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
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
252
New
N/A
252 $0
Cooper Cos Inc
181
New
N/A
181 $0
Grail Inc
604
New
N/A
604 $0
Spinnaker ETF Series
500
New
N/A
500 $0
Lam Research Corp
250
New
N/A
250 $0
JPHY
Jp Morgan High Yield Research

ETFs
398
New
N/A
398 $0
CRH.L
Crh PLC

Basic Materials
211
New
N/A
211 $0
Viking Holdings LTD
500
New
N/A
500 $0
Two Rds Shared Tr
429
New
N/A
429 $0
Ge Healthcare Technologies I
311
New
N/A
311 $0
Arm Holdings PLC
320
New
N/A
320 $0
STXV
Ea Ser Tr Strive 1000 Value Et
379
New
N/A
379 $0
Talen Energy Corp
175
New
N/A
175 $0
EEMX
Spdr Idx Shs Fds Msci Emerging
1.07K
New
N/A
1.07K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
12.6K
New
N/A
12.6K $0
Root Inc
11
New
N/A
11 $0
First Tr Exchange Traded Fd
696K
New
N/A
696K $0
Ark 21 Shares Bitcoin ETF
110
New
N/A
110 $0
J P Morgan Exchange Traded F
202K
+ 117.4%
N/A
374K $0
Amentum Holdings Inc
490
New
N/A
490 $0
Super Micro Computer Inc
250
New
N/A
250 $0
Gorilla Technology Group Inc
250
New
N/A
250 $0
Amplify ETF Tr
356
New
N/A
356 $0
GCT
Giga Cloud Technology Inc.

Technology
400
New
N/A
400 $0
First Tr Exchange Traded Fd
236
New
N/A
236 $0
Entrepreneurshares Series Tr
261
New
N/A
261 $0
Capital Group Core Balanced
8.54K
New
N/A
8.54K $0
Six Flags Entertainment Corp
104
New
N/A
104 $0
QTUM
ETF Ser Solutions Defiance Qua
41
New
N/A
41 $0
Labcorp Holdings Inc
10
New
N/A
10 $0
Serve Robotics Inc
392
New
N/A
392 $0
Psq Holdings Inc
700
New
N/A
700 $0
FTGS
First Tr Exchange Traded Fd Gr
158K
+ 107.03%
N/A
305K $0
JGRO
J P Morgan Exchange Traded Fd
42
New
N/A
42 $0
Ab Active Etfs Inc
6.85K
+ 95.8%
N/A
14K $0
Ab Active Etfs Inc
20.5K
+ 93.82%
N/A
42.3K $0
YEAR
Ab Active Etfs Inc Ultra Short
4.23K
+ 26.8%
N/A
20K $0
Annaly Capital Management In
474
New
N/A
474 $0
QQQM
Invesco Exchange Traded Fd Tr

ETFs
79
+ 8.2%
$192.82 - $222.1 $15.2K - $17.5K
1.04K $201K
LCID
Lucid Group, Inc.

Consumer Cyclical
1.11K
+ 9.22%
$2.03 - $3.48 $2.26K - $3.88K
13.2K $31K
VBK
Vanguard Small Cap Growth ETF

ETFs
85
+ 8.7%
$247.97 - $296.33 $21.1K - $25.2K
1.06K $267K
NVDA
Nvidia Corp

Technology
6.35K
+ 23.67%
$106.98 - $149.43 $679K - $949K
33.2K $3.6M
CAT
Caterpillar Inc

Industrials
79
+ 7.7%
$326.75 - $407.63 $25.8K - $32.2K
1.11K $364K
LWLG
Lightwave Logic, Inc.

Basic Materials
2.5K
+ 25.0%
$1.01 - $2.42 $2.53K - $6.05K
12.5K $12K
HD
Home Depot, Inc.

Consumer Cyclical
21
+ 2.48%
$347.25 - $424.87 $7.29K - $8.92K
868 $318K
SCHX
Schwab Strategic Tr Us Large C

ETFs
12
+ 0.08%
$21.75 - $24.28 $261 - $291
15.7K $345K
DIS
Walt Disney CO

Communication Services
10
+ 0.53%
$96.87 - $114.0 $969 - $1.14K
1.89K $186K
XLK
Technology Sector Spdr

ETFs
79
+ 5.07%
$206.38 - $242.18 $16.3K - $19.1K
1.64K $338K
UPS
United Parcel Service Inc

Industrials
405
+ 9.33%
$109.66 - $136.26 $44.4K - $55.2K
4.74K $521K
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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