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
VEEV
Veeva Systems Inc

Healthcare
80
New
$210.58 - $246.8 $16.8K - $19.7K
80 $18K
PAYX
Paychex Inc

Industrials
116
New
$136.06 - $154.52 $15.8K - $17.9K
116 $17K
LPLA
Lpl Financial Holdings Inc.

Financial Services
54
New
$308.87 - $383.33 $16.7K - $20.7K
54 $17K
MTW
Manitowoc CO Inc

Industrials
2.01K
New
$8.4 - $12.16 $16.9K - $24.4K
2.01K $17K
TM
Toyota Motor Corp

Consumer Cyclical
100
New
$176.53 - $195.35 $17.7K - $19.5K
100 $17K
DFUS
Dimensional ETF Tr U S Equity

ETFs
290
New
$59.61 - $66.71 $17.3K - $19.3K
290 $17K
CHE
Chemed Corp

Healthcare
28
New
$521.84 - $615.32 $14.6K - $17.2K
28 $17K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
134
New
$126.86 - $146.45 $17K - $19.6K
134 $17K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
188
New
$87.72 - $111.91 $16.5K - $21K
188 $17K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
298
New
$53.81 - $62.59 $16K - $18.7K
298 $16K
OTTR
Otter Tail Corp

Utilities
200
New
$72.43 - $83.38 $14.5K - $16.7K
200 $16K
GPN
Global Payments Inc

Industrials
164
New
$92.18 - $113.03 $15.1K - $18.5K
164 $16K
SPOT
Spotify Technology S.A.

Communication Services
30
New
$457.79 - $648.32 $13.7K - $19.4K
30 $16K
BME
Black Rock Health Sciences Trust

Financial Services
420
New
$37.49 - $41.0 $15.7K - $17.2K
420 $16K
WY
Weyerhaeuser CO

Real Estate
551
New
$27.29 - $31.39 $15K - $17.3K
551 $16K
FHI
Federated Hermes, Inc.

Financial Services
400
New
$37.58 - $41.51 $15K - $16.6K
400 $16K
ITA
Ishares Tr

ETFs
100
New
$144.84 - $159.5 $14.5K - $16K
100 $15K
RDVT
Red Violet, Inc.

Technology
410
New
$33.88 - $43.16 $13.9K - $17.7K
410 $15K
SNPS
Synopsys Inc

Technology
35
New
$428.58 - $551.54 $15K - $19.3K
35 $15K
IOO
Ishares Tr Global 100 ETF

ETFs
156
New
$96.2 - $105.12 $15K - $16.4K
156 $15K
SBUX
Starbucks Corp

Consumer Cyclical
162
New
$91.75 - $115.81 $14.9K - $18.8K
162 $15K
STX
Seagate Technology Holdings PLC

Technology
186
New
$84.92 - $108.42 $15.8K - $20.2K
186 $15K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
229
New
$65.44 - $70.64 $15K - $16.2K
229 $15K
TER
Teradyne, Inc

Technology
183
New
$82.6 - $140.0 $15.1K - $25.6K
183 $15K
INTU
Intuit Inc

Technology
25
New
$555.63 - $630.23 $13.9K - $15.8K
25 $15K
SD
Sandridge Energy Inc

Energy
1.35K
New
$10.94 - $12.67 $14.8K - $17.1K
1.35K $15K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
27
New
$522.96 - $601.18 $14.1K - $16.2K
27 $14K
PWB
Invesco Exchange Traded Fd Tr

ETFs
156
New
$94.5 - $110.71 $14.7K - $17.3K
156 $14K
JKHY
Henry Jack & Associates Inc

Technology
82
New
$166.47 - $191.28 $13.7K - $15.7K
82 $14K
RUM
Rumble Inc.

Technology
2.1K
New
$7.07 - $13.77 $14.8K - $28.8K
2.1K $14K
POOL
Pool Corp

Industrials
46
New
$314.92 - $364.31 $14.5K - $16.8K
46 $14K
PTC
Ptc Inc.

Technology
93
New
$153.3 - $193.48 $14.3K - $18K
93 $14K
COF
Capital One Financial Corp

Financial Services
80
New
$163.87 - $209.82 $13.1K - $16.8K
80 $14K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
317
New
$44.81 - $46.22 $14.2K - $14.7K
317 $14K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
300
New
$47.25 - $67.02 $14.2K - $20.1K
300 $14K
SNA
Snap On Inc

Industrials
42
New
$324.09 - $358.62 $13.6K - $15.1K
42 $14K
EVTC
Evertec, Inc.

Technology
365
New
$31.79 - $37.92 $11.6K - $13.8K
365 $13K
AIG
American International Group, Inc.

Financial Services
150
New
$70.5 - $86.94 $10.6K - $13K
150 $13K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
105
New
$110.55 - $130.35 $11.6K - $13.7K
105 $13K
PCH
Potlatchdeltic Corp

Real Estate
300
New
$38.35 - $47.34 $11.5K - $14.2K
300 $13K
ROP
Roper Technologies Inc

Industrials
23
New
$502.71 - $593.81 $11.6K - $13.7K
23 $13K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
177
New
$74.87 - $79.99 $13.3K - $14.2K
177 $13K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
112
New
$122.03 - $134.83 $13.7K - $15.1K
112 $13K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
399
New
$34.79 - $38.36 $13.9K - $15.3K
399 $13K
EXAS
Exact Sciences Corp

Healthcare
300
New
$43.04 - $58.51 $12.9K - $17.6K
300 $12K
BSY
Bentley Systems Inc

Technology
329
New
$39.34 - $47.7 $12.9K - $15.7K
329 $12K
WD
Walker & Dunlop, Inc.

Financial Services
151
New
$82.09 - $96.76 $12.4K - $14.6K
151 $12K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
150
New
$73.82 - $89.02 $11.1K - $13.4K
150 $12K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
106
New
$119.84 - $136.1 $12.7K - $14.4K
106 $12K
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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