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
O
Realty Income Corp

Real Estate
186
+ 1.21%
$51.67 - $58.49 $9.61K - $10.9K
15.5K $899K
ETR
Entergy Corp

Utilities
954
New
$75.26 - $87.89 $71.8K - $83.8K
954 $81K
GM
General Motors CO

Consumer Cyclical
1.68K
New
$45.22 - $54.92 $76.1K - $92.4K
1.68K $79K
FAST
Fastenal CO

Industrials
1.03K
New
$71.11 - $79.98 $73.1K - $82.2K
1.03K $79K
JPM
Jpmorgan Chase & CO

Financial Services
129
+ 1.53%
$225.19 - $279.95 $29K - $36.1K
8.54K $2.09M
VB
Vanguard Small Cap ETF

ETFs
1.32K
+ 11.38%
$217.89 - $252.64 $288K - $334K
12.9K $2.87M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
1.81K
New
$39.43 - $44.62 $71.4K - $80.9K
1.81K $77K
HON
Honeywell International Inc

Industrials
507
+ 23.16%
$202.75 - $226.52 $103K - $115K
2.7K $570K
LQD
Ishares Iboxx $ Investment Gra

ETFs
703
New
$105.1 - $109.61 $73.9K - $77.1K
703 $76K
PJP
Invesco Exchange Traded Fd Tr

ETFs
868
New
$81.43 - $87.33 $70.7K - $75.8K
868 $75K
IAU
Ishares Gold Trust

ETFs
1.25K
New
$49.74 - $58.96 $62.1K - $73.6K
1.25K $73K
GS
Goldman Sachs Group Inc

Financial Services
132
New
$524.81 - $672.19 $69.3K - $88.7K
132 $72K
ASB
Associated Banc Corp

Financial Services
3.9K
+ 29.69%
$21.06 - $25.63 $82.1K - $99.9K
17K $383K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3K
New
$23.16 - $27.04 $69.5K - $81.1K
3K $70K
BSX
Boston Scientific Corp

Healthcare
700
New
$89.38 - $106.18 $62.6K - $74.3K
700 $70K
GOOGL
Alphabet Inc.

Communication Services
1.36K
+ 33.15%
$154.33 - $206.19 $211K - $281K
5.48K $847K
ACN
Accenture PLC

Technology
219
New
$300.91 - $398.25 $65.9K - $87.2K
219 $68K
IWF
Ishares Russell 1000 Gr ETF

ETFs
189
New
$360.07 - $417.26 $68.1K - $78.9K
189 $68K
VST
Vistra Corp.

Utilities
581
New
$108.49 - $191.89 $63K - $111K
581 $68K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2K
New
$30.38 - $34.94 $60.8K - $69.9K
2K $68K
BMI
Badger Meter Inc

Technology
350
New
$189.49 - $221.51 $66.3K - $77.5K
350 $66K
VZ
Verizon Communications Inc

Communication Services
226
+ 2.2%
$37.81 - $46.49 $8.55K - $10.5K
10.5K $477K
PEP
Pepsico Inc

Consumer Defensive
473
+ 20.73%
$142.64 - $156.42 $67.5K - $74K
2.76K $413K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
6K
New
$10.81 - $11.29 $64.9K - $67.7K
6K $65K
DVY
Ishares Tr

ETFs
480
New
$128.58 - $138.1 $61.7K - $66.3K
480 $64K
CB
Chubb LTD

Financial Services
213
New
$257.71 - $301.99 $54.9K - $64.3K
213 $64K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
2.07K
New
$28.66 - $31.72 $59.4K - $65.8K
2.07K $63K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.27K
New
$49.34 - $55.91 $62.7K - $71K
1.27K $63K
ICF
Ishares Tr

ETFs
992
New
$57.98 - $63.8 $57.5K - $63.3K
992 $61K
EMR
Emerson Electric CO

Industrials
565
New
$108.64 - $131.17 $61.4K - $74.1K
565 $61K
MO
Altria Group, Inc.

Consumer Defensive
334
+ 6.49%
$50.81 - $60.02 $17K - $20K
5.48K $328K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
1.61K
New
$36.86 - $39.26 $59.3K - $63.1K
1.61K $60K
BBUS
J P Morgan Exchg Traded Fd

ETFs
600
New
$99.5 - $110.97 $59.7K - $66.6K
600 $60K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2K
New
$24.39 - $35.22 $48.8K - $70.4K
2K $59K
AOK
Ishares Tr Core Conservative A

ETFs
1.59K
New
$36.86 - $38.15 $58.7K - $60.7K
1.59K $59K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
155
+ 13.86%
$408.78 - $448.82 $63.4K - $69.6K
1.27K $534K
CATH
Global X Fds Global X S&P 500

ETFs
872
New
$66.14 - $74.2 $57.7K - $64.7K
872 $58K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.9K
New
$30.73 - $32.26 $58.4K - $61.4K
1.9K $58K
IEMG
Ishares Inc

ETFs
1.09K
New
N/A
1.09K $58K
IEFA
Ishares Tr

ETFs
778
New
$69.57 - $78.65 $54.1K - $61.2K
778 $58K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
836
New
$63.07 - $73.5 $52.7K - $61.4K
836 $58K
IYLD
Ishares Tr Ishares Morningstar

ETFs
2.92K
New
$19.42 - $20.31 $56.6K - $59.2K
2.92K $58K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
488
New
$117.4 - $131.02 $57.3K - $63.9K
488 $58K
PCAR
Paccar Inc

Industrials
600
New
$96.91 - $112.51 $58.1K - $67.5K
600 $58K
XLF
Financial Sector Spdr

ETFs
557
+ 2.81%
$47.32 - $52.19 $26.4K - $29.1K
20.4K $1.02M
CSQ
Calamos Strategic Total Return Fund

Financial Services
3.53K
New
$15.97 - $18.5 $56.3K - $65.2K
3.53K $57K
GLDM
World Gold Trust

ETFs
125
+ 2.53%
$52.19 - $61.89 $6.52K - $7.74K
5.06K $313K
IYE
Ishares Tr

ETFs
1.16K
New
$45.23 - $49.95 $52.6K - $58.1K
1.16K $57K
PFG
Principal Financial Group Inc

Financial Services
678
New
$76.34 - $89.04 $51.8K - $60.4K
678 $57K
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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