N.E.W. Advisory Services LLC New Holdings in Q1 2025

N.E.W. Advisory Services LLC

  • $1.25 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
27.1K
New
$32.9 - $37.45 $890K - $1.01M
27.1K $977K
VRT
Vertiv Holdings CO

Industrials
7.6K
New
N/A
7.6K $658K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.93K
New
$53.6 - $58.97 $532K - $585K
9.93K $543K
SMTC
Semtech Corp

Technology
12.1K
New
$31.44 - $77.15 $382K - $937K
12.1K $417K
UMBF
Umb Financial Corp

Financial Services
3.86K
New
$98.0 - $122.56 $379K - $474K
3.86K $390K
FTCS
First Trust Capital Strength E

ETFs
4.12K
New
$86.39 - $91.35 $356K - $376K
4.12K $369K
JPIE
J P Morgan Exchange Traded Fd
6.63K
New
$45.46 - $46.18 $301K - $306K
6.63K $305K
DFS
Discover Financial Services

Financial Services
1.71K
New
$152.99 - $203.25 $261K - $347K
1.71K $291K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
5.81K
New
$47.08 - $50.67 $273K - $294K
5.81K $291K
GE
General Electric CO

Industrials
1.31K
New
$168.59 - $212.13 $221K - $279K
1.31K $262K
UBER
Uber Technologies, Inc

Technology
3.45K
New
$63.17 - $81.49 $218K - $281K
3.45K $251K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.46K
New
$165.25 - $224.62 $241K - $328K
1.46K $242K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
16.6K
New
$14.31 - $14.8 $237K - $245K
16.6K $239K
TPHD
Timothy Plan High Divid Stk Et

ETFs
6.38K
New
$36.09 - $38.27 $230K - $244K
6.38K $239K
HYLS
First Tr Tactical High Yield L

ETFs
5.3K
New
$40.95 - $41.77 $217K - $221K
5.3K $217K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.68K
New
$121.0 - $142.28 $203K - $239K
1.68K $208K
USB
Us Bancorp \De\

Financial Services
4.89K
New
$40.92 - $50.9 $200K - $249K
4.89K $206K
IGV
Ishares Expanded Tech Software

ETFs
2.31K
New
$88.3 - $107.83 $204K - $249K
2.31K $205K
XLV
Select Sector Spdr Fund Health

ETFs
1.38K
New
$137.61 - $149.68 $190K - $207K
1.38K $202K
SNDR
Schneider National, Inc.

Industrials
8.78K
New
$22.65 - $30.73 $199K - $270K
8.78K $200K
XEL
Xcel Energy Inc

Utilities
2.8K
New
$63.37 - $72.1 $177K - $202K
2.8K $198K
COP
Conocophillips

Energy
1.87K
New
$88.6 - $105.85 $165K - $198K
1.87K $195K
RWO
Spdr Dow Jones Global Real Est

ETFs
4.46K
New
$41.41 - $45.24 $185K - $202K
4.46K $194K
NEE
Nextera Energy Inc

Utilities
2.72K
New
$66.96 - $76.16 $182K - $207K
2.72K $192K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.28K
New
$57.21 - $65.8 $187K - $215K
3.28K $191K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.28K
New
$25.58 - $29.24 $186K - $213K
7.28K $190K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.3K
New
$79.17 - $82.04 $182K - $189K
2.3K $188K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.77K
New
$56.12 - $68.15 $155K - $189K
2.77K $187K
SYK
Stryker Corp

Healthcare
504
New
$355.18 - $399.9 $179K - $202K
504 $187K
BP
Bp PLC

Energy
5.4K
New
$29.93 - $35.31 $162K - $191K
5.4K $182K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.18K
New
$81.62 - $96.63 $178K - $211K
2.18K $181K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.45K
New
$51.45 - $58.51 $178K - $202K
3.45K $178K
IWB
Ishares Tr Russell 1000 ETF

ETFs
571
New
$302.31 - $337.54 $173K - $193K
571 $175K
FTNT
Fortinet, Inc.

Technology
1.78K
New
$92.49 - $114.57 $164K - $203K
1.78K $170K
DKNG
Draft Kings Inc.

Consumer Cyclical
5.05K
New
$33.21 - $53.49 $168K - $270K
5.05K $167K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2.65K
New
$61.23 - $63.33 $162K - $168K
2.65K $166K
BAC
Bank Of America Corp

Financial Services
3.98K
New
$39.61 - $47.74 $157K - $190K
3.98K $165K
RSP
Invesco S&P 500 Equal Weight E

ETFs
943
New
$169.43 - $182.84 $160K - $172K
943 $163K
ZTS
Zoetis Inc.

Healthcare
996
New
$156.48 - $175.67 $156K - $175K
996 $163K
VNQ
Vanguard Specialized Funds Van

ETFs
1.8K
New
$85.55 - $94.34 $154K - $169K
1.8K $162K
VPU
Vanguard Utilities ETF

ETFs
943
New
$161.24 - $173.33 $152K - $163K
943 $161K
AZO
Autozone Inc

Consumer Cyclical
42
New
$3193.96 - $3828.11 $134K - $161K
42 $160K
PGR
Progressive Corp

Financial Services
552
New
$235.61 - $291.22 $130K - $161K
552 $156K
VMC
Vulcan Materials CO

Basic Materials
660
New
$220.9 - $277.54 $146K - $183K
660 $153K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
6.09K
New
$24.66 - $26.1 $150K - $159K
6.09K $151K
HYMU
Blackrock ETF Tr Ii High Yield
6.58K
New
$22.43 - $23.19 $148K - $153K
6.58K $151K
NOW
Service Now, Inc.

Technology
187
New
$783.83 - $1170.39 $147K - $219K
187 $148K
CEG
Constellation Energy Corp

Utilities
734
New
$201.63 - $347.44 $148K - $255K
734 $147K
AMGN
Amgen Inc

Healthcare
472
New
$258.59 - $327.36 $122K - $155K
472 $147K
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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