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
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.45K
New
$51.45 - $58.51 $178K - $202K
3.45K $178K
MMM
3 M CO

Industrials
841
+ 29.07%
$129.7 - $155.12 $109K - $130K
3.73K $548K
IWB
Ishares Tr Russell 1000 ETF

ETFs
571
New
$302.31 - $337.54 $173K - $193K
571 $175K
FTNT
Fortinet, Inc.

Technology
1.78K
New
$92.49 - $114.57 $164K - $203K
1.78K $170K
VEA
Vanguard Ftse Developed Market

ETFs
411
+ 0.84%
$47.4 - $52.99 $19.5K - $21.8K
49.6K $2.52M
VO
Vanguard Mid Cap ETF

ETFs
820
+ 10.45%
$251.87 - $277.95 $207K - $228K
8.67K $2.24M
DKNG
Draft Kings Inc.

Consumer Cyclical
5.05K
New
$33.21 - $53.49 $168K - $270K
5.05K $167K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2.65K
New
$61.23 - $63.33 $162K - $168K
2.65K $166K
BAC
Bank Of America Corp

Financial Services
3.98K
New
$39.61 - $47.74 $157K - $190K
3.98K $165K
RSP
Invesco S&P 500 Equal Weight E

ETFs
943
New
$169.43 - $182.84 $160K - $172K
943 $163K
VNQ
Vanguard Specialized Funds Van

ETFs
1.8K
New
$85.55 - $94.34 $154K - $169K
1.8K $162K
VPU
Vanguard Utilities ETF

ETFs
943
New
$161.24 - $173.33 $152K - $163K
943 $161K
AZO
Autozone Inc

Consumer Cyclical
42
New
$3193.96 - $3828.11 $134K - $161K
42 $160K
AXP
American Express CO

Financial Services
674
+ 76.85%
$255.39 - $325.87 $172K - $220K
1.55K $417K
PGR
Progressive Corp

Financial Services
552
New
$235.61 - $291.22 $130K - $161K
552 $156K
VCR
Vanguard Consumer Discretionar

ETFs
1.74K
+ 21.11%
$318.51 - $391.75 $555K - $682K
9.99K $3.25M
VMC
Vulcan Materials CO

Basic Materials
660
New
$220.9 - $277.54 $146K - $183K
660 $153K
HYMU
Blackrock ETF Tr Ii High Yield
6.58K
New
$22.43 - $23.19 $148K - $153K
6.58K $151K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
6.09K
New
$24.66 - $26.1 $150K - $159K
6.09K $151K
NOW
Service Now, Inc.

Technology
187
New
$783.83 - $1170.39 $147K - $219K
187 $148K
AMGN
Amgen Inc

Healthcare
472
New
$258.59 - $327.36 $122K - $155K
472 $147K
CEG
Constellation Energy Corp

Utilities
734
New
$201.63 - $347.44 $148K - $255K
734 $147K
WFC
Wells Fargo & Company

Financial Services
1.42K
+ 5.0%
$66.78 - $81.42 $94.8K - $116K
29.8K $2.14M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.23K
New
$114.9 - $139.6 $141K - $171K
1.23K $144K
HUM
Humana Inc

Healthcare
544
New
$249.11 - $303.11 $136K - $165K
544 $143K
CRWD
Crowd Strike Holdings, Inc.

Technology
405
New
$308.86 - $455.36 $125K - $184K
405 $142K
FDL
First Tr Morningstar Dividend

ETFs
3.28K
New
$39.69 - $43.83 $130K - $144K
3.28K $142K
SMR
Nuscale Power Corp

Industrials
9.99K
New
$14.16 - $29.08 $141K - $290K
9.99K $141K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.34K
+ 14.71%
$100.34 - $100.68 $135K - $135K
10.5K $1.05M
COST
Costco Wholesale Corp

Consumer Defensive
132
+ 34.2%
$890.62 - $1076.86 $118K - $142K
518 $489K
GAL
Ssga Active ETF Tr

ETFs
3.04K
New
$43.75 - $45.8 $133K - $139K
3.04K $136K
PM
Philip Morris International Inc.

Consumer Defensive
164
+ 5.73%
$117.15 - $158.79 $19.2K - $26K
3.03K $480K
MU
Micron Technology Inc

Technology
1.56K
New
$86.89 - $109.38 $135K - $170K
1.56K $135K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.28K
New
$55.47 - $61.45 $126K - $140K
2.28K $134K
CSCO
Cisco Systems, Inc.

Technology
2.18K
New
$58.74 - $64.87 $128K - $142K
2.18K $134K
FIW
First Trust Water ETF

ETFs
1.32K
New
$99.48 - $106.74 $131K - $140K
1.32K $132K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.59K
New
$47.79 - $59.89 $124K - $155K
2.59K $129K
IDU
Ishares Tr U S Utils ETF

ETFs
1.24K
New
$95.33 - $102.77 $119K - $128K
1.24K $126K
LOW
Lowes Companies Inc

Consumer Cyclical
596
+ 59.07%
$222.66 - $268.42 $133K - $160K
1.61K $374K
TJX
Tjx Companies Inc

Consumer Cyclical
1.03K
New
$112.81 - $126.16 $116K - $130K
1.03K $125K
IYK
Ishares U.S. Consumer Staples

ETFs
1.76K
New
$63.29 - $71.8 $111K - $126K
1.76K $125K
VIS
Vanguard Industrial ETF

ETFs
568
+ 22.96%
$243.63 - $273.99 $138K - $156K
3.04K $753K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.44K
New
$49.22 - $51.73 $120K - $126K
2.44K $123K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.47K
New
$80.73 - $94.96 $119K - $139K
1.47K $121K
XLI
Industrial Sector Spdr

ETFs
934
+ 60.85%
$128.78 - $141.67 $120K - $132K
2.47K $323K
PFE
Pfizer Inc

Healthcare
4.79K
New
$25.01 - $27.13 $120K - $130K
4.79K $121K
PANW
Palo Alto Networks Inc

Technology
698
New
$167.82 - $208.28 $117K - $145K
698 $119K
CLX
Clorox CO

Consumer Defensive
813
New
$141.76 - $162.89 $115K - $132K
813 $119K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.25K
New
$94.86 - $97.12 $118K - $121K
1.25K $118K
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
Track This Portfolio

Track N.E.W. Advisory Services LLC Portfolio

Follow N.E.W. Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email