N.E.W. Advisory Services LLC Incresed Positions in Q3 2025

N.E.W. Advisory Services LLC

  • $1.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
20.3K
+ 3.12%
$303.93 - $329.86 $6.16M - $6.69M
671K $220M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
28.9K
+ 2.1%
$52.12 - $55.33 $1.5M - $1.6M
1.4M $77.5M
DFAX
Dimensional ETF Tr
51.7K
+ 4.17%
$29.25 - $31.56 $1.51M - $1.63M
1.29M $40.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
73.4K
+ 6.92%
$50.85 - $51.35 $3.73M - $3.77M
1.13M $58.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
23.6K
+ 4.79%
$68.24 - $73.73 $1.61M - $1.74M
515K $37.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
74.6K
+ 7.25%
$50.47 - $50.74 $3.77M - $3.79M
1.1M $56M
AVUV
American Centy ETF Tr Avantis

ETFs
8.35K
+ 2.87%
$90.37 - $102.12 $754K - $852K
299K $29.7M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
8.44K
+ 2.08%
$74.93 - $80.73 $633K - $682K
414K $33.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
35.7K
+ 8.64%
$72.57 - $74.72 $2.59M - $2.67M
449K $33.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
68.3K
+ 3.94%
$25.21 - $25.99 $1.72M - $1.78M
1.8M $46.6M
VXF
Vanguard Extended Market ETF

ETFs
2.87K
+ 3.96%
$193.58 - $213.07 $556K - $612K
75.3K $15.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.1K
+ 0.52%
$36.04 - $38.78 $112K - $120K
595K $23M
SCHG
Schwab Strategic Tr Us Large C

ETFs
49.2K
+ 84.6%
$28.92 - $32.19 $1.42M - $1.58M
107K $3.43M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
53.3K
+ 2669.27%
$28.15 - $30.13 $1.5M - $1.6M
55.2K $1.64M
PLTR
Palantir Technologies Inc.

Technology
849
+ 3.5%
$130.68 - $186.97 $111K - $159K
25.1K $4.58M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.06K
+ 0.62%
$39.8 - $42.86 $122K - $131K
498K $21.3M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
26.1K
+ 26118.0%
$38.85 - $41.97 $1.01M - $1.1M
26.2K $1.1M
VUG
Vanguard Growth ETF

ETFs
126
+ 0.51%
$433.97 - $484.08 $54.7K - $61K
24.7K $11.9M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.33K
+ 2.94%
$133.48 - $144.38 $311K - $336K
81.5K $11.6M
NVDA
Nvidia Corp

Technology
636
+ 2.37%
$153.3 - $186.58 $97.5K - $119K
27.5K $5.13M
EFV
Msci Eafe Value ETF

ETFs
1.63K
+ 1.41%
$62.79 - $68.42 $102K - $111K
117K $7.94M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
15.4K
+ 141.27%
$31.79 - $33.42 $491K - $516K
26.4K $881K
JCPB
J P Morgan Exchange Traded Fd

ETFs
10.5K
+ 31.13%
$46.37 - $47.77 $487K - $502K
44.2K $2.1M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.2K
+ 28.4%
$82.22 - $96.68 $263K - $310K
14.5K $1.4M
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.11%
$293.94 - $444.72 $1.18K - $1.78K
3.59K $1.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
250
+ 4.04%
$546.99 - $602.2 $137K - $151K
6.44K $3.86M
RDVY
First Trust Rising Dividend Ac

ETFs
5.16K
+ 23.42%
$62.38 - $67.29 $322K - $347K
27.2K $1.83M
ITOT
Ishares Core S&P Total U.S. St

ETFs
991
+ 3.82%
$135.0 - $146.02 $134K - $145K
26.9K $3.92M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.42K
+ 7.95%
$55.61 - $57.37 $357K - $368K
87.2K $4.98M
UNH
Unitedhealth Group Inc

Healthcare
895
+ 64.02%
$237.77 - $353.61 $213K - $316K
2.29K $791K
MGK
Vanguard Mega Cap Growth ETF

ETFs
274
+ 4.21%
$362.31 - $405.74 $99.3K - $111K
6.79K $2.73M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.6K
+ 28.0%
$59.61 - $63.09 $274K - $290K
21K $1.32M
VEA
Vanguard Ftse Developed Market

ETFs
2.91K
+ 5.85%
$56.02 - $60.3 $163K - $176K
52.7K $3.16M
FDL
First Tr Morningstar Dividend

ETFs
6.83K
+ 933.33%
$41.96 - $44.59 $287K - $305K
7.56K $328K
SLV
I Shares Silver Trust

ETFs
1.24K
+ 4.96%
$32.73 - $42.5 $40.7K - $52.9K
26.3K $1.11M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.12K
+ 7.79%
$101.12 - $106.18 $214K - $225K
29.3K $3.02M
VB
Vanguard Small Cap ETF

ETFs
230
+ 1.84%
$237.58 - $259.17 $54.6K - $59.6K
12.7K $3.23M
FVD
First Tr Value Line Divid Inde

ETFs
5.54K
+ 202.52%
$44.73 - $46.86 $248K - $259K
8.27K $382K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
814
+ 6.4%
$132.9 - $142.03 $108K - $116K
13.5K $1.91M
JNJ
Johnson & Johnson

Healthcare
52
+ 0.88%
$155.17 - $185.42 $8.07K - $9.64K
5.99K $1.11M
GLD
Spdr Gold Trust

ETFs
143
+ 4.95%
$300.96 - $355.47 $43K - $50.8K
3.03K $1.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
789
+ 2.59%
$49.43 - $54.52 $39K - $43K
31.2K $1.69M
FNDF
Schwab Fundamental Intl Large

ETFs
2.19K
+ 8.25%
$39.84 - $43.15 $87.4K - $94.7K
28.8K $1.24M
O
Realty Income Corp

Real Estate
1.72K
+ 9.83%
$56.13 - $60.79 $96.5K - $105K
19.2K $1.17M
ORCL
Oracle Corp

Technology
1
+ 0.04%
$218.96 - $328.33 $219 - $328
2.51K $705K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
12.9K
+ 34.81%
$9.39 - $10.12 $121K - $130K
49.8K $503K
VO
Vanguard Mid Cap ETF

ETFs
115
+ 1.45%
$279.83 - $293.74 $32.2K - $33.8K
8.04K $2.36M
GOOG
Alphabet Inc.

Communication Services
16
+ 0.77%
$175.16 - $255.24 $2.8K - $4.08K
2.11K $513K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.6K
+ 6.87%
$34.31 - $38.09 $55K - $61.1K
24.9K $946K
Activity Summary
Buys All Purchases 244 New Holdings 42 Increased Positions 202 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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