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
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
40
New
$51.39 - $57.43 $2.06K - $2.3K
40 $2K
STM
St Microelectronics N.V.

Technology
100
New
$21.64 - $28.22 $2.16K - $2.82K
100 $2K
KR
Kroger CO

Consumer Defensive
35
New
$58.36 - $67.72 $2.04K - $2.37K
35 $2K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
75
New
$28.64 - $32.91 $2.15K - $2.47K
75 $2K
BOTZ
Global X Fds

ETFs
76
New
$28.46 - $34.53 $2.16K - $2.62K
76 $2K
JEF
Jefferies Financial Group Inc.

Financial Services
40
New
$52.22 - $81.31 $2.09K - $3.25K
40 $2K
ELDN
Eledon Pharmaceuticals, Inc.

Healthcare
626
New
$3.35 - $4.83 $2.1K - $3.02K
626 $2K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
22
New
$87.68 - $94.52 $1.93K - $2.08K
22 $2K
AIT
Applied Industrial Technologies Inc

Industrials
9
New
$218.93 - $269.18 $1.97K - $2.42K
9 $2K
LPG
Dorian Lpg Ltd.

Energy
90
New
$19.88 - $27.03 $1.79K - $2.43K
90 $2K
SSB
South State Corp

Financial Services
23
New
$89.4 - $108.33 $2.06K - $2.49K
23 $2K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
23
New
$97.25 - $104.79 $2.24K - $2.41K
23 $2K
HPE
Hewlett Packard Enterprise CO

Technology
189
New
$14.77 - $24.42 $2.79K - $4.62K
189 $2K
WULF
Terawulf Inc.

Financial Services
920
New
$2.73 - $6.82 $2.51K - $6.27K
920 $2K
MLI
Mueller Industries Inc

Industrials
38
New
$76.14 - $82.67 $2.89K - $3.14K
38 $2K
OKE
Oneok Inc

Energy
29
New
$89.57 - $109.85 $2.6K - $3.19K
29 $2K
KD
Kyndryl Holdings, Inc.

Technology
91
New
$31.32 - $43.45 $2.85K - $3.95K
91 $2K
PWR
Quanta Services, Inc.

Industrials
11
New
$236.71 - $358.03 $2.6K - $3.94K
11 $2K
POWW
Ammo, Inc.

Industrials
2K
New
$1.17 - $1.88 $2.34K - $3.76K
2K $2K
CTSO
Cytosorbents Corp

Healthcare
2.72K
New
$0.89 - $1.3 $2.42K - $3.54K
2.72K $2K
CNQ
Canadian Natural Resources LTD

Energy
88
New
$26.72 - $32.74 $2.35K - $2.88K
88 $2K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
52
New
$49.67 - $51.43 $2.58K - $2.67K
52 $2K
HOG
Harley Davidson, Inc.

Consumer Cyclical
105
New
$24.13 - $30.02 $2.53K - $3.15K
105 $2K
CDNS
Cadence Design Systems Inc

Technology
10
New
$233.96 - $324.52 $2.34K - $3.25K
10 $2K
LMND
Lemonade, Inc.

Financial Services
80
New
$30.77 - $38.56 $2.46K - $3.08K
80 $2K
UTHR
United Therapeutics Corp

Healthcare
8
New
$304.42 - $380.78 $2.44K - $3.05K
8 $2K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
367
New
$7.15 - $8.48 $2.62K - $3.11K
367 $2K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
79
New
$25.21 - $26.38 $1.99K - $2.08K
79 $2K
EMB
Ishares Tr

ETFs
16
New
$88.64 - $92.03 $1.42K - $1.47K
16 $1K
CMI
Cummins Inc

Industrials
6
New
$312.92 - $386.07 $1.88K - $2.32K
6 $1K
DEO
Diageo PLC

Consumer Defensive
18
New
$104.79 - $126.12 $1.89K - $2.27K
18 $1K
GHC
Graham Holdings CO

Consumer Defensive
2
New
$854.34 - $983.77 $1.71K - $1.97K
2 $1K
MFC
Manulife Financial Corp

Financial Services
62
New
$28.41 - $31.82 $1.76K - $1.97K
62 $1K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
86
New
$21.73 - $23.02 $1.87K - $1.98K
86 $1K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
28
New
$66.9 - $71.57 $1.87K - $2K
28 $1K
ILMN
Illumina, Inc.

Healthcare
25
New
$79.34 - $144.22 $1.98K - $3.61K
25 $1K
ODFL
Old Dominion Freight Line, Inc.

Industrials
12
New
$161.13 - $209.29 $1.93K - $2.51K
12 $1K
KRE
Spdr S&P Regional Banking ETF

ETFs
35
New
$55.11 - $65.5 $1.93K - $2.29K
35 $1K
DADA
Dada Nexus LTD

Consumer Cyclical
700
New
$1.22 - $1.92 $854 - $1.34K
700 $1K
SNAP
Snap Inc

Communication Services
163
New
$8.37 - $12.57 $1.36K - $2.05K
163 $1K
OGE
Oge Energy Corp.

Utilities
37
New
$39.76 - $46.32 $1.47K - $1.71K
37 $1K
SFL
Sfl Corp Ltd.

Industrials
122
New
$8.11 - $11.12 $989 - $1.36K
122 $1K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
7
New
$186.55 - $250.04 $1.31K - $1.75K
7 $1K
WSFS
Wsfs Financial Corp

Financial Services
36
New
$49.95 - $59.33 $1.8K - $2.14K
36 $1K
CHKP
Check Point Software Technologies LTD

Technology
8
New
$179.88 - $231.31 $1.44K - $1.85K
8 $1K
USAU
U.S. Gold Corp.

Basic Materials
200
New
$5.89 - $10.94 $1.18K - $2.19K
200 $1K
BFH
Bread Financial Holdings, Inc.

Financial Services
29
New
$46.51 - $65.07 $1.35K - $1.89K
29 $1K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
26
New
$54.9 - $62.36 $1.43K - $1.62K
26 $1K
HAL
Halliburton CO

Energy
60
New
$24.15 - $29.9 $1.45K - $1.79K
60 $1K
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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