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
ADM
Archer Daniels Midland CO

Consumer Defensive
1
+ 0.09%
$41.79 - $54.16 $41.8 - $54.2
1.14K $60K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
48
+ 0.48%
$47.46 - $55.3 $2.28K - $2.65K
9.97K $549K
FISV
Fiserv Inc

Technology
45
+ 3.03%
N/A
1.53K $191K
GAL
Ssga Active ETF Tr

ETFs
3
+ 0.1%
$41.46 - $47.0 $124 - $141
3.04K $142K
RUM
Rumble Inc.

Technology
62
+ 2.96%
$6.94 - $10.56 $430 - $655
2.16K $19K
VPU
Vanguard Utilities ETF

ETFs
1
+ 0.11%
$158.36 - $178.82 $158 - $179
944 $166K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
20
+ 285.71%
$167.22 - $212.42 $3.34K - $4.25K
27 $5K
TFC
Truist Financial Corp

Financial Services
57
+ 12.87%
$34.79 - $42.99 $1.98K - $2.45K
500 $21K
SCCO
Southern Copper Corp

Basic Materials
3
+ 0.82%
$75.63 - $104.64 $227 - $314
370 $37K
SLRC
Slr Investment Corp.

Financial Services
200
+ 11.02%
$14.19 - $17.01 $2.84K - $3.4K
2.02K $32K
FCX
Freeport Mcmoran Inc

Basic Materials
1
+ 0.48%
$29.15 - $44.46 $29.2 - $44.5
209 $9K
BOTZ
Global X Fds

ETFs
62
+ 81.58%
$24.51 - $32.65 $1.52K - $2.02K
138 $4K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
14
+ 17.28%
$65.04 - $82.18 $911 - $1.15K
95 $7K
SCI
Service Corp International

Consumer Cyclical
1
+ 0.38%
$73.58 - $81.65 $73.6 - $81.7
261 $21K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
1
+ 0.89%
$110.2 - $126.21 $110 - $126
113 $14K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
3
+ 1.6%
$39.44 - $49.12 $118 - $147
190 $9K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1
+ 0.56%
$68.45 - $79.52 $68.5 - $79.5
178 $14K
Gorilla Technology Group Inc
209
+ 83.6%
N/A
459 $0
NRZ
New Residential Investment Corp.

Real Estate
2
+ 1.61%
N/A
126 $0
SPTL
Spdr Portfolio Long Term Treas

ETFs
1
+ 1.72%
$25.48 - $27.78 $25.5 - $27.8
59 $1K
Psq Holdings Inc
150
+ 21.43%
N/A
850 $0
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1
+ 1.16%
$21.37 - $22.67 $21.4 - $22.7
87 $1K
PSX
Phillips 66

Energy
1
+ 1.49%
$92.87 - $125.73 $92.9 - $126
68 $8K
QTUM
ETF Ser Solutions Defiance Qua
7
+ 17.07%
N/A
48 $0
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
3
+ 0.82%
$6.87 - $8.24 $20.6 - $24.7
370 $2K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1
+ 1.27%
$25.57 - $26.34 $25.6 - $26.3
80 $2K
Amentum Holdings Inc
52
+ 10.61%
N/A
542 $0
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
7
+ 0.33%
$9.13 - $10.58 $63.9 - $74.1
2.13K $22K
Ge Healthcare Technologies I
234
+ 75.24%
N/A
545 $0
ET
Energy Transfer LP

Energy
25
+ 1.17%
$15.65 - $18.93 $391 - $473
2.16K $39K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
47
+ 2.01%
$10.78 - $11.57 $507 - $544
2.39K $26K
AGNC
Agnc Investment Corp.

Real Estate
100
+ 3.45%
$8.12 - $9.49 $812 - $949
3K $27K
EEMX
Spdr Idx Shs Fds Msci Emerging
22
+ 2.05%
N/A
1.1K $0
CNP
Centerpoint Energy Inc

Utilities
4
+ 0.57%
$35.5 - $39.05 $142 - $156
704 $25K
Ishares Bitcoin Trust ETF
1.79K
+ 106.12%
N/A
3.47K $0
Super Micro Computer Inc
50
+ 20.0%
N/A
300 $0
SO
Southern CO

Utilities
3
+ 0.1%
$84.91 - $92.56 $255 - $278
2.88K $264K
Siriusxm Holdings Inc
5.33K
+ 86.92%
N/A
11.5K $0
DTE
Dte Energy CO

Utilities
2
+ 0.9%
$127.39 - $139.49 $255 - $279
225 $29K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
5
+ 5.56%
$225.56 - $335.19 $1.13K - $1.68K
95 $22K
BKR
Baker Hughes CO

Energy
5
+ 0.73%
$35.0 - $44.92 $175 - $225
686 $26K
RPM
Rpm International Inc

Basic Materials
3
+ 0.38%
$96.97 - $117.58 $291 - $353
789 $86K
DOW
Dow Inc.

Basic Materials
7
+ 0.69%
$25.81 - $34.89 $181 - $244
1.02K $26K
GILD
Gilead Sciences, Inc.

Healthcare
35
+ 0.34%
$96.91 - $113.0 $3.39K - $3.96K
10.4K $1.15M
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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