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
GBF
Ishares Tr

ETFs
60
New
$101.08 - $104.63 $6.06K - $6.28K
60 $6K
IFRA
Ishares Tr

ETFs
140
New
$44.8 - $49.25 $6.27K - $6.9K
140 $6K
GLOB
Globant S.A.

Technology
55
New
$117.72 - $228.73 $6.47K - $12.6K
55 $6K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
32
New
$196.12 - $229.48 $6.28K - $7.34K
32 $6K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
30
New
$211.47 - $267.17 $6.34K - $8.02K
30 $6K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
100
New
N/A
100 $6K
MBWM
Mercantile Bank Corp

Financial Services
150
New
$41.69 - $51.79 $6.25K - $7.77K
150 $6K
DTM
Dt Midstream, Inc.

Energy
72
New
$86.95 - $113.75 $6.26K - $8.19K
72 $6K
QTEC
First Trust Nasdaq 100 Technol

ETFs
40
New
$173.56 - $210.67 $6.94K - $8.43K
40 $6K
XLC
Select Sector Spdr Tr Communic

ETFs
68
New
$94.84 - $105.31 $6.45K - $7.16K
68 $6K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
81
New
$69.87 - $75.62 $5.66K - $6.13K
81 $5K
UNP
Union Pacific Corp

Industrials
25
New
$225.21 - $254.42 $5.63K - $6.36K
25 $5K
EWC
Ishares Msci Canada ETF

ETFs
146
New
$39.3 - $42.52 $5.74K - $6.21K
146 $5K
TSN
Tyson Foods, Inc.

Consumer Defensive
79
New
$54.27 - $63.81 $4.29K - $5.04K
79 $5K
AMED
Amedisys Inc

Healthcare
63
New
$90.44 - $92.9 $5.7K - $5.85K
63 $5K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
124
New
$44.68 - $46.49 $5.54K - $5.76K
124 $5K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
1.81K
New
$2.86 - $9.78 $5.18K - $17.7K
1.81K $5K
LSCC
Lattice Semiconductor Corp

Technology
100
New
$52.45 - $68.78 $5.25K - $6.88K
100 $5K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
173
New
$30.46 - $36.6 $5.27K - $6.33K
173 $5K
THO
Thor Industries Inc

Consumer Cyclical
71
New
$75.81 - $105.39 $5.38K - $7.48K
71 $5K
MCK
Mckesson Corp

Healthcare
8
New
$566.21 - $672.99 $4.53K - $5.38K
8 $5K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
118
New
$49.25 - $50.66 $5.81K - $5.98K
118 $5K
BC
Brunswick Corp

Consumer Cyclical
100
New
$53.49 - $70.51 $5.35K - $7.05K
100 $5K
TRU
Trans Union

Industrials
65
New
$80.45 - $100.25 $5.23K - $6.52K
65 $5K
CFG
Citizens Financial Group Inc

Financial Services
132
New
$39.73 - $48.36 $5.24K - $6.38K
132 $5K
USCI
United States Commodity Index Funds Trust

ETFs
76
New
$66.48 - $72.3 $5.05K - $5.49K
76 $5K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
15
New
$314.47 - $431.35 $4.72K - $6.47K
15 $5K
PEG
Public Service Enterprise Group Inc

Utilities
68
New
$78.2 - $90.39 $5.32K - $6.15K
68 $5K
NTR
Nutrien Ltd.

Basic Materials
113
New
$45.28 - $53.84 $5.12K - $6.08K
113 $5K
PAYC
Paycom Software, Inc.

Technology
26
New
$199.42 - $225.82 $5.18K - $5.87K
26 $5K
DRIV
Global X Fds Global X Autonomo

ETFs
271
New
$21.14 - $24.23 $5.73K - $6.57K
271 $5K
RGEN
Repligen Corp

Healthcare
40
New
$127.24 - $174.24 $5.09K - $6.97K
40 $5K
WEN
Wendy'S CO

Consumer Cyclical
288
New
$14.17 - $16.17 $4.08K - $4.66K
288 $4K
BZUN
Baozun Inc.

Consumer Cyclical
1.59K
New
$2.71 - $3.81 $4.31K - $6.06K
1.59K $4K
EPR
Epr Properties

Real Estate
83
New
$43.98 - $53.81 $3.65K - $4.47K
83 $4K
PINS
Pinterest, Inc.

Communication Services
141
New
$29.79 - $40.0 $4.2K - $5.64K
141 $4K
UTSI
Utstarcom Holdings Corp.

Technology
1.75K
New
$2.32 - $2.96 $4.06K - $5.18K
1.75K $4K
GRAB
Grab Holdings LTD

Technology
1K
New
$4.12 - $5.34 $4.12K - $5.34K
1K $4K
JETS
ETF Ser Solutions U S Global J

ETFs
221
New
$20.77 - $26.81 $4.59K - $5.93K
221 $4K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
177
New
$25.27 - $28.3 $4.47K - $5.01K
177 $4K
QSI
Quantum Si Inc

Healthcare
3.85K
New
$1.14 - $4.29 $4.39K - $16.5K
3.85K $4K
ZM
Zoom Video Communications, Inc.

Technology
63
New
$72.23 - $88.64 $4.55K - $5.58K
63 $4K
GNRC
Generac Holdings Inc.

Industrials
37
New
$126.65 - $164.06 $4.69K - $6.07K
37 $4K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
210
New
$17.15 - $21.07 $3.6K - $4.42K
210 $4K
WTFC
Wintrust Financial Corp

Financial Services
44
New
$107.76 - $136.92 $4.74K - $6.02K
44 $4K
REZI
Resideo Technologies, Inc.

Industrials
239
New
$16.92 - $23.77 $4.04K - $5.68K
239 $4K
AVTR
Avantor, Inc.

Basic Materials
250
New
$15.5 - $22.57 $3.88K - $5.64K
250 $4K
APA
Apa Corp

Energy
200
New
$18.54 - $25.45 $3.71K - $5.09K
200 $4K
FITE
Spdr S&P Kensho Future Securit

ETFs
65
New
$62.08 - $72.57 $4.04K - $4.72K
65 $4K
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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