N.E.W. Advisory Services LLC Portfolio Holdings

N.E.W. Advisory Services LLC

  • $1.11 Billion
  • Q3 2025

N.E.W. Advisory Services LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.11 Billion distributed in 840 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 $220M, Spdr Portfolio S&P 500 Value E with a value of $77.5M, Spdr Portfolio S&P 500 ETF (Ma with a value of $70.1M, Ishares Tr Core Intl Aggregate with a value of $58.1M, and Jp Morgan ETF Tr Ultra Short I with a value of $56M.

Examining the 13F form we can see an increase of $90.4M in the current position value, from $1.02B to 1.11B.

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

Portfolio value $1.11 Billion
ETFs: $937 Million
Financial Services: $39.1 Million
Technology: $36 Million
Consumer Defensive: $16.7 Million
Consumer Cyclical: $10.3 Million
Industrials: $7.98 Million
Healthcare: $5.9 Million
Utilities: $5.48 Million
Other: $10.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$220 Million 19.83% of portfolio
670,519
Q3 2025 Added 3.12%
$0
$77.5 Million 6.99% of portfolio
1,401,339
Q3 2025 Added 2.1%
$0
$70.1 Million 6.32% of portfolio
894,844
Q3 2025 Reduced 1.54%
$0
$58.1 Million 5.24% of portfolio
1,134,706
Q3 2025 Added 6.92%
$0
$56 Million 5.04% of portfolio
1,103,699
Q3 2025 Added 7.25%
$0
$46.6 Million 4.2% of portfolio
1,804,326
Q3 2025 Added 3.94%
$0
$40.6 Million 3.65% of portfolio
1,292,543
Q3 2025 Added 4.17%
$0
$37.8 Million 3.41% of portfolio
515,084
Q3 2025 Added 4.79%
$0
$33.4 Million 3.01% of portfolio
449,260
Q3 2025 Added 8.64%
$0
$33.4 Million 3.01% of portfolio
413,575
Q3 2025 Added 2.08%
$0
$29.7 Million 2.68% of portfolio
298,783
Q3 2025 Added 2.87%
$0
$29.2 Million 2.63% of portfolio
306,355
Q3 2025 Reduced 5.1%
$0
$23 Million 2.07% of portfolio
595,041
Q3 2025 Added 0.52%
$0
$21.3 Million 1.92% of portfolio
497,612
Q3 2025 Added 0.62%
$649B
$20.1 Million 1.81% of portfolio
40,045
Q3 2025 Reduced 1.15%
$0
$15.8 Million 1.42% of portfolio
75,311
Q3 2025 Added 3.96%
$0
$13.9 Million 1.25% of portfolio
296,056
Q3 2025 Reduced 2.08%
$4.31T
$13.7 Million 1.23% of portfolio
53,671
Q3 2025 Reduced 1.52%
$348B
$12.1 Million 1.09% of portfolio
78,576
Q3 2025 Added 0.42%
$0
$11.9 Million 1.07% of portfolio
24,719
Q3 2025 Added 0.51%
$0
$11.6 Million 1.05% of portfolio
81,478
Q3 2025 Added 2.94%
$0
$7.94 Million 0.72% of portfolio
117,090
Q3 2025 Added 1.41%
$0
$7.7 Million 0.69% of portfolio
191,596
Q3 2025 Reduced 5.83%
$0
$6.36 Million 0.57% of portfolio
137,847
Q3 2025 Reduced 5.09%
$0
$5.59 Million 0.5% of portfolio
29,991
Q3 2025 Reduced 1.86%
$0
$5.32 Million 0.48% of portfolio
79,067
Q3 2025 Reduced 5.57%
$469B
$5.13 Million 0.46% of portfolio
27,475
Q3 2025 Added 2.37%
$1.81B
$5.11 Million 0.46% of portfolio
38,008
Q3 2025 Reduced 0.86%
$0
$4.98 Million 0.45% of portfolio
87,221
Q3 2025 Added 7.95%
$275B
$4.9 Million 0.44% of portfolio
17,370
Q3 2025 Reduced 0.14%
$0
$4.88 Million 0.44% of portfolio
55,079
Q3 2025 Reduced 4.77%
$0
$4.86 Million 0.44% of portfolio
6,515
Q3 2025 Reduced 1.54%
$2.49T
$4.78 Million 0.43% of portfolio
21,761
Q3 2025 Reduced 1.94%
$349B
$4.58 Million 0.41% of portfolio
25,126
Q3 2025 Added 3.5%
$35.6B
$3.96 Million 0.36% of portfolio
34,533
Q3 2025 Reduced 1.71%
$0
$3.86 Million 0.35% of portfolio
6,435
Q3 2025 Added 4.04%
$0
$3.92 Million 0.35% of portfolio
26,947
Q3 2025 Added 3.82%
$0
$3.43 Million 0.31% of portfolio
107,397
Q3 2025 Added 84.6%
$3.7T
$3.3 Million 0.3% of portfolio
6,364
Q3 2025 Reduced 3.68%
$0
$3.23 Million 0.29% of portfolio
12,703
Q3 2025 Added 1.84%
$0
$3.16 Million 0.28% of portfolio
52,672
Q3 2025 Added 5.85%
$0
$3.12 Million 0.28% of portfolio
7,872
Q2 2025 Reduced 21.2%
$0
$3.02 Million 0.27% of portfolio
29,305
Q3 2025 Added 7.79%
$922B
$2.89 Million 0.26% of portfolio
9,172
Q3 2025 Reduced 0.9%
$0
$2.75 Million 0.25% of portfolio
26,300
Q3 2025 Reduced 0.31%
$0
$2.73 Million 0.25% of portfolio
6,786
Q3 2025 Added 4.21%
$0
$2.66 Million 0.24% of portfolio
12,452
Q3 2025 Added 0.48%
$327B
$2.37 Million 0.21% of portfolio
28,289
Q3 2025 Added 0.38%
$0
$2.36 Million 0.21% of portfolio
8,044
Q3 2025 Added 1.45%

Summary

  • Portfolio
  • No. of Stocks 840
  • Current Value $1.11 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 42 stocks
  • Additional Purchases 202 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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