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| Name: |
Newton One Investments LLC |
| City: |
NEWARK |
| State: |
DE |
| Zip: |
19713 |
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| Holdings
Found :
43 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AON |
Aon Plc |
26 |
- |
$283.12 |
$446,000 |
1,335 |
0.2% |
57,000 |
0 |
0.001 |
Life & Health Insurance |
|
|
VV |
Vanguard Large Cap VIPERS |
29 |
- |
$244.76 |
$345,000 |
1,438 |
0.15% |
31,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
CEG |
Constellation Energy Corp |
33 |
- |
$198.00 |
$282,000 |
1,525 |
0.12% |
104,000 |
0 |
0 |
N/A |
|
|
IWF |
iShares Russell 1000 Growth |
34 |
- |
$351.27 |
$276,000 |
819 |
0.12% |
28,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
AMZN |
Amazon.com Inc |
39 |
- |
$184.30 |
$231,000 |
1,280 |
0.1% |
37,000 |
0 |
0 |
Internet Software & S... |
|
|
IEFA |
Ishares Core Msci Eafe |
38 |
- |
$0.00 |
$231,000 |
3,119 |
0.1% |
12,000 |
0 |
0 |
N/A |
|
|
EXC |
Exelon Corp |
44 |
- |
$36.17 |
$172,000 |
4,578 |
0.08% |
8,000 |
0 |
0 |
Multi Utilities |
|
|
SCHC |
Schwab International Small-... |
49 |
- |
$35.98 |
$131,000 |
3,656 |
0.06% |
3,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
|
DOL |
WisdomTree Trust Internatio... |
51 |
- |
$50.63 |
$121,000 |
2,342 |
0.05% |
6,000 |
0 |
0.03 |
Closed - End Fund - E... |
|
|
SCHE |
Schwab Emerging Markets Equ... |
52 |
- |
$26.20 |
$119,000 |
4,719 |
0.05% |
2,000 |
0 |
0.002 |
N/A |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
58 |
- |
$534.67 |
$68,000 |
121 |
0.03% |
7,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
PINS |
Pinterest, Inc. |
61 |
- |
$44.11 |
$52,000 |
1,500 |
0.02% |
-4,000 |
0 |
0 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
63 |
- |
$413.72 |
$49,000 |
117 |
0.02% |
7,000 |
0 |
0 |
Property & Casualty I... |
|
|
ZG |
Zillow Group Inc |
64 |
- |
$41.57 |
$48,000 |
1,000 |
0.02% |
-9,000 |
0 |
0.002 |
N/A |
|
|
PPL |
PPL Corp |
66 |
- |
$28.41 |
$42,000 |
1,524 |
0.02% |
1,000 |
0 |
0 |
Electric Utilities |
|
|
CWI |
streetTRACKS Spdr Ms |
69 |
- |
$28.49 |
$39,000 |
1,361 |
0.02% |
2,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
NFLX |
Netflix Inc |
72 |
- |
$641.47 |
$23,000 |
38 |
0.01% |
4,000 |
0 |
0 |
Music & Video Stores |
|
|
ADP |
Automatic Data Processing Inc |
76 |
- |
$252.32 |
$22,000 |
89 |
0.01% |
1,000 |
0 |
0 |
Business Software & S... |
|
|
QCOM |
QUALCOMM Inc |
73 |
- |
$206.62 |
$22,000 |
128 |
0.01% |
4,000 |
0 |
0 |
Communication Equipment |
|
|
CMCSA |
Comcast Corp |
77 |
- |
$38.96 |
$21,000 |
491 |
0.01% |
-1,000 |
0 |
0 |
CATV Systems |
|
|
LYFT |
Lyft, Inc. |
79 |
- |
$15.60 |
$19,000 |
962 |
0.01% |
5,000 |
0 |
0 |
N/A |
|
|
T |
AT&T Corp |
80 |
- |
$18.10 |
$17,000 |
950 |
0.01% |
1,000 |
0 |
0 |
Long Distance Carriers |
|
|
URNM |
Sprott Uranium Miners Etf |
83 |
- |
$51.87 |
$16,000 |
333 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
DD |
DuPont de Nemours Inc |
88 |
- |
$80.01 |
$13,000 |
173 |
0.01% |
0 |
0 |
0 |
Diversified Chemicals |
|
|
VDE |
Vanguard Energy VIPERS |
86 |
- |
$125.70 |
$13,000 |
102 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
SCZ |
ISHARES MSCI EAFE SM |
87 |
- |
$63.50 |
$13,000 |
202 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
GE |
General Electric Co |
90 |
- |
$161.92 |
$11,000 |
62 |
0% |
3,000 |
0 |
0 |
Conglomerates |
|
|
CTVA |
Corteva, Inc. |
91 |
- |
$52.90 |
$10,000 |
173 |
0% |
2,000 |
0 |
0 |
N/A |
|
|
KO |
Coca-Cola Co |
94 |
- |
$63.91 |
$8,000 |
129 |
0% |
0 |
0 |
0.005 |
Beverage Soft Drinks... |
|
|
LICY |
Li-cycle Holdings Corp |
95 |
- |
$0.48 |
$8,000 |
8,000 |
0% |
3,000 |
0 |
0 |
N/A |
|
|
DLR |
Digital Realty Trust Inc |
98 |
- |
$146.35 |
$7,000 |
48 |
0% |
1,000 |
0 |
0 |
REIT - Diversified |
|
|
TSLA |
Tesla Motors Inc |
99 |
- |
$177.81 |
$5,000 |
30 |
0% |
-2,000 |
0 |
0 |
Auto Manufacturers |
|
|
UPS |
United Parcel Service Inc |
102 |
- |
$137.64 |
$4,000 |
30 |
0% |
-1,000 |
0 |
0 |
AirDelivery & Freight... |
|
|
ONON |
On Holding AG |
101 |
- |
$42.35 |
$4,000 |
100 |
0% |
1,000 |
0 |
0 |
N/A |
|
|
KHC |
Kraft Heinz Co |
103 |
- |
$34.39 |
$3,000 |
79 |
0% |
0 |
0 |
0.001 |
N/A |
|
|
CCGI |
Car Charging Group Inc |
104 |
- |
$3.06 |
$3,000 |
1,000 |
0% |
0 |
0 |
0 |
N/A |
|
|
WBD |
Warner Bros Discovery Ord S... |
106 |
- |
$8.27 |
$2,000 |
229 |
0% |
-1,000 |
0 |
0 |
Broadcasting - TV |
|
|
VOD |
Vodafone Group Public Limit... |
105 |
- |
$9.00 |
$2,000 |
187 |
0% |
0 |
0 |
0 |
Wireless Communications |
|
|
GEHC |
Ge Healthcare Holding Llc |
107 |
- |
$76.34 |
$2,000 |
20 |
0% |
0 |
0 |
0 |
N/A |
|
|
VGR |
Vector Group Ltd |
108 |
- |
$10.61 |
$1,000 |
134 |
0% |
-1,000 |
0 |
0 |
Cigarettes & Other To... |
|
|
DOUG |
Douglas Elliman Inc. |
111 |
- |
$0.00 |
$0 |
69 |
0% |
0 |
0 |
0 |
N/A |
|
|
BYND |
Beyond Meat, Inc. |
115 |
- |
$7.59 |
$0 |
10 |
0% |
0 |
0 |
0 |
N/A |
|
|
PTON |
Peloton Interactive, Inc. |
110 |
- |
$0.00 |
$0 |
100 |
0% |
-1,000 |
0 |
0 |
N/A |
|
