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
SNY
Sanofi

Healthcare
74
New
$48.15 - $59.42 $3.56K - $4.4K
74 $4K
CME
Cme Group Inc.

Financial Services
12
New
$225.82 - $266.54 $2.71K - $3.2K
12 $3K
PKG
Packaging Corp Of America

Consumer Cyclical
16
New
$192.03 - $242.13 $3.07K - $3.87K
16 $3K
CRL
Charles River Laboratories International, Inc.

Healthcare
21
New
$150.52 - $190.14 $3.16K - $3.99K
21 $3K
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
56
New
$54.56 - $64.66 $3.06K - $3.62K
56 $3K
IGF
Ishares Global Infrastructure

ETFs
59
New
$51.96 - $54.84 $3.07K - $3.24K
59 $3K
AI
C3.Ai, Inc.

Technology
148
New
$20.92 - $36.93 $3.1K - $5.47K
148 $3K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
36
New
$73.71 - $87.55 $2.65K - $3.15K
36 $3K
CI
Cigna Corp

Healthcare
11
New
$274.49 - $329.0 $3.02K - $3.62K
11 $3K
HRTX
Heron Therapeutics, Inc.

Healthcare
1.62K
New
$1.47 - $2.55 $2.38K - $4.13K
1.62K $3K
FOXA
Fox Corp

Communication Services
69
New
$47.9 - $58.0 $3.31K - $4K
69 $3K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
26
New
$132.75 - $177.12 $3.45K - $4.61K
26 $3K
INSP
Inspire Medical Systems, Inc.

Healthcare
25
New
$157.24 - $215.42 $3.93K - $5.39K
25 $3K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
800
New
$3.88 - $4.37 $3.1K - $3.5K
800 $3K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
5.51K
New
$0.6 - $1.22 $3.31K - $6.73K
5.51K $3K
AOM
Ishares Tr Core Moderate Alloc

ETFs
70
New
$42.93 - $44.71 $3.01K - $3.13K
70 $3K
CALX
Calix, Inc

Technology
85
New
$29.4 - $42.17 $2.5K - $3.58K
85 $3K
AKAM
Akamai Technologies Inc

Technology
35
New
N/A
35 $3K
WIX
Wix.Com Ltd.

Technology
20
New
$163.38 - $246.76 $3.27K - $4.94K
20 $3K
DFAT
Dimensional ETF Tr U S Target

ETFs
62
New
$50.44 - $58.1 $3.13K - $3.6K
62 $3K
PLUG
Plug Power Inc

Industrials
2.25K
New
$1.34 - $3.15 $3.02K - $7.09K
2.25K $3K
AIT
Applied Industrial Technologies Inc

Industrials
9
New
$218.93 - $269.18 $1.97K - $2.42K
9 $2K
LPG
Dorian Lpg Ltd.

Energy
90
New
$19.88 - $27.03 $1.79K - $2.43K
90 $2K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
367
New
$7.15 - $8.48 $2.62K - $3.11K
367 $2K
KR
Kroger CO

Consumer Defensive
35
New
$58.36 - $67.72 $2.04K - $2.37K
35 $2K
CSGP
Costar Group, Inc.

Real Estate
30
New
$69.29 - $80.37 $2.08K - $2.41K
30 $2K
STM
St Microelectronics N.V.

Technology
100
New
$21.64 - $28.22 $2.16K - $2.82K
100 $2K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
40
New
$51.39 - $57.43 $2.06K - $2.3K
40 $2K
MSI
Motorola Solutions, Inc.

Technology
5
New
$411.73 - $482.1 $2.06K - $2.41K
5 $2K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
75
New
$28.64 - $32.91 $2.15K - $2.47K
75 $2K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
22
New
$87.68 - $94.52 $1.93K - $2.08K
22 $2K
JEF
Jefferies Financial Group Inc.

Financial Services
40
New
$52.22 - $81.31 $2.09K - $3.25K
40 $2K
SSB
South State Corp

Financial Services
23
New
$89.4 - $108.33 $2.06K - $2.49K
23 $2K
ELDN
Eledon Pharmaceuticals, Inc.

Healthcare
626
New
$3.35 - $4.83 $2.1K - $3.02K
626 $2K
AVAV
Aero Vironment Inc

Industrials
20
New
$119.19 - $186.12 $2.38K - $3.72K
20 $2K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
23
New
$97.25 - $104.79 $2.24K - $2.41K
23 $2K
UTHR
United Therapeutics Corp

Healthcare
8
New
$304.42 - $380.78 $2.44K - $3.05K
8 $2K
HPE
Hewlett Packard Enterprise CO

Technology
189
New
$14.77 - $24.42 $2.79K - $4.62K
189 $2K
MLI
Mueller Industries Inc

Industrials
38
New
$76.14 - $82.67 $2.89K - $3.14K
38 $2K
OKE
Oneok Inc

Energy
29
New
$89.57 - $109.85 $2.6K - $3.19K
29 $2K
KD
Kyndryl Holdings, Inc.

Technology
91
New
$31.32 - $43.45 $2.85K - $3.95K
91 $2K
PWR
Quanta Services, Inc.

Industrials
11
New
$236.71 - $358.03 $2.6K - $3.94K
11 $2K
POWW
Ammo, Inc.

Industrials
2K
New
$1.17 - $1.88 $2.34K - $3.76K
2K $2K
CTSO
Cytosorbents Corp

Healthcare
2.72K
New
$0.89 - $1.3 $2.42K - $3.54K
2.72K $2K
CNQ
Canadian Natural Resources LTD

Energy
88
New
$26.72 - $32.74 $2.35K - $2.88K
88 $2K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
52
New
$49.67 - $51.43 $2.58K - $2.67K
52 $2K
HOG
Harley Davidson, Inc.

Consumer Cyclical
105
New
$24.13 - $30.02 $2.53K - $3.15K
105 $2K
CDNS
Cadence Design Systems Inc

Technology
10
New
$233.96 - $324.52 $2.34K - $3.25K
10 $2K
LMND
Lemonade, Inc.

Financial Services
80
New
$30.77 - $38.56 $2.46K - $3.08K
80 $2K
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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