N.E.W. Advisory Services LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.01 Billion distributed in 183 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 $142M, Spdr Portfolio S&P 500 ETF (Ma with a value of $83.6M, Spdr Portfolio S&P 500 Value E with a value of $83.5M, Spdr Portfolio Aggregate Bond with a value of $60.5M, and Ishares Tr Core Intl Aggregate with a value of $51.8M.

Examining the 13F form we can see an increase of $86M in the current position value, from $924M to 1.01B.

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

Portfolio value $1.01 Billion
ETFs: $873 Million
Financial Services: $34.9 Million
Technology: $27.7 Million
Consumer Defensive: $19.5 Million
Consumer Cyclical: $8.52 Million
Industrials: $5.63 Million
Healthcare: $4.4 Million
Utilities: $3.93 Million
Other: $6.97 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $1.01 Billion
  • Prior Value $924 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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.