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
SSNC
Ss&C Technologies Holdings Inc

Technology
350
New
$74.75 - $89.13 $26.2K - $31.2K
350 $29K
HTGC
Hercules Capital, Inc.

Financial Services
1.54K
New
$18.01 - $22.0 $27.7K - $33.9K
1.54K $29K
ZS
Zscaler, Inc.

Technology
147
New
$181.66 - $216.87 $26.7K - $31.9K
147 $29K
RS
Reliance Steel & Aluminum CO

Basic Materials
100
New
$266.61 - $302.66 $26.7K - $30.3K
100 $28K
PBA
Pembina Pipeline Corp

Energy
680
New
$35.13 - $40.12 $23.9K - $27.3K
680 $27K
DUK
Duke Energy Corp

Utilities
223
New
$105.87 - $121.97 $23.6K - $27.2K
223 $27K
SPIB
Spdr Portfolio Intermediate Te

ETFs
815
New
$32.5 - $33.3 $26.5K - $27.1K
815 $27K
EFX
Equifax Inc

Industrials
113
New
$235.63 - $278.34 $26.6K - $31.5K
113 $27K
APH
Amphenol Corp

Technology
422
New
$61.62 - $78.55 $26K - $33.1K
422 $27K
AGNC
Agnc Investment Corp.

Real Estate
2.9K
New
$9.12 - $10.54 $26.4K - $30.6K
2.9K $27K
WOLF
Wolfspeed, Inc.

Technology
9.15K
New
$2.59 - $7.48 $23.7K - $68.4K
9.15K $27K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
267
New
$102.49 - $119.96 $27.4K - $32K
267 $27K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.02K
New
$25.77 - $27.6 $26.2K - $28.1K
1.02K $27K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
603
New
$42.18 - $45.16 $25.4K - $27.2K
603 $26K
FE
Firstenergy Corp

Utilities
666
New
$37.95 - $43.5 $25.3K - $29K
666 $26K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
2.34K
New
$11.4 - $11.96 $26.7K - $28K
2.34K $26K
IBKR
Interactive Brokers Group, Inc.

Financial Services
158
New
$161.03 - $235.53 $25.4K - $37.2K
158 $26K
F
Ford Motor CO

Consumer Cyclical
2.03K
+ 4.3%
$9.12 - $10.43 $18.5K - $21.1K
49.1K $492K
DELL
Dell Technologies Inc.

Technology
281
New
$90.34 - $124.66 $25.4K - $35K
281 $25K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
90
New
$283.06 - $421.16 $25.5K - $37.9K
90 $25K
INTC
Intel Corp

Technology
1.11K
New
$19.1 - $27.39 $21.1K - $30.3K
1.11K $25K
BFC
Bank First Corp

Financial Services
162
+ 2.96%
$93.72 - $106.76 $15.2K - $17.3K
5.63K $566K
CNP
Centerpoint Energy Inc

Utilities
700
New
$30.87 - $36.25 $21.6K - $25.4K
700 $25K
GWW
W.W. Grainger, Inc.

Industrials
25
New
$953.54 - $1132.42 $23.8K - $28.3K
25 $24K
VTWO
Vanguard Russell 2000 ETF

ETFs
301
New
$80.08 - $92.93 $24.1K - $28K
301 $24K
CCL
Carnival Corp

Consumer Cyclical
1.26K
New
$19.08 - $28.49 $24K - $35.9K
1.26K $24K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
290
New
N/A
290 $24K
ACIW
Aci Worldwide, Inc.

Technology
450
New
$50.38 - $57.35 $22.7K - $25.8K
450 $24K
CTVA
Corteva, Inc.

Basic Materials
380
New
$55.94 - $66.15 $21.3K - $25.1K
380 $23K
SNOW
Snowflake Inc.

Technology
163
New
$146.16 - $192.78 $23.8K - $31.4K
163 $23K
GUNR
Flexshares Tr Morningstar Glob

ETFs
607
New
$36.6 - $39.56 $22.2K - $24K
607 $23K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1K
New
$22.83 - $23.75 $22.8K - $23.8K
1K $23K
NVS
Novartis Ag

Healthcare
214
New
$97.14 - $115.57 $20.8K - $24.7K
214 $23K
NOC
Northrop Grumman Corp

Industrials
43
New
$433.45 - $513.82 $18.6K - $22.1K
43 $22K
XLP
Consumer Staples Sector Spdr

ETFs
297
New
N/A
297 $22K
HPQ
Hp Inc

Technology
807
New
$27.69 - $34.72 $22.3K - $28K
807 $22K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
2.12K
New
$10.43 - $10.86 $22.1K - $23K
2.12K $22K
TTWO
Take Two Interactive Software Inc

Communication Services
110
New
$178.61 - $217.95 $19.6K - $24K
110 $22K
VOOV
Vanguard S&P 500 Value ETF

ETFs
122
New
$179.71 - $192.06 $21.9K - $23.4K
122 $22K
VBR
Vanguard Small Cap Value ETF

ETFs
190
+ 15.47%
$183.02 - $207.75 $34.8K - $39.5K
1.42K $264K
WMB
Williams Companies, Inc.

Energy
353
New
$54.02 - $61.09 $19.1K - $21.6K
353 $21K
NDSN
Nordson Corp

Industrials
109
New
$200.12 - $224.07 $21.8K - $24.4K
109 $21K
HWM
Howmet Aerospace Inc.

Industrials
166
New
$110.79 - $139.39 $18.4K - $23.1K
166 $21K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
424
New
$50.72 - $50.92 $21.5K - $21.6K
424 $21K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
362
New
$58.32 - $65.09 $21.1K - $23.6K
362 $21K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
328
+ 1.42%
$29.72 - $31.94 $9.75K - $10.5K
23.5K $725K
DD
Du Pont De Nemours, Inc.

Basic Materials
268
New
$72.7 - $84.32 $19.5K - $22.6K
268 $20K
JPIN
Jp Morgan Diversified Return I

ETFs
365
New
$52.75 - $58.91 $19.3K - $21.5K
365 $20K
KEY
Keycorp

Financial Services
1.28K
New
$15.15 - $18.3 $19.4K - $23.4K
1.28K $20K
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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