 | $217,299,000 | +$13,131,124 | -$41,656,770 | -$28,525,646 | TJX, IVV, SUB, MUB, AAPL | 13F-HR | 11 Feb 2022, 10:31 |
| Q3 2021 | 69 | $216,540,000 | +$200,755,150 | -$132,964,701 | +$67,790,449 | TJX, SUB, MUB, IVV, AAPL | Restatement | 23 Nov 2021, 06:42 |
| Q2 2021 | 96 | $149,011,000 | +$138,307,502 | -$172,389,345 | -$34,081,843 | PDBC, IEF, MTUM, TIP, GLD | Restatement | 16 Aug 2021, 15:50 |
| Q1 2021 | 27 | $181,907,000 | +$3,985,450 | -$3,682,857 | +$302,593 | TJX, IVV, AAPL, AMZN, MSFT | 13F-HR | 17 May 2021, 07:56 |
| Q4 2020 | 30 | $153,738,000 | +$608,795 | -$411,066 | +$197,729 | TJX, IVV, AAPL, AMZN, SUB | 13F-HR | 11 Feb 2021, 17:15 |
| Q3 2020 | 29 | $156,503,000 | +$2,104,536 | -$703,210 | +$1,401,326 | TJX, IVV, AAPL, AMZN, MSFT | 13F-HR | 13 Nov 2020, 15:31 |
| Q2 2020 | 25 | $145,096,000 | +$5,205,971 | -$1,245,059 | +$3,960,912 | TJX, IVV, AMZN, SUB, MSFT | 13F-HR | 13 Aug 2020, 19:54 |
| Q1 2020 | 26 | $5,922,000 | $0 | $0 | $0 | AAPL, AMZN, MSFT, PYPL, VZ | 13F-HR | 14 May 2020, 18:27 |
| Q4 2019 | 26 | $162,800,000 | +$2,754,083 | -$888,050 | +$1,866,033 | TJX, IVV, AAPL, AMZN, BRKB | 13F-HR | 12 Feb 2020, 15:42 |
| Q3 2019 | 23 | $146,940,000 | +$2,085,286 | -$1,023,379 | +$1,061,907 | TJX, IVV, AAPL, AMZN, BRKB | 13F-HR | 05 Nov 2019, 14:57 |
| Q2 2019 | 20 | $139,040,000 | +$2,854,306 | -$4,600,000 | -$1,745,694 | TJX, IVV, AMZN, AAPL, BRKB | 13F-HR | 13 Aug 2019, 17:49 |
| Q1 2019 | 125 | $141,262,000 | +$9,440,512 | -$11,151,054 | -$1,710,542 | TJX, IVV, AMZN, AAPL, BRKB | 13F-HR | 14 May 2019, 21:56 |
| Q4 2018 | 10 | $120,372,000 | $0 | $0 | $0 | TJX, IVV, BRKB, AAPL, VWO | 13F-HR | 14 Feb 2019, 21:21 |