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
QCOM
Qualcomm Inc

Technology
-90
- 12.41%
$124.66 - $159.48 $11.2K - $14.4K
635 $101K
IGV
Ishares Expanded Tech Software

ETFs
-521
- 22.57%
$80.15 - $109.5 $41.8K - $57K
1.79K $195K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-258
- 90.85%
$39.43 - $49.34 $10.2K - $12.7K
26 $1K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-129
- 56.33%
$61.03 - $67.59 $7.87K - $8.72K
100 $6K
UL
Unilever PLC

Consumer Defensive
-158
- 31.29%
$57.9 - $65.43 $9.15K - $10.3K
347 $21K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-1.03K
- 19.9%
$101.69 - $139.02 $104K - $142K
4.13K $573K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-108
- 50.0%
$81.46 - $94.63 $8.8K - $10.2K
108 $10K
VCIT
Vanguard Intermediate Term Cor

ETFs
-136
- 5.9%
$79.56 - $82.92 $10.8K - $11.3K
2.17K $179K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-145
- 50.0%
$53.65 - $67.02 $7.78K - $9.72K
145 $9K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
-261
- 65.41%
$32.51 - $38.81 $8.49K - $10.1K
138 $5K
SU
Suncor Energy Inc

Energy
-160
- 17.09%
$31.54 - $41.04 $5.05K - $6.57K
776 $29K
CVNA
Carvana Co.

Consumer Cyclical
-80
- 50.0%
$162.57 - $345.64 $13K - $27.7K
80 $26K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-67
- 50.0%
$113.67 - $150.4 $7.62K - $10.1K
67 $10K
SWK
Stanley Black & Decker, Inc.

Industrials
-80
- 50.0%
$55.86 - $76.98 $4.47K - $6.16K
80 $5K
RTX
Raytheon Technologies Corp

Industrials
-581
- 10.18%
$113.75 - $148.48 $66.1K - $86.3K
5.13K $748K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-297
- 18.49%
$57.41 - $74.81 $17.1K - $22.2K
1.31K $97K
GS
Goldman Sachs Group Inc

Financial Services
-39
- 29.55%
$462.22 - $707.75 $18K - $27.6K
93 $65K
LCID
Lucid Group, Inc.

Consumer Cyclical
-1.11K
- 8.44%
$2.1 - $2.96 $2.34K - $3.3K
12.1K $25K
SNA
Snap On Inc

Industrials
-15
- 35.71%
$292.36 - $342.2 $4.39K - $5.13K
27 $8K
D
Dominion Energy, Inc

Utilities
-98
- 16.31%
$49.66 - $58.0 $4.87K - $5.68K
503 $28K
RDVT
Red Violet, Inc.

Technology
-205
- 50.0%
$34.9 - $50.36 $7.15K - $10.3K
205 $10K
DELL
Dell Technologies Inc.

Technology
-116
- 41.28%
$71.63 - $125.98 $8.31K - $14.6K
165 $20K
FLNG
Flex Lng Ltd.

Energy
-200
- 50.0%
$20.21 - $24.88 $4.04K - $4.98K
200 $4K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
-357
- 50.0%
$12.7 - $13.53 $4.53K - $4.83K
357 $4K
NEM
Newmont Corp

Basic Materials
-119
- 58.33%
$44.18 - $59.46 $5.26K - $7.08K
85 $4K
HOUS
Anywhere Real Estate Inc.

Real Estate
-1.38K
- 50.0%
$2.88 - $4.08 $3.96K - $5.61K
1.38K $4K
SPG
Simon Property Group Inc

Real Estate
-30
- 42.86%
$140.37 - $171.44 $4.21K - $5.14K
40 $6K
ROK
Rockwell Automation, Inc

Industrials
-30
- 42.25%
$218.97 - $332.17 $6.57K - $9.97K
41 $13K
XLP
Consumer Staples Sector Spdr

ETFs
-65
- 21.89%
N/A
232 $17K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-28
- 50.0%
$101.91 - $134.83 $2.85K - $3.78K
28 $3K
WRE
Washington Real Estate Investment Trust
-235
- 50.0%
N/A
235 $4K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-169
- 50.0%
$22.54 - $23.17 $3.81K - $3.92K
169 $3K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-90
- 50.0%
$41.22 - $48.01 $3.71K - $4.32K
90 $4K
NFLX
Netflix Inc

Communication Services
-41
- 32.8%
$855.86 - $1339.13 $35.1K - $54.9K
84 $112K
DVN
Devon Energy Corp

Energy
-84
- 37.67%
$26.8 - $37.92 $2.25K - $3.19K
139 $4K
PM
Philip Morris International Inc.

Consumer Defensive
-413
- 13.64%
$149.23 - $184.95 $61.6K - $76.4K
2.61K $476K
FUBO
Fubo Tv Inc.

Communication Services
-1.25K
- 50.0%
$2.42 - $3.86 $3.03K - $4.83K
1.25K $4K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-28
- 3.98%
$105.23 - $109.61 $2.95K - $3.07K
675 $73K
INOD
Innodata Inc

Technology
-150
- 50.0%
$29.68 - $51.96 $4.45K - $7.79K
150 $7K
CCL
Carnival Corp

Consumer Cyclical
-488
- 38.73%
$16.43 - $28.12 $8.02K - $13.7K
772 $21K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-16
- 50.0%
$180.84 - $240.32 $2.89K - $3.85K
16 $3K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-40
- 13.79%
N/A
250 $21K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-130
- 35.33%
$26.18 - $26.93 $3.4K - $3.5K
238 $6K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-62
- 50.0%
$45.2 - $46.6 $2.8K - $2.89K
62 $2K
DFAT
Dimensional ETF Tr U S Target

ETFs
-31
- 50.0%
$44.8 - $53.97 $1.39K - $1.67K
31 $1K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-43
- 13.56%
$43.63 - $45.4 $1.88K - $1.95K
274 $12K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-133
- 6.17%
$20.31 - $24.1 $2.7K - $3.21K
2.02K $48K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-20
- 50.0%
$149.56 - $212.83 $2.99K - $4.26K
20 $4K
BZUN
Baozun Inc.

Consumer Cyclical
-791
- 49.72%
$2.2 - $3.89 $1.74K - $3.08K
800 $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
Track This Portfolio

Track N.E.W. Advisory Services LLC Portfolio

Follow N.E.W. Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email