Loading…
CIK 0001767724 • 7 13F filings • Apr 23, 2025 – Aug 12, 2026
Import this data to Google Sheets with:
=jivedata("new-world-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $825K | 0.1%Prev: 0.1% | 5,154 SH | Increased+29 SH |
| ABBOTT LABS | COM | $363K | 0.1%Prev: 0.1% | 2,895 SH | Decreased-30 SH |
| ABBVIE INC | COM | $480K | 0.1%Prev: 0.1% | 2,099 SH | Increased+262 SH |
| ADVANCED MICRO DEVICES INC | COM | $261K | 0.0% | 1,219 SH | New |
| ALPHABET INC | CAP STK CL A | $2.9M | 0.5%Prev: 0.4% | 9,419 SH | Increased+656 SH |
| ALPHABET INC | CAP STK CL C | $2.1M | 0.4%Prev: 0.3% | 6,580 SH | Increased+449 SH |
| AMAZON COM INC | COM | $4.5M | 0.8%Prev: 0.8% | 19,451 SH | Increased+424 SH |
| AMERICAN EXPRESS CO | COM | $256K | 0.0% | 691 SH | New |
| AMGEN INC | COM | $371K | 0.1%Prev: 0.0% | 1,133 SH | Increased+227 SH |
| APPLE INC | COM | $9.7M | 1.7%Prev: 1.6% | 35,504 SH | Increased+1,898 SH |
| ARK ETF TR | INNOVATION ETF | $2.1M | 0.4%Prev: 0.4% | 26,679 SH | Decreased+225 SH |
| AT&T INC | COM | $274K | 0.0%Prev: 0.1% | 11,024 SH | Decreased-4,264 SH |
| BANK AMERICA CORP | COM | $591K | 0.1%Prev: 0.1% | 10,752 SH | Increased+1,118 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.2%Prev: 0.2% | 2,849 SH | Increased+212 SH |
| BROADCOM INC | COM | $1.6M | 0.3%Prev: 0.2% | 4,648 SH | Increased+1,043 SH |
| CATERPILLAR INC | COM | $483K | 0.1%Prev: 0.1% | 843 SH | Increased+91 SH |
| CHEVRON CORP NEW | COM | $382K | 0.1%Prev: 0.1% | 2,508 SH | Increased+88 SH |
| CISCO SYS INC | COM | $277K | 0.0%Prev: 0.0% | 3,594 SH | Increased+268 SH |
| CITIGROUP INC | COM NEW | $323K | 0.1%Prev: 0.0% | 2,764 SH | Increased+345 SH |
| COCA COLA CO | COM | $437K | 0.1%Prev: 0.0% | 6,253 SH | Increased+3,157 SH |
| COLGATE PALMOLIVE CO | COM | $227K | 0.0% | 2,878 SH | New |
| COSTCO WHSL CORP NEW | COM | $227K | 0.0%Prev: 0.1% | 263 SH | Decreased-165 SH |
| ELI LILLY & CO | COM | $1.0M | 0.2%Prev: 0.1% | 931 SH | Increased+78 SH |
| EXXON MOBIL CORP | COM | $1.8M | 0.3%Prev: 0.3% | 14,761 SH | Increased-122 SH |
| GE AEROSPACE | COM NEW | $262K | 0.0% | 852 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $352K | 0.1%Prev: 0.1% | 400 SH | Increased+18 SH |
| GOLUB CAP BDC INC | COM | $382K | 0.1%Prev: 0.1% | 28,123 SH | Decreased-1,640 SH |
| HOME DEPOT INC | COM | $811K | 0.1%Prev: 0.2% | 2,356 SH | Decreased-105 SH |
| IDEXX LABS INC | COM | $248K | 0.0%Prev: 0.0% | 366 SH | Increased+1 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $545K | 0.1%Prev: 0.1% | 1,840 SH | Increased+277 SH |
| INVESCO QQQ TR | UNIT SER 1 | $302K | 0.1%Prev: 0.1% | 491 SH | Increased |
| ISHARES TR | CORE MSCI EAFE | $544K | 0.1%Prev: 0.1% | 6,079 SH | Decreased-435 SH |
| ISHARES TR | CORE S&P SCP ETF | $7.7M | 1.3%Prev: 1.4% | 63,865 SH | Increased+1,066 SH |
| ISHARES TR | CORE S&P500 ETF | $60.0M | 10.3%Prev: 10.3% | 87,531 SH | Increased+3,632 SH |
| ISHARES TR | CORE US AGGBD ET | $416K | 0.1%Prev: 0.1% | 4,161 SH | Decreased-497 SH |
| ISHARES TR | EAFE VALUE ETF | $2.4M | 0.4%Prev: 0.2% | 33,297 SH | Increased+13,945 SH |
| ISHARES TR | IBOXX HI YD ETF | $337K | 0.1%Prev: 0.1% | 4,182 SH | Decreased-630 SH |
| ISHARES TR | ISHS 1-5YR INVS | $1.1M | 0.2%Prev: 0.3% | 21,660 SH | Decreased-12,533 SH |
| ISHARES TR | ISHS 5-10YR INVT | $242K | 0.0%Prev: 0.0% | 4,491 SH | Increased+70 SH |
| ISHARES TR | MSCI USA MIN VOL | $463K | 0.1%Prev: 0.1% | 4,921 SH | Increased+385 SH |
| ISHARES TR | S&P 500 GRWT ETF | $570K | 0.1%Prev: 0.1% | 4,624 SH | Increased+150 SH |
| ISHARES TR | SHRT NAT MUN ETF | $785K | 0.1%Prev: 0.2% | 7,355 SH | Decreased-960 SH |
