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
WULF
Terawulf Inc.

Financial Services
920
New
$2.73 - $6.82 $2.51K - $6.27K
920 $2K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
79
New
$25.21 - $26.38 $1.99K - $2.08K
79 $2K
BOTZ
Global X Fds

ETFs
76
New
$28.46 - $34.53 $2.16K - $2.62K
76 $2K
DADA
Dada Nexus LTD

Consumer Cyclical
700
New
$1.22 - $1.92 $854 - $1.34K
700 $1K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
7
New
$186.55 - $250.04 $1.31K - $1.75K
7 $1K
AVRE
American Centy ETF Tr Avantis
29
New
$40.62 - $44.31 $1.18K - $1.28K
29 $1K
SNAP
Snap Inc

Communication Services
163
New
$8.37 - $12.57 $1.36K - $2.05K
163 $1K
DOCU
Docusign, Inc.

Technology
15
New
$74.7 - $97.7 $1.12K - $1.47K
15 $1K
USFD
Us Foods Holding Corp.

Consumer Defensive
22
New
$63.38 - $72.02 $1.39K - $1.58K
22 $1K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
26
New
$54.9 - $62.36 $1.43K - $1.62K
26 $1K
OGN
Organon & Co.

Healthcare
81
New
$14.29 - $16.41 $1.16K - $1.33K
81 $1K
HAL
Halliburton CO

Energy
60
New
$24.15 - $29.9 $1.45K - $1.79K
60 $1K
LUMN
Lumen Technologies, Inc.

Communication Services
355
New
$3.92 - $5.92 $1.39K - $2.1K
355 $1K
AVNS
Avanos Medical, Inc.

Healthcare
97
New
$13.95 - $17.45 $1.35K - $1.69K
97 $1K
UAA
Under Armour, Inc.

Consumer Cyclical
200
New
$6.25 - $8.66 $1.25K - $1.73K
200 $1K
INSM
Insmed Inc

Healthcare
17
New
$65.25 - $83.83 $1.11K - $1.43K
17 $1K
SKYW
Skywest Inc

Industrials
15
New
$81.46 - $120.92 $1.22K - $1.81K
15 $1K
APP
App Lovin Corp

Technology
5
New
$238.08 - $510.13 $1.19K - $2.55K
5 $1K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2
New
$634.14 - $744.83 $1.27K - $1.49K
2 $1K
FDUS
Fidus Investment Corp

Financial Services
62
New
$20.39 - $23.37 $1.26K - $1.45K
62 $1K
EBAY
Ebay Inc

Consumer Cyclical
20
New
$61.61 - $70.93 $1.23K - $1.42K
20 $1K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
12
New
$98.98 - $113.18 $1.19K - $1.36K
12 $1K
AAL
American Airlines Group Inc.

Industrials
130
New
N/A
130 $1K
VGLT
Vanguard Long Term Treasury Et

ETFs
24
New
$53.99 - $58.43 $1.3K - $1.4K
24 $1K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
142
New
$10.53 - $11.08 $1.5K - $1.57K
142 $1K
UI
Ubiquiti Inc.

Technology
5
New
$300.93 - $431.11 $1.5K - $2.16K
5 $1K
AXON
Axon Enterprise, Inc.

Industrials
3
New
$496.65 - $710.01 $1.49K - $2.13K
3 $1K
CDE
Coeur Mining, Inc.

Basic Materials
300
New
$5.02 - $7.29 $1.51K - $2.19K
300 $1K
USAU
U.S. Gold Corp.

Basic Materials
200
New
$5.89 - $10.94 $1.18K - $2.19K
200 $1K
CHKP
Check Point Software Technologies LTD

Technology
8
New
$179.88 - $231.31 $1.44K - $1.85K
8 $1K
WSFS
Wsfs Financial Corp

Financial Services
36
New
$49.95 - $59.33 $1.8K - $2.14K
36 $1K
CMI
Cummins Inc

Industrials
6
New
$312.92 - $386.07 $1.88K - $2.32K
6 $1K
DEO
Diageo PLC

Consumer Defensive
18
New
$104.79 - $126.12 $1.89K - $2.27K
18 $1K
MFC
Manulife Financial Corp

Financial Services
62
New
$28.41 - $31.82 $1.76K - $1.97K
62 $1K
GHC
Graham Holdings CO

Consumer Defensive
2
New
$854.34 - $983.77 $1.71K - $1.97K
2 $1K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
86
New
$21.73 - $23.02 $1.87K - $1.98K
86 $1K
ILMN
Illumina, Inc.

Healthcare
25
New
$79.34 - $144.22 $1.98K - $3.61K
25 $1K
WSBF
Waterstone Financial, Inc.

Financial Services
127
New
$12.11 - $14.75 $1.54K - $1.87K
127 $1K
ODFL
Old Dominion Freight Line, Inc.

Industrials
12
New
$161.13 - $209.29 $1.93K - $2.51K
12 $1K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
38
New
$36.63 - $37.45 $1.39K - $1.42K
38 $1K
SPTL
Spdr Portfolio Long Term Treas

ETFs
58
New
$25.54 - $27.64 $1.48K - $1.6K
58 $1K
NWSA
News Corp

Communication Services
44
New
$26.29 - $30.49 $1.16K - $1.34K
44 $1K
TRGP
Targa Resources Corp.

Energy
8
New
$178.44 - $217.22 $1.43K - $1.74K
8 $1K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
13
New
$120.07 - $144.17 $1.56K - $1.87K
13 $1K
CNX
Cnx Resources Corp

Energy
52
New
$27.38 - $37.32 $1.42K - $1.94K
52 $1K
LPX
Louisiana Pacific Corp

Industrials
18
New
$89.37 - $118.15 $1.61K - $2.13K
18 $1K
KRE
Spdr S&P Regional Banking ETF

ETFs
35
New
$55.11 - $65.5 $1.93K - $2.29K
35 $1K
OGE
Oge Energy Corp.

Utilities
37
New
$39.76 - $46.32 $1.47K - $1.71K
37 $1K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
28
New
$66.9 - $71.57 $1.87K - $2K
28 $1K
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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