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
HOOD
Robinhood Markets, Inc.

Technology
237
New
$35.63 - $65.28 $8.44K - $15.5K
237 $9K
LUV
Southwest Airlines CO

Industrials
274
New
$28.18 - $34.84 $7.72K - $9.55K
274 $9K
HDV
Ishares Core High Dividend ETF

ETFs
82
New
$110.86 - $121.12 $9.09K - $9.93K
82 $9K
FLNG
Flex Lng Ltd.

Energy
400
New
$21.46 - $26.35 $8.58K - $10.5K
400 $9K
CSX
Csx Corp

Industrials
317
New
$29.11 - $33.67 $9.23K - $10.7K
317 $9K
OSPN
One Span Inc.

Technology
600
New
$15.25 - $20.23 $9.15K - $12.1K
600 $9K
LGOV
First Tr ETF Iv Long Duration

ETFs
420
New
$20.41 - $21.7 $8.57K - $9.11K
420 $9K
AES
Aes Corp

Utilities
725
New
$9.93 - $13.23 $7.2K - $9.59K
725 $9K
RWL
Invesco Exchange Traded Fd Tr

ETFs
98
New
$96.9 - $104.39 $9.5K - $10.2K
98 $9K
SCHP
Schwab Strategic Us Tips ETF

ETFs
368
New
$25.69 - $26.89 $9.45K - $9.9K
368 $9K
CRPT
First Tr ETF Fd Viii Skybridge
672
New
$12.23 - $20.06 $8.22K - $13.5K
672 $8K
WRE
Washington Real Estate Investment Trust
470
New
N/A
470 $8K
SOUN
Soundhound Ai, Inc.

Technology
1K
New
$8.12 - $20.62 $8.12K - $20.6K
1K $8K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
180
New
$44.11 - $47.04 $7.94K - $8.47K
180 $8K
NFG
National Fuel Gas CO

Energy
104
New
$60.71 - $79.19 $6.31K - $8.24K
104 $8K
SITE
Site One Landscape Supply, Inc.

Industrials
68
New
$120.25 - $147.7 $8.18K - $10K
68 $8K
PSX
Phillips 66

Energy
67
New
$113.93 - $131.55 $7.63K - $8.81K
67 $8K
AOA
Ishares Tr Core Aggressive All

ETFs
114
New
$75.7 - $80.01 $8.63K - $9.12K
114 $8K
NMAI
Nuveen Multi Asset Income Fund

ETFs
728
New
$11.9 - $12.65 $8.66K - $9.21K
728 $8K
BBY
Best Buy CO Inc

Consumer Cyclical
118
New
$70.3 - $91.1 $8.3K - $10.7K
118 $8K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
117
New
$73.27 - $96.21 $8.57K - $11.3K
117 $8K
JOE
St Joe CO

Real Estate
178
New
$43.61 - $49.45 $7.76K - $8.8K
178 $8K
DVN
Devon Energy Corp

Energy
223
New
$33.15 - $38.55 $7.39K - $8.6K
223 $8K
ENS
Ener Sys

Industrials
91
New
$89.62 - $103.2 $8.16K - $9.39K
91 $8K
BALL
Ball Corp

Consumer Cyclical
140
New
$49.04 - $56.53 $6.87K - $7.91K
140 $7K
IAT
Ishares Tr

ETFs
157
New
$44.84 - $53.56 $7.04K - $8.41K
157 $7K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
56
New
$120.5 - $145.97 $6.75K - $8.17K
56 $7K
DG
Dollar General Corp

Consumer Defensive
85
New
$68.44 - $87.93 $5.82K - $7.47K
85 $7K
TYL
Tyler Technologies Inc

Technology
13
New
$553.41 - $646.74 $7.19K - $8.41K
13 $7K
FUBO
Fubo Tv Inc.

Communication Services
2.5K
New
$1.41 - $5.46 $3.53K - $13.7K
2.5K $7K
LMT
Lockheed Martin Corp

Industrials
17
New
$423.19 - $506.29 $7.19K - $8.61K
17 $7K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
406
New
$18.53 - $29.07 $7.52K - $11.8K
406 $7K
LVS
Las Vegas Sands Corp

Consumer Cyclical
200
New
$38.18 - $50.93 $7.64K - $10.2K
200 $7K
EVX
Vaneck ETF Tr Environmental Se

ETFs
220
New
$33.9 - $179.35 $7.46K - $39.5K
220 $7K
FCX
Freeport Mcmoran Inc

Basic Materials
208
New
$34.5 - $43.01 $7.18K - $8.95K
208 $7K
VTHR
Vanguard Russell 3000 ETF

ETFs
32
New
$243.2 - $272.04 $7.78K - $8.71K
32 $7K
ISRG
Intuitive Surgical Inc

Healthcare
16
New
$476.63 - $610.45 $7.63K - $9.77K
16 $7K
STC
Stewart Information Services Corp

Financial Services
100
New
$59.55 - $72.6 $5.96K - $7.26K
100 $7K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
338
New
$22.25 - $23.0 $7.52K - $7.77K
338 $7K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
370
New
$17.4 - $30.56 $6.44K - $11.3K
370 $6K
TTEK
Tetra Tech Inc

Industrials
215
New
$28.26 - $42.58 $6.08K - $9.15K
215 $6K
CGUS
Capital Group Core Equity ETF
200
New
$33.08 - $36.62 $6.62K - $7.32K
200 $6K
IHE
Ishares Tr

ETFs
86
New
$65.36 - $72.85 $5.62K - $6.27K
86 $6K
GGB
Gerdau S.A.

Basic Materials
2.4K
New
$2.72 - $3.08 $6.53K - $7.39K
2.4K $6K
CVS
Cvs Health Corp

Healthcare
89
New
$44.22 - $68.64 $3.94K - $6.11K
89 $6K
ETN
Eaton Corp PLC

Industrials
23
New
$271.83 - $371.23 $6.25K - $8.54K
23 $6K
NUE
Nucor Corp

Basic Materials
50
New
$114.48 - $142.52 $5.72K - $7.13K
50 $6K
YUM
Yum Brands Inc

Consumer Cyclical
40
New
$123.25 - $162.53 $4.93K - $6.5K
40 $6K
SPGI
S&P Global Inc.

Financial Services
12
New
$478.26 - $543.77 $5.74K - $6.53K
12 $6K
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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