Universe · entity
New World Advisors LLC
Institutional manager (13F) · CIK 1767724
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $561M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TJX COS INC NEW | $444M | 2,778,753 |
| 2 | ISHARES TR | $50M | 76,033 |
| 3 | APPLE INC | $8M | 32,838 |
| 4 | NVIDIA CORPORATION | $7M | 38,765 |
| 5 | ISHARES TR | $7M | 52,916 |
| 6 | ISHARES TR | $5M | 69,861 |
| 7 | MICROSOFT CORP | $4M | 10,516 |
| 8 | AMAZON COM INC | $4M | 17,649 |
| 9 | ALPHABET INC | $3M | 9,195 |
| 10 | EXXON MOBIL CORP | $2M | 14,212 |
| 11 | ARK ETF TR | $2M | 26,780 |
| 12 | ALPHABET INC | $2M | 5,667 |
| 13 | JPMORGAN CHASE & CO | $2M | 5,305 |
| 14 | BERKSHIRE HATHAWAY INC DEL | $1M | 2,691 |
| 15 | META PLATFORMS INC | $1M | 2,166 |
| 16 | VANGUARD INDEX FDS | $1M | 3,753 |
| 17 | BROADCOM INC | $1M | 3,718 |
| 18 | JOHNSON & JOHNSON | $953k | 3,900 |
| 19 | TESLA INC | $921k | 2,477 |
| 20 | HOME DEPOT INC | $902k | 2,744 |
| 21 | VISA INC | $893k | 2,953 |
| 22 | WISDOMTREE TR | $834k | 9,491 |
| 23 | VANGUARD SPECIALIZED FUNDS | $811k | 3,769 |
| 24 | ELI LILLY & CO | $719k | 782 |
| 25 | 3M CO | $666k | 4,589 |
| 26 | WALMART INC | $553k | 4,452 |
| 27 | CATERPILLAR INC | $551k | 778 |
| 28 | MASTERCARD INCORPORATED | $546k | 1,092 |
| 29 | ISHARES TR | $522k | 4,613 |
| 30 | ISHARES TR | $515k | 1,208 |
| 31 | NEXTERA ENERGY INC | $510k | 5,489 |
| 32 | COSTCO WHOLESALE CORPORATION | $509k | 511 |
| 33 | MICRON TECHNOLOGY INC | $487k | 1,441 |
| 34 | NETFLIX INC. | $480k | 4,995 |
| 35 | BANK AMERICA CORP | $480k | 9,850 |
| 36 | ISHARES TR | $473k | 5,223 |
| 37 | MERCK & CO INC | $456k | 3,792 |
| 38 | ORACLE CORP | $456k | 3,100 |
| 39 | CHEVRON CORPORATION | $452k | 2,187 |
| 40 | INTERNATIONAL BUSINESS MACHS | $435k | 1,795 |
| 41 | COCA COLA CO | $431k | 5,673 |
| 42 | ISHARES TR | $414k | 4,166 |
| 43 | PROCTER & GAMBLE CO | $397k | 2,747 |
| 44 | AMGEN INC | $381k | 1,083 |
| 45 | ABBVIE INC | $373k | 1,717 |
| 46 | WISDOMTREE TR | $370k | 5,299 |
| 47 | PALANTIR TECHNOLOGIES INC | $352k | 2,409 |
| 48 | SHOPIFY INC | $342k | 2,885 |
| 49 | VANGUARD STAR FDS | $339k | 4,398 |
| 50 | AT&T INC | $338k | 11,664 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.