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
APO
Apollo Global Management, Inc.

Financial Services
93
New
$126.01 - $172.06 $11.7K - $16K
93 $12K
ALLE
Allegion PLC

Industrials
97
New
$123.79 - $135.5 $12K - $13.1K
97 $12K
TRV
Travelers Companies, Inc.

Financial Services
46
New
$232.43 - $265.13 $10.7K - $12.2K
46 $12K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
158
New
$75.47 - $84.24 $11.9K - $13.3K
158 $12K
VTR
Ventas, Inc.

Real Estate
178
New
$56.9 - $70.47 $10.1K - $12.5K
178 $12K
SWK
Stanley Black & Decker, Inc.

Industrials
160
New
$76.43 - $90.41 $12.2K - $14.5K
160 $12K
PEBO
Peoples Bancorp Inc

Financial Services
418
New
$29.2 - $33.78 $12.2K - $14.1K
418 $12K
NTRA
Natera, Inc.

Healthcare
88
New
$132.63 - $177.0 $11.7K - $15.6K
88 $12K
AMG
Affiliated Managers Group, Inc.

Financial Services
75
New
$154.65 - $189.71 $11.6K - $14.2K
75 $12K
NIO
Nio Inc.

Consumer Cyclical
2.93K
New
$3.75 - $5.22 $11K - $15.3K
2.93K $11K
CODI
Compass Diversified Holdings

Industrials
600
New
$18.67 - $22.9 $11.2K - $13.7K
600 $11K
ASML
Asml Holding Nv

Technology
17
New
$662.63 - $776.99 $11.3K - $13.2K
17 $11K
GVI
Ishares Tr

ETFs
106
New
$103.49 - $106.02 $11K - $11.2K
106 $11K
FLRN
Spdr Bloomberg Investment Grad

ETFs
371
New
$30.71 - $30.87 $11.4K - $11.5K
371 $11K
BX
Blackstone Inc.

Financial Services
83
New
$136.53 - $186.74 $11.3K - $15.5K
83 $11K
SPG
Simon Property Group Inc

Real Estate
70
New
$159.48 - $187.78 $11.2K - $13.1K
70 $11K
BTI
British American Tobacco P.L.C.

Consumer Defensive
284
New
$35.35 - $42.74 $10K - $12.1K
284 $11K
VONG
Vanguard Russell 1000 Growth E

ETFs
128
New
$92.71 - $107.38 $11.9K - $13.7K
128 $11K
FXL
First Tr Exchange Traded Fd Fi

ETFs
90
New
$131.2 - $160.72 $11.8K - $14.5K
90 $11K
IWM
Ishares Russell 2000 ETF

ETFs
60
New
$198.1 - $229.79 $11.9K - $13.8K
60 $11K
UAL
United Airlines Holdings, Inc.

Industrials
161
New
$69.05 - $110.52 $11.1K - $17.8K
161 $11K
SANM
Sanmina Corp

Technology
144
New
$73.38 - $90.52 $10.6K - $13K
144 $10K
SKYY
First Trust Cloud Computing Et

ETFs
100
New
$102.23 - $131.18 $10.2K - $13.1K
100 $10K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
356
New
$28.27 - $29.28 $10.1K - $10.4K
356 $10K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
460
New
$20.96 - $26.08 $9.64K - $12K
460 $10K
SHEL
Shell PLC

Energy
143
New
$62.84 - $73.29 $8.99K - $10.5K
143 $10K
SUN
Sunoco LP

Energy
181
New
$51.29 - $59.25 $9.28K - $10.7K
181 $10K
IYF
Ishares Tr

ETFs
94
New
$107.69 - $119.37 $10.1K - $11.2K
94 $10K
LNG
Cheniere Energy, Inc.

Energy
46
New
$209.32 - $253.66 $9.63K - $11.7K
46 $10K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
97
New
$108.02 - $120.45 $10.5K - $11.7K
97 $10K
NVCR
Novo Cure LTD

Healthcare
600
New
$17.82 - $30.19 $10.7K - $18.1K
600 $10K
PB
Prosperity Bancshares Inc

Financial Services
150
New
$69.3 - $80.69 $10.4K - $12.1K
150 $10K
INOD
Innodata Inc

Technology
300
New
$33.19 - $64.17 $9.96K - $19.3K
300 $10K
KGC
Kinross Gold Corp

Basic Materials
864
New
$9.69 - $12.61 $8.37K - $10.9K
864 $10K
HE
Hawaiian Electric Industries Inc

Utilities
1K
New
$8.18 - $11.46 $8.18K - $11.5K
1K $10K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
435
New
$23.32 - $23.84 $10.1K - $10.4K
435 $10K
CHY
Calamos Convertible & High Income Fund

Financial Services
1K
New
$10.1 - $12.0 $10.1K - $12K
1K $10K
ICL
Icl Group Ltd.

Basic Materials
1.79K
New
$4.96 - $6.45 $8.9K - $11.6K
1.79K $10K
DHR
Danaher Corp

Healthcare
50
New
$201.62 - $250.59 $10.1K - $12.5K
50 $10K
SAIA
Saia Inc

Industrials
27
New
$349.29 - $508.47 $9.43K - $13.7K
27 $9K
HOUS
Anywhere Real Estate Inc.

Real Estate
2.75K
New
$2.78 - $3.92 $7.64K - $10.8K
2.75K $9K
TROW
Price T Rowe Group Inc

Financial Services
100
New
$91.57 - $116.93 $9.16K - $11.7K
100 $9K
KOSS
Koss Corp

Technology
2K
New
$4.68 - $7.69 $9.36K - $15.4K
2K $9K
TEX
Terex Corp

Industrials
250
New
$37.65 - $48.97 $9.41K - $12.2K
250 $9K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
714
New
$12.82 - $13.57 $9.15K - $9.69K
714 $9K
UPST
Upstart Holdings, Inc.

Financial Services
200
New
$46.03 - $88.77 $9.21K - $17.8K
200 $9K
NRG
Nrg Energy, Inc.

Utilities
101
New
$84.82 - $113.33 $8.57K - $11.4K
101 $9K
MDT
Medtronic PLC

Healthcare
108
New
$79.84 - $94.5 $8.62K - $10.2K
108 $9K
NEM
Newmont Corp

Basic Materials
204
New
$37.79 - $48.39 $7.71K - $9.87K
204 $9K
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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