N.E.W. Advisory Services LLC Incresed Positions in Q3 2024

N.E.W. Advisory Services LLC

  • $1.01 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.9K
+ 16.08%
$76.94 - $79.54 $146K - $151K
13.7K $1.09M
KMB
Kimberly Clark Corp

Consumer Defensive
979
+ 35.87%
$135.05 - $148.35 $132K - $145K
3.71K $527K
BLDR
Builders First Source, Inc.

Industrials
45
+ 1.77%
$132.6 - $201.83 $5.97K - $9.08K
2.59K $501K
SCHW
Schwab Charles Corp

Financial Services
2.83K
+ 62.11%
$61.74 - $76.08 $175K - $216K
7.4K $479K
RTX
Raytheon Technologies Corp

Industrials
644
+ 21.16%
$99.55 - $123.34 $64.1K - $79.4K
3.69K $446K
TDIV
First Trust Nasdaq Technology

ETFs
1.18K
+ 13.59%
$70.51 - $81.07 $83.1K - $95.5K
9.85K $790K
SPY
Spdr S&P 500 ETF Trust

ETFs
79
+ 3.68%
$517.38 - $573.86 $40.9K - $45.3K
2.23K $1.28M
MMM
3 M CO

Industrials
2
+ 0.07%
$99.69 - $139.42 $199 - $279
2.9K $396K
VHT
Vanguard Health Care ETF

ETFs
39
+ 0.77%
$261.88 - $288.1 $10.2K - $11.2K
5.11K $1.44M
KO
Coca Cola CO

Consumer Defensive
138
+ 1.38%
$62.69 - $73.01 $8.65K - $10.1K
10.1K $726K
ALL
Allstate Corp

Financial Services
261
+ 20.26%
$158.43 - $192.86 $41.4K - $50.3K
1.55K $293K
QQQ
Invesco Qqq Trust, Series 1

ETFs
72
+ 1.24%
$434.77 - $502.96 $31.3K - $36.2K
5.89K $2.88M
XLF
Financial Sector Spdr

ETFs
216
+ 1.2%
$40.84 - $45.74 $8.82K - $9.88K
18.2K $822K
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.14%
$163.84 - $199.33 $655 - $797
2.9K $572K
ITW
Illinois Tool Works Inc

Industrials
175
+ 17.26%
$233.14 - $263.97 $40.8K - $46.2K
1.19K $311K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
983
+ 18.94%
$41.02 - $46.01 $40.3K - $45.2K
6.17K $280K
NEE
Nextera Energy Inc

Utilities
262
+ 8.69%
$69.9 - $84.97 $18.3K - $22.3K
3.28K $276K
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 13.09%
$801.83 - $917.05 $40.1K - $45.9K
432 $382K
NVDA
Nvidia Corp

Technology
907
+ 3.6%
$98.91 - $134.91 $89.7K - $122K
26.1K $3.17M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
275
+ 14.38%
$110.06 - $128.44 $30.3K - $35.3K
2.19K $278K
CVX
Chevron Corp

Energy
471
+ 32.96%
$137.88 - $161.97 $64.9K - $76.3K
1.9K $279K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.5%
$213.3 - $270.78 $1.07K - $1.35K
1.01K $272K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.04%
$101.25 - $127.45 $101 - $127
2.46K $298K
V
Visa Inc.

Financial Services
1
+ 0.03%
$253.74 - $291.56 $254 - $292
3.26K $896K
MS
Morgan Stanley

Financial Services
222
+ 9.08%
$92.07 - $106.96 $20.4K - $23.7K
2.67K $278K
XLK
Technology Sector Spdr

ETFs
172
+ 19.07%
$197.34 - $237.68 $33.9K - $40.9K
1.07K $242K
VZ
Verizon Communications Inc

Communication Services
7
+ 0.07%
$38.89 - $45.0 $272 - $315
10.2K $456K
MET
Metlife Inc

Financial Services
15
+ 0.51%
$67.96 - $82.48 $1.02K - $1.24K
2.98K $245K
SLV
I Shares Silver Trust

ETFs
254
+ 2.39%
$24.33 - $29.38 $6.18K - $7.46K
10.9K $309K
VBK
Vanguard Small Cap Growth ETF

ETFs
29
+ 3.03%
$240.48 - $267.94 $6.97K - $7.77K
986 $263K
SOXX
Ishares Semiconductor ETF

ETFs
236
+ 12.18%
$199.29 - $265.49 $47K - $62.7K
2.17K $501K
ABT
Abbott Laboratories

Healthcare
2
+ 0.1%
$100.07 - $118.13 $200 - $236
1.95K $222K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9
+ 0.17%
$61.11 - $67.85 $550 - $611
5.21K $353K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5
+ 0.05%
$63.74 - $73.47 $319 - $367
9.86K $705K
IWY
Ishares Tr Russell 200 Growth

ETFs
3
+ 0.11%
$194.66 - $225.97 $584 - $678
2.71K $596K
LCID
Lucid Group, Inc.

Consumer Cyclical
1K
+ 9.02%
$2.64 - $4.26 $2.64K - $4.26K
12.1K $42K
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.04%
$161.9 - $179.3 $162 - $179
2.71K $461K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7
+ 0.29%
$91.37 - $101.65 $640 - $712
2.43K $247K
FSK
Fs Kkr Capital Corp

Financial Services
512
+ 4.22%
$18.74 - $20.43 $9.59K - $10.5K
12.6K $249K
Ab Active Etfs Inc
3.8K
+ 17.81%
N/A
25.1K $0
STRV
Ea Ser Tr Strive 500 ETF
96
+ 1.42%
N/A
6.86K $0
MRK
Merck & Co., Inc.

Healthcare
337
+ 6.81%
$111.15 - $128.97 $37.5K - $43.5K
5.29K $600K
OSK
Oshkosh Corp

Industrials
528
+ 6.27%
$97.2 - $116.02 $51.3K - $61.3K
8.95K $897K
GOOG
Alphabet Inc.

Communication Services
11
+ 0.42%
$149.54 - $192.66 $1.64K - $2.12K
2.63K $439K
GOOGL
Alphabet Inc.

Communication Services
21
+ 0.51%
$148.65 - $191.18 $3.12K - $4.01K
4.11K $682K
WFC
Wells Fargo & Company

Financial Services
123
+ 0.43%
$51.58 - $60.97 $6.34K - $7.5K
28.6K $1.61M
AMZN
Amazon Com Inc

Consumer Cyclical
185
+ 0.76%
$161.02 - $200.0 $29.8K - $37K
24.4K $4.55M
Activity Summary
Buys All Purchases 104 New Holdings 6 Increased Positions 98 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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