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
IBKR
Interactive Brokers Group, Inc.

Financial Services
158
New
$161.03 - $235.53 $25.4K - $37.2K
158 $26K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
603
New
$42.18 - $45.16 $25.4K - $27.2K
603 $26K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
2.34K
New
$11.4 - $11.96 $26.7K - $28K
2.34K $26K
FE
Firstenergy Corp

Utilities
666
New
$37.95 - $43.5 $25.3K - $29K
666 $26K
CNP
Centerpoint Energy Inc

Utilities
700
New
$30.87 - $36.25 $21.6K - $25.4K
700 $25K
INTC
Intel Corp

Technology
1.11K
New
$19.1 - $27.39 $21.1K - $30.3K
1.11K $25K
DELL
Dell Technologies Inc.

Technology
281
New
$90.34 - $124.66 $25.4K - $35K
281 $25K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
90
New
$283.06 - $421.16 $25.5K - $37.9K
90 $25K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
290
New
N/A
290 $24K
ACIW
Aci Worldwide, Inc.

Technology
450
New
$50.38 - $57.35 $22.7K - $25.8K
450 $24K
VTWO
Vanguard Russell 2000 ETF

ETFs
301
New
$80.08 - $92.93 $24.1K - $28K
301 $24K
GWW
W.W. Grainger, Inc.

Industrials
25
New
$953.54 - $1132.42 $23.8K - $28.3K
25 $24K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1K
New
$22.83 - $23.75 $22.8K - $23.8K
1K $23K
GUNR
Flexshares Tr Morningstar Glob

ETFs
607
New
$36.6 - $39.56 $22.2K - $24K
607 $23K
NVS
Novartis Ag

Healthcare
214
New
$97.14 - $115.57 $20.8K - $24.7K
214 $23K
SNOW
Snowflake Inc.

Technology
163
New
$146.16 - $192.78 $23.8K - $31.4K
163 $23K
CTVA
Corteva, Inc.

Basic Materials
380
New
$55.94 - $66.15 $21.3K - $25.1K
380 $23K
HPQ
Hp Inc

Technology
807
New
$27.69 - $34.72 $22.3K - $28K
807 $22K
NOC
Northrop Grumman Corp

Industrials
43
New
$433.45 - $513.82 $18.6K - $22.1K
43 $22K
TTWO
Take Two Interactive Software Inc

Communication Services
110
New
$178.61 - $217.95 $19.6K - $24K
110 $22K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
2.12K
New
$10.43 - $10.86 $22.1K - $23K
2.12K $22K
XLP
Consumer Staples Sector Spdr

ETFs
297
New
N/A
297 $22K
VOOV
Vanguard S&P 500 Value ETF

ETFs
122
New
$179.71 - $192.06 $21.9K - $23.4K
122 $22K
WMB
Williams Companies, Inc.

Energy
353
New
$54.02 - $61.09 $19.1K - $21.6K
353 $21K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
424
New
$50.72 - $50.92 $21.5K - $21.6K
424 $21K
HWM
Howmet Aerospace Inc.

Industrials
166
New
$110.79 - $139.39 $18.4K - $23.1K
166 $21K
NDSN
Nordson Corp

Industrials
109
New
$200.12 - $224.07 $21.8K - $24.4K
109 $21K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
362
New
$58.32 - $65.09 $21.1K - $23.6K
362 $21K
JPIN
Jp Morgan Diversified Return I

ETFs
365
New
$52.75 - $58.91 $19.3K - $21.5K
365 $20K
SCI
Service Corp International

Consumer Cyclical
260
New
$75.99 - $84.16 $19.8K - $21.9K
260 $20K
PHM
Pultegroup Inc

Consumer Cyclical
201
New
$101.09 - $118.51 $20.3K - $23.8K
201 $20K
KEY
Keycorp

Financial Services
1.28K
New
$15.15 - $18.3 $19.4K - $23.4K
1.28K $20K
HIG
Hartford Financial Services Group, Inc.

Financial Services
163
New
$106.31 - $123.73 $17.3K - $20.2K
163 $20K
DD
Du Pont De Nemours, Inc.

Basic Materials
268
New
$72.7 - $84.32 $19.5K - $22.6K
268 $20K
AVXL
Anavex Life Sciences Corp.

Healthcare
2.29K
New
$7.85 - $13.46 $18K - $30.9K
2.29K $19K
GII
Spdr S&P Global Infrasture ETF

ETFs
319
New
$58.92 - $62.25 $18.8K - $19.9K
319 $19K
BUR
Burford Capital LTD

Financial Services
1.5K
New
$12.5 - $15.6 $18.8K - $23.4K
1.5K $19K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
216
New
$90.0 - $96.32 $19.4K - $20.8K
216 $19K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
400
New
$49.36 - $53.08 $19.7K - $21.2K
400 $19K
U
Unity Software Inc.

Technology
1.02K
New
$19.44 - $28.34 $19.8K - $28.9K
1.02K $19K
ROL
Rollins Inc

Consumer Cyclical
370
New
$45.65 - $54.03 $16.9K - $20K
370 $19K
RC
Ready Capital Corp

Real Estate
3.58K
New
$4.9 - $7.05 $17.5K - $25.2K
3.58K $18K
TFC
Truist Financial Corp

Financial Services
443
New
$39.48 - $48.15 $17.5K - $21.3K
443 $18K
ROK
Rockwell Automation, Inc

Industrials
71
New
$255.29 - $303.75 $18.1K - $21.6K
71 $18K
STZ
Constellation Brands, Inc.

Consumer Defensive
100
New
$161.05 - $222.93 $16.1K - $22.3K
100 $18K
ANSS
Ansys Inc

Technology
58
New
$316.56 - $360.36 $18.4K - $20.9K
58 $18K
BK
Bank Of New York Mellon Corp

Financial Services
220
New
$75.42 - $88.95 $16.6K - $19.6K
220 $18K
HYG
Ishares Tr

ETFs
237
New
$78.51 - $80.11 $18.6K - $19K
237 $18K
MCHP
Microchip Technology Inc

Technology
372
New
$48.41 - $64.3 $18K - $23.9K
372 $18K
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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