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
CVX
Chevron Corp

Energy
-154
- 6.43%
$133.73 - $168.51 $20.6K - $26K
2.24K $321K
XLI
Industrial Sector Spdr

ETFs
-766
- 31.02%
$116.42 - $147.52 $89.2K - $113K
1.7K $251K
VBR
Vanguard Small Cap Value ETF

ETFs
-429
- 30.25%
$162.76 - $195.77 $69.8K - $84K
989 $192K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.65K
- 33.46%
$60.61 - $87.72 $161K - $232K
5.27K $446K
CLX
Clorox CO

Consumer Defensive
-400
- 49.2%
$118.01 - $148.69 $47.2K - $59.5K
413 $49K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.45K
- 15.78%
$47.02 - $47.83 $68.2K - $69.4K
7.74K $370K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-184
- 97.35%
$320.42 - $424.58 $59K - $78.1K
5 $2K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.58K
- 63.93%
$17.76 - $22.1 $63.5K - $79K
2.02K $44K
JCI
Johnson Controls International PLC

Industrials
-952
- 68.89%
$71.14 - $105.62 $67.7K - $101K
430 $45K
IYK
Ishares U.S. Consumer Staples

ETFs
-877
- 49.86%
$67.29 - $72.42 $59K - $63.5K
882 $62K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4K
- 25.56%
$19.6 - $24.44 $78.5K - $97.9K
11.7K $284K
SNDR
Schneider National, Inc.

Industrials
-2.96K
- 33.68%
$21.06 - $24.75 $62.3K - $73.2K
5.82K $140K
AZO
Autozone Inc

Consumer Cyclical
-15
- 35.71%
$3478.38 - $3880.15 $52.2K - $58.2K
27 $100K
VBK
Vanguard Small Cap Growth ETF

ETFs
-304
- 28.63%
$219.76 - $276.94 $66.8K - $84.2K
758 $209K
VIG
Vanguard Dividend Appreciation

ETFs
-315
- 9.32%
N/A
3.07K $558K
TJX
Tjx Companies Inc

Consumer Cyclical
-465
- 45.06%
$119.13 - $135.03 $55.4K - $62.8K
567 $70K
BP
Bp PLC

Energy
-1.14K
- 21.1%
$26.11 - $33.81 $29.8K - $38.5K
4.26K $127K
NEE
Nextera Energy Inc

Utilities
-745
- 27.39%
$64.11 - $75.0 $47.8K - $55.9K
1.98K $137K
PLD
Prologis, Inc.

Real Estate
-128
- 2.23%
$89.76 - $112.34 $11.5K - $14.4K
5.62K $590K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-117
- 0.43%
$90.85 - $102.31 $10.6K - $12K
27.2K $2.74M
IVV
Ishares Core S&P 500 ETF

ETFs
-221
- 15.1%
$498.8 - $620.9 $110K - $137K
1.24K $771K
VLO
Valero Energy Corp

Energy
-377
- 50.0%
$104.69 - $141.77 $39.5K - $53.4K
377 $50K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-585
- 49.83%
$69.8 - $85.28 $40.8K - $49.9K
589 $48K
HOLX
Hologic Inc

Healthcare
-800
- 46.38%
$52.73 - $65.22 $42.2K - $52.2K
925 $60K
IDEV
Ishares Core Msci Intl Develop

ETFs
-723
- 50.0%
$61.79 - $76.67 $44.7K - $55.4K
723 $54K
EW
Edwards Lifesciences Corp

Healthcare
-630
- 91.44%
$67.07 - $78.22 $42.3K - $49.3K
59 $4K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-1.59K
- 96.07%
$25.35 - $64.65 $40.3K - $103K
65 $3K
XLV
Select Sector Spdr Fund Health

ETFs
-214
- 15.46%
$128.77 - $144.3 $27.6K - $30.9K
1.17K $157K
HON
Honeywell International Inc

Industrials
-436
- 16.17%
$182.86 - $232.88 $79.7K - $102K
2.26K $526K
UBER
Uber Technologies, Inc

Technology
-1.22K
- 35.32%
$64.62 - $93.3 $78.8K - $114K
2.23K $208K
PANW
Palo Alto Networks Inc

Technology
-317
- 45.42%
$152.44 - $204.64 $48.3K - $64.9K
381 $77K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-427
- 25.45%
$108.87 - $133.04 $46.5K - $56.8K
1.25K $166K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-755
- 5.61%
$114.78 - $133.31 $86.7K - $101K
12.7K $1.69M
SHW
Sherwin Williams CO

Basic Materials
-118
- 49.79%
$313.51 - $363.51 $37K - $42.9K
119 $40K
ECL
Ecolab Inc.

Basic Materials
-230
- 16.94%
$225.65 - $270.95 $51.9K - $62.3K
1.13K $303K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-153
- 12.02%
$376.48 - $440.65 $57.6K - $67.4K
1.12K $493K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-498
- 48.4%
$72.34 - $83.73 $36K - $41.7K
531 $43K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-412
- 47.47%
$74.59 - $84.45 $30.7K - $34.8K
456 $36K
BMY
Bristol Myers Squibb CO

Healthcare
-248
- 13.33%
$44.12 - $59.6 $10.9K - $14.8K
1.61K $74K
IWD
Ishares Russell 1000 Val ETF

ETFs
-208
- 96.3%
$166.82 - $194.23 $34.7K - $40.4K
8 $1K
TSCO
Tractor Supply CO

Consumer Cyclical
-678
- 68.9%
$47.86 - $55.77 $32.4K - $37.8K
306 $16K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-763
- 48.69%
$57.46 - $75.58 $43.8K - $57.7K
804 $60K
MAR
Marriott International Inc

Consumer Cyclical
-173
- 49.86%
$211.12 - $274.14 $36.5K - $47.4K
174 $47K
TIP
Ishares Tr Tips Bd ETF

ETFs
-275
- 8.02%
$107.93 - $110.97 $29.7K - $30.5K
3.16K $347K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-488
- 17.64%
$63.54 - $68.5 $31K - $33.4K
2.28K $153K
CHWY
Chewy, Inc.

Consumer Cyclical
-1.1K
- 81.48%
$31.21 - $48.21 $34.3K - $53K
250 $10K
CB
Chubb LTD

Financial Services
-106
- 49.77%
$274.32 - $302.46 $29.1K - $32.1K
107 $31K
IGM
Ishares Expanded Tech Sector E

ETFs
-481
- 49.95%
$79.8 - $112.34 $38.4K - $54K
482 $54K
XLU
Utilities Sector Spdr

ETFs
-407
- 92.08%
$73.09 - $82.77 $29.7K - $33.7K
35 $2K
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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