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
EMR
Emerson Electric CO

Industrials
-325
- 57.52%
$94.15 - $133.33 $30.6K - $43.3K
240 $31K
ITW
Illinois Tool Works Inc

Industrials
-118
- 11.82%
$218.41 - $252.43 $25.8K - $29.8K
880 $217K
GLDM
World Gold Trust

ETFs
-713
- 14.09%
$58.96 - $67.97 $42K - $48.5K
4.35K $284K
IWR
Ishares Russell Mid Cap ETF

ETFs
-344
- 96.09%
$74.88 - $91.97 $25.8K - $31.6K
14 $1K
IEMG
Ishares Inc

ETFs
-531
- 48.54%
N/A
563 $30K
BSX
Boston Scientific Corp

Healthcare
-300
- 42.86%
$89.7 - $107.41 $26.9K - $32.2K
400 $42K
AOK
Ishares Tr Core Conservative A

ETFs
-795
- 49.94%
$36.09 - $39.07 $28.7K - $31.1K
797 $31K
CATH
Global X Fds Global X S&P 500

ETFs
-436
- 50.0%
$59.85 - $75.45 $26.1K - $32.9K
436 $32K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-547
- 50.0%
$45.12 - $46.23 $24.7K - $25.3K
547 $25K
MUB
Ishares National Muni Bond ETF

ETFs
-236
- 50.0%
$102.31 - $105.8 $24.1K - $25K
236 $24K
FE
Firstenergy Corp

Utilities
-606
- 90.99%
$38.31 - $43.17 $23.2K - $26.2K
60 $2K
AMGN
Amgen Inc

Healthcare
-26
- 5.51%
$262.28 - $309.85 $6.82K - $8.06K
446 $124K
VO
Vanguard Mid Cap ETF

ETFs
-740
- 8.54%
$228.54 - $279.83 $169K - $207K
7.93K $2.22M
SOXX
Ishares Semiconductor ETF

ETFs
-731
- 24.21%
$154.86 - $239.07 $113K - $175K
2.29K $546K
FTNT
Fortinet, Inc.

Technology
-370
- 20.85%
$84.71 - $108.69 $31.3K - $40.2K
1.41K $148K
BA
Boeing CO

Industrials
-466
- 23.78%
$136.59 - $217.51 $63.7K - $101K
1.49K $313K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-1K
- 50.0%
$21.02 - $23.56 $21K - $23.6K
1K $23K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-520
- 15.88%
$51.16 - $62.02 $26.6K - $32.3K
2.76K $170K
TMUS
T Mobile Us, Inc.

Communication Services
-65
- 36.93%
$220.99 - $268.54 $14.4K - $17.5K
111 $26K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-245
- 49.0%
$75.05 - $77.34 $18.4K - $18.9K
255 $19K
KO
Coca Cola CO

Consumer Defensive
-146
- 1.4%
$68.37 - $73.9 $9.98K - $10.8K
10.3K $728K
MGV
Vanguard Mega Cap Value

ETFs
-136
- 50.0%
$114.87 - $131.25 $15.6K - $17.9K
136 $17K
VOE
Vanguard Mid Cap Value Index F

ETFs
-126
- 18.81%
$141.87 - $164.49 $17.9K - $20.7K
544 $89K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-408
- 67.66%
$38.81 - $44.28 $15.8K - $18.1K
195 $8K
ABNB
Airbnb, Inc.

Consumer Cyclical
-165
- 39.38%
$105.69 - $140.64 $17.4K - $23.2K
254 $33K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-223
- 49.56%
$75.29 - $91.16 $16.8K - $20.3K
227 $20K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-430
- 49.94%
$37.78 - $44.9 $16.2K - $19.3K
431 $19K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-1.33K
- 37.62%
$13.86 - $18.24 $18.4K - $24.2K
2.2K $40K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-132
- 14.0%
$152.93 - $181.74 $20.2K - $24K
811 $147K
PHM
Pultegroup Inc

Consumer Cyclical
-151
- 75.12%
$92.02 - $106.54 $13.9K - $16.1K
50 $5K
HBAN
Huntington Bancshares Inc

Financial Services
-1.21K
- 38.81%
$12.49 - $16.76 $15.1K - $20.3K
1.91K $31K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-205
- 10.76%
$45.07 - $52.57 $9.24K - $10.8K
1.7K $83K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-281
- 33.61%
$62.73 - $78.42 $17.6K - $22K
555 $43K
ORI
Old Republic International Corp

Financial Services
-368
- 41.53%
$35.25 - $39.79 $13K - $14.6K
518 $19K
ECC
Eagle Point Credit CO Inc.

Financial Services
-1.65K
- 38.37%
$6.94 - $8.31 $11.5K - $13.7K
2.65K $20K
HD
Home Depot, Inc.

Consumer Cyclical
-38
- 4.38%
$335.24 - $380.78 $12.7K - $14.5K
830 $304K
CUZ
Cousins Properties Inc

Real Estate
-480
- 39.77%
$25.15 - $30.53 $12.1K - $14.7K
727 $21K
IYH
Ishares Tr

ETFs
-150
- 10.64%
$53.97 - $60.17 $8.1K - $9.03K
1.26K $71K
PFG
Principal Financial Group Inc

Financial Services
-118
- 17.4%
$69.56 - $86.19 $8.21K - $10.2K
560 $44K
TGT
Target Corp

Consumer Defensive
-105
- 22.58%
$88.76 - $105.77 $9.32K - $11.1K
360 $35K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.43K
- 11.18%
$54.19 - $67.22 $77.7K - $96.4K
11.4K $765K
DHS
Wisdomtree Tr U.S

ETFs
-123
- 28.47%
$87.71 - $98.37 $10.8K - $12.1K
309 $29K
PFE
Pfizer Inc

Healthcare
-255
- 5.33%
$21.59 - $24.84 $5.51K - $6.33K
4.53K $109K
FDN
First Tr Fd Dow Jones

ETFs
-63
- 50.0%
$200.29 - $269.33 $12.6K - $17K
63 $16K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-114
- 42.7%
$90.56 - $109.49 $10.3K - $12.5K
153 $16K
MU
Micron Technology Inc

Technology
-544
- 34.98%
$64.72 - $127.91 $35.2K - $69.6K
1.01K $124K
LYV
Live Nation Entertainment, Inc.

Communication Services
-120
- 37.5%
$118.81 - $151.28 $14.3K - $18.2K
200 $30K
IBB
Ishares Biotechnology ETF

ETFs
-77
- 22.06%
$112.02 - $129.0 $8.63K - $9.93K
272 $34K
CODI
Compass Diversified Holdings

Industrials
-300
- 50.0%
$6.0 - $18.81 $1.8K - $5.64K
300 $1K
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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