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
PHM
Pultegroup Inc

Consumer Cyclical
201
New
$101.09 - $118.51 $20.3K - $23.8K
201 $20K
SCI
Service Corp International

Consumer Cyclical
260
New
$75.99 - $84.16 $19.8K - $21.9K
260 $20K
HIG
Hartford Financial Services Group, Inc.

Financial Services
163
New
$106.31 - $123.73 $17.3K - $20.2K
163 $20K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
400
New
$49.36 - $53.08 $19.7K - $21.2K
400 $19K
U
Unity Software Inc.

Technology
1.02K
New
$19.44 - $28.34 $19.8K - $28.9K
1.02K $19K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
216
New
$90.0 - $96.32 $19.4K - $20.8K
216 $19K
BUR
Burford Capital LTD

Financial Services
1.5K
New
$12.5 - $15.6 $18.8K - $23.4K
1.5K $19K
AVXL
Anavex Life Sciences Corp.

Healthcare
2.29K
New
$7.85 - $13.46 $18K - $30.9K
2.29K $19K
ROL
Rollins Inc

Consumer Cyclical
370
New
$45.65 - $54.03 $16.9K - $20K
370 $19K
GII
Spdr S&P Global Infrasture ETF

ETFs
319
New
$58.92 - $62.25 $18.8K - $19.9K
319 $19K
RC
Ready Capital Corp

Real Estate
3.58K
New
$4.9 - $7.05 $17.5K - $25.2K
3.58K $18K
HYG
Ishares Tr

ETFs
237
New
$78.51 - $80.11 $18.6K - $19K
237 $18K
BK
Bank Of New York Mellon Corp

Financial Services
220
New
$75.42 - $88.95 $16.6K - $19.6K
220 $18K
ANSS
Ansys Inc

Technology
58
New
$316.56 - $360.36 $18.4K - $20.9K
58 $18K
STZ
Constellation Brands, Inc.

Consumer Defensive
100
New
$161.05 - $222.93 $16.1K - $22.3K
100 $18K
ROK
Rockwell Automation, Inc

Industrials
71
New
$255.29 - $303.75 $18.1K - $21.6K
71 $18K
TFC
Truist Financial Corp

Financial Services
443
New
$39.48 - $48.15 $17.5K - $21.3K
443 $18K
MCHP
Microchip Technology Inc

Technology
372
New
$48.41 - $64.3 $18K - $23.9K
372 $18K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
188
New
$87.72 - $111.91 $16.5K - $21K
188 $17K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
134
New
$126.86 - $146.45 $17K - $19.6K
134 $17K
CHE
Chemed Corp

Healthcare
28
New
$521.84 - $615.32 $14.6K - $17.2K
28 $17K
MTW
Manitowoc CO Inc

Industrials
2.01K
New
$8.4 - $12.16 $16.9K - $24.4K
2.01K $17K
LPLA
Lpl Financial Holdings Inc.

Financial Services
54
New
$308.87 - $383.33 $16.7K - $20.7K
54 $17K
ORCL
Oracle Corp

Technology
675
+ 23.57%
$139.81 - $186.47 $94.4K - $126K
3.54K $494K
DFUS
Dimensional ETF Tr U S Equity

ETFs
290
New
$59.61 - $66.71 $17.3K - $19.3K
290 $17K
PAYX
Paychex Inc

Industrials
116
New
$136.06 - $154.52 $15.8K - $17.9K
116 $17K
TM
Toyota Motor Corp

Consumer Cyclical
100
New
$176.53 - $195.35 $17.7K - $19.5K
100 $17K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
328
+ 3.7%
$47.33 - $47.92 $15.5K - $15.7K
9.19K $437K
GPN
Global Payments Inc

Industrials
164
New
$92.18 - $113.03 $15.1K - $18.5K
164 $16K
OTTR
Otter Tail Corp

Utilities
200
New
$72.43 - $83.38 $14.5K - $16.7K
200 $16K
WY
Weyerhaeuser CO

Real Estate
551
New
$27.29 - $31.39 $15K - $17.3K
551 $16K
BME
Black Rock Health Sciences Trust

Financial Services
420
New
$37.49 - $41.0 $15.7K - $17.2K
420 $16K
FHI
Federated Hermes, Inc.

Financial Services
400
New
$37.58 - $41.51 $15K - $16.6K
400 $16K
SPOT
Spotify Technology S.A.

Communication Services
30
New
$457.79 - $648.32 $13.7K - $19.4K
30 $16K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
298
New
$53.81 - $62.59 $16K - $18.7K
298 $16K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
128
New
$80.53 - $147.57 $10.3K - $18.9K
128 $16K
IOO
Ishares Tr Global 100 ETF

ETFs
156
New
$96.2 - $105.12 $15K - $16.4K
156 $15K
TER
Teradyne, Inc

Technology
183
New
$82.6 - $140.0 $15.1K - $25.6K
183 $15K
SNPS
Synopsys Inc

Technology
35
New
$428.58 - $551.54 $15K - $19.3K
35 $15K
INTU
Intuit Inc

Technology
25
New
$555.63 - $630.23 $13.9K - $15.8K
25 $15K
ITA
Ishares Tr

ETFs
100
New
$144.84 - $159.5 $14.5K - $16K
100 $15K
RDVT
Red Violet, Inc.

Technology
410
New
$33.88 - $43.16 $13.9K - $17.7K
410 $15K
SD
Sandridge Energy Inc

Energy
1.35K
New
$10.94 - $12.67 $14.8K - $17.1K
1.35K $15K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
229
New
$65.44 - $70.64 $15K - $16.2K
229 $15K
STX
Seagate Technology Holdings PLC

Technology
186
New
$84.92 - $108.42 $15.8K - $20.2K
186 $15K
SBUX
Starbucks Corp

Consumer Cyclical
162
New
$91.75 - $115.81 $14.9K - $18.8K
162 $15K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
300
New
$47.25 - $67.02 $14.2K - $20.1K
300 $14K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
317
New
$44.81 - $46.22 $14.2K - $14.7K
317 $14K
PTC
Ptc Inc.

Technology
93
New
$153.3 - $193.48 $14.3K - $18K
93 $14K
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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