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
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
56
New
$120.5 - $145.97 $6.75K - $8.17K
56 $7K
IAT
Ishares Tr

ETFs
157
New
$44.84 - $53.56 $7.04K - $8.41K
157 $7K
FUBO
Fubo Tv Inc.

Communication Services
2.5K
New
$1.41 - $5.46 $3.53K - $13.7K
2.5K $7K
STC
Stewart Information Services Corp

Financial Services
100
New
$59.55 - $72.6 $5.96K - $7.26K
100 $7K
TYL
Tyler Technologies Inc

Technology
13
New
$553.41 - $646.74 $7.19K - $8.41K
13 $7K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
406
New
$18.53 - $29.07 $7.52K - $11.8K
406 $7K
LVS
Las Vegas Sands Corp

Consumer Cyclical
200
New
$38.18 - $50.93 $7.64K - $10.2K
200 $7K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
338
New
$22.25 - $23.0 $7.52K - $7.77K
338 $7K
EVX
Vaneck ETF Tr Environmental Se

ETFs
220
New
$33.9 - $179.35 $7.46K - $39.5K
220 $7K
FCX
Freeport Mcmoran Inc

Basic Materials
208
New
$34.5 - $43.01 $7.18K - $8.95K
208 $7K
ISRG
Intuitive Surgical Inc

Healthcare
16
New
$476.63 - $610.45 $7.63K - $9.77K
16 $7K
LMT
Lockheed Martin Corp

Industrials
17
New
$423.19 - $506.29 $7.19K - $8.61K
17 $7K
BALL
Ball Corp

Consumer Cyclical
140
New
$49.04 - $56.53 $6.87K - $7.91K
140 $7K
QTEC
First Trust Nasdaq 100 Technol

ETFs
40
New
$173.56 - $210.67 $6.94K - $8.43K
40 $6K
DTM
Dt Midstream, Inc.

Energy
72
New
$86.95 - $113.75 $6.26K - $8.19K
72 $6K
SPGI
S&P Global Inc.

Financial Services
12
New
$478.26 - $543.77 $5.74K - $6.53K
12 $6K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
100
New
N/A
100 $6K
ETN
Eaton Corp PLC

Industrials
23
New
$271.83 - $371.23 $6.25K - $8.54K
23 $6K
IHE
Ishares Tr

ETFs
86
New
$65.36 - $72.85 $5.62K - $6.27K
86 $6K
CVS
Cvs Health Corp

Healthcare
89
New
$44.22 - $68.64 $3.94K - $6.11K
89 $6K
NUE
Nucor Corp

Basic Materials
50
New
$114.48 - $142.52 $5.72K - $7.13K
50 $6K
GLOB
Globant S.A.

Technology
55
New
$117.72 - $228.73 $6.47K - $12.6K
55 $6K
GGB
Gerdau S.A.

Basic Materials
2.4K
New
$2.72 - $3.08 $6.53K - $7.39K
2.4K $6K
CGUS
Capital Group Core Equity ETF
200
New
$33.08 - $36.62 $6.62K - $7.32K
200 $6K
YUM
Yum Brands Inc

Consumer Cyclical
40
New
$123.25 - $162.53 $4.93K - $6.5K
40 $6K
TTEK
Tetra Tech Inc

Industrials
215
New
$28.26 - $42.58 $6.08K - $9.15K
215 $6K
IFRA
Ishares Tr

ETFs
140
New
$44.8 - $49.25 $6.27K - $6.9K
140 $6K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
30
New
$211.47 - $267.17 $6.34K - $8.02K
30 $6K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
32
New
$196.12 - $229.48 $6.28K - $7.34K
32 $6K
GBF
Ishares Tr

ETFs
60
New
$101.08 - $104.63 $6.06K - $6.28K
60 $6K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
370
New
$17.4 - $30.56 $6.44K - $11.3K
370 $6K
MBWM
Mercantile Bank Corp

Financial Services
150
New
$41.69 - $51.79 $6.25K - $7.77K
150 $6K
XLC
Select Sector Spdr Tr Communic

ETFs
68
New
$94.84 - $105.31 $6.45K - $7.16K
68 $6K
CFG
Citizens Financial Group Inc

Financial Services
132
New
$39.73 - $48.36 $5.24K - $6.38K
132 $5K
BC
Brunswick Corp

Consumer Cyclical
100
New
$53.49 - $70.51 $5.35K - $7.05K
100 $5K
MCK
Mckesson Corp

Healthcare
8
New
$566.21 - $672.99 $4.53K - $5.38K
8 $5K
THO
Thor Industries Inc

Consumer Cyclical
71
New
$75.81 - $105.39 $5.38K - $7.48K
71 $5K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
173
New
$30.46 - $36.6 $5.27K - $6.33K
173 $5K
LSCC
Lattice Semiconductor Corp

Technology
100
New
$52.45 - $68.78 $5.25K - $6.88K
100 $5K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
1.81K
New
$2.86 - $9.78 $5.18K - $17.7K
1.81K $5K
RGEN
Repligen Corp

Healthcare
40
New
$127.24 - $174.24 $5.09K - $6.97K
40 $5K
TSN
Tyson Foods, Inc.

Consumer Defensive
79
New
$54.27 - $63.81 $4.29K - $5.04K
79 $5K
USCI
United States Commodity Index Funds Trust

ETFs
76
New
$66.48 - $72.3 $5.05K - $5.49K
76 $5K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
15
New
$314.47 - $431.35 $4.72K - $6.47K
15 $5K
PEG
Public Service Enterprise Group Inc

Utilities
68
New
$78.2 - $90.39 $5.32K - $6.15K
68 $5K
EWC
Ishares Msci Canada ETF

ETFs
146
New
$39.3 - $42.52 $5.74K - $6.21K
146 $5K
UNP
Union Pacific Corp

Industrials
25
New
$225.21 - $254.42 $5.63K - $6.36K
25 $5K
PNW
Pinnacle West Capital Corp

Utilities
62
New
$81.76 - $95.25 $5.07K - $5.91K
62 $5K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
81
New
$69.87 - $75.62 $5.66K - $6.13K
81 $5K
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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