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 Market Cap. of $10 Billions to $200 Billions
