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
Blackrock Inc
-21
- 53.85%
N/A
18 $0
First Tr Exchng Traded Fd Vi
-1.72K
- 49.03%
N/A
1.79K $0
Grayscale Bitcoin Mini Tr Et
-530
- 33.48%
N/A
1.05K $0
YEAR
Ab Active Etfs Inc Ultra Short
-19.9K
- 99.34%
N/A
131 $0
Solventum Corp
-493
- 76.2%
N/A
154 $0
Cooper Cos Inc
-173
- 95.58%
N/A
8 $0
VOT
Vanguard Mid Cap Growth Index

ETFs
-275
- 14.01%
$216.28 - $284.39 $59.5K - $78.2K
1.69K $480K
TXN
Texas Instruments Inc

Technology
-3
- 1.3%
N/A
228 $44K
DWAC
Digital World Acquisition Corp.

Financial Services
-29
- 0.59%
N/A
4.86K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-48
- 19.05%
N/A
204 $0
DAL
Delta Air Lines, Inc.

Industrials
-99
- 10.89%
$35.88 - $52.99 $3.55K - $5.25K
810 $39K
American Healthcare Reit Inc
-7.32K
- 26.28%
N/A
20.5K $0
Ab Active Etfs Inc
-3.13K
- 88.68%
N/A
400 $0
STX
Seagate Technology Holdings PLC

Technology
-80
- 43.01%
$66.54 - $144.33 $5.32K - $11.5K
106 $15K
Capital Group Core Balanced
-4.25K
- 49.8%
N/A
4.29K $0
FTGS
First Tr Exchange Traded Fd Gr
-303K
- 99.5%
N/A
1.53K $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1
- 20.0%
$160.22 - $209.35 $160 - $209
4 $0
NKE
Nike, Inc.

Consumer Cyclical
-54
- 9.28%
$53.27 - $72.04 $2.88K - $3.89K
528 $37K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-11
- 0.88%
$91.23 - $97.27 $1K - $1.07K
1.24K $120K
RWO
Spdr Dow Jones Global Real Est

ETFs
-14
- 0.31%
$38.85 - $45.0 $544 - $630
4.45K $196K
NVS
Novartis Ag

Healthcare
-7
- 3.27%
$101.96 - $121.01 $714 - $847
207 $25K
C
Citigroup Inc

Financial Services
-88
- 12.59%
$58.13 - $85.12 $5.12K - $7.49K
611 $52K
IVE
Ishares S&P 500 Value ETF

ETFs
-100
- 2.2%
$168.34 - $195.42 $16.8K - $19.5K
4.44K $867K
GE
General Electric CO

Industrials
-278
- 21.17%
$166.81 - $257.39 $46.4K - $71.6K
1.04K $266K
NRG
Nrg Energy, Inc.

Utilities
-17
- 16.83%
$83.61 - $162.67 $1.42K - $2.77K
84 $13K
NOW
Service Now, Inc.

Technology
-39
- 20.86%
$721.65 - $1040.18 $28.1K - $40.6K
148 $152K
SOFI
So Fi Technologies, Inc.

Financial Services
-2.32K
- 32.35%
$9.5 - $18.21 $22K - $42.3K
4.85K $88K
BMO
Bank Of Montreal

Financial Services
-6
- 1.08%
$87.54 - $110.63 $525 - $664
551 $60K
CSCO
Cisco Systems, Inc.

Technology
-119
- 5.45%
$53.19 - $69.38 $6.33K - $8.26K
2.06K $143K
HOOD
Robinhood Markets, Inc.

Technology
-30
- 12.66%
$34.17 - $93.63 $1.03K - $2.81K
207 $19K
BAC
Bank Of America Corp

Financial Services
-236
- 5.94%
$34.39 - $47.46 $8.12K - $11.2K
3.74K $176K
T
At&T Inc.

Communication Services
-222
- 0.73%
$26.33 - $28.94 $5.85K - $6.42K
30.2K $875K
VT
Vanguard Total World Stk Index

ETFs
-73
- 2.84%
$103.16 - $128.52 $7.53K - $9.38K
2.5K $321K
CRWD
Crowd Strike Holdings, Inc.

Technology
-77
- 19.01%
$321.63 - $509.31 $24.8K - $39.2K
328 $167K
DIS
Walt Disney CO

Communication Services
-120
- 6.37%
$81.72 - $124.01 $9.81K - $14.9K
1.77K $218K
CAT
Caterpillar Inc

Industrials
-78
- 7.06%
$273.94 - $388.21 $21.4K - $30.3K
1.03K $398K
SPY
Spdr S&P 500 ETF Trust

ETFs
-173
- 7.1%
$496.48 - $617.85 $85.9K - $107K
2.26K $1.4M
DKNG
Draft Kings Inc.

Consumer Cyclical
-270
- 5.35%
$31.67 - $42.89 $8.55K - $11.6K
4.78K $204K
XLF
Financial Sector Spdr

ETFs
-245
- 1.2%
$43.92 - $52.37 $10.8K - $12.8K
20.1K $1.05M
BFC
Bank First Corp

Financial Services
-399
- 7.09%
$96.02 - $118.47 $38.3K - $47.3K
5.23K $615K
ORCL
Oracle Corp

Technology
-1.03K
- 29.1%
$122.82 - $218.63 $127K - $225K
2.51K $548K
AVGO
Broadcom Inc.

Technology
-46
- 7.43%
$146.29 - $275.65 $6.73K - $12.7K
573 $157K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-154
- 0.66%
$27.26 - $34.48 $4.2K - $5.31K
23.3K $804K
FNDF
Schwab Fundamental Intl Large

ETFs
-457
- 1.69%
$32.25 - $40.02 $14.7K - $18.3K
26.6K $1.06M
VB
Vanguard Small Cap ETF

ETFs
-460
- 3.56%
$193.73 - $237.37 $89.1K - $109K
12.5K $2.96M
CARR
Carrier Global Corp

Industrials
-281
- 2.09%
$55.55 - $75.83 $15.6K - $21.3K
13.1K $961K
WFC
Wells Fargo & Company

Financial Services
-1.66K
- 5.55%
$60.98 - $80.12 $101K - $133K
28.2K $2.26M
TSLA
Tesla, Inc.

Consumer Cyclical
-351
- 8.91%
$221.86 - $362.89 $77.9K - $127K
3.59K $1.14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-127
- 0.42%
$39.89 - $49.46 $5.07K - $6.28K
30.4K $1.5M
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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