N.E.W. Advisory Services LLC Purchases in Q1 2025

N.E.W. Advisory Services LLC

  • $1.25 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
143K
+ 23.39%
$271.18 - $303.12 $38.8M - $43.3M
754K $207M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
347K
+ 22.38%
$49.78 - $53.19 $17.3M - $18.5M
1.9M $97M
JCPB
J P Morgan Exchange Traded Fd

ETFs
188K
+ 121.62%
$45.56 - $47.23 $8.57M - $8.89M
343K $16.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
228K
+ 11.07%
$24.73 - $25.62 $5.63M - $5.83M
2.28M $58.3M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
221K
+ 108.8%
$32.49 - $37.99 $7.17M - $8.38M
423K $14.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
118K
+ 12.19%
$50.39 - $50.66 $5.93M - $5.96M
1.08M $54.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.61K
+ 14.19%
$442.66 - $534.52 $2.48M - $3M
45.1K $24M
VV
Vanguard Large Cap ETF

ETFs
24.8K
+ 106.59%
$253.32 - $282.66 $6.29M - $7.02M
48.1K $12.4M
RDVY
First Trust Rising Dividend Ac

ETFs
98.9K
+ 102.73%
$57.22 - $63.39 $5.66M - $6.27M
195K $11.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
101K
+ 109.52%
$55.41 - $60.74 $5.59M - $6.13M
193K $10.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
104K
+ 15.64%
$33.84 - $37.77 $3.51M - $3.91M
766K $27.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
57.5K
+ 12.22%
$58.01 - $64.46 $3.34M - $3.71M
528K $32.8M
DFAX
Dimensional ETF Tr
121K
+ 10.07%
$24.45 - $27.2 $2.96M - $3.3M
1.33M $34.7M
DNP
Dnp Select Income Fund Inc

Financial Services
401K
+ 83.2%
$8.93 - $9.92 $3.58M - $3.97M
882K $8.73M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
85.9K
+ 8.38%
$49.42 - $50.43 $4.25M - $4.33M
1.11M $55.6M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
44.1K
+ 106.31%
$97.76 - $107.35 $4.32M - $4.74M
85.7K $8.62M
AVUV
American Centy ETF Tr Avantis

ETFs
67.6K
+ 29.36%
$84.95 - $100.62 $5.75M - $6.81M
298K $26M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
62.2K
+ 107.77%
$67.24 - $84.27 $4.19M - $5.25M
120K $8.19M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
58.1K
+ 55.86%
$77.33 - $90.16 $4.49M - $5.24M
162K $12.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
39.7K
+ 10.86%
$71.17 - $73.66 $2.83M - $2.93M
406K $29.8M
SPSB
Spdr Portfolio Short Term Corp

ETFs
111K
+ 78.68%
$29.82 - $30.1 $3.32M - $3.35M
253K $7.61M
IBND
Spdr Bloomberg International C

ETFs
106K
+ 77.97%
$27.72 - $29.79 $2.94M - $3.16M
242K $7.13M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
67.1K
+ 16.53%
$67.03 - $74.61 $4.5M - $5.01M
473K $32.2M
AAPL
Apple Inc.

Technology
22K
+ 32.8%
$209.68 - $247.1 $4.61M - $5.43M
89K $19.8M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
42.5K
+ 105.86%
$58.04 - $65.84 $2.46M - $2.79M
82.6K $5.26M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
59.4K
+ 15.24%
$37.07 - $40.63 $2.2M - $2.42M
450K $17.7M
EFV
Msci Eafe Value ETF

ETFs
25.1K
+ 16.27%
$51.88 - $60.73 $1.3M - $1.52M
179K $10.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
79.9K
+ 8.15%
$64.88 - $72.1 $5.19M - $5.76M
1.06M $69.7M
VXF
Vanguard Extended Market ETF

ETFs
18.7K
+ 28.35%
$170.36 - $201.04 $3.19M - $3.76M
84.7K $14.6M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
16K
+ 19.19%
$110.75 - $119.78 $1.77M - $1.92M
99.5K $11.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
31.9K
+ 44.18%
$56.17 - $59.71 $1.79M - $1.9M
104K $5.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.92K
+ 19.08%
$507.05 - $563.67 $1.99M - $2.21M
24.5K $12.6M
PG
Procter & Gamble CO

Consumer Defensive
7.21K
+ 8.34%
$158.56 - $176.26 $1.14M - $1.27M
93.7K $16M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
43.9K
+ 89.82%
$29.34 - $31.31 $1.29M - $1.37M
92.8K $2.75M
VTV
Vanguard Value ETF

ETFs
6.55K
+ 22.51%
$167.73 - $179.21 $1.1M - $1.17M
35.6K $6.16M
FNDF
Schwab Fundamental Intl Large

ETFs
27.1K
New
$32.9 - $37.45 $890K - $1.01M
27.1K $977K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.58K
+ 43.25%
$468.34 - $539.52 $1.21M - $1.39M
8.54K $4M
VUG
Vanguard Growth ETF

ETFs
4.94K
+ 19.43%
$369.1 - $427.61 $1.82M - $2.11M
30.4K $11.3M
WMT
Walmart Inc.

Consumer Defensive
9.8K
+ 51.03%
$84.5 - $105.05 $828K - $1.03M
29K $2.55M
WEC
Wec Energy Group, Inc.

Utilities
2.14K
+ 5.63%
$92.12 - $108.98 $197K - $233K
40.2K $4.38M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
11.8K
+ 3.58%
$30.35 - $33.16 $359K - $392K
342K $10.9M
VDC
Vanguard Consumer Staples ETF

ETFs
2.73K
+ 25.36%
$206.54 - $226.16 $563K - $617K
13.5K $2.95M
VRT
Vertiv Holdings CO

Industrials
7.6K
New
N/A
7.6K $658K
SPYG
Spdr Portfolio

ETFs
11.4K
+ 32.79%
$80.05 - $92.39 $915K - $1.06M
46.3K $3.72M
PLTR
Palantir Technologies Inc.

Technology
5.28K
+ 23.88%
$64.98 - $124.62 $343K - $657K
27.4K $2.31M
IBM
International Business Machines Corp

Technology
513
+ 2.96%
$217.4 - $264.74 $112K - $136K
17.8K $4.43M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.93K
New
$53.6 - $58.97 $532K - $585K
9.93K $543K
TDIV
First Trust Nasdaq Technology

ETFs
7.67K
+ 80.23%
$73.39 - $83.95 $563K - $644K
17.2K $1.27M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.45K
+ 49.86%
$128.74 - $138.67 $444K - $478K
10.4K $1.41M
Activity Summary
Buys All Purchases 859 New Holdings 708 Increased Positions 151 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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