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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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