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 Market Cap. of $10 Billions to $200 Billions
