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
DHR
Danaher Corp

Healthcare
50
New
$201.62 - $250.59 $10.1K - $12.5K
50 $10K
SKYY
First Trust Cloud Computing Et

ETFs
100
New
$102.23 - $131.18 $10.2K - $13.1K
100 $10K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
356
New
$28.27 - $29.28 $10.1K - $10.4K
356 $10K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
460
New
$20.96 - $26.08 $9.64K - $12K
460 $10K
SHEL
Shell PLC

Energy
143
New
$62.84 - $73.29 $8.99K - $10.5K
143 $10K
SUN
Sunoco LP

Energy
181
New
$51.29 - $59.25 $9.28K - $10.7K
181 $10K
NVCR
Novo Cure LTD

Healthcare
600
New
$17.82 - $30.19 $10.7K - $18.1K
600 $10K
SANM
Sanmina Corp

Technology
144
New
$73.38 - $90.52 $10.6K - $13K
144 $10K
KGC
Kinross Gold Corp

Basic Materials
864
New
$9.69 - $12.61 $8.37K - $10.9K
864 $10K
PB
Prosperity Bancshares Inc

Financial Services
150
New
$69.3 - $80.69 $10.4K - $12.1K
150 $10K
INOD
Innodata Inc

Technology
300
New
$33.19 - $64.17 $9.96K - $19.3K
300 $10K
HE
Hawaiian Electric Industries Inc

Utilities
1K
New
$8.18 - $11.46 $8.18K - $11.5K
1K $10K
TEX
Terex Corp

Industrials
250
New
$37.65 - $48.97 $9.41K - $12.2K
250 $9K
HOUS
Anywhere Real Estate Inc.

Real Estate
2.75K
New
$2.78 - $3.92 $7.64K - $10.8K
2.75K $9K
TROW
Price T Rowe Group Inc

Financial Services
100
New
$91.57 - $116.93 $9.16K - $11.7K
100 $9K
FLNG
Flex Lng Ltd.

Energy
400
New
$21.46 - $26.35 $8.58K - $10.5K
400 $9K
LUV
Southwest Airlines CO

Industrials
274
New
$28.18 - $34.84 $7.72K - $9.55K
274 $9K
CSX
Csx Corp

Industrials
317
New
$29.11 - $33.67 $9.23K - $10.7K
317 $9K
SAIA
Saia Inc

Industrials
27
New
$349.29 - $508.47 $9.43K - $13.7K
27 $9K
KOSS
Koss Corp

Technology
2K
New
$4.68 - $7.69 $9.36K - $15.4K
2K $9K
OSPN
One Span Inc.

Technology
600
New
$15.25 - $20.23 $9.15K - $12.1K
600 $9K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
714
New
$12.82 - $13.57 $9.15K - $9.69K
714 $9K
MDT
Medtronic PLC

Healthcare
108
New
$79.84 - $94.5 $8.62K - $10.2K
108 $9K
RWL
Invesco Exchange Traded Fd Tr

ETFs
98
New
$96.9 - $104.39 $9.5K - $10.2K
98 $9K
UPST
Upstart Holdings, Inc.

Financial Services
200
New
$46.03 - $88.77 $9.21K - $17.8K
200 $9K
HOOD
Robinhood Markets, Inc.

Technology
237
New
$35.63 - $65.28 $8.44K - $15.5K
237 $9K
SCHP
Schwab Strategic Us Tips ETF

ETFs
368
New
$25.69 - $26.89 $9.45K - $9.9K
368 $9K
HDV
Ishares Core High Dividend ETF

ETFs
82
New
$110.86 - $121.12 $9.09K - $9.93K
82 $9K
NEM
Newmont Corp

Basic Materials
204
New
$37.79 - $48.39 $7.71K - $9.87K
204 $9K
AES
Aes Corp

Utilities
725
New
$9.93 - $13.23 $7.2K - $9.59K
725 $9K
LGOV
First Tr ETF Iv Long Duration

ETFs
420
New
$20.41 - $21.7 $8.57K - $9.11K
420 $9K
NRG
Nrg Energy, Inc.

Utilities
101
New
$84.82 - $113.33 $8.57K - $11.4K
101 $9K
VFH
Vanguard Financial ETF

ETFs
25
+ 0.56%
$114.07 - $127.34 $2.85K - $3.18K
4.49K $536K
WRE
Washington Real Estate Investment Trust
470
New
N/A
470 $8K
JOE
St Joe CO

Real Estate
178
New
$43.61 - $49.45 $7.76K - $8.8K
178 $8K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
180
New
$44.11 - $47.04 $7.94K - $8.47K
180 $8K
SOUN
Soundhound Ai, Inc.

Technology
1K
New
$8.12 - $20.62 $8.12K - $20.6K
1K $8K
CRPT
First Tr ETF Fd Viii Skybridge
672
New
$12.23 - $20.06 $8.22K - $13.5K
672 $8K
NFG
National Fuel Gas CO

Energy
104
New
$60.71 - $79.19 $6.31K - $8.24K
104 $8K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
187
New
$39.53 - $46.13 $7.39K - $8.63K
187 $8K
SITE
Site One Landscape Supply, Inc.

Industrials
68
New
$120.25 - $147.7 $8.18K - $10K
68 $8K
PSX
Phillips 66

Energy
67
New
$113.93 - $131.55 $7.63K - $8.81K
67 $8K
NMAI
Nuveen Multi Asset Income Fund

ETFs
728
New
$11.9 - $12.65 $8.66K - $9.21K
728 $8K
AOA
Ishares Tr Core Aggressive All

ETFs
114
New
$75.7 - $80.01 $8.63K - $9.12K
114 $8K
BBY
Best Buy CO Inc

Consumer Cyclical
118
New
$70.3 - $91.1 $8.3K - $10.7K
118 $8K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
117
New
$73.27 - $96.21 $8.57K - $11.3K
117 $8K
ENS
Ener Sys

Industrials
91
New
$89.62 - $103.2 $8.16K - $9.39K
91 $8K
DVN
Devon Energy Corp

Energy
223
New
$33.15 - $38.55 $7.39K - $8.6K
223 $8K
DG
Dollar General Corp

Consumer Defensive
85
New
$68.44 - $87.93 $5.82K - $7.47K
85 $7K
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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