Universe · entity

New World Advisors LLC

Institutional manager (13F) · CIK 1767724
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $561M
#IssuerValueShares
1TJX COS INC NEW$444M2,778,753
2ISHARES TR$50M76,033
3APPLE INC$8M32,838
4NVIDIA CORPORATION$7M38,765
5ISHARES TR$7M52,916
6ISHARES TR$5M69,861
7MICROSOFT CORP$4M10,516
8AMAZON COM INC$4M17,649
9ALPHABET INC$3M9,195
10EXXON MOBIL CORP$2M14,212
11ARK ETF TR$2M26,780
12ALPHABET INC$2M5,667
13JPMORGAN CHASE & CO$2M5,305
14BERKSHIRE HATHAWAY INC DEL$1M2,691
15META PLATFORMS INC$1M2,166
16VANGUARD INDEX FDS$1M3,753
17BROADCOM INC$1M3,718
18JOHNSON & JOHNSON$953k3,900
19TESLA INC$921k2,477
20HOME DEPOT INC$902k2,744
21VISA INC$893k2,953
22WISDOMTREE TR$834k9,491
23VANGUARD SPECIALIZED FUNDS$811k3,769
24ELI LILLY & CO$719k782
253M CO$666k4,589
26WALMART INC$553k4,452
27CATERPILLAR INC$551k778
28MASTERCARD INCORPORATED$546k1,092
29ISHARES TR$522k4,613
30ISHARES TR$515k1,208
31NEXTERA ENERGY INC$510k5,489
32COSTCO WHOLESALE CORPORATION$509k511
33MICRON TECHNOLOGY INC$487k1,441
34NETFLIX INC.$480k4,995
35BANK AMERICA CORP$480k9,850
36ISHARES TR$473k5,223
37MERCK & CO INC$456k3,792
38ORACLE CORP$456k3,100
39CHEVRON CORPORATION$452k2,187
40INTERNATIONAL BUSINESS MACHS$435k1,795
41COCA COLA CO$431k5,673
42ISHARES TR$414k4,166
43PROCTER & GAMBLE CO$397k2,747
44AMGEN INC$381k1,083
45ABBVIE INC$373k1,717
46WISDOMTREE TR$370k5,299
47PALANTIR TECHNOLOGIES INC$352k2,409
48SHOPIFY INC$342k2,885
49VANGUARD STAR FDS$339k4,398
50AT&T INC$338k11,664
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.