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
VOT
Vanguard Mid Cap Growth Index

ETFs
226
+ 13.01%
$237.72 - $276.98 $53.7K - $62.6K
1.96K $480K
SLB
Schlumberger Limited

Energy
951
New
$38.4 - $43.74 $36.5K - $41.6K
951 $39K
ET
Energy Transfer LP

Energy
2.13K
New
$17.26 - $21.08 $36.8K - $44.9K
2.13K $39K
DAL
Delta Air Lines, Inc.

Industrials
909
New
$43.6 - $69.06 $39.6K - $62.8K
909 $39K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
500
New
$73.78 - $76.59 $36.9K - $38.3K
500 $38K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
515
New
$71.9 - $77.57 $37K - $39.9K
515 $38K
BNDX
Vanguard Total International B

ETFs
806
+ 9.05%
$48.33 - $49.5 $39K - $39.9K
9.71K $474K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
450
New
$78.97 - $85.82 $35.5K - $38.6K
450 $37K
SCHW
Schwab Charles Corp

Financial Services
62
+ 0.82%
$71.24 - $83.64 $4.42K - $5.19K
7.58K $593K
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.36K
New
$9.47 - $11.46 $31.8K - $38.5K
3.36K $36K
NKE
Nike, Inc.

Consumer Cyclical
582
New
$63.29 - $81.72 $36.8K - $47.6K
582 $36K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
861
New
$41.17 - $45.22 $35.4K - $38.9K
861 $36K
AMCR
Amcor PLC

Consumer Cyclical
3.7K
New
$9.33 - $10.39 $34.5K - $38.4K
3.7K $35K
LII
Lennox International Inc

Industrials
64
New
$553.05 - $666.93 $35.4K - $42.7K
64 $35K
HRZN
Horizon Technology Finance Corp

Financial Services
3.8K
New
$8.65 - $9.86 $32.9K - $37.5K
3.8K $35K
HUBS
Hubspot Inc

Technology
62
New
$571.29 - $819.71 $35.4K - $50.8K
62 $35K
AOR
Ishares Tr Core Growth Allocat

ETFs
618
New
$56.63 - $59.39 $35K - $36.7K
618 $35K
CUZ
Cousins Properties Inc

Real Estate
1.21K
New
$28.06 - $31.21 $33.9K - $37.7K
1.21K $35K
WRB
Berkley W R Corp

Financial Services
501
New
$56.7 - $71.27 $28.4K - $35.7K
501 $35K
DOW
Dow Inc.

Basic Materials
1.01K
New
$34.36 - $41.92 $34.7K - $42.3K
1.01K $35K
MGV
Vanguard Mega Cap Value

ETFs
272
New
$123.61 - $133.01 $33.6K - $36.2K
272 $35K
XLU
Utilities Sector Spdr

ETFs
442
New
$74.7 - $80.27 $33K - $35.5K
442 $34K
ORI
Old Republic International Corp

Financial Services
886
New
$33.46 - $39.22 $29.6K - $34.7K
886 $34K
SCCO
Southern Copper Corp

Basic Materials
367
New
$85.92 - $101.48 $31.5K - $37.2K
367 $34K
ECC
Eagle Point Credit CO Inc.

Financial Services
4.3K
New
$7.7 - $9.14 $33.1K - $39.3K
4.3K $34K
EPD
Enterprise Products Partners L.P.

Energy
1K
New
$31.75 - $34.14 $31.8K - $34.1K
1K $34K
UNM
Unum Group

Financial Services
427
New
$71.8 - $83.34 $30.7K - $35.6K
427 $34K
AMD
Advanced Micro Devices Inc

Technology
620
+ 35.69%
$96.63 - $129.55 $59.9K - $80.3K
2.36K $242K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
282
+ 2.2%
$48.43 - $49.9 $13.7K - $14.1K
13.1K $653K
UNH
Unitedhealth Group Inc

Healthcare
46
+ 9.7%
$461.52 - $548.18 $21.2K - $25.2K
520 $272K
D
Dominion Energy, Inc

Utilities
601
New
$52.85 - $57.43 $31.8K - $34.5K
601 $33K
CVNA
Carvana Co.

Consumer Cyclical
160
New
$166.52 - $285.33 $26.6K - $45.7K
160 $33K
ADI
Analog Devices Inc

Technology
162
New
$201.56 - $243.82 $32.7K - $39.5K
162 $32K
SYY
Sysco Corp

Consumer Defensive
438
New
$70.0 - $77.13 $30.7K - $33.8K
438 $32K
WELL
Welltower Inc.

Real Estate
212
New
$124.05 - $156.86 $26.3K - $33.3K
212 $32K
JD
Jd.Com, Inc.

Consumer Cyclical
770
New
$33.1 - $45.21 $25.5K - $34.8K
770 $31K
KNSL
Kinsale Capital Group, Inc.

Financial Services
64
New
$416.48 - $494.72 $26.7K - $31.7K
64 $31K
UL
Unilever PLC

Consumer Defensive
505
New
$54.72 - $60.29 $27.6K - $30.4K
505 $30K
THC
Tenet Healthcare Corp

Healthcare
227
New
$119.51 - $144.98 $27.1K - $32.9K
227 $30K
IWR
Ishares Russell Mid Cap ETF

ETFs
358
New
$82.81 - $92.93 $29.6K - $33.3K
358 $30K
XLY
Select Sector Spdr Consumer Di

ETFs
155
New
$192.6 - $233.2 $29.9K - $36.1K
155 $30K
SO
Southern CO

Utilities
31
+ 1.09%
$80.96 - $92.96 $2.51K - $2.88K
2.87K $264K
DOV
Dover Corp

Industrials
174
New
$174.65 - $206.43 $30.4K - $35.9K
174 $30K
SJM
J M Smucker CO

Consumer Defensive
254
New
$100.41 - $118.41 $25.5K - $30.1K
254 $30K
DTE
Dte Energy CO

Utilities
223
New
$117.6 - $138.27 $26.2K - $30.8K
223 $30K
SLRC
Slr Investment Corp.

Financial Services
1.82K
New
$16.18 - $17.82 $29.4K - $32.3K
1.82K $30K
BKR
Baker Hughes CO

Energy
681
New
$41.16 - $48.85 $28K - $33.3K
681 $29K
EIC
Eagle Point Income CO Inc.

N/A
2K
New
$14.65 - $16.36 $29.3K - $32.7K
2K $29K
FICO
Fair Isaac Corp

Technology
16
New
$1695.35 - $2030.47 $27.1K - $32.5K
16 $29K
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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