N.E.W. Advisory Services LLC Incresed Positions in Q2 2025

N.E.W. Advisory Services LLC

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.75K
+ 1.91%
$72.02 - $73.82 $558K - $572K
414K $30.4M
JPM
Jpmorgan Chase & CO

Financial Services
716
+ 8.39%
$210.28 - $289.91 $151K - $208K
9.26K $2.68M
ITOT
Ishares Core S&P Total U.S. St

ETFs
190
+ 0.74%
$108.12 - $135.04 $20.5K - $25.7K
26K $3.51M
VEA
Vanguard Ftse Developed Market

ETFs
196
+ 0.4%
$45.65 - $57.01 $8.95K - $11.2K
49.8K $2.84M
UPS
United Parcel Service Inc

Industrials
2.96K
+ 62.35%
$91.92 - $110.2 $272K - $326K
7.7K $777K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.44K
+ 1145.67%
$40.51 - $71.03 $139K - $244K
3.74K $262K
SCHW
Schwab Charles Corp

Financial Services
1.05K
+ 13.86%
$69.06 - $91.24 $72.6K - $95.9K
8.64K $787K
UNH
Unitedhealth Group Inc

Healthcare
878
+ 168.85%
$274.35 - $599.47 $241K - $526K
1.4K $436K
O
Realty Income Corp

Real Estate
2K
+ 12.91%
$52.27 - $58.52 $105K - $117K
17.5K $1.01M
COF
Capital One Financial Corp

Financial Services
500
+ 625.0%
$150.57 - $212.76 $75.3K - $106K
580 $123K
F
Ford Motor CO

Consumer Cyclical
5.78K
+ 11.77%
$8.69 - $10.85 $50.2K - $62.7K
54.9K $595K
CEG
Constellation Energy Corp

Utilities
30
+ 4.09%
$170.96 - $322.76 $5.13K - $9.68K
764 $246K
IWY
Ishares Tr Russell 200 Growth

ETFs
3
+ 0.11%
$187.5 - $246.51 $563 - $740
2.72K $670K
DE
Deere & CO

Industrials
118
+ 18.58%
$412.99 - $531.48 $48.7K - $62.7K
753 $382K
SLV
I Shares Silver Trust

ETFs
613
+ 2.51%
$27.08 - $33.74 $16.6K - $20.7K
25.1K $822K
MO
Altria Group, Inc.

Consumer Defensive
1.12K
+ 20.39%
$55.56 - $60.91 $62.1K - $68K
6.6K $386K
GLD
Spdr Gold Trust

ETFs
27
+ 0.94%
$273.71 - $316.29 $7.39K - $8.54K
2.89K $881K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
57
+ 5.47%
$171.4 - $227.1 $9.77K - $12.9K
1.1K $249K
CRM
Salesforce, Inc.

Technology
149
+ 81.87%
$236.26 - $291.15 $35.2K - $43.4K
331 $90K
VFH
Vanguard Financial ETF

ETFs
48
+ 1.07%
$104.87 - $127.3 $5.03K - $6.11K
4.54K $577K
NTRA
Natera, Inc.

Healthcare
226
+ 256.82%
$132.23 - $171.87 $29.9K - $38.8K
314 $53K
NVO
Novo Nordisk A S

Healthcare
486
+ 31.81%
$58.08 - $81.05 $28.2K - $39.4K
2.01K $139K
SPOT
Spotify Technology S.A.

Communication Services
35
+ 116.67%
$503.3 - $775.9 $17.6K - $27.2K
65 $49K
IWB
Ishares Tr Russell 1000 ETF

ETFs
42
+ 7.36%
$272.36 - $339.57 $11.4K - $14.3K
613 $208K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
16
+ 0.27%
$40.79 - $50.93 $653 - $815
5.89K $300K
AVLV
American Centy ETF Tr Avantis
40
+ 0.42%
$56.85 - $68.21 $2.27K - $2.73K
9.59K $654K
BNDX
Vanguard Total International B

ETFs
338
+ 3.48%
$48.77 - $49.55 $16.5K - $16.7K
10.1K $497K
VGSH
Vanguard

ETFs
363
+ 2.33%
$58.32 - $58.95 $21.2K - $21.4K
16K $937K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
349
+ 2.67%
$49.57 - $50.27 $17.3K - $17.5K
13.4K $675K
SHOP
Shopify Inc.

Technology
83
+ 16.21%
$76.89 - $115.35 $6.38K - $9.57K
595 $68K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
150
+ 1.05%
$77.94 - $79.5 $11.7K - $11.9K
14.4K $1.15M
BLDR
Builders First Source, Inc.

Industrials
367
+ 11.97%
$105.63 - $131.12 $38.8K - $48.1K
3.43K $400K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
68
+ 4.63%
$72.61 - $88.75 $4.94K - $6.04K
1.54K $136K
SNOW
Snowflake Inc.

Technology
1
+ 0.61%
$130.53 - $223.77 $131 - $224
164 $36K
AMAT
Applied Materials Inc

Technology
1
+ 0.28%
$126.95 - $183.52 $127 - $184
354 $64K
AXON
Axon Enterprise, Inc.

Industrials
15
+ 500.0%
$497.13 - $827.94 $7.46K - $12.4K
18 $14K
AVAV
Aero Vironment Inc

Industrials
30
+ 150.0%
$111.65 - $284.95 $3.35K - $8.55K
50 $14K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
766
+ 42.32%
$2.39 - $6.79 $1.83K - $5.2K
2.58K $17K
UAL
United Airlines Holdings, Inc.

Industrials
125
+ 77.64%
$56.15 - $84.23 $7.02K - $10.5K
286 $22K
VZ
Verizon Communications Inc

Communication Services
752
+ 7.15%
$41.67 - $45.62 $31.3K - $34.3K
11.3K $487K
GM
General Motors CO

Consumer Cyclical
127
+ 7.55%
$42.48 - $50.46 $5.39K - $6.41K
1.81K $89K
IAU
Ishares Gold Trust

ETFs
88
+ 7.05%
$56.1 - $64.74 $4.94K - $5.7K
1.34K $83K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
21
+ 1.16%
$38.59 - $47.36 $810 - $995
1.83K $86K
IBKR
Interactive Brokers Group, Inc.

Financial Services
474
+ 300.0%
$50.53 - $212.53 $24K - $101K
632 $35K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.16%
$152.42 - $182.82 $152 - $183
621 $113K
ITA
Ishares Tr

ETFs
23
+ 23.0%
$135.31 - $188.64 $3.11K - $4.34K
123 $23K
GNRC
Generac Holdings Inc.

Industrials
47
+ 127.03%
$101.92 - $143.21 $4.79K - $6.73K
84 $12K
LNG
Cheniere Energy, Inc.

Energy
22
+ 47.83%
$197.25 - $244.33 $4.34K - $5.38K
68 $16K
WBD
Warner Bros. Discovery, Inc.

Communication Services
355
+ 10.57%
$7.69 - $11.46 $2.73K - $4.07K
3.72K $42K
Activity Summary
Buys All Purchases 128 New Holdings 33 Increased Positions 95 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 0 Puts 0
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