New World Advisors LLC

Q4 2024 13F Holdings

  • Location
    hingham, MA
  • Num holdings

    74

  • Value ($000)

    $414,862

  • Date Filed
    02/04/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TJX COS INC NEW

COM
872540109
$344.86M
83 %

2,854,535

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$20.02M
5 %

34,007

AAPL
AAPL

APPLE INC

COM
037833100
$6.57M
2 %

26,239

IGSB
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$3.55M
1 %

68,723

AMZN
AMZN

AMAZON COM INC

COM
023135106
$3.33M
1 %

15,197

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$2.72M
1 %

6,462

ARKK
ARKK

ARK ETF TR

INNOVATION ETF
00214Q104
$1.87M
1 %

32,897

SUB
SUB

ISHARES TR

SHRT NAT MUN ETF
464288158
$1.51M
0 %

14,334

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$1.32M
0 %

6,941

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$1.20M
0 %

4,156

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