N.E.W. Advisory Services LLC Incresed Positions in Q1 2025

N.E.W. Advisory Services LLC

  • $1.25 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.93K
+ 27.07%
$375.39 - $447.2 $723K - $862K
9.05K $3.4M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
6.48K
+ 70.13%
$68.07 - $78.99 $441K - $512K
15.7K $1.07M
FVD
First Tr Value Line Divid Inde

ETFs
8.02K
+ 89.24%
$42.61 - $45.51 $342K - $365K
17K $757K
AMP
Ameriprise Financial Inc

Financial Services
749
+ 100.0%
$472.29 - $575.13 $354K - $431K
1.5K $725K
LLY
Eli Lilly & CO

Healthcare
345
+ 48.25%
$725.72 - $929.72 $250K - $321K
1.06K $875K
MCD
Mcdonalds Corp

Consumer Cyclical
652
+ 13.54%
$279.74 - $321.29 $182K - $209K
5.47K $1.71M
RTX
Raytheon Technologies Corp

Industrials
1.82K
+ 46.78%
$114.1 - $135.66 $208K - $247K
5.71K $755K
AMZN
Amazon Com Inc

Consumer Cyclical
5.33K
+ 21.92%
$190.26 - $242.06 $1.01M - $1.29M
29.7K $5.64M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.1K
+ 93.46%
$27.01 - $28.54 $272K - $288K
20.9K $583K
VHT
Vanguard Health Care ETF

ETFs
808
+ 15.47%
$254.06 - $273.83 $205K - $221K
6.03K $1.6M
GLD
Spdr Gold Trust

ETFs
421
+ 17.23%
$243.19 - $288.14 $102K - $121K
2.86K $825K
ABBV
Abb Vie Inc.

Healthcare
623
+ 21.66%
$169.2 - $216.66 $105K - $135K
3.5K $733K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.07K
+ 67.26%
$113.13 - $127.79 $234K - $265K
5.15K $582K
OSK
Oshkosh Corp

Industrials
2.35K
+ 26.39%
$89.56 - $116.4 $210K - $273K
11.2K $1.06M
SLV
I Shares Silver Trust

ETFs
3.51K
+ 16.73%
$26.93 - $31.32 $94.4K - $110K
24.5K $757K
JPSE
J P Morgan Diversified Return

ETFs
5K
+ 100.42%
$42.78 - $48.51 $214K - $243K
9.99K $435K
MS
Morgan Stanley

Financial Services
1.73K
+ 64.66%
$111.68 - $141.08 $193K - $244K
4.4K $513K
MMM
3 M CO

Industrials
841
+ 29.07%
$129.7 - $155.12 $109K - $130K
3.73K $548K
VEA
Vanguard Ftse Developed Market

ETFs
411
+ 0.84%
$47.4 - $52.99 $19.5K - $21.8K
49.6K $2.52M
VO
Vanguard Mid Cap ETF

ETFs
820
+ 10.45%
$251.87 - $277.95 $207K - $228K
8.67K $2.24M
AXP
American Express CO

Financial Services
674
+ 76.85%
$255.39 - $325.87 $172K - $220K
1.55K $417K
VCR
Vanguard Consumer Discretionar

ETFs
1.74K
+ 21.11%
$318.51 - $391.75 $555K - $682K
9.99K $3.25M
WFC
Wells Fargo & Company

Financial Services
1.42K
+ 5.0%
$66.78 - $81.42 $94.8K - $116K
29.8K $2.14M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.34K
+ 14.71%
$100.34 - $100.68 $135K - $135K
10.5K $1.05M
COST
Costco Wholesale Corp

Consumer Defensive
132
+ 34.2%
$890.62 - $1076.86 $118K - $142K
518 $489K
PM
Philip Morris International Inc.

Consumer Defensive
164
+ 5.73%
$117.15 - $158.79 $19.2K - $26K
3.03K $480K
LOW
Lowes Companies Inc

Consumer Cyclical
596
+ 59.07%
$222.66 - $268.42 $133K - $160K
1.61K $374K
VIS
Vanguard Industrial ETF

ETFs
568
+ 22.96%
$243.63 - $273.99 $138K - $156K
3.04K $753K
XLI
Industrial Sector Spdr

ETFs
934
+ 60.85%
$128.78 - $141.67 $120K - $132K
2.47K $323K
ALL
Allstate Corp

Financial Services
458
+ 29.57%
$180.99 - $210.18 $82.9K - $96.3K
2.01K $415K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.46K
+ 52.85%
$40.03 - $46.81 $139K - $162K
10K $407K
KO
Coca Cola CO

Consumer Defensive
151
+ 1.47%
$60.81 - $72.32 $9.18K - $10.9K
10.4K $747K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
307
+ 1.14%
$97.38 - $104.52 $29.9K - $32.1K
27.3K $2.79M
CVX
Chevron Corp

Energy
318
+ 15.3%
$146.71 - $167.97 $46.7K - $53.4K
2.4K $400K
ABT
Abbott Laboratories

Healthcare
461
+ 26.07%
$111.1 - $140.22 $51.2K - $64.6K
2.23K $295K
IVV
Ishares Core S&P 500 ETF

ETFs
228
+ 18.45%
$554.06 - $615.85 $126K - $140K
1.46K $822K
VEU
Vanguard Ftse All World Ex Us

ETFs
709
+ 5.85%
$56.51 - $62.98 $40.1K - $44.7K
12.8K $778K
O
Realty Income Corp

Real Estate
186
+ 1.21%
$51.67 - $58.49 $9.61K - $10.9K
15.5K $899K
JPM
Jpmorgan Chase & CO

Financial Services
129
+ 1.53%
$225.19 - $279.95 $29K - $36.1K
8.54K $2.09M
VB
Vanguard Small Cap ETF

ETFs
1.32K
+ 11.38%
$217.89 - $252.64 $288K - $334K
12.9K $2.87M
HON
Honeywell International Inc

Industrials
507
+ 23.16%
$202.75 - $226.52 $103K - $115K
2.7K $570K
GOOG
Alphabet Inc.

Communication Services
1.02K
+ 40.42%
$156.06 - $207.71 $159K - $212K
3.55K $554K
ASB
Associated Banc Corp

Financial Services
3.9K
+ 29.69%
$21.06 - $25.63 $82.1K - $99.9K
17K $383K
GOOGL
Alphabet Inc.

Communication Services
1.36K
+ 33.15%
$154.33 - $206.19 $211K - $281K
5.48K $847K
VZ
Verizon Communications Inc

Communication Services
226
+ 2.2%
$37.81 - $46.49 $8.55K - $10.5K
10.5K $477K
PEP
Pepsico Inc

Consumer Defensive
473
+ 20.73%
$142.64 - $156.42 $67.5K - $74K
2.76K $413K
MO
Altria Group, Inc.

Consumer Defensive
334
+ 6.49%
$50.81 - $60.02 $17K - $20K
5.48K $328K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
155
+ 13.86%
$408.78 - $448.82 $63.4K - $69.6K
1.27K $534K
GLDM
World Gold Trust

ETFs
125
+ 2.53%
$52.19 - $61.89 $6.52K - $7.74K
5.06K $313K
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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