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
EWX
Spdr S&P Emerging Markets Smal

ETFs
12.4K
+ 10.47%
$55.48 - $59.47 $687K - $736K
131K $7.39M
V
Visa Inc.

Financial Services
1K
+ 31.0%
$306.92 - $362.71 $308K - $363K
4.23K $1.48M
META
Meta Platforms, Inc.

Communication Services
821
+ 42.92%
$576.36 - $736.67 $473K - $605K
2.73K $1.58M
SMTC
Semtech Corp

Technology
12.1K
New
$31.44 - $77.15 $382K - $937K
12.1K $417K
MSFT
Microsoft Corp

Technology
1.93K
+ 27.07%
$375.39 - $447.2 $723K - $862K
9.05K $3.4M
UMBF
Umb Financial Corp

Financial Services
3.86K
New
$98.0 - $122.56 $379K - $474K
3.86K $390K
FTCS
First Trust Capital Strength E

ETFs
4.12K
New
$86.39 - $91.35 $356K - $376K
4.12K $369K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
6.48K
+ 70.13%
$68.07 - $78.99 $441K - $512K
15.7K $1.07M
FVD
First Tr Value Line Divid Inde

ETFs
8.02K
+ 89.24%
$42.61 - $45.51 $342K - $365K
17K $757K
AMP
Ameriprise Financial Inc

Financial Services
749
+ 100.0%
$472.29 - $575.13 $354K - $431K
1.5K $725K
MCD
Mcdonalds Corp

Consumer Cyclical
652
+ 13.54%
$279.74 - $321.29 $182K - $209K
5.47K $1.71M
RTX
Raytheon Technologies Corp

Industrials
1.82K
+ 46.78%
$114.1 - $135.66 $208K - $247K
5.71K $755K
AMZN
Amazon Com Inc

Consumer Cyclical
5.33K
+ 21.92%
$190.26 - $242.06 $1.01M - $1.29M
29.7K $5.64M
JPIE
J P Morgan Exchange Traded Fd
6.63K
New
$45.46 - $46.18 $301K - $306K
6.63K $305K
DFS
Discover Financial Services

Financial Services
1.71K
New
$152.99 - $203.25 $261K - $347K
1.71K $291K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
5.81K
New
$47.08 - $50.67 $273K - $294K
5.81K $291K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.1K
+ 93.46%
$27.01 - $28.54 $272K - $288K
20.9K $583K
VHT
Vanguard Health Care ETF

ETFs
808
+ 15.47%
$254.06 - $273.83 $205K - $221K
6.03K $1.6M
GE
General Electric CO

Industrials
1.31K
New
$168.59 - $212.13 $221K - $279K
1.31K $262K
XLE
Energy Sector Spdr

ETFs
2.73K
New
$85.7 - $93.96 $234K - $257K
2.73K $255K
UBER
Uber Technologies, Inc

Technology
3.45K
New
$63.17 - $81.49 $218K - $281K
3.45K $251K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.46K
New
$165.25 - $224.62 $241K - $328K
1.46K $242K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
16.6K
New
$14.31 - $14.8 $237K - $245K
16.6K $239K
TPHD
Timothy Plan High Divid Stk Et

ETFs
6.38K
New
$36.09 - $38.27 $230K - $244K
6.38K $239K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.58K
+ 91.4%
$96.93 - $109.51 $250K - $283K
5.41K $530K
GLD
Spdr Gold Trust

ETFs
421
+ 17.23%
$243.19 - $288.14 $102K - $121K
2.86K $825K
ABBV
Abb Vie Inc.

Healthcare
623
+ 21.66%
$169.2 - $216.66 $105K - $135K
3.5K $733K
HYLS
First Tr Tactical High Yield L

ETFs
5.3K
New
$40.95 - $41.77 $217K - $221K
5.3K $217K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.07K
+ 67.26%
$113.13 - $127.79 $234K - $265K
5.15K $582K
OSK
Oshkosh Corp

Industrials
2.35K
+ 26.39%
$89.56 - $116.4 $210K - $273K
11.2K $1.06M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.68K
New
$121.0 - $142.28 $203K - $239K
1.68K $208K
SLV
I Shares Silver Trust

ETFs
3.51K
+ 16.73%
$26.93 - $31.32 $94.4K - $110K
24.5K $757K
USB
Us Bancorp \De\

Financial Services
4.89K
New
$40.92 - $50.9 $200K - $249K
4.89K $206K
IGV
Ishares Expanded Tech Software

ETFs
2.31K
New
$88.3 - $107.83 $204K - $249K
2.31K $205K
JPSE
J P Morgan Diversified Return

ETFs
5K
+ 100.42%
$42.78 - $48.51 $214K - $243K
9.99K $435K
XLV
Select Sector Spdr Fund Health

ETFs
1.38K
New
$137.61 - $149.68 $190K - $207K
1.38K $202K
SNDR
Schneider National, Inc.

Industrials
8.78K
New
$22.65 - $30.73 $199K - $270K
8.78K $200K
XEL
Xcel Energy Inc

Utilities
2.8K
New
$63.37 - $72.1 $177K - $202K
2.8K $198K
COP
Conocophillips

Energy
1.87K
New
$88.6 - $105.85 $165K - $198K
1.87K $195K
RWO
Spdr Dow Jones Global Real Est

ETFs
4.46K
New
$41.41 - $45.24 $185K - $202K
4.46K $194K
NEE
Nextera Energy Inc

Utilities
2.72K
New
$66.96 - $76.16 $182K - $207K
2.72K $192K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.28K
New
$57.21 - $65.8 $187K - $215K
3.28K $191K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.28K
New
$25.58 - $29.24 $186K - $213K
7.28K $190K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.3K
New
$79.17 - $82.04 $182K - $189K
2.3K $188K
SYK
Stryker Corp

Healthcare
504
New
$355.18 - $399.9 $179K - $202K
504 $187K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.77K
New
$56.12 - $68.15 $155K - $189K
2.77K $187K
BP
Bp PLC

Energy
5.4K
New
$29.93 - $35.31 $162K - $191K
5.4K $182K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.18K
New
$81.62 - $96.63 $178K - $211K
2.18K $181K
MS
Morgan Stanley

Financial Services
1.73K
+ 64.66%
$111.68 - $141.08 $193K - $244K
4.4K $513K
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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