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
LAB
Standard Biotools Inc.

Healthcare
530
New
$1.01 - $2.06 $535 - $1.09K
530 $0
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
32
New
$24.88 - $26.85 $796 - $859
32 $0
Coherent Corp
13
New
N/A
13 $0
EA
Electronic Arts Inc.

Communication Services
6
New
$116.53 - $146.29 $699 - $878
6 $0
CDXS
Codexis, Inc.

Healthcare
325
New
$2.53 - $5.43 $822 - $1.76K
325 $0
ALK
Alaska Air Group, Inc.

Industrials
18
New
$49.22 - $76.6 $886 - $1.38K
18 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
New
$175.5 - $209.86 $878 - $1.05K
5 $0
MATV
Schweitzer Mauduit International Inc

Basic Materials
148
New
$5.67 - $10.97 $839 - $1.62K
148 $0
ITCI
Intra Cellular Therapies, Inc.

Healthcare
7
New
$81.78 - $131.92 $572 - $923
7 $0
FIVN
Five9, Inc.

Technology
35
New
$27.15 - $42.82 $950 - $1.5K
35 $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
New
$208.48 - $244.03 $834 - $976
4 $0
JLL
Jones Lang Lasalle Inc

Real Estate
4
New
$238.0 - $284.76 $952 - $1.14K
4 $0
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
3
New
$272.79 - $355.88 $818 - $1.07K
3 $0
NRZ
New Residential Investment Corp.

Real Estate
124
New
N/A
124 $0
Amc Entmt Hldgs Inc
272
New
N/A
272 $0
ENVX
Enovix Corp

Industrials
100
New
$7.21 - $14.33 $721 - $1.43K
100 $0
CGEN
Compugen LTD

Healthcare
400
New
$1.46 - $2.57 $584 - $1.03K
400 $0
EXR
Extra Space Storage Inc.

Real Estate
4
New
$143.8 - $161.28 $575 - $645
4 $0
AINV
Apollo Investment Corp

Financial Services
48
New
N/A
48 $0
ABOS
Acumen Pharmaceuticals, Inc.

Healthcare
598
New
$1.1 - $1.9 $658 - $1.14K
598 $0
BLDE
Blade Air Mobility, Inc.

Industrials
247
New
$2.73 - $4.91 $674 - $1.21K
247 $0
DHC
Diversified Healthcare Trust

Real Estate
285
New
$2.04 - $2.83 $581 - $807
285 $0
Proshares Tr Ii
8
New
N/A
8 $0
Peakstone Realty Trust
114
New
N/A
114 $0
GSIT
Gsi Technology Inc

Technology
344
New
$2.03 - $3.95 $698 - $1.36K
344 $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9
New
$76.94 - $78.28 $692 - $705
9 $0
Fidelity Wise Origin Bitcoin
10
New
N/A
10 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
58
New
$10.61 - $16.49 $615 - $956
58 $0
DINO
Hf Sinclair Corp

Energy
22
New
$30.66 - $38.48 $675 - $847
22 $0
TDOC
Teladoc Health, Inc.

Healthcare
92
New
$7.96 - $14.33 $732 - $1.32K
92 $0
Thomson Reuters Corp
6
New
N/A
6 $0
Spectral Ai Inc
11.2K
New
N/A
11.2K $0
Solventum Corp
647
New
N/A
647 $0
Grayscale Bitcoin Mini Tr Et
1.58K
New
N/A
1.58K $0
Reddit Inc
581
New
N/A
581 $0
First Tr Exchng Traded Fd Vi
3.51K
New
N/A
3.51K $0
Ishares Bitcoin Trust ETF
1.68K
New
N/A
1.68K $0
DWAC
Digital World Acquisition Corp.

Financial Services
4.88K
New
N/A
4.88K $0
STXK
Ea Ser Tr Strive 2000 ETF
378
New
N/A
378 $0
Luminar Technologies Inc
2K
New
N/A
2K $0
Linde PLC
212
New
N/A
212 $0
Jacobs Solutions Inc
867
New
N/A
867 $0
Ab Active Etfs Inc
3.53K
New
N/A
3.53K $0
Siriusxm Holdings Inc
6.14K
New
N/A
6.14K $0
Ge Vernova Inc
627
New
N/A
627 $0
Tempus Ai Inc
4.24K
New
N/A
4.24K $0
American Centy ETF Tr
4.13K
New
N/A
4.13K $0
Gohealth Inc
3.68K
New
N/A
3.68K $0
Blackrock Inc
39
New
N/A
39 $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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