N.E.W. Advisory Services LLC Reduced Holdings in Q3 2025

N.E.W. Advisory Services LLC

  • $1.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-41K
- 84.76%
$35.42 - $38.65 $1.45M - $1.58M
7.37K $280K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-6.16K
- 88.09%
$103.48 - $109.86 $637K - $677K
833 $90K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-5.84K
- 62.68%
$100.37 - $100.74 $586K - $588K
3.48K $350K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-7.77K
- 96.98%
$69.02 - $73.57 $536K - $572K
242 $17K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-5.17K
- 98.03%
$82.96 - $95.7 $428K - $494K
104 $9K
IBM
International Business Machines Corp

Technology
-25
- 0.14%
$234.77 - $292.47 $5.87K - $7.31K
17.4K $4.9M
TBUX
T Rowe Price Exchange Traded F

ETFs
-3.87K
- 88.91%
$49.7 - $49.98 $192K - $193K
482 $24K
CARR
Carrier Global Corp

Industrials
-132
- 1.0%
$58.75 - $80.73 $7.76K - $10.7K
13K $776K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.85K
- 49.42%
$68.94 - $86.3 $127K - $159K
1.89K $163K
AMZN
Amazon Com Inc

Consumer Cyclical
-431
- 1.94%
$211.65 - $238.24 $91.2K - $103K
21.8K $4.78M
AMGN
Amgen Inc

Healthcare
-221
- 49.55%
$271.18 - $309.22 $59.9K - $68.3K
225 $63K
COST
Costco Wholesale Corp

Consumer Defensive
-29
- 7.44%
$915.95 - $994.57 $26.6K - $28.8K
361 $334K
KO
Coca Cola CO

Consumer Defensive
-72
- 0.7%
$65.67 - $71.67 $4.73K - $5.16K
10.2K $677K
DDOG
Datadog, Inc.

Technology
-350
- 30.54%
$124.52 - $155.15 $43.6K - $54.3K
796 $113K
HURN
Huron Consulting Group Inc.

Industrials
-276
- 91.69%
$121.98 - $146.77 $33.7K - $40.5K
25 $3K
GLDM
World Gold Trust

ETFs
-1.12K
- 25.68%
$64.73 - $76.45 $72.3K - $85.4K
3.23K $247K
IONQ
Ion Q, Inc.

Technology
-1.15K
- 60.21%
$36.79 - $75.14 $42.3K - $86.4K
760 $46K
SNDR
Schneider National, Inc.

Industrials
-666
- 11.44%
$21.09 - $26.92 $14K - $17.9K
5.16K $109K
VRT
Vertiv Holdings CO

Industrials
-363
- 20.32%
N/A
1.42K $123K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-586
- 34.45%
$46.51 - $50.07 $27.3K - $29.3K
1.12K $52K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-571
- 88.25%
$48.72 - $50.73 $27.8K - $29K
76 $3K
SOFI
So Fi Technologies, Inc.

Financial Services
-2.57K
- 53.04%
$17.64 - $29.81 $45.4K - $76.7K
2.28K $60K
IDEV
Ishares Core Msci Intl Develop

ETFs
-300
- 41.49%
$74.68 - $80.26 $22.4K - $24.1K
423 $33K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-188
- 28.14%
$38.58 - $58.24 $7.25K - $10.9K
480 $18K
BMY
Bristol Myers Squibb CO

Healthcare
-354
- 21.95%
$43.31 - $48.98 $15.3K - $17.3K
1.26K $56K
MCD
Mcdonalds Corp

Consumer Cyclical
-253
- 4.78%
$291.67 - $316.99 $73.8K - $80.2K
5.04K $1.53M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-319
- 58.32%
$45.6 - $46.92 $14.5K - $15K
228 $10K
VST
Vistra Corp.

Utilities
-82
- 9.08%
$182.0 - $217.92 $14.9K - $17.9K
821 $160K
HRZN
Horizon Technology Finance Corp

Financial Services
-1.8K
- 47.37%
$6.01 - $8.42 $10.8K - $15.2K
2K $12K
BNDX
Vanguard Total International B

ETFs
-296
- 2.95%
$49.0 - $49.51 $14.5K - $14.7K
9.75K $482K
META
Meta Platforms, Inc.

Communication Services
-10
- 0.59%
$695.21 - $791.73 $6.95K - $7.92K
1.69K $1.24M
MRK
Merck & Co., Inc.

Healthcare
-309
- 10.83%
$77.6 - $87.37 $24K - $27K
2.54K $213K
ADBE
Adobe Inc.

Technology
-6
- 2.49%
$333.65 - $392.1 $2K - $2.35K
235 $82K
HYMU
Blackrock ETF Tr Ii High Yield
-450
- 6.83%
N/A
6.13K $140K
DOW
Dow Inc.

Basic Materials
-312
- 30.68%
$20.87 - $30.37 $6.51K - $9.48K
705 $16K
TIP
Ishares Tr Tips Bd ETF

ETFs
-113
- 3.58%
$109.11 - $111.88 $12.3K - $12.6K
3.04K $338K
ZTS
Zoetis Inc.

Healthcare
-37
- 10.54%
$141.13 - $159.19 $5.22K - $5.89K
314 $45K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-324
- 4.25%
$30.02 - $30.29 $9.73K - $9.81K
7.29K $220K
HUBS
Hubspot Inc

Technology
-3
- 4.84%
$420.79 - $560.9 $1.26K - $1.68K
59 $27K
IEMG
Ishares Inc

ETFs
-133
- 23.62%
N/A
430 $23K
UAL
United Airlines Holdings, Inc.

Industrials
-125
- 43.71%
$80.05 - $109.36 $10K - $13.7K
161 $15K
MGM
Mgm Resorts International

Consumer Cyclical
-200
- 12.29%
$34.18 - $39.77 $6.84K - $7.95K
1.43K $49K
ICL
Icl Group Ltd.

Basic Materials
-775
- 43.2%
$5.93 - $7.31 $4.6K - $5.67K
1.02K $6K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-5
- 7.81%
$415.15 - $489.89 $2.08K - $2.45K
59 $25K
ZS
Zscaler, Inc.

Technology
-10
- 6.8%
$267.68 - $316.5 $2.68K - $3.17K
137 $41K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-168
- 2.17%
$47.76 - $48.46 $8.02K - $8.14K
7.57K $365K
MTW
Manitowoc CO Inc

Industrials
-82
- 4.08%
$9.14 - $13.39 $749 - $1.1K
1.93K $19K
XEL
Xcel Energy Inc

Utilities
-500
- 17.87%
$67.56 - $80.65 $33.8K - $40.3K
2.3K $185K
BBY
Best Buy CO Inc

Consumer Cyclical
-68
- 57.63%
$64.12 - $78.46 $4.36K - $5.34K
50 $3K
Activity Summary
Buys All Purchases 244 New Holdings 42 Increased Positions 202 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track N.E.W. Advisory Services LLC Portfolio

Follow N.E.W. Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email