Newfound Research LLC

13F Portfolio Filings

Most recent 13F
Q3 2022
Location
Wellesley Hills, MA
CIK
0001630806
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2022 131 40,836 SHY, VFMO, MTUM, JMOM 13F-HR 10/13/2022 000121390022063746
Q2 2022 131 47,182 SHY, SPY, MTUM, FDMO 13F-HR 7/15/2022 000121390022039587
Q1 2022 134 76,916 SPY, SHY, VOO, FDMO 13F-HR 5/4/2022 000121390022024015
Q4 2021 122 82,845 VOO, SPY, JMOM, VFMO 13F-HR 1/19/2022 000121390022002635
Q3 2021 121 61,760 SPY, VOO, VFMO, JMOM 13F-HR 10/14/2021 000121390021052802
Q2 2021 120 50,464 SPY, VOO, VFMO, MTUM 13F-HR 7/19/2021 000121390021037444
Q1 2021 127 43,199 SPY, MTUM, VFMO, FDMO 13F-HR 4/28/2021 000121390021023314
Q4 2020 126 38,865 SPY, JMOM, MTUM, FDMO 13F-HR 1/22/2021 000121390021003771
Q3 2020 110 34,996 SPY, XLV, XLK, XLY 13F-HR 10/20/2020 000121390020032229
Q2 2020 51 80,367 XLB, XLV, XLY, XLC 13F-HR 8/10/2020 000121390020021093
Q1 2020 208 89,983 SHY, JXI, XLK, TLT 13F-HR 4/27/2020 000121390020010092
Q4 2019 233 106,616 IXJ, IXN, JXI, RXI 13F-HR 2/10/2020 000121390020003005
Q3 2019 239 113,976 RXI, IXJ, IXP, IXN 13F-HR 10/22/2019 000121390019020796
Q2 2019 233 115,672 IXG, KXI, EXI, IXP 13F-HR 8/13/2019 000161577419011186
Q1 2019 230 137,454 SHY, EXI, IXN, JXI 13F-HR 5/14/2019 000161577419007754
Q4 2018 211 144,169 SHY, JXI, VNQ, REM 13F-HR 1/25/2019 000161577419000982
Q3 2018 238 176,237 PowerShares, HYG, IXC, IXN 13F-HR 10/31/2018 000161577418011644
Q2 2018 227 176,888 PowerShares, IXC, IXN, RXI 13F-HR 7/31/2018 000161577418007166
Q1 2018 236 175,783 PowerShares, EMLC, IXN, RXI 13F-HR 5/3/2018 000161577418003283
Q4 2017 237 188,400 PowerShares, HYG, PCY, PFF 13F-HR 2/6/2018 000161577418000903
Q3 2017 231 174,640 PowerShares, HYG, PFF, PCY 13F-HR 11/1/2017 000161577417006121
Q2 2017 230 143,012 PowerShares, PFF, HYG, IXG 13F-HR 8/4/2017 000161577417004075
Q1 2017 228 128,046 PowerShares, HYG, REM, IXN 13F-HR 5/2/2017 000161577417002013
Q4 2016 192 111,583 PowerShares, IXN, IXG, RXI 13F-HR 1/20/2017 000161577417000207
Q3 2016 199 104,945 PowerShares, IXC, IXN, MXI RESTATEMENT 1/20/2017 000161577417000193
Q2 2016 195 95,866 JXI, IXP, KXI, IXN 13F-HR 8/9/2016 000161577416006665
Q1 2016 63 92,448 KXI, IXP, JXI, EXI 13F-HR 5/11/2016 000161577416005325
Q4 2015 78 83,754 SHY, KXI, IXN, JXI 13F-HR 2/2/2016 000114420416078319
Additional filings from Newfound Research LLC that have since been restated