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
AMED
Amedisys Inc

Healthcare
63
New
$90.44 - $92.9 $5.7K - $5.85K
63 $5K
TRU
Trans Union

Industrials
65
New
$80.45 - $100.25 $5.23K - $6.52K
65 $5K
DRIV
Global X Fds Global X Autonomo

ETFs
271
New
$21.14 - $24.23 $5.73K - $6.57K
271 $5K
PAYC
Paycom Software, Inc.

Technology
26
New
$199.42 - $225.82 $5.18K - $5.87K
26 $5K
NTR
Nutrien Ltd.

Basic Materials
113
New
$45.28 - $53.84 $5.12K - $6.08K
113 $5K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
118
New
$49.25 - $50.66 $5.81K - $5.98K
118 $5K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
124
New
$44.68 - $46.49 $5.54K - $5.76K
124 $5K
VIG
Vanguard Dividend Appreciation

ETFs
29
+ 0.87%
N/A
3.38K $615K
AVTR
Avantor, Inc.

Basic Materials
250
New
$15.5 - $22.57 $3.88K - $5.64K
250 $4K
BZUN
Baozun Inc.

Consumer Cyclical
1.59K
New
$2.71 - $3.81 $4.31K - $6.06K
1.59K $4K
QSI
Quantum Si Inc

Healthcare
3.85K
New
$1.14 - $4.29 $4.39K - $16.5K
3.85K $4K
WTFC
Wintrust Financial Corp

Financial Services
44
New
$107.76 - $136.92 $4.74K - $6.02K
44 $4K
GNRC
Generac Holdings Inc.

Industrials
37
New
$126.65 - $164.06 $4.69K - $6.07K
37 $4K
FITE
Spdr S&P Kensho Future Securit

ETFs
65
New
$62.08 - $72.57 $4.04K - $4.72K
65 $4K
SNY
Sanofi

Healthcare
74
New
$48.15 - $59.42 $3.56K - $4.4K
74 $4K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
210
New
$17.15 - $21.07 $3.6K - $4.42K
210 $4K
APA
Apa Corp

Energy
200
New
$18.54 - $25.45 $3.71K - $5.09K
200 $4K
JETS
ETF Ser Solutions U S Global J

ETFs
221
New
$20.77 - $26.81 $4.59K - $5.93K
221 $4K
GRAB
Grab Holdings LTD

Technology
1K
New
$4.12 - $5.34 $4.12K - $5.34K
1K $4K
UTSI
Utstarcom Holdings Corp.

Technology
1.75K
New
$2.32 - $2.96 $4.06K - $5.18K
1.75K $4K
PINS
Pinterest, Inc.

Communication Services
141
New
$29.79 - $40.0 $4.2K - $5.64K
141 $4K
EPR
Epr Properties

Real Estate
83
New
$43.98 - $53.81 $3.65K - $4.47K
83 $4K
REZI
Resideo Technologies, Inc.

Industrials
239
New
$16.92 - $23.77 $4.04K - $5.68K
239 $4K
WEN
Wendy'S CO

Consumer Cyclical
288
New
$14.17 - $16.17 $4.08K - $4.66K
288 $4K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
177
New
$25.27 - $28.3 $4.47K - $5.01K
177 $4K
AOM
Ishares Tr Core Moderate Alloc

ETFs
70
New
$42.93 - $44.71 $3.01K - $3.13K
70 $3K
AI
C3.Ai, Inc.

Technology
148
New
$20.92 - $36.93 $3.1K - $5.47K
148 $3K
LAMR
Lamar Advertising CO

Real Estate
165
+ 8.51%
$110.65 - $132.9 $18.3K - $21.9K
2.1K $239K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
36
New
$73.71 - $87.55 $2.65K - $3.15K
36 $3K
PLUG
Plug Power Inc

Industrials
2.25K
New
$1.34 - $3.15 $3.02K - $7.09K
2.25K $3K
CALX
Calix, Inc

Technology
85
New
$29.4 - $42.17 $2.5K - $3.58K
85 $3K
AKAM
Akamai Technologies Inc

Technology
35
New
N/A
35 $3K
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
56
New
$54.56 - $64.66 $3.06K - $3.62K
56 $3K
CRL
Charles River Laboratories International, Inc.

Healthcare
21
New
$150.52 - $190.14 $3.16K - $3.99K
21 $3K
PKG
Packaging Corp Of America

Consumer Cyclical
16
New
$192.03 - $242.13 $3.07K - $3.87K
16 $3K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
72
New
$42.3 - $53.69 $3.05K - $3.87K
72 $3K
FOXA
Fox Corp

Communication Services
69
New
$47.9 - $58.0 $3.31K - $4K
69 $3K
INSP
Inspire Medical Systems, Inc.

Healthcare
25
New
$157.24 - $215.42 $3.93K - $5.39K
25 $3K
CI
Cigna Corp

Healthcare
11
New
$274.49 - $329.0 $3.02K - $3.62K
11 $3K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
26
New
$132.75 - $177.12 $3.45K - $4.61K
26 $3K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
800
New
$3.88 - $4.37 $3.1K - $3.5K
800 $3K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
5.51K
New
$0.6 - $1.22 $3.31K - $6.73K
5.51K $3K
WIX
Wix.Com Ltd.

Technology
20
New
$163.38 - $246.76 $3.27K - $4.94K
20 $3K
HRTX
Heron Therapeutics, Inc.

Healthcare
1.62K
New
$1.47 - $2.55 $2.38K - $4.13K
1.62K $3K
IGF
Ishares Global Infrastructure

ETFs
59
New
$51.96 - $54.84 $3.07K - $3.24K
59 $3K
DFAT
Dimensional ETF Tr U S Target

ETFs
62
New
$50.44 - $58.1 $3.13K - $3.6K
62 $3K
CME
Cme Group Inc.

Financial Services
12
New
$225.82 - $266.54 $2.71K - $3.2K
12 $3K
CSGP
Costar Group, Inc.

Real Estate
30
New
$69.29 - $80.37 $2.08K - $2.41K
30 $2K
AVAV
Aero Vironment Inc

Industrials
20
New
$119.19 - $186.12 $2.38K - $3.72K
20 $2K
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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