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
ADM
Archer Daniels Midland CO

Consumer Defensive
1.14K
New
$45.22 - $52.17 $51.7K - $59.6K
1.14K $54K
TSCO
Tractor Supply CO

Consumer Cyclical
984
New
$51.66 - $57.94 $50.8K - $57K
984 $54K
TNL
Travel & Leisure Co.

Consumer Cyclical
1.17K
New
$46.29 - $57.86 $54.3K - $67.9K
1.17K $54K
BMO
Bank Of Montreal

Financial Services
557
New
$94.92 - $104.14 $52.9K - $58K
557 $53K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1K
New
$48.65 - $66.04 $48.7K - $66K
1K $53K
LDOS
Leidos Holdings, Inc.

Technology
400
New
$126.82 - $161.11 $50.7K - $64.4K
400 $53K
CMCSA
Comcast Corp

Communication Services
1.41K
New
$33.19 - $38.23 $46.9K - $54K
1.41K $52K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
997
New
$51.52 - $52.37 $51.4K - $52.2K
997 $52K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
566
New
$91.45 - $91.75 $51.8K - $51.9K
566 $51K
AMAT
Applied Materials Inc

Technology
353
New
$145.06 - $195.51 $51.2K - $69K
353 $51K
ABNB
Airbnb, Inc.

Consumer Cyclical
419
New
$119.38 - $161.42 $50K - $67.6K
419 $50K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
2.16K
New
$22.77 - $24.73 $49.1K - $53.3K
2.16K $50K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
800
New
$61.9 - $66.89 $49.5K - $53.5K
800 $50K
MUB
Ishares National Muni Bond ETF

ETFs
472
New
$104.71 - $107.69 $49.4K - $50.8K
472 $49K
C
Citigroup Inc

Financial Services
699
New
$67.23 - $84.63 $47K - $59.2K
699 $49K
EW
Edwards Lifesciences Corp

Healthcare
689
New
$67.95 - $76.19 $46.8K - $52.5K
689 $49K
CRUS
Cirrus Logic, Inc.

Technology
500
New
$97.89 - $111.4 $48.9K - $55.7K
500 $49K
AME
Ametek Inc

Industrials
279
New
$170.39 - $190.43 $47.5K - $53.1K
279 $48K
TGT
Target Corp

Consumer Defensive
465
New
$103.65 - $142.5 $48.2K - $66.3K
465 $48K
CRM
Salesforce, Inc.

Technology
182
New
$268.36 - $359.95 $48.8K - $65.5K
182 $48K
SHOP
Shopify Inc.

Technology
512
New
$90.59 - $129.31 $46.4K - $66.2K
512 $48K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.66K
New
$25.2 - $68.74 $41.7K - $114K
1.66K $48K
TMUS
T Mobile Us, Inc.

Communication Services
176
New
$211.3 - $272.83 $37.2K - $48K
176 $46K
KMI
Kinder Morgan, Inc.

Energy
1.63K
New
$26.1 - $31.22 $42.4K - $50.7K
1.63K $46K
HBAN
Huntington Bancshares Inc

Financial Services
3.12K
New
$14.28 - $17.39 $44.5K - $54.2K
3.12K $46K
PRU
Prudential Financial Inc

Financial Services
403
New
$105.04 - $122.33 $42.3K - $49.3K
403 $45K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
2K
New
$22.19 - $22.84 $44.4K - $45.7K
2K $44K
ED
Consolidated Edison Inc

Utilities
400
New
$88.0 - $110.59 $35.2K - $44.2K
400 $44K
TXN
Texas Instruments Inc

Technology
231
New
N/A
231 $44K
CL
Colgate Palmolive CO

Consumer Defensive
480
New
$85.68 - $97.5 $41.1K - $46.8K
480 $44K
IBB
Ishares Biotechnology ETF

ETFs
349
New
$127.9 - $140.56 $44.6K - $49.1K
349 $44K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.88K
New
$9.19 - $12.93 $35.6K - $50.2K
3.88K $43K
ROKU
Roku, Inc

Communication Services
622
New
$67.36 - $99.07 $41.9K - $61.6K
622 $43K
CHWY
Chewy, Inc.

Consumer Cyclical
1.35K
New
$31.83 - $39.8 $43K - $53.7K
1.35K $43K
OMC
Omnicom Group Inc.

Communication Services
515
New
$79.43 - $88.34 $40.9K - $45.5K
515 $42K
DHS
Wisdomtree Tr U.S

ETFs
432
New
$91.55 - $99.74 $39.5K - $43.1K
432 $42K
GIS
General Mills Inc

Consumer Defensive
692
New
$57.56 - $65.3 $39.8K - $45.2K
692 $41K
LYV
Live Nation Entertainment, Inc.

Communication Services
320
New
$115.79 - $154.66 $37.1K - $49.5K
320 $41K
TWLO
Twilio Inc

Communication Services
426
New
$94.9 - $148.35 $40.4K - $63.2K
426 $41K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
976
New
$41.35 - $44.46 $40.4K - $43.4K
976 $41K
FAD
First Tr Multi Cap Growth Alph

ETFs
316
New
$125.55 - $147.66 $39.7K - $46.7K
316 $40K
IWD
Ishares Russell 1000 Val ETF

ETFs
216
New
$182.82 - $196.21 $39.5K - $42.4K
216 $40K
ET
Energy Transfer LP

Energy
2.13K
New
$17.26 - $21.08 $36.8K - $44.9K
2.13K $39K
DAL
Delta Air Lines, Inc.

Industrials
909
New
$43.6 - $69.06 $39.6K - $62.8K
909 $39K
SLB
Schlumberger Limited

Energy
951
New
$38.4 - $43.74 $36.5K - $41.6K
951 $39K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
515
New
$71.9 - $77.57 $37K - $39.9K
515 $38K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
500
New
$73.78 - $76.59 $36.9K - $38.3K
500 $38K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
450
New
$78.97 - $85.82 $35.5K - $38.6K
450 $37K
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.36K
New
$9.47 - $11.46 $31.8K - $38.5K
3.36K $36K
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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