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
ALL
Allstate Corp

Financial Services
458
+ 29.57%
$180.99 - $210.18 $82.9K - $96.3K
2.01K $415K
NFLX
Netflix Inc

Communication Services
125
New
$828.4 - $1058.6 $104K - $132K
125 $116K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.18K
New
$95.85 - $99.25 $113K - $117K
1.18K $116K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
8K
New
$12.61 - $14.92 $101K - $119K
8K $114K
BMY
Bristol Myers Squibb CO

Healthcare
1.86K
New
$53.9 - $63.11 $100K - $117K
1.86K $113K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.46K
+ 52.85%
$40.03 - $46.81 $139K - $162K
10K $407K
DDOG
Datadog, Inc.

Technology
1.15K
New
$98.68 - $151.89 $113K - $174K
1.15K $113K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
3.2K
New
$34.58 - $38.65 $111K - $124K
3.2K $112K
QCOM
Qualcomm Inc

Technology
725
New
$151.94 - $175.86 $110K - $127K
725 $111K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.59K
New
$18.36 - $20.51 $103K - $115K
5.59K $110K
JCI
Johnson Controls International PLC

Industrials
1.38K
New
$76.12 - $90.6 $105K - $125K
1.38K $110K
TMO
Thermo Fisher Scientific Inc.

Healthcare
221
New
$497.6 - $606.74 $110K - $134K
221 $109K
VOE
Vanguard Mid Cap Value Index F

ETFs
670
New
$156.61 - $168.02 $105K - $113K
670 $107K
KO
Coca Cola CO

Consumer Defensive
151
+ 1.47%
$60.81 - $72.32 $9.18K - $10.9K
10.4K $747K
NVO
Novo Nordisk A S

Healthcare
1.53K
New
$69.3 - $90.95 $106K - $139K
1.53K $106K
HOLX
Hologic Inc

Healthcare
1.73K
New
$60.7 - $73.77 $105K - $127K
1.73K $106K
QUAL
Ishares Msci Usa Quality Facto

ETFs
620
New
$168.16 - $186.21 $104K - $115K
620 $105K
VDE
Vanguard Energy ETF

ETFs
811
New
$119.14 - $132.76 $96.6K - $108K
811 $105K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.61K
New
$65.15 - $91.81 $105K - $147K
1.61K $104K
AVGO
Broadcom Inc.

Technology
619
New
$167.43 - $244.7 $104K - $151K
619 $103K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
307
+ 1.14%
$97.38 - $104.52 $29.9K - $32.1K
27.3K $2.79M
CVX
Chevron Corp

Energy
318
+ 15.3%
$146.71 - $167.97 $46.7K - $53.4K
2.4K $400K
VLO
Valero Energy Corp

Energy
754
New
$121.76 - $142.99 $91.8K - $108K
754 $99K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.45K
New
$63.77 - $71.36 $92.2K - $103K
1.45K $99K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.91K
New
$48.65 - $53.06 $92.7K - $101K
1.91K $98K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.57K
New
$62.72 - $71.92 $98.3K - $113K
1.57K $98K
IHF
Ishares Tr

ETFs
1.85K
New
$47.84 - $53.21 $88.3K - $98.2K
1.85K $97K
ABT
Abbott Laboratories

Healthcare
461
+ 26.07%
$111.1 - $140.22 $51.2K - $64.6K
2.23K $295K
IVV
Ishares Core S&P 500 ETF

ETFs
228
+ 18.45%
$554.06 - $615.85 $126K - $140K
1.46K $822K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.17K
New
$81.1 - $94.7 $95.2K - $111K
1.17K $95K
IJS
Ishares S&P Smallcap 600 Value

ETFs
972
New
$96.3 - $112.23 $93.6K - $109K
972 $94K
ADBE
Adobe Inc.

Technology
241
New
$377.84 - $464.11 $91.1K - $112K
241 $92K
ADP
Automatic Data Processing Inc

Industrials
301
New
$286.85 - $318.64 $86.3K - $95.9K
301 $91K
RPM
Rpm International Inc

Basic Materials
786
New
$114.03 - $128.31 $89.6K - $101K
786 $90K
FIS
Fidelity National Information Services, Inc.

Technology
1.2K
New
$68.12 - $83.42 $81.6K - $99.9K
1.2K $89K
EXC
Exelon Corp

Utilities
1.94K
New
$37.3 - $46.08 $72.4K - $89.5K
1.94K $89K
LNT
Alliant Energy Corp

Utilities
1.37K
New
$56.66 - $66.04 $77.7K - $90.6K
1.37K $88K
PLXS
Plexus Corp

Technology
681
New
$120.51 - $170.49 $82.1K - $116K
681 $87K
IGM
Ishares Expanded Tech Sector E

ETFs
963
New
$90.67 - $108.46 $87.3K - $104K
963 $87K
VRSK
Verisk Analytics, Inc.

Industrials
290
New
$268.63 - $301.33 $77.9K - $87.4K
290 $86K
IYH
Ishares Tr

ETFs
1.41K
New
$58.32 - $62.76 $82.2K - $88.5K
1.41K $85K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
2.32K
New
$36.14 - $40.81 $83.7K - $94.5K
2.32K $85K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.04K
New
$74.85 - $84.89 $77.9K - $88.4K
1.04K $85K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
1.03K
New
$81.05 - $95.73 $83.4K - $98.5K
1.03K $84K
VEU
Vanguard Ftse All World Ex Us

ETFs
709
+ 5.85%
$56.51 - $62.98 $40.1K - $44.7K
12.8K $778K
SOFI
So Fi Technologies, Inc.

Financial Services
7.17K
New
$11.18 - $18.03 $80.2K - $129K
7.17K $83K
SHW
Sherwin Williams CO

Basic Materials
237
New
$330.16 - $365.55 $78.2K - $86.6K
237 $82K
MAR
Marriott International Inc

Consumer Cyclical
347
New
$237.01 - $304.45 $82.2K - $106K
347 $82K
WSO
Watsco Inc

Industrials
160
New
$463.86 - $530.75 $74.2K - $84.9K
160 $81K
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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