N.E.W. Advisory Services