N.E.W. Advisory Services LLC Incresed Positions in Q4 2024

N.E.W. Advisory Services LLC

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
178
+ 9.37%
$141.15 - $162.53 $25.1K - $28.9K
2.08K $300K
SOXX
Ishares Semiconductor ETF

ETFs
229
+ 10.53%
$211.27 - $239.8 $48.4K - $54.9K
2.4K $517K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
373
+ 6.04%
$44.33 - $49.55 $16.5K - $18.5K
6.55K $294K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.4K
+ 200.21%
$22.4 - $68.28 $234K - $713K
15.7K $362K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.4K
+ 218.77%
$26.93 - $84.95 $199K - $629K
10.8K $294K
MO
Altria Group, Inc.

Consumer Defensive
23
+ 0.45%
$49.06 - $57.74 $1.13K - $1.33K
5.14K $268K
UPS
United Parcel Service Inc

Industrials
376
+ 9.49%
$122.65 - $138.35 $46.1K - $52K
4.34K $547K
DE
Deere & CO

Industrials
9
+ 1.56%
$389.45 - $466.0 $3.51K - $4.19K
585 $247K
ORCL
Oracle Corp

Technology
99
+ 3.58%
$165.41 - $192.43 $16.4K - $19.1K
2.86K $477K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.61K
+ 9.09%
$44.04 - $49.49 $115K - $129K
31.3K $1.38M
VBR
Vanguard Small Cap Value ETF

ETFs
13
+ 1.07%
$197.36 - $217.3 $2.57K - $2.82K
1.23K $243K
VT
Vanguard Total World Stk Index

ETFs
5
+ 0.2%
$117.09 - $123.07 $585 - $615
2.46K $288K
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.47%
$385.02 - $431.37 $1.54K - $1.73K
847 $329K
SO
Southern CO

Utilities
3
+ 0.11%
$81.5 - $94.15 $245 - $282
2.84K $234K
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.2%
$244.52 - $284.07 $489 - $568
1.01K $249K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.11K
+ 0.79%
$29.77 - $30.19 $33K - $33.5K
142K $4.23M
KMB
Kimberly Clark Corp

Consumer Defensive
108
+ 2.91%
$130.37 - $146.09 $14.1K - $15.8K
3.82K $500K
VDC
Vanguard Consumer Staples ETF

ETFs
213
+ 2.02%
$210.96 - $223.62 $44.9K - $47.6K
10.8K $2.27M
O
Realty Income Corp

Real Estate
1.81K
+ 13.39%
$51.76 - $64.71 $93.6K - $117K
15.3K $818K
VZ
Verizon Communications Inc

Communication Services
116
+ 1.14%
$39.6 - $45.21 $4.59K - $5.24K
10.3K $411K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
76
+ 1.11%
$131.66 - $144.0 $10K - $10.9K
6.92K $913K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.1%
$288.47 - $316.54 $1.44K - $1.58K
4.81K $1.4M
VTV
Vanguard Value ETF

ETFs
430
+ 1.5%
$168.32 - $181.87 $72.4K - $78.2K
29.1K $4.93M
KO
Coca Cola CO

Consumer Defensive
175
+ 1.73%
$61.74 - $71.71 $10.8K - $12.5K
10.3K $640K
IBND
Spdr Bloomberg International C

ETFs
6.34K
+ 4.89%
$28.36 - $30.49 $180K - $193K
136K $3.85M
VHT
Vanguard Health Care ETF

ETFs
119
+ 2.33%
$250.81 - $283.3 $29.8K - $33.7K
5.22K $1.33M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
6.4K
+ 8.3%
$114.08 - $125.68 $730K - $805K
83.5K $9.56M
EFV
Msci Eafe Value ETF

ETFs
10.2K
+ 7.08%
$51.78 - $57.15 $528K - $583K
154K $8.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 0.05%
$442.29 - $483.08 $8.4K - $9.18K
39.5K $17.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
26K
+ 2.6%
$49.87 - $52.46 $1.3M - $1.36M
1.03M $51.2M
Activity Summary
Buys All Purchases 94 New Holdings 13 Increased Positions 81 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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