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
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-6.66K
- 42.38%
$60.22 - $80.1 $401K - $534K
9.06K $725K
AMP
Ameriprise Financial Inc

Financial Services
-749
- 50.0%
$422.19 - $533.73 $316K - $400K
749 $399K
MS
Morgan Stanley

Financial Services
-3.07K
- 69.8%
$99.83 - $140.86 $306K - $432K
1.33K $187K
META
Meta Platforms, Inc.

Communication Services
-1.03K
- 37.78%
$484.66 - $738.09 $501K - $762K
1.7K $1.26M
FTCS
First Trust Capital Strength E

ETFs
-3.29K
- 79.82%
$81.6 - $92.39 $268K - $304K
831 $75K
SMTC
Semtech Corp

Technology
-9.33K
- 76.82%
$24.34 - $45.62 $227K - $426K
2.82K $127K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.81K
- 68.07%
$35.35 - $42.68 $241K - $291K
3.2K $136K
MMM
3 M CO

Industrials
-1.73K
- 46.33%
$126.09 - $154.15 $218K - $267K
2K $305K
MRK
Merck & Co., Inc.

Healthcare
-2.34K
- 45.1%
$73.47 - $87.12 $172K - $204K
2.85K $225K
VDC
Vanguard Consumer Staples ETF

ETFs
-1.09K
- 8.1%
$204.89 - $224.73 $224K - $245K
12.4K $2.71M
ABBV
Abb Vie Inc.

Healthcare
-781
- 22.32%
$170.16 - $206.27 $133K - $161K
2.72K $504K
ALL
Allstate Corp

Financial Services
-911
- 45.39%
$180.53 - $212.64 $164K - $194K
1.1K $220K
GOOG
Alphabet Inc.

Communication Services
-1.46K
- 41.05%
$146.58 - $180.01 $213K - $262K
2.09K $370K
XLE
Energy Sector Spdr

ETFs
-1.68K
- 61.46%
$76.44 - $94.13 $128K - $158K
1.05K $89K
MCD
Mcdonalds Corp

Consumer Cyclical
-175
- 3.2%
$285.55 - $321.23 $50K - $56.2K
5.29K $1.55M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.04K
- 71.01%
$141.37 - $228.57 $146K - $237K
423 $95K
GOOGL
Alphabet Inc.

Communication Services
-1.47K
- 26.74%
$144.7 - $178.6 $212K - $262K
4.01K $707K
USB
Us Bancorp \De\

Financial Services
-3.41K
- 69.57%
$36.4 - $45.76 $124K - $156K
1.49K $67K
AXP
American Express CO

Financial Services
-673
- 43.39%
$231.39 - $318.98 $156K - $215K
878 $280K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.28K
- 72.59%
$22.92 - $28.05 $121K - $148K
2K $55K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-2.4K
- 41.35%
$44.37 - $50.04 $107K - $120K
3.41K $161K
MET
Metlife Inc

Financial Services
-1.62K
- 50.91%
$68.42 - $82.49 $111K - $133K
1.56K $125K
COP
Conocophillips

Energy
-1.07K
- 57.18%
$82.66 - $106.1 $88.2K - $113K
799 $71K
FIW
First Trust Water ETF

ETFs
-1.22K
- 92.4%
$90.26 - $108.05 $110K - $131K
100 $10K
JNJ
Johnson & Johnson

Healthcare
-241
- 3.9%
$146.36 - $159.82 $35.3K - $38.5K
5.94K $906K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.15K
- 11.01%
$100.35 - $100.71 $116K - $116K
9.32K $937K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.26K
- 65.51%
$45.88 - $54.4 $104K - $123K
1.19K $64K
FDL
First Tr Morningstar Dividend

ETFs
-2.55K
- 77.68%
$38.19 - $43.19 $97.3K - $110K
732 $30K
ZTS
Zoetis Inc.

Healthcare
-645
- 64.76%
$144.41 - $170.3 $93.1K - $110K
351 $54K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
-3.1K
- 96.88%
$31.29 - $38.89 $97K - $121K
100 $3K
MSFT
Microsoft Corp

Technology
-2.44K
- 26.95%
$354.56 - $497.45 $864K - $1.21M
6.61K $3.29M
AMD
Advanced Micro Devices Inc

Technology
-1.41K
- 59.95%
$78.21 - $143.81 $111K - $203K
944 $133K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.81K
- 79.54%
$52.84 - $65.52 $95.7K - $119K
466 $30K
COST
Costco Wholesale Corp

Consumer Defensive
-128
- 24.71%
$908.13 - $1056.85 $116K - $135K
390 $386K
MGM
Mgm Resorts International

Consumer Cyclical
-3.63K
- 69.06%
$25.79 - $34.95 $93.7K - $127K
1.63K $55K
KMB
Kimberly Clark Corp

Consumer Defensive
-379
- 10.13%
$126.84 - $145.22 $48.1K - $55K
3.36K $433K
ASB
Associated Banc Corp

Financial Services
-5.29K
- 31.05%
$18.91 - $24.56 $99.9K - $130K
11.7K $286K
PEP
Pepsico Inc

Consumer Defensive
-359
- 13.03%
$128.02 - $151.37 $46K - $54.3K
2.4K $316K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-3.98K
- 65.41%
$23.45 - $26.56 $93.4K - $106K
2.11K $55K
LOW
Lowes Companies Inc

Consumer Cyclical
-346
- 21.56%
$210.83 - $235.28 $72.9K - $81.4K
1.26K $279K
XLK
Technology Sector Spdr

ETFs
-676
- 41.27%
$179.73 - $253.23 $121K - $171K
962 $243K
OSK
Oshkosh Corp

Industrials
-2.75K
- 24.47%
$79.17 - $113.62 $218K - $312K
8.49K $963K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.79K
- 73.49%
$45.3 - $50.64 $81.3K - $90.8K
647 $31K
ABT
Abbott Laboratories

Healthcare
-733
- 32.88%
$123.95 - $138.08 $90.9K - $101K
1.5K $203K
XOM
Exxon Mobil Corp

Energy
-454
- 11.77%
$99.93 - $119.04 $45.4K - $54K
3.4K $366K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.92K
- 74.18%
$45.98 - $56.15 $88.2K - $108K
668 $37K
VIS
Vanguard Industrial ETF

ETFs
-667
- 21.93%
$220.04 - $280.07 $147K - $187K
2.38K $665K
VDE
Vanguard Energy ETF

ETFs
-634
- 78.18%
$105.87 - $130.56 $67.1K - $82.8K
177 $21K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-2.15K
- 92.66%
$32.77 - $38.72 $70.3K - $83.1K
170 $6K
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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