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Portfolio (Quarterly) Guide ↗

New World Advisors LLC

· CIK 0001767724
13F Portfolio $588M AUM 125 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 56 Added 20 Reduced 2 Exited
Page 3 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 4,369.0 $495K 0.08% -83.0 -1.9% $113.26 -8.4%
42 MRK MERCK & CO INC Healthcare 3,835.0 $493K 0.08% +43.0 +1.1% $128.50 +18.7%
43 ORCL ORACLE CORP Technology 3,325.0 $487K 0.08% +225.0 +7.3% $146.55 -0.1%
44 IEFA ISHARES TR 4,948.0 $478K 0.08% -275.0 -5.3% $96.58 +4.4%
45 KO COCA COLA CO Consumer Defensive 5,775.0 $469K 0.08% +102.0 +1.8% $81.27 +12.1%
46 NEE NEXTERA ENERGY INC Utilities 5,346.0 $469K 0.08% -143.0 -2.6% $87.77 -4.7%
47 DWM WISDOMTREE TR 6,352.0 $465K 0.08% +1K +19.9% $73.21 +4.7%
48 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 474.0 $443K 0.07% -37.0 -7.2% $935.47 +1.3%
49 GE GE AEROSPACE Industrials 1,171.0 $438K 0.07% +336.0 +40.2% $373.73 -6.8%
50 TXN TEXAS INSTRS INC Technology 1,449.0 $432K 0.07% NEW $298.07 -11.3%
51 PGR PROGRESSIVE CORP Financial Services 1,944.0 $425K 0.07% NEW $218.45 +0.4%
52 AGG ISHARES TR 4,174.0 $413K 0.07% $98.97 -1.6%
53 AMGN AMGEN INC Healthcare 1,108.0 $401K 0.07% +25.0 +2.3% $362.12 +21.3%
54 GS GOLDMAN SACHS GROUP INC Financial Services 375.0 $379K 0.06% +6.0 +1.6% $1011.37 +2.8%
55 VXUS VANGUARD STAR FDS 4,398.0 $376K 0.06% $85.49 +2.6%
56 ABBV ABBVIE INC Healthcare 1,477.0 $372K 0.06% -240.0 -14.0% $251.64 +5.3%
57 MS MORGAN STANLEY Financial Services 1,716.0 $359K 0.06% +210.0 +13.9% $209.04 +2.5%
58 QQQ INVESCO QQQ TR Financial Services 481.0 $354K 0.06% +14.0 +3.0% $736.40 -3.1%
59 C CITIGROUP INC Financial Services 2,527.0 $354K 0.06% +107.0 +4.4% $139.96 -5.9%
60 PSX PHILLIPS 66 Energy 2,086.0 $353K 0.06% NEW $169.05 +43.7%
Page 3 of 7  ·  125 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 86.5%
Technology 7.1%
Financial Services 1.6%
Industrials 1.2%
Communication Services 1.0%
Healthcare 1.0%
Energy 0.6%
Consumer Defensive 0.6%
Utilities 0.3%
Basic Materials 0.1%