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
XOM
Exxon Mobil Corp

Energy
121
+ 3.24%
$105.44 - $118.93 $12.8K - $14.4K
3.86K $458K
XLF
Financial Sector Spdr

ETFs
557
+ 2.81%
$47.32 - $52.19 $26.4K - $29.1K
20.4K $1.02M
BA
Boeing CO

Industrials
369
+ 23.19%
$148.15 - $186.25 $54.7K - $68.7K
1.96K $334K
SOXX
Ishares Semiconductor ETF

ETFs
616
+ 25.63%
$188.17 - $235.81 $116K - $145K
3.02K $568K
DE
Deere & CO

Industrials
50
+ 8.55%
$408.57 - $509.27 $20.4K - $25.5K
635 $298K
IWN
Ishares Russell2000 Val ETF

ETFs
479
+ 28.11%
$149.27 - $169.4 $71.5K - $81.1K
2.18K $329K
SPY
Spdr S&P 500 ETF Trust

ETFs
196
+ 8.75%
$551.42 - $612.93 $108K - $120K
2.44K $1.36M
VOT
Vanguard Mid Cap Growth Index

ETFs
226
+ 13.01%
$237.72 - $276.98 $53.7K - $62.6K
1.96K $480K
BNDX
Vanguard Total International B

ETFs
806
+ 9.05%
$48.33 - $49.5 $39K - $39.9K
9.71K $474K
SCHW
Schwab Charles Corp

Financial Services
62
+ 0.82%
$71.24 - $83.64 $4.42K - $5.19K
7.58K $593K
UNH
Unitedhealth Group Inc

Healthcare
46
+ 9.7%
$461.52 - $548.18 $21.2K - $25.2K
520 $272K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
282
+ 2.2%
$48.43 - $49.9 $13.7K - $14.1K
13.1K $653K
SO
Southern CO

Utilities
31
+ 1.09%
$80.96 - $92.96 $2.51K - $2.88K
2.87K $264K
F
Ford Motor CO

Consumer Cyclical
2.03K
+ 4.3%
$9.12 - $10.43 $18.5K - $21.1K
49.1K $492K
BFC
Bank First Corp

Financial Services
162
+ 2.96%
$93.72 - $106.76 $15.2K - $17.3K
5.63K $566K
VBR
Vanguard Small Cap Value ETF

ETFs
190
+ 15.47%
$183.02 - $207.75 $34.8K - $39.5K
1.42K $264K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
328
+ 1.42%
$29.72 - $31.94 $9.75K - $10.5K
23.5K $725K
ORCL
Oracle Corp

Technology
675
+ 23.57%
$139.81 - $186.47 $94.4K - $126K
3.54K $494K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
328
+ 3.7%
$47.33 - $47.92 $15.5K - $15.7K
9.19K $437K
BLDR
Builders First Source, Inc.

Industrials
478
+ 18.48%
$122.8 - $173.51 $58.7K - $82.9K
3.07K $382K
ORMP
Oramed Pharmaceuticals Inc.

Healthcare
6.54K
+ 52.91%
$2.0 - $2.62 $13.1K - $17.1K
18.9K $40K
VT
Vanguard Total World Stk Index

ETFs
113
+ 4.6%
$115.08 - $123.97 $13K - $14K
2.57K $298K
VFH
Vanguard Financial ETF

ETFs
25
+ 0.56%
$114.07 - $127.34 $2.85K - $3.18K
4.49K $536K
VIG
Vanguard Dividend Appreciation

ETFs
29
+ 0.87%
N/A
3.38K $615K
LAMR
Lamar Advertising CO

Real Estate
165
+ 8.51%
$110.65 - $132.9 $18.3K - $21.9K
2.1K $239K
FTGS
First Tr Exchange Traded Fd Gr
158K
+ 107.03%
N/A
305K $0
YEAR
Ab Active Etfs Inc Ultra Short
4.23K
+ 26.8%
N/A
20K $0
Ab Active Etfs Inc
6.85K
+ 95.8%
N/A
14K $0
Ab Active Etfs Inc
20.5K
+ 93.82%
N/A
42.3K $0
J P Morgan Exchange Traded F
202K
+ 117.4%
N/A
374K $0
QQQM
Invesco Exchange Traded Fd Tr

ETFs
79
+ 8.2%
$192.82 - $222.1 $15.2K - $17.5K
1.04K $201K
LCID
Lucid Group, Inc.

Consumer Cyclical
1.11K
+ 9.22%
$2.03 - $3.48 $2.26K - $3.88K
13.2K $31K
VBK
Vanguard Small Cap Growth ETF

ETFs
85
+ 8.7%
$247.97 - $296.33 $21.1K - $25.2K
1.06K $267K
NVDA
Nvidia Corp

Technology
6.35K
+ 23.67%
$106.98 - $149.43 $679K - $949K
33.2K $3.6M
CAT
Caterpillar Inc

Industrials
79
+ 7.7%
$326.75 - $407.63 $25.8K - $32.2K
1.11K $364K
LWLG
Lightwave Logic, Inc.

Basic Materials
2.5K
+ 25.0%
$1.01 - $2.42 $2.53K - $6.05K
12.5K $12K
HD
Home Depot, Inc.

Consumer Cyclical
21
+ 2.48%
$347.25 - $424.87 $7.29K - $8.92K
868 $318K
SCHX
Schwab Strategic Tr Us Large C

ETFs
12
+ 0.08%
$21.75 - $24.28 $261 - $291
15.7K $345K
DIS
Walt Disney CO

Communication Services
10
+ 0.53%
$96.87 - $114.0 $969 - $1.14K
1.89K $186K
XLK
Technology Sector Spdr

ETFs
79
+ 5.07%
$206.38 - $242.18 $16.3K - $19.1K
1.64K $338K
UPS
United Parcel Service Inc

Industrials
405
+ 9.33%
$109.66 - $136.26 $44.4K - $55.2K
4.74K $521K
MRK
Merck & Co., Inc.

Healthcare
130
+ 2.57%
$83.01 - $101.02 $10.8K - $13.1K
5.2K $466K
CARR
Carrier Global Corp

Industrials
282
+ 2.15%
$62.07 - $70.55 $17.5K - $19.9K
13.4K $850K
IWY
Ishares Tr Russell 200 Growth

ETFs
3
+ 0.11%
$210.19 - $243.33 $631 - $730
2.72K $572K
VGT
Vanguard Information Technolog

ETFs
735
+ 10.47%
$542.38 - $646.34 $399K - $475K
7.76K $4.21M
ITOT
Ishares Core S&P Total U.S. St

ETFs
39
+ 0.15%
$120.29 - $134.6 $4.69K - $5.25K
25.8K $3.14M
TSLA
Tesla, Inc.

Consumer Cyclical
889
+ 29.13%
$222.15 - $428.22 $197K - $381K
3.94K $1.02M
MGK
Vanguard Mega Cap Growth ETF

ETFs
46
+ 0.69%
$307.43 - $357.48 $14.1K - $16.4K
6.7K $2.07M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
33.4K
+ 10.41%
$82.81 - $96.53 $2.76M - $3.22M
354K $29.7M
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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