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Portfolio (Quarterly) Guide ↗

New World Advisors LLC

· CIK 0001767724
13F Portfolio $568.8B AUM 83 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 14 Added 56 Reduced 8 Exited
Page 2 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 2,953.0 $893K 0.16% -184.0 -5.9% $302.24 +6.7%
22 DGRW WISDOMTREE TR 9,491.0 $834K 0.15% +3K +43.2% $87.84 +9.1%
23 VIG VANGUARD SPECIALIZED FUNDS 3,769.0 $811K 0.14% +2K +78.3% $215.06 +6.7%
24 LLY ELI LILLY & CO Healthcare 782.0 $719K 0.13% -149.0 -16.0% $919.77 +9.5%
25 MMM 3M CO Industrials 4,589.0 $666K 0.12% -565.0 -11.0% $145.23 -0.1%
26 WMT WALMART INC Consumer Defensive 4,452.0 $553K 0.10% -297.0 -6.2% $124.28 +6.6%
27 CAT CATERPILLAR INC Industrials 778.0 $551K 0.10% -65.0 -7.7% $708.46 +25.4%
28 MA MASTERCARD INCORPORATED Financial Services 1,092.0 $546K 0.10% -142.0 -11.5% $499.66 -1.9%
29 IVW ISHARES TR 4,613.0 $522K 0.09% $113.11 +20.9%
30 IWF ISHARES TR 1,208.0 $515K 0.09% NEW $426.40 -70.8%
31 NEE NEXTERA ENERGY INC Utilities 5,489.0 $510K 0.09% -361.0 -6.2% $92.88 +3.0%
32 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 511.0 $509K 0.09% +248.0 +94.3% $996.43 +4.5%
33 MU MICRON TECHNOLOGY INC Technology 1,441.0 $487K 0.09% -59.0 -3.9% $337.84 +129.7%
34 NFLX NETFLIX INC. Communication Services 4,995.0 $480K 0.08% +234.0 +4.9% $96.15 -9.6%
35 BAC BANK AMERICA CORP Financial Services 9,850.0 $480K 0.08% -902.0 -8.4% $48.75 +2.1%
36 IEFA ISHARES TR 5,223.0 $473K 0.08% -856.0 -14.1% $90.53 +5.2%
37 MRK MERCK & CO INC Healthcare 3,792.0 $456K 0.08% -166.0 -4.2% $120.29 -5.7%
38 ORCL ORACLE CORP Technology 3,100.0 $456K 0.08% -612.0 -16.5% $147.11 +33.0%
39 CVX CHEVRON CORPORATION Energy 2,187.0 $452K 0.08% -321.0 -12.8% $206.90 -9.8%
40 IBM INTERNATIONAL BUSINESS MACHS Technology 1,795.0 $435K 0.08% -45.0 -2.5% $242.39 -9.9%
Page 2 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 90.2%
Technology 4.7%
Communication Services 1.3%
Financial Services 1.1%
Healthcare 0.7%
Industrials 0.6%
Energy 0.6%
Consumer Defensive 0.6%
Utilities 0.2%
Basic Materials 0.0%