N.E.W. Advisory Services LLC Reduced Holdings in Q1 2025

N.E.W. Advisory Services LLC

  • $1.25 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
-36.8K
- 17.99%
$35.33 - $40.77 $1.3M - $1.5M
168K $6.61M
RCAT
Red Cat Holdings, Inc.

Technology
-30.9K
- 93.82%
$4.82 - $14.19 $149K - $438K
2.03K $11K
IYW
Ishares Dj Us Tech ETF

ETFs
-16
- 0.29%
$140.44 - $166.79 $2.25K - $2.67K
5.52K $774K
MGM
Mgm Resorts International

Consumer Cyclical
-582
- 9.96%
$29.64 - $40.37 $17.3K - $23.5K
5.26K $155K
MLM
Martin Marietta Materials Inc

Basic Materials
-26
- 4.8%
$460.39 - $552.64 $12K - $14.4K
516 $246K
IWV
Ishares Russell 3000 ETF

ETFs
-11
- 1.11%
$313.1 - $349.83 $3.44K - $3.85K
982 $311K
MET
Metlife Inc

Financial Services
-178
- 5.31%
$77.7 - $87.0 $13.8K - $15.5K
3.18K $255K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-369
- 2.52%
$77.7 - $78.94 $28.7K - $29.1K
14.3K $1.13M
FISV
Fiserv Inc

Technology
-82
- 5.24%
N/A
1.48K $185K
IVE
Ishares S&P 500 Value ETF

ETFs
-17
- 0.37%
$185.78 - $198.58 $3.16K - $3.38K
4.54K $864K
VGSH
Vanguard

ETFs
-154
- 0.98%
$58.07 - $58.69 $8.94K - $9.04K
15.6K $915K
American Healthcare Reit Inc
-13.7K
- 32.99%
N/A
27.8K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-723
- 2.31%
$42.5 - $46.71 $30.7K - $33.8K
30.5K $1.38M
ECL
Ecolab Inc.

Basic Materials
-48
- 3.41%
$229.72 - $269.82 $11K - $13K
1.36K $344K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-15
- 0.11%
$126.11 - $135.06 $1.89K - $2.03K
13.5K $1.74M
PLD
Prologis, Inc.

Real Estate
-87
- 1.49%
$103.59 - $124.04 $9.01K - $10.8K
5.75K $642K
KMB
Kimberly Clark Corp

Consumer Defensive
-74
- 1.94%
$124.46 - $147.4 $9.21K - $10.9K
3.74K $532K
JNJ
Johnson & Johnson

Healthcare
-530
- 7.9%
$142.06 - $167.7 $75.3K - $88.9K
6.18K $1.02M
NIC
Nicolet Bankshares Inc

Financial Services
-547
- 1.37%
$100.7 - $119.94 $55.1K - $65.6K
39.4K $4.3M
T
At&T Inc.

Communication Services
-277
- 0.9%
$21.56 - $28.28 $5.97K - $7.83K
30.5K $861K
GILD
Gilead Sciences, Inc.

Healthcare
-6
- 0.06%
$89.14 - $117.41 $535 - $704
10.4K $1.16M
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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