N.E.W. Advisory Services LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $899 Million distributed in 173 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 $110M, Spdr Portfolio S&P 500 ETF (Ma with a value of $87.4M, Spdr Portfolio S&P 500 Value E with a value of $78.7M, Spdr Portfolio Aggregate Bond with a value of $54.3M, and Vanguard S&P Small Cap 600 Val with a value of $51.3M.
Examining the 13F form we can see an increase of $77.1M in the current position value, from $822M to 899M.
Below you can find more details about N.E.W. Advisory Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$899 Million
ETFs: $792 Million
Financial Services: $32.6 Million
Technology: $21.5 Million
Consumer Defensive: $17.9 Million
Consumer Cyclical: $8.75 Million
Industrials: $5.05 Million
Healthcare: $4.63 Million
Communication Services: $3.51 Million
Other: $6.23 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions