N.E.W. Advisory Services LLC Sells in Q2 2025

N.E.W. Advisory Services LLC

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-528K
- 27.77%
$45.11 - $52.34 $23.8M - $27.6M
1.37M $71.8M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-309K
- 90.16%
$45.9 - $47.2 $14.2M - $14.6M
33.7K $1.59M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-547K
- 23.96%
$24.98 - $25.66 $13.7M - $14M
1.74M $44.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-375K
- 88.58%
$29.52 - $35.31 $11.1M - $13.2M
48.3K $1.71M
RDVY
First Trust Rising Dividend Ac

ETFs
-173K
- 88.71%
$51.6 - $62.74 $8.93M - $10.9M
22K $1.38M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-409K
- 87.55%
$22.27 - $29.21 $9.11M - $11.9M
58.2K $1.7M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-176K
- 91.48%
$50.39 - $60.05 $8.89M - $10.6M
16.4K $987K
VTI
Vanguard Total Stock Market Et

ETFs
-104K
- 13.76%
$243.75 - $303.93 $25.3M - $31.5M
650K $198M
AAPL
Apple Inc.

Technology
-34.5K
- 38.79%
$172.42 - $223.89 $5.95M - $7.73M
54.5K $11.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-104K
- 64.32%
$67.03 - $80.35 $6.99M - $8.38M
57.8K $4.61M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-271K
- 35.43%
$32.66 - $40.75 $8.86M - $11.1M
495K $20M
DNP
Dnp Select Income Fund Inc

Financial Services
-756K
- 85.68%
$8.89 - $9.88 $6.72M - $7.47M
126K $1.24M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-245K
- 96.99%
$29.82 - $30.19 $7.31M - $7.4M
7.62K $229K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-109K
- 90.6%
$61.92 - $81.5 $6.73M - $8.86M
11.3K $918K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-147K
- 32.75%
$34.72 - $42.74 $5.11M - $6.29M
302K $12.9M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-74.5K
- 90.29%
$56.88 - $70.77 $4.24M - $5.28M
8.02K $567K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.61K
- 10.22%
$483.48 - $539.8 $2.23M - $2.49M
40.5K $19.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-151K
- 14.28%
$58.41 - $72.69 $8.84M - $11M
909K $66.1M
PG
Procter & Gamble CO

Consumer Defensive
-15.5K
- 16.53%
$157.66 - $172.39 $2.44M - $2.67M
78.2K $12.5M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-139K
- 40.52%
$28.98 - $37.18 $4.02M - $5.15M
203K $7.56M
EFV
Msci Eafe Value ETF

ETFs
-63.9K
- 35.62%
$52.4 - $64.65 $3.35M - $4.13M
115K $7.33M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-53.6K
- 4.95%
$50.36 - $50.68 $2.7M - $2.71M
1.03M $52.2M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-81.8K
- 88.22%
$27.3 - $31.8 $2.23M - $2.6M
10.9K $347K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-46.9K
- 35.88%
$49.89 - $62.13 $2.34M - $2.91M
83.7K $5.19M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-31.1K
- 8.79%
$71.94 - $86.02 $2.24M - $2.68M
323K $27.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-68K
- 14.37%
$60.34 - $74.89 $4.1M - $5.09M
405K $30.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-50.6K
- 4.55%
$50.09 - $51.09 $2.53M - $2.58M
1.06M $54.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-23.2K
- 22.29%
$51.14 - $57.0 $1.18M - $1.32M
80.8K $4.59M
TDIV
First Trust Nasdaq Technology

ETFs
-16.8K
- 97.52%
$64.41 - $90.17 $1.08M - $1.52M
428 $38K
SPYG
Spdr Portfolio

ETFs
-19.9K
- 43.03%
$71.83 - $95.32 $1.43M - $1.9M
26.4K $2.51M
WMT
Walmart Inc.

Consumer Defensive
-15.1K
- 51.95%
$81.79 - $99.98 $1.23M - $1.51M
13.9K $1.36M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-20.4K
- 20.46%
$104.23 - $134.39 $2.12M - $2.74M
79.2K $10.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.46K
- 25.16%
$167.32 - $223.3 $1.25M - $1.67M
22.2K $4.87M
VTV
Vanguard Value ETF

ETFs
-5.08K
- 14.26%
$153.67 - $176.74 $781K - $898K
30.6K $5.4M
WEC
Wec Energy Group, Inc.

Utilities
-5.03K
- 12.51%
$102.24 - $109.76 $514K - $552K
35.1K $3.66M
VXF
Vanguard Extended Market ETF

ETFs
-12.3K
- 14.5%
$150.43 - $192.71 $1.85M - $2.37M
72.4K $14M
FVD
First Tr Value Line Divid Inde

ETFs
-14.3K
- 83.92%
$40.62 - $45.12 $579K - $644K
2.73K $122K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.36K
- 42.1%
$121.58 - $136.74 $530K - $597K
6K $814K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.35K
- 27.53%
$416.06 - $551.64 $978K - $1.3M
6.19K $3.41M
VRT
Vertiv Holdings CO

Industrials
-5.82K
- 76.51%
N/A
1.79K $154K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-17.7K
- 84.76%
$24.32 - $27.87 $430K - $493K
3.18K $84K
VUG
Vanguard Growth ETF

ETFs
-5.76K
- 18.97%
$329.49 - $438.4 $1.9M - $2.52M
24.6K $10.8M
VHT
Vanguard Health Care ETF

ETFs
-1.43K
- 23.67%
$236.71 - $261.92 $338K - $374K
4.6K $1.14M
JPSE
J P Morgan Diversified Return

ETFs
-9.64K
- 96.51%
$38.2 - $45.49 $368K - $438K
349 $15K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-4.31K
- 79.71%
$86.93 - $109.64 $375K - $473K
1.1K $120K
VCR
Vanguard Consumer Discretionar

ETFs
-2.12K
- 21.2%
$290.42 - $364.35 $615K - $772K
7.87K $2.85M
DFIV
Dimensional ETF Tr

ETFs
-22.6K
- 13.46%
$34.67 - $43.21 $783K - $976K
145K $6.22M
V
Visa Inc.

Financial Services
-1.11K
- 26.15%
$308.27 - $373.31 $341K - $413K
3.13K $1.11M
LLY
Eli Lilly & CO

Healthcare
-398
- 37.55%
$713.71 - $898.95 $284K - $358K
662 $516K
Activity Summary
Buys All Purchases 128 New Holdings 33 Increased Positions 95 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 0 Puts 0
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