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
AM
Antero Midstream Corp

Energy
66
New
$15.47 - $18.04 $1.02K - $1.19K
66 $1K
SFL
Sfl Corp Ltd.

Industrials
122
New
$8.11 - $11.12 $989 - $1.36K
122 $1K
LOGI
Logitech International S.A.

Technology
12
New
$81.64 - $105.06 $980 - $1.26K
12 $1K
OXY
Occidental Petroleum Corp

Energy
21
New
$45.45 - $52.7 $954 - $1.11K
21 $1K
SONY
Sony Group Corp

Technology
40
New
$19.88 - $25.64 $795 - $1.03K
40 $1K
SQ
Block, Inc.

Technology
19
New
$54.04 - $92.95 $1.03K - $1.77K
19 $1K
CTSH
Cognizant Technology Solutions Corp

Technology
14
New
$75.32 - $90.7 $1.05K - $1.27K
14 $1K
RIO
Rio Tinto PLC

Basic Materials
18
New
$58.19 - $64.29 $1.05K - $1.16K
18 $1K
INN
Summit Hotel Properties, Inc.

Real Estate
202
New
$5.4 - $6.84 $1.09K - $1.38K
202 $1K
CINF
Cincinnati Financial Corp

Financial Services
8
New
$133.67 - $147.81 $1.07K - $1.18K
8 $1K
BFH
Bread Financial Holdings, Inc.

Financial Services
29
New
$46.51 - $65.07 $1.35K - $1.89K
29 $1K
QS
Quantum Scape Corp

Consumer Cyclical
272
New
$4.15 - $6.58 $1.13K - $1.79K
272 $1K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
78
New
$14.19 - $15.67 $1.11K - $1.22K
78 $1K
VTRS
Viatris Inc

Healthcare
129
New
$8.68 - $12.42 $1.12K - $1.6K
129 $1K
Proshares Tr Ii
8
New
N/A
8 $0
GSIT
Gsi Technology Inc

Technology
344
New
$2.03 - $3.95 $698 - $1.36K
344 $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9
New
$76.94 - $78.28 $692 - $705
9 $0
Fidelity Wise Origin Bitcoin
10
New
N/A
10 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
58
New
$10.61 - $16.49 $615 - $956
58 $0
DINO
Hf Sinclair Corp

Energy
22
New
$30.66 - $38.48 $675 - $847
22 $0
TDOC
Teladoc Health, Inc.

Healthcare
92
New
$7.96 - $14.33 $732 - $1.32K
92 $0
DHC
Diversified Healthcare Trust

Real Estate
285
New
$2.04 - $2.83 $581 - $807
285 $0
BLDE
Blade Air Mobility, Inc.

Industrials
247
New
$2.73 - $4.91 $674 - $1.21K
247 $0
ABOS
Acumen Pharmaceuticals, Inc.

Healthcare
598
New
$1.1 - $1.9 $658 - $1.14K
598 $0
AINV
Apollo Investment Corp

Financial Services
48
New
N/A
48 $0
EXR
Extra Space Storage Inc.

Real Estate
4
New
$143.8 - $161.28 $575 - $645
4 $0
CGEN
Compugen LTD

Healthcare
400
New
$1.46 - $2.57 $584 - $1.03K
400 $0
LAB
Standard Biotools Inc.

Healthcare
530
New
$1.01 - $2.06 $535 - $1.09K
530 $0
KHC
Kraft Heinz CO

Consumer Defensive
19
New
$28.51 - $32.22 $542 - $612
19 $0
RPV
Invesco Exchange Traded Fd Tr

ETFs
6
New
$89.33 - $95.17 $536 - $571
6 $0
HYD
Vaneck High Yield Muni ETF

ETFs
10
New
$50.79 - $52.53 $508 - $525
10 $0
ENVX
Enovix Corp

Industrials
100
New
$7.21 - $14.33 $721 - $1.43K
100 $0
Amc Entmt Hldgs Inc
272
New
N/A
272 $0
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
3
New
$272.79 - $355.88 $818 - $1.07K
3 $0
JLL
Jones Lang Lasalle Inc

Real Estate
4
New
$238.0 - $284.76 $952 - $1.14K
4 $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
New
$208.48 - $244.03 $834 - $976
4 $0
OLN
Olin Corp

Basic Materials
40
New
$23.36 - $34.41 $934 - $1.38K
40 $0
Flagstar Financial Inc
83
New
N/A
83 $0
Doubleline ETF Trust
34
New
N/A
34 $0
FIVN
Five9, Inc.

Technology
35
New
$27.15 - $42.82 $950 - $1.5K
35 $0
ITCI
Intra Cellular Therapies, Inc.

Healthcare
7
New
$81.78 - $131.92 $572 - $923
7 $0
MATV
Schweitzer Mauduit International Inc

Basic Materials
148
New
$5.67 - $10.97 $839 - $1.62K
148 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
New
$175.5 - $209.86 $878 - $1.05K
5 $0
ALK
Alaska Air Group, Inc.

Industrials
18
New
$49.22 - $76.6 $886 - $1.38K
18 $0
CDXS
Codexis, Inc.

Healthcare
325
New
$2.53 - $5.43 $822 - $1.76K
325 $0
EA
Electronic Arts Inc.

Communication Services
6
New
$116.53 - $146.29 $699 - $878
6 $0
BZH
Beazer Homes Usa Inc

Consumer Cyclical
40
New
$20.27 - $28.57 $811 - $1.14K
40 $0
Coherent Corp
13
New
N/A
13 $0
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
32
New
$24.88 - $26.85 $796 - $859
32 $0
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
Track This Portfolio

Track N.E.W. Advisory Services LLC Portfolio

Follow N.E.W. Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email