N.E.W. Advisory Services LLC Purchases in Q4 2024

N.E.W. Advisory Services LLC

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
109K
+ 21.82%
$280.04 - $302.45 $30.7M - $33.1M
611K $177M
BND
Vanguard Bd Index Fd Inc Total

ETFs
98.2K
+ 36.66%
$71.75 - $75.11 $7.05M - $7.38M
366K $26.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
221K
New
$25.93 - $105.3 $5.74M - $23.3M
221K $6.17M
AVUV
American Centy ETF Tr Avantis

ETFs
54.7K
+ 31.13%
$94.37 - $106.41 $5.16M - $5.82M
230K $22.2M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
211K
+ 259.48%
$24.55 - $25.16 $5.19M - $5.32M
293K $7.22M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
120K
+ 34.2%
$58.88 - $64.8 $7.06M - $7.77M
471K $27.7M
DFAX
Dimensional ETF Tr
278K
+ 30.07%
$24.76 - $27.04 $6.89M - $7.52M
1.2M $29.9M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
47.4K
+ 454.95%
$73.49 - $86.09 $3.48M - $4.08M
57.8K $4.45M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
77.4K
+ 8.72%
$50.37 - $50.6 $3.9M - $3.91M
965K $48.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
28.5K
+ 44.86%
$55.86 - $60.21 $1.59M - $1.72M
92.1K $5.27M
PLTR
Palantir Technologies Inc.

Technology
3.84K
+ 21.05%
$36.46 - $82.38 $140K - $317K
22.1K $1.67M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.63K
+ 1.41%
$69.3 - $74.3 $390K - $418K
406K $29M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.13K
New
$100.16 - $100.7 $914K - $919K
9.13K $915K
VXF
Vanguard Extended Market ETF

ETFs
935
+ 1.44%
$179.17 - $207.15 $168K - $194K
66K $12.5M
AVLV
American Centy ETF Tr Avantis
9.55K
New
$65.51 - $71.22 $626K - $680K
9.55K $637K
JCPB
J P Morgan Exchange Traded Fd

ETFs
19.3K
+ 14.25%
$46.07 - $48.17 $889K - $930K
155K $7.13M
NVDA
Nvidia Corp

Technology
704
+ 2.69%
$117.0 - $148.88 $82.4K - $105K
26.8K $3.6M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
14.7K
+ 7.8%
$35.45 - $40.33 $520K - $592K
203K $7.27M
RCAT
Red Cat Holdings, Inc.

Technology
32.9K
New
$2.69 - $14.09 $88.5K - $464K
32.9K $422K
AMP
Ameriprise Financial Inc

Financial Services
749
New
$473.15 - $574.01 $354K - $430K
749 $398K
MGK
Vanguard Mega Cap Growth ETF

ETFs
511
+ 8.32%
$316.94 - $357.88 $162K - $183K
6.65K $2.28M
GLD
Spdr Gold Trust

ETFs
1.15K
+ 88.65%
$236.59 - $257.5 $272K - $296K
2.44K $591K
GLDM
World Gold Trust

ETFs
4.94K
New
$50.76 - $55.23 $251K - $273K
4.94K $256K
SLV
I Shares Silver Trust

ETFs
10.1K
+ 92.34%
$26.33 - $31.74 $265K - $319K
21K $551K
SPYG
Spdr Portfolio

ETFs
803
+ 2.36%
$81.74 - $91.38 $65.6K - $73.4K
34.9K $3.07M
DIS
Walt Disney CO

Communication Services
1.88K
New
$92.39 - $117.6 $173K - $221K
1.88K $208K
XLI
Industrial Sector Spdr

ETFs
1.54K
New
$131.76 - $143.99 $202K - $221K
1.54K $202K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
963
New
$198.04 - $221.51 $191K - $213K
963 $202K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.53K
+ 15.06%
$99.2 - $108.47 $351K - $383K
27K $2.69M
WEC
Wec Energy Group, Inc.

Utilities
2.66K
+ 7.52%
$92.94 - $101.82 $247K - $271K
38K $3.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
64
+ 1.09%
$481.22 - $538.17 $30.8K - $34.4K
5.96K $3.05M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.19K
+ 9.67%
$126.68 - $134.74 $151K - $160K
13.5K $1.72M
VB
Vanguard Small Cap ETF

ETFs
429
+ 3.84%
$233.76 - $261.58 $100K - $112K
11.6K $2.79M
XLF
Financial Sector Spdr

ETFs
1.68K
+ 9.23%
$44.89 - $51.34 $75.2K - $86K
19.8K $958K
XLK
Technology Sector Spdr

ETFs
485
+ 45.16%
$220.26 - $241.44 $107K - $117K
1.56K $362K
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.05%
$161.86 - $196.66 $324 - $393
4.12K $778K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
891
+ 40.72%
$119.34 - $127.78 $106K - $114K
3.08K $367K
VO
Vanguard Mid Cap ETF

ETFs
304
+ 4.03%
$261.5 - $284.63 $79.5K - $86.5K
7.85K $2.07M
RDVY
First Trust Rising Dividend Ac

ETFs
1.51K
+ 1.59%
$58.65 - $64.37 $88.3K - $96.9K
96.2K $5.69M
SCHW
Schwab Charles Corp

Financial Services
125
+ 1.69%
$63.31 - $82.85 $7.91K - $10.4K
7.52K $556K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.67K
+ 14.94%
$48.33 - $49.08 $80.5K - $81.7K
12.8K $620K
BA
Boeing CO

Industrials
185
+ 13.16%
$138.14 - $180.72 $25.6K - $33.4K
1.59K $281K
VGSH
Vanguard

ETFs
1.31K
+ 9.06%
$58.02 - $58.88 $75.9K - $77K
15.7K $916K
MS
Morgan Stanley

Financial Services
3
+ 0.11%
$104.42 - $134.99 $313 - $405
2.67K $335K
VIG
Vanguard Dividend Appreciation

ETFs
288
+ 9.4%
N/A
3.35K $610K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
909
+ 6.62%
$77.86 - $79.27 $70.8K - $72.1K
14.6K $1.14M
T
At&T Inc.

Communication Services
1.2K
+ 4.06%
$21.22 - $23.88 $25.5K - $28.7K
30.7K $699K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
394
+ 16.19%
$100.18 - $109.1 $39.5K - $43K
2.83K $296K
PM
Philip Morris International Inc.

Consumer Defensive
402
+ 16.33%
$118.38 - $133.06 $47.6K - $53.5K
2.86K $344K
Activity Summary
Buys All Purchases 94 New Holdings 13 Increased Positions 81 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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