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NEW WORLD ADVISORS LLC
NEW WORLD ADVISORS LLC
Latest filing: 2026-06-30
NEW WORLD ADVISORS LLC runs NEW WORLD ADVISORS LLC and currently holds 125 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $588.36M. Their top holdings are TJX, IVV, AAPL, NVDA, IJR. The top five represent 85.4% of reported portfolio weight. NEW WORLD ADVISORS LLC ranks #321 out of 1000 investors tracked by Alpha Score. In the most recent quarter, NEW WORLD ADVISORS LLC initiated 27 new positions. They added to 54 existing positions. They trimmed 16 positions. Their current best-performing preview position is MU with returns of +241.67%.
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125 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TJX TJX COS INC NEW | 71.04% | $56.33 | $140.50 | +149.42% | Trimmed -0.71% |
 IVV ISHARES TR | 9.90% | $546.51 | $769.30 | +40.77% | Added +2.26% |
 AAPL APPLE INC | 1.67% | $131.21 | $309.35 | +135.77% | Added +3.39% |
 NVDA NVIDIA CORPORATION | 1.42% | $155.91 | $214.76 | +37.75% | Added +7.42% |
 IJR ISHARES TR | 1.35% | $106.17 | $147.28 | +38.72% | Added +1.45% |
 EFV ISHARES TR | 1.11% | $70.71 | $82.23 | +16.28% | Added +21.86% |
 MSFT MICROSOFT CORP | 0.79% | $342.27 | $483.24 | +41.19% | Added +19.07% |
 AMZN AMAZON COM INC | 0.78% | $143.78 | $258.63 | +79.88% | Added +9.57% |
 GOOGL ALPHABET INC | 0.57% | $158.74 | $344.82 | +117.22% | Added +2.58% |
 ARKK ARK ETF TR | 0.37% | $41.38 | $86.22 | +108.36% | Added +0.50% |
Showing 1-10 of 125