New World Advisors LLC
RIA/Wealth
New World Advisors LLC is a RIA/Wealth based in Hingham, MA led by Christopher David Cabral, reporting $722.8M in AUM as of Q3 2025 with 77% Consumer Cyclical concentration, 93% concentrated in top 10 holdings, and 76% allocation to TJX.
CIOChristopher David Cabral
- Portfolio Value
- $546.2M
- Positions
- 76
- Top Holding
- TJX at 75.78%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in New World Advisors LLC's portfolio (93.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Apparel - Retail Consumer Cyclical | $413.9M | 75.78% | -$27.8K Sold | 0.26% 2.9M shares | |
ETF ETF | $56.2M | 10.28% | +$309.2K Bought | — 83.9K shares | |
Consumer Electronics Technology | $8.6M | 1.57% | +$764.1K Bought | 0.00% 33.6K shares | |
ETF ETF | $7.5M | 1.37% | +$266.1K Bought | — 62.8K shares | |
Software - Infrastructure Technology | $6.7M | 1.23% | +$584.2K Bought | 0.00% 13.0K shares | |
Semiconductors Technology | $5.4M | 0.98% | +$1.2M Bought | 0.00% 28.7K shares | |
Specialty Retail Consumer Cyclical | $4.2M | 0.76% | +$242.8K Bought | 0.00% 19.0K shares | |
ETF ETF | $2.5M | 0.46% | -$22.3K Sold | — 7.6K shares | |
ETF ETF | $2.3M | 0.42% | -$195.5K Sold | — 26.5K shares | |
Internet Content & Information Communication Services | $2.1M | 0.39% | +$155.3K Bought | 0.00% 8.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in New World Advisors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-39.83% |
Analytics
Portfolio insights and performance metrics for New World Advisors LLC
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