|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| New World Advisors LLC
✚
|
|
|---|---|
| CRD # | 296798 |
| SEC # | 801-113314 |
| CIK # | 0001767724 |
| AUM | $722.8 M (2025-05-15) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 781-749-6922 |
| Address | 350 Lincoln Street Hingham, MA 02043 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| TJX Companies Inc /DE/ | 353.7 | ||
| Apple Inc | 6.3 | ||
| Microsoft Corp | 5.9 | ||
| Amazon Com Inc | 3.9 | ||
| Nvidia Corp | 3.6 | ||
| Exxon Mobil Corp | 1.5 | ||
| Alphabet Inc | 1.4 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Facebook Inc | 1.2 | ||
| VISA Inc | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 102 | 716.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 448 | 722.8 |
| By Discretionary | ||
| Discretionary | 447 | 716.3 |
| Non-Discretionary | 1 | 6.5 |
| Total | 448 | 722.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 722.8 | |
| Total | 448 | 722.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767724] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Goehring & Rozencwajg Associates LLC
✚
|
NY | 0.7 |
|
Torray Investment Partners LLC
✚
|
MD | 0.7 |
|
Nesteggs Retirement Plan Services Inc
✚
|
FL | 0.7 |
|
Trubee Wealth Advisors Inc
✚
|
NY | 0.7 |
|
Park Place Capital Corporation
✚
|
AL | 0.7 |
|
Atlas Wealth LLC
✚
|
OH | 0.7 |
|
AssetBuilder Inc
✚
|
TX | 0.7 |
|
Second Line Capital LLC
✚
|
LA | 0.7 |
|
Harfst and Associates Inc
✚
|
WY | 0.7 |
|
Benchmark Financial Wealth Advisors LLC
✚
|
FL | 0.7 |