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
POOL
Pool Corp

Industrials
46
New
$314.92 - $364.31 $14.5K - $16.8K
46 $14K
RUM
Rumble Inc.

Technology
2.1K
New
$7.07 - $13.77 $14.8K - $28.8K
2.1K $14K
JKHY
Henry Jack & Associates Inc

Technology
82
New
$166.47 - $191.28 $13.7K - $15.7K
82 $14K
PWB
Invesco Exchange Traded Fd Tr

ETFs
156
New
$94.5 - $110.71 $14.7K - $17.3K
156 $14K
SNA
Snap On Inc

Industrials
42
New
$324.09 - $358.62 $13.6K - $15.1K
42 $14K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
27
New
$522.96 - $601.18 $14.1K - $16.2K
27 $14K
COF
Capital One Financial Corp

Financial Services
80
New
$163.87 - $209.82 $13.1K - $16.8K
80 $14K
EVTC
Evertec, Inc.

Technology
365
New
$31.79 - $37.92 $11.6K - $13.8K
365 $13K
PCH
Potlatchdeltic Corp

Real Estate
300
New
$38.35 - $47.34 $11.5K - $14.2K
300 $13K
ROP
Roper Technologies Inc

Industrials
23
New
$502.71 - $593.81 $11.6K - $13.7K
23 $13K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
112
New
$122.03 - $134.83 $13.7K - $15.1K
112 $13K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
399
New
$34.79 - $38.36 $13.9K - $15.3K
399 $13K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
105
New
$110.55 - $130.35 $11.6K - $13.7K
105 $13K
BLDR
Builders First Source, Inc.

Industrials
478
+ 18.48%
$122.8 - $173.51 $58.7K - $82.9K
3.07K $382K
AIG
American International Group, Inc.

Financial Services
150
New
$70.5 - $86.94 $10.6K - $13K
150 $13K
APO
Apollo Global Management, Inc.

Financial Services
93
New
$126.01 - $172.06 $11.7K - $16K
93 $12K
PEBO
Peoples Bancorp Inc

Financial Services
418
New
$29.2 - $33.78 $12.2K - $14.1K
418 $12K
SWK
Stanley Black & Decker, Inc.

Industrials
160
New
$76.43 - $90.41 $12.2K - $14.5K
160 $12K
NTRA
Natera, Inc.

Healthcare
88
New
$132.63 - $177.0 $11.7K - $15.6K
88 $12K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
106
New
$119.84 - $136.1 $12.7K - $14.4K
106 $12K
VTR
Ventas, Inc.

Real Estate
178
New
$56.9 - $70.47 $10.1K - $12.5K
178 $12K
ALLE
Allegion PLC

Industrials
97
New
$123.79 - $135.5 $12K - $13.1K
97 $12K
AMG
Affiliated Managers Group, Inc.

Financial Services
75
New
$154.65 - $189.71 $11.6K - $14.2K
75 $12K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
158
New
$75.47 - $84.24 $11.9K - $13.3K
158 $12K
TRV
Travelers Companies, Inc.

Financial Services
46
New
$232.43 - $265.13 $10.7K - $12.2K
46 $12K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
150
New
$73.82 - $89.02 $11.1K - $13.4K
150 $12K
EXAS
Exact Sciences Corp

Healthcare
300
New
$43.04 - $58.51 $12.9K - $17.6K
300 $12K
WD
Walker & Dunlop, Inc.

Financial Services
151
New
$82.09 - $96.76 $12.4K - $14.6K
151 $12K
BSY
Bentley Systems Inc

Technology
329
New
$39.34 - $47.7 $12.9K - $15.7K
329 $12K
BX
Blackstone Inc.

Financial Services
83
New
$136.53 - $186.74 $11.3K - $15.5K
83 $11K
FLRN
Spdr Bloomberg Investment Grad

ETFs
371
New
$30.71 - $30.87 $11.4K - $11.5K
371 $11K
UAL
United Airlines Holdings, Inc.

Industrials
161
New
$69.05 - $110.52 $11.1K - $17.8K
161 $11K
NIO
Nio Inc.

Consumer Cyclical
2.93K
New
$3.75 - $5.22 $11K - $15.3K
2.93K $11K
DHI
Horton D R Inc

Consumer Cyclical
88
New
$125.29 - $147.65 $11K - $13K
88 $11K
ORMP
Oramed Pharmaceuticals Inc.

Healthcare
6.54K
+ 52.91%
$2.0 - $2.62 $13.1K - $17.1K
18.9K $40K
CODI
Compass Diversified Holdings

Industrials
600
New
$18.67 - $22.9 $11.2K - $13.7K
600 $11K
GVI
Ishares Tr

ETFs
106
New
$103.49 - $106.02 $11K - $11.2K
106 $11K
ASML
Asml Holding Nv

Technology
17
New
$662.63 - $776.99 $11.3K - $13.2K
17 $11K
SPG
Simon Property Group Inc

Real Estate
70
New
$159.48 - $187.78 $11.2K - $13.1K
70 $11K
FXL
First Tr Exchange Traded Fd Fi

ETFs
90
New
$131.2 - $160.72 $11.8K - $14.5K
90 $11K
BTI
British American Tobacco P.L.C.

Consumer Defensive
284
New
$35.35 - $42.74 $10K - $12.1K
284 $11K
IWM
Ishares Russell 2000 ETF

ETFs
60
New
$198.1 - $229.79 $11.9K - $13.8K
60 $11K
VONG
Vanguard Russell 1000 Growth E

ETFs
128
New
$92.71 - $107.38 $11.9K - $13.7K
128 $11K
ICL
Icl Group Ltd.

Basic Materials
1.79K
New
$4.96 - $6.45 $8.9K - $11.6K
1.79K $10K
CHY
Calamos Convertible & High Income Fund

Financial Services
1K
New
$10.1 - $12.0 $10.1K - $12K
1K $10K
LNG
Cheniere Energy, Inc.

Energy
46
New
$209.32 - $253.66 $9.63K - $11.7K
46 $10K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
97
New
$108.02 - $120.45 $10.5K - $11.7K
97 $10K
VT
Vanguard Total World Stk Index

ETFs
113
+ 4.6%
$115.08 - $123.97 $13K - $14K
2.57K $298K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
435
New
$23.32 - $23.84 $10.1K - $10.4K
435 $10K
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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