N.E.W. Advisory Services LLC Portfolio Holdings

N.E.W. Advisory Services LLC

  • $1.25 Billion
  • Q1 2025

N.E.W. Advisory Services LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.25 Billion distributed in 894 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $207M, Spdr Portfolio S&P 500 Value E with a value of $97M, Spdr Portfolio S&P 500 ETF (Ma with a value of $69.7M, Spdr Portfolio Aggregate Bond with a value of $58.3M, and Ishares Tr Core Intl Aggregate with a value of $55.6M.

Examining the 13F form we can see an increase of $219M in the current position value, from $1.03B to 1.25B.

Below you can find more details about N.E.W. Advisory Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.25 Billion
ETFs: $1.06 Billion
Financial Services: $49.8 Million
Technology: $37.9 Million
Consumer Defensive: $22.3 Million
Consumer Cyclical: $11.1 Million
Industrials: $8.46 Million
Healthcare: $6.49 Million
Utilities: $5.76 Million
Other: $10.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$207 Million 16.54% of portfolio
754,019
Q1 2025 Added 23.39%
$0
$97 Million 7.74% of portfolio
1,900,110
Q1 2025 Added 22.38%
$0
$69.7 Million 5.56% of portfolio
1,060,174
Q1 2025 Added 8.15%
$0
$58.3 Million 4.65% of portfolio
2,282,866
Q1 2025 Added 11.07%
$0
$55.6 Million 4.43% of portfolio
1,111,862
Q1 2025 Added 8.38%
$0
$54.8 Million 4.37% of portfolio
1,082,614
Q1 2025 Added 12.19%
$0
$34.7 Million 2.77% of portfolio
1,325,007
Q1 2025 Added 10.07%
$0
$32.8 Million 2.62% of portfolio
528,114
Q1 2025 Added 12.22%
$0
$32.2 Million 2.57% of portfolio
473,142
Q1 2025 Added 16.53%
$0
$29.8 Million 2.38% of portfolio
405,785
Q1 2025 Added 10.86%
$0
$29.7 Million 2.37% of portfolio
353,903
Q1 2025 Added 10.41%
$0
$27.9 Million 2.23% of portfolio
765,959
Q1 2025 Added 15.64%
$0
$26 Million 2.07% of portfolio
298,028
Q1 2025 Added 29.36%
$648B
$24 Million 1.92% of portfolio
45,120
Q1 2025 Added 14.19%
$0
$21 Million 1.68% of portfolio
637,671
Q1 2025 Added 3.12%
$3.22T
$19.8 Million 1.58% of portfolio
89,036
Q1 2025 Added 32.8%
$0
$16.1 Million 1.29% of portfolio
342,893
Q1 2025 Added 121.62%
$386B
$16 Million 1.27% of portfolio
93,739
Q1 2025 Added 8.34%
$0
$14.6 Million 1.16% of portfolio
84,728
Q1 2025 Added 28.35%
$0
$14.2 Million 1.13% of portfolio
423,353
Q1 2025 Added 108.8%
$0
$12.7 Million 1.01% of portfolio
162,095
Q1 2025 Added 55.86%
$0
$12.6 Million 1.0% of portfolio
24,473
Q1 2025 Added 19.08%
$0
$12.4 Million 0.99% of portfolio
48,102
Q1 2025 Added 106.59%
$0
$11.7 Million 0.93% of portfolio
467,100
Q1 2025 Added 111.0%
$0
$11.5 Million 0.92% of portfolio
99,508
Q1 2025 Added 19.19%
$0
$11.4 Million 0.91% of portfolio
195,077
Q1 2025 Added 102.73%
$0
$11.3 Million 0.9% of portfolio
30,352
Q1 2025 Added 19.43%
$0
$10.9 Million 0.87% of portfolio
342,048
Q1 2025 Added 3.58%
$0
$10.9 Million 0.87% of portfolio
192,932
Q1 2025 Added 109.52%
$0
$10.6 Million 0.84% of portfolio
179,345
Q1 2025 Added 16.27%
$0
$8.73 Million 0.7% of portfolio
882,284
Q1 2025 Added 83.2%
$0
$8.62 Million 0.69% of portfolio
85,676
Q1 2025 Added 106.31%
$0
$8.19 Million 0.65% of portfolio
120,006
Q1 2025 Added 107.77%
$0
$7.61 Million 0.61% of portfolio
252,840
Q1 2025 Added 78.68%
$0
$7.39 Million 0.59% of portfolio
130,584
Q1 2025 Added 10.47%
$0
$7.13 Million 0.57% of portfolio
241,798
Q1 2025 Added 77.97%
$0
$6.61 Million 0.53% of portfolio
167,825
Q1 2025 Reduced 17.99%
$0
$6.16 Million 0.49% of portfolio
35,641
Q1 2025 Added 22.51%
$0
$5.94 Million 0.47% of portfolio
103,970
Q1 2025 Added 44.18%
$2.12T
$5.64 Million 0.45% of portfolio
29,654
Q1 2025 Added 21.92%
$0
$5.26 Million 0.42% of portfolio
82,553
Q1 2025 Added 105.86%
$33.1B
$4.38 Million 0.35% of portfolio
40,161
Q1 2025 Added 5.63%
$239B
$4.43 Million 0.35% of portfolio
17,822
Q1 2025 Added 2.96%
$1.76B
$4.3 Million 0.34% of portfolio
39,448
Q1 2025 Reduced 1.37%
$0
$4.21 Million 0.34% of portfolio
7,757
Q1 2025 Added 10.47%
$0
$4 Million 0.32% of portfolio
8,535
Q1 2025 Added 43.25%
$0
$3.72 Million 0.3% of portfolio
46,307
Q1 2025 Added 32.79%
$349B
$3.6 Million 0.29% of portfolio
33,187
Q1 2025 Added 23.67%
$3.49T
$3.4 Million 0.27% of portfolio
9,045
Q1 2025 Added 27.07%

Summary

  • Portfolio
  • No. of Stocks 894
  • Current Value $1.25 Billion
  • Prior Value $1.03 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 708 stocks
  • Additional Purchases 151 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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