N.E.W. Advisory Services LLC Portfolio Holdings

N.E.W. Advisory Services LLC

  • $1.25 Billion
  • Q1 2025

N.E.W. Advisory Services LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.25 Billion distributed in 894 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $207M, Spdr Portfolio S&P 500 Value E with a value of $97M, Spdr Portfolio S&P 500 ETF (Ma with a value of $69.7M, Spdr Portfolio Aggregate Bond with a value of $58.3M, and Ishares Tr Core Intl Aggregate with a value of $55.6M.

Examining the 13F form we can see an increase of $219M in the current position value, from $1.03B to 1.25B.

Below you can find more details about N.E.W. Advisory Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.25 Billion
ETFs: $1.06 Billion
Financial Services: $49.8 Million
Technology: $37.9 Million
Consumer Defensive: $22.3 Million
Consumer Cyclical: $11.1 Million
Industrials: $8.46 Million
Healthcare: $6.49 Million
Utilities: $5.76 Million
Other: $10.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$622B
$24 Million 1.92% of portfolio
45,120
Q1 2025 Added 14.19%
$3.45T
$19.8 Million 1.58% of portfolio
89,036
Q1 2025 Added 32.8%
$375B
$16 Million 1.27% of portfolio
93,739
Q1 2025 Added 8.34%
$0
$8.73 Million 0.7% of portfolio
882,284
Q1 2025 Added 83.2%
$2.32T
$5.64 Million 0.45% of portfolio
29,654
Q1 2025 Added 21.92%
$34.7B
$4.38 Million 0.35% of portfolio
40,161
Q1 2025 Added 5.63%
$253B
$4.43 Million 0.35% of portfolio
17,822
Q1 2025 Added 2.96%
$2.01B
$4.3 Million 0.34% of portfolio
39,448
Q1 2025 Reduced 1.37%
$416B
$3.6 Million 0.29% of portfolio
33,187
Q1 2025 Added 23.67%
$3.77T
$3.4 Million 0.27% of portfolio
9,045
Q1 2025 Added 27.07%
$260B
$2.55 Million 0.2% of portfolio
28,996
Q1 2025 Added 51.03%
$293B
$2.31 Million 0.18% of portfolio
27,373
Q1 2025 Added 23.88%
$313B
$2.14 Million 0.17% of portfolio
29,836
Q1 2025 Added 5.0%
$855B
$2.09 Million 0.17% of portfolio
8,539
Q1 2025 Added 1.53%
$220B
$1.71 Million 0.14% of portfolio
5,466
Q1 2025 Added 13.54%
$1.58T
$1.58 Million 0.13% of portfolio
2,734
Q1 2025 Added 42.92%
$138B
$1.16 Million 0.09% of portfolio
10,364
Q1 2025 Reduced 0.06%
$8.24B
$1.06 Million 0.08% of portfolio
11,239
Q1 2025 Added 26.39%
$1.05T
$1.02 Million 0.08% of portfolio
3,941
Q1 2025 Added 29.13%
$439B
$1.02 Million 0.08% of portfolio
6,176
Q1 2025 Reduced 7.9%
$63.9B
$850,000 0.07% of portfolio
13,419
Q1 2025 Added 2.15%
$195B
$861,000 0.07% of portfolio
30,461
Q1 2025 Reduced 0.9%
$738B
$875,000 0.07% of portfolio
1,060
Q1 2025 Added 48.25%
$35.7B
$899,000 0.07% of portfolio
15,503
Q1 2025 Added 1.21%
$1.14T
$847,000 0.07% of portfolio
5,479
Q1 2025 Added 33.15%
$57.3B
$725,000 0.06% of portfolio
1,498
Q1 2025 Added 100.0%
$331B
$733,000 0.06% of portfolio
3,499
Q1 2025 Added 21.66%
$301B
$747,000 0.06% of portfolio
10,436
Q1 2025 Added 1.47%
$219B
$755,000 0.06% of portfolio
5,707
Q1 2025 Added 46.78%
$173B
$593,000 0.05% of portfolio
7,584
Q1 2025 Added 0.82%
$159B
$570,000 0.05% of portfolio
2,696
Q1 2025 Added 23.16%
$1.17B
$566,000 0.05% of portfolio
5,628
Q1 2025 Added 2.96%
$32.7B
$658,000 0.05% of portfolio
7,602
Q1 2025 New
$101B
$642,000 0.05% of portfolio
5,745
Q1 2025 Reduced 1.49%
$44.2B
$492,000 0.04% of portfolio
49,124
Q1 2025 Added 4.3%
$642B
$494,000 0.04% of portfolio
3,539
Q1 2025 Added 23.57%
$237B
$513,000 0.04% of portfolio
4,398
Q1 2025 Added 64.66%
$256B
$480,000 0.04% of portfolio
3,027
Q1 2025 Added 5.73%
$65.2B
$516,000 0.04% of portfolio
7,919
Q1 2024 New
$207B
$466,000 0.04% of portfolio
5,197
Q1 2025 Added 2.57%
$417B
$489,000 0.04% of portfolio
518
Q1 2025 Added 34.2%
$452B
$458,000 0.04% of portfolio
3,858
Q1 2025 Added 3.24%
$180B
$477,000 0.04% of portfolio
10,517
Q1 2025 Added 2.2%
$73.8B
$521,000 0.04% of portfolio
4,744
Q1 2025 Added 9.33%
$43.5B
$532,000 0.04% of portfolio
3,742
Q1 2025 Reduced 1.94%
$1.17T
$554,000 0.04% of portfolio
3,547
Q1 2025 Added 40.42%
$83.6B
$548,000 0.04% of portfolio
3,734
Q1 2025 Added 29.07%
$3.87B
$383,000 0.03% of portfolio
17,021
Q1 2025 Added 29.69%
$141B
$374,000 0.03% of portfolio
1,605
Q1 2025 Added 59.07%

Summary

  • Portfolio
  • No. of Stocks 894
  • Current Value $1.25 Billion
  • Prior Value $1.03 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 708 stocks
  • Additional Purchases 151 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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