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
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
142
New
$10.53 - $11.08 $1.5K - $1.57K
142 $1K
UI
Ubiquiti Inc.

Technology
5
New
$300.93 - $431.11 $1.5K - $2.16K
5 $1K
AXON
Axon Enterprise, Inc.

Industrials
3
New
$496.65 - $710.01 $1.49K - $2.13K
3 $1K
SPTL
Spdr Portfolio Long Term Treas

ETFs
58
New
$25.54 - $27.64 $1.48K - $1.6K
58 $1K
USFD
Us Foods Holding Corp.

Consumer Defensive
22
New
$63.38 - $72.02 $1.39K - $1.58K
22 $1K
TRGP
Targa Resources Corp.

Energy
8
New
$178.44 - $217.22 $1.43K - $1.74K
8 $1K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
13
New
$120.07 - $144.17 $1.56K - $1.87K
13 $1K
CNX
Cnx Resources Corp

Energy
52
New
$27.38 - $37.32 $1.42K - $1.94K
52 $1K
LPX
Louisiana Pacific Corp

Industrials
18
New
$89.37 - $118.15 $1.61K - $2.13K
18 $1K
WSBF
Waterstone Financial, Inc.

Financial Services
127
New
$12.11 - $14.75 $1.54K - $1.87K
127 $1K
LOGI
Logitech International S.A.

Technology
12
New
$81.64 - $105.06 $980 - $1.26K
12 $1K
OXY
Occidental Petroleum Corp

Energy
21
New
$45.45 - $52.7 $954 - $1.11K
21 $1K
SONY
Sony Group Corp

Technology
40
New
$19.88 - $25.64 $795 - $1.03K
40 $1K
UAA
Under Armour, Inc.

Consumer Cyclical
200
New
$6.25 - $8.66 $1.25K - $1.73K
200 $1K
AVNS
Avanos Medical, Inc.

Healthcare
97
New
$13.95 - $17.45 $1.35K - $1.69K
97 $1K
AVRE
American Centy ETF Tr Avantis
29
New
$40.62 - $44.31 $1.18K - $1.28K
29 $1K
DOCU
Docusign, Inc.

Technology
15
New
$74.7 - $97.7 $1.12K - $1.47K
15 $1K
LUMN
Lumen Technologies, Inc.

Communication Services
355
New
$3.92 - $5.92 $1.39K - $2.1K
355 $1K
OGN
Organon & Co.

Healthcare
81
New
$14.29 - $16.41 $1.16K - $1.33K
81 $1K
NWSA
News Corp

Communication Services
44
New
$26.29 - $30.49 $1.16K - $1.34K
44 $1K
AM
Antero Midstream Corp

Energy
66
New
$15.47 - $18.04 $1.02K - $1.19K
66 $1K
CINF
Cincinnati Financial Corp

Financial Services
8
New
$133.67 - $147.81 $1.07K - $1.18K
8 $1K
RIO
Rio Tinto PLC

Basic Materials
18
New
$58.19 - $64.29 $1.05K - $1.16K
18 $1K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
38
New
$36.63 - $37.45 $1.39K - $1.42K
38 $1K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
22
New
$52.53 - $58.51 $1.16K - $1.29K
22 $1K
QS
Quantum Scape Corp

Consumer Cyclical
272
New
$4.15 - $6.58 $1.13K - $1.79K
272 $1K
VTRS
Viatris Inc

Healthcare
129
New
$8.68 - $12.42 $1.12K - $1.6K
129 $1K
CTSH
Cognizant Technology Solutions Corp

Technology
14
New
$75.32 - $90.7 $1.05K - $1.27K
14 $1K
INN
Summit Hotel Properties, Inc.

Real Estate
202
New
$5.4 - $6.84 $1.09K - $1.38K
202 $1K
VGLT
Vanguard Long Term Treasury Et

ETFs
24
New
$53.99 - $58.43 $1.3K - $1.4K
24 $1K
AAL
American Airlines Group Inc.

Industrials
130
New
N/A
130 $1K
EBAY
Ebay Inc

Consumer Cyclical
20
New
$61.61 - $70.93 $1.23K - $1.42K
20 $1K
SQ
Block, Inc.

Technology
19
New
$54.04 - $92.95 $1.03K - $1.77K
19 $1K
INSM
Insmed Inc

Healthcare
17
New
$65.25 - $83.83 $1.11K - $1.43K
17 $1K
APP
App Lovin Corp

Technology
5
New
$238.08 - $510.13 $1.19K - $2.55K
5 $1K
SKYW
Skywest Inc

Industrials
15
New
$81.46 - $120.92 $1.22K - $1.81K
15 $1K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
12
New
$98.98 - $113.18 $1.19K - $1.36K
12 $1K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2
New
$634.14 - $744.83 $1.27K - $1.49K
2 $1K
FDUS
Fidus Investment Corp

Financial Services
62
New
$20.39 - $23.37 $1.26K - $1.45K
62 $1K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
78
New
$14.19 - $15.67 $1.11K - $1.22K
78 $1K
RPV
Invesco Exchange Traded Fd Tr

ETFs
6
New
$89.33 - $95.17 $536 - $571
6 $0
HYD
Vaneck High Yield Muni ETF

ETFs
10
New
$50.79 - $52.53 $508 - $525
10 $0
KHC
Kraft Heinz CO

Consumer Defensive
19
New
$28.51 - $32.22 $542 - $612
19 $0
Two Hbrs Invt Corp
104
New
N/A
104 $0
American Battery Technology
1.31K
New
N/A
1.31K $0
Healthcare Rlty Tr
79
New
N/A
79 $0
Flagstar Financial Inc
83
New
N/A
83 $0
Doubleline ETF Trust
34
New
N/A
34 $0
BZH
Beazer Homes Usa Inc

Consumer Cyclical
40
New
$20.27 - $28.57 $811 - $1.14K
40 $0
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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