New World Advisors LLC - Portfolio overview

New World Advisors LLC has 94 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. TJX - TJX COS INC NEW, 77.52%
2. IVV - ISHARES TR, 8.68%
3. AAPL - APPLE INC, 1.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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