| JOHNSON & JOHNSON | COM | $829K | 0.1%Prev: 0.1% | 4,008 SH | Increased+120 SH |
| JOHNSON CTLS INTL PLC | SHS | $239K | 0.0%Prev: 0.0% | 1,994 SH | Increased+174 SH |
| JPMORGAN CHASE & CO. | COM | $1.8M | 0.3%Prev: 0.3% | 5,650 SH | Increased+290 SH |
| KENVUE INC | COM | $216K | 0.0% | 12,546 SH | New |
| L3HARRIS TECHNOLOGIES INC | COM | $217K | 0.0% | 739 SH | New |
| LOCKHEED MARTIN CORP | COM | $207K | 0.0%Prev: 0.0% | 429 SH | Decreased-78 SH |
| MASTERCARD INCORPORATED | CL A | $704K | 0.1%Prev: 0.1% | 1,234 SH | Increased+29 SH |
| MERCK & CO INC | COM | $417K | 0.1%Prev: 0.1% | 3,958 SH | Increased+476 SH |
| META PLATFORMS INC | CL A | $985K | 0.2%Prev: 0.3% | 1,492 SH | Decreased-635 SH |
| MICRON TECHNOLOGY INC | COM | $428K | 0.1%Prev: 0.0% | 1,500 SH | Increased+158 SH |
| MICROSOFT CORP | COM | $6.7M | 1.1%Prev: 1.2% | 13,795 SH | Decreased+792 SH |
| MORGAN STANLEY | COM NEW | $255K | 0.0%Prev: 0.0% | 1,439 SH | Increased+135 SH |
| NASDAQ INC | COM | $302K | 0.1%Prev: 0.1% | 3,109 SH | Increased+4 SH |
| NETFLIX INC | COM | $446K | 0.1%Prev: 0.1% | 4,761 SH | Decreased+4,181 SH |
| NEWMONT CORP | COM | $243K | 0.0% | 2,433 SH | New |
| NEXTERA ENERGY INC | COM | $470K | 0.1%Prev: 0.1% | 5,850 SH | Increased+263 SH |
| NVIDIA CORPORATION | COM | $8.1M | 1.4%Prev: 1.0% | 43,480 SH | Increased+14,765 SH |
| ORACLE CORP | COM | $724K | 0.1%Prev: 0.2% | 3,712 SH | Decreased-91 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $476K | 0.1%Prev: 0.1% | 2,676 SH | Increased+872 SH |
| PEPSICO INC | COM | $248K | 0.0%Prev: 0.0% | 1,729 SH | Increased+172 SH |
| PHILIP MORRIS INTL INC | COM | $276K | 0.0% | 1,723 SH | New |
| PROCTER AND GAMBLE CO | COM | $333K | 0.1%Prev: 0.1% | 2,324 SH | Decreased-188 SH |
| RTX CORPORATION | COM | $306K | 0.1%Prev: 0.0% | 1,670 SH | Increased+416 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $495K | 0.1%Prev: 0.1% | 3,073 SH | Decreased-341 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $224K | 0.0%Prev: 0.0% | 329 SH | Increased-3 SH |
| SS&C TECHNOLOGIES HLDGS INC | COM | $214K | 0.0%Prev: 0.0% | 2,443 SH | Decreased |
| STARBUCKS CORP | COM | $217K | 0.0% | 2,579 SH | New |
| TESLA INC | COM | $1.4M | 0.2%Prev: 0.2% | 3,224 SH | Increased+911 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $215K | 0.0%Prev: 0.0% | 371 SH | Increased-49 SH |
| TJX COS INC NEW | COM | $439.6M | 75.2%Prev: 75.8% | 2,861,618 SH | Increased-2,251 SH |
| UNDER ARMOUR INC | CL A | $106K | 0.0% | 21,410 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $267K | 0.0%Prev: 0.0% | 426 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.6M | 0.4%Prev: 0.5% | 7,697 SH | Increased+96 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $465K | 0.1%Prev: 0.1% | 2,114 SH | Increased+24 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $332K | 0.1%Prev: 0.1% | 4,398 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $271K | 0.0%Prev: 0.0% | 6,664 SH | Increased+658 SH |
| VISA INC | COM CL A | $1.1M | 0.2%Prev: 0.2% | 3,137 SH | Decreased-245 SH |
| WALMART INC | COM | $529K | 0.1%Prev: 0.1% | 4,749 SH | Increased+643 SH |
| WELLS FARGO CO NEW | COM | $355K | 0.1%Prev: 0.1% | 3,808 SH | Increased+334 SH |
| WISDOMTREE TR | INTL EQUITY FD | $392K | 0.1%Prev: 0.1% | 5,706 SH | Increased+45 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $593K | 0.1%Prev: 0.1% | 6,626 SH | Increased+60 SH |
| 13F-HR |
| 0001951757-26-001240 |
| $588.4M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001064 | $470.2M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR/A | 0001951757-26-000739 | $568.8M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000437 | $441.7M | View |