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
IWP
Ishares Russell Mid Cap Growth

ETFs
1.23K
New
$114.9 - $139.6 $141K - $171K
1.23K $144K
HUM
Humana Inc

Healthcare
544
New
$249.11 - $303.11 $136K - $165K
544 $143K
FDL
First Tr Morningstar Dividend

ETFs
3.28K
New
$39.69 - $43.83 $130K - $144K
3.28K $142K
CRWD
Crowd Strike Holdings, Inc.

Technology
405
New
$308.86 - $455.36 $125K - $184K
405 $142K
SMR
Nuscale Power Corp

Industrials
9.99K
New
$14.16 - $29.08 $141K - $290K
9.99K $141K
GAL
Ssga Active ETF Tr

ETFs
3.04K
New
$43.75 - $45.8 $133K - $139K
3.04K $136K
MU
Micron Technology Inc

Technology
1.56K
New
$86.89 - $109.38 $135K - $170K
1.56K $135K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.28K
New
$55.47 - $61.45 $126K - $140K
2.28K $134K
CSCO
Cisco Systems, Inc.

Technology
2.18K
New
$58.74 - $64.87 $128K - $142K
2.18K $134K
FIW
First Trust Water ETF

ETFs
1.32K
New
$99.48 - $106.74 $131K - $140K
1.32K $132K
IDU
Ishares Tr U S Utils ETF

ETFs
1.24K
New
$95.33 - $102.77 $119K - $128K
1.24K $126K
TJX
Tjx Companies Inc

Consumer Cyclical
1.03K
New
$112.81 - $126.16 $116K - $130K
1.03K $125K
IYK
Ishares U.S. Consumer Staples

ETFs
1.76K
New
$63.29 - $71.8 $111K - $126K
1.76K $125K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.44K
New
$49.22 - $51.73 $120K - $126K
2.44K $123K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.47K
New
$80.73 - $94.96 $119K - $139K
1.47K $121K
PFE
Pfizer Inc

Healthcare
4.79K
New
$25.01 - $27.13 $120K - $130K
4.79K $121K
PANW
Palo Alto Networks Inc

Technology
698
New
$167.82 - $208.28 $117K - $145K
698 $119K
CLX
Clorox CO

Consumer Defensive
813
New
$141.76 - $162.89 $115K - $132K
813 $119K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.25K
New
$94.86 - $97.12 $118K - $121K
1.25K $118K
NFLX
Netflix Inc

Communication Services
125
New
$828.4 - $1058.6 $104K - $132K
125 $116K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.18K
New
$95.85 - $99.25 $113K - $117K
1.18K $116K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
8K
New
$12.61 - $14.92 $101K - $119K
8K $114K
BMY
Bristol Myers Squibb CO

Healthcare
1.86K
New
$53.9 - $63.11 $100K - $117K
1.86K $113K
DDOG
Datadog, Inc.

Technology
1.15K
New
$98.68 - $151.89 $113K - $174K
1.15K $113K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
3.2K
New
$34.58 - $38.65 $111K - $124K
3.2K $112K
QCOM
Qualcomm Inc

Technology
725
New
$151.94 - $175.86 $110K - $127K
725 $111K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.59K
New
$18.36 - $20.51 $103K - $115K
5.59K $110K
JCI
Johnson Controls International PLC

Industrials
1.38K
New
$76.12 - $90.6 $105K - $125K
1.38K $110K
FDX
Fedex Corp

Industrials
453
New
$230.33 - $281.53 $104K - $128K
453 $110K
TMO
Thermo Fisher Scientific Inc.

Healthcare
221
New
$497.6 - $606.74 $110K - $134K
221 $109K
VOE
Vanguard Mid Cap Value Index F

ETFs
670
New
$156.61 - $168.02 $105K - $113K
670 $107K
NVO
Novo Nordisk A S

Healthcare
1.53K
New
$69.3 - $90.95 $106K - $139K
1.53K $106K
HOLX
Hologic Inc

Healthcare
1.73K
New
$60.7 - $73.77 $105K - $127K
1.73K $106K
VDE
Vanguard Energy ETF

ETFs
811
New
$119.14 - $132.76 $96.6K - $108K
811 $105K
QUAL
Ishares Msci Usa Quality Facto

ETFs
620
New
$168.16 - $186.21 $104K - $115K
620 $105K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.61K
New
$65.15 - $91.81 $105K - $147K
1.61K $104K
AVGO
Broadcom Inc.

Technology
619
New
$167.43 - $244.7 $104K - $151K
619 $103K
VLO
Valero Energy Corp

Energy
754
New
$121.76 - $142.99 $91.8K - $108K
754 $99K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.45K
New
$63.77 - $71.36 $92.2K - $103K
1.45K $99K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.91K
New
$48.65 - $53.06 $92.7K - $101K
1.91K $98K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.57K
New
$62.72 - $71.92 $98.3K - $113K
1.57K $98K
IHF
Ishares Tr

ETFs
1.85K
New
$47.84 - $53.21 $88.3K - $98.2K
1.85K $97K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.17K
New
$81.1 - $94.7 $95.2K - $111K
1.17K $95K
IJS
Ishares S&P Smallcap 600 Value

ETFs
972
New
$96.3 - $112.23 $93.6K - $109K
972 $94K
ADBE
Adobe Inc.

Technology
241
New
$377.84 - $464.11 $91.1K - $112K
241 $92K
ADP
Automatic Data Processing Inc

Industrials
301
New
$286.85 - $318.64 $86.3K - $95.9K
301 $91K
RPM
Rpm International Inc

Basic Materials
786
New
$114.03 - $128.31 $89.6K - $101K
786 $90K
FIS
Fidelity National Information Services, Inc.

Technology
1.2K
New
$68.12 - $83.42 $81.6K - $99.9K
1.2K $89K
EXC
Exelon Corp

Utilities
1.94K
New
$37.3 - $46.08 $72.4K - $89.5K
1.94K $89K
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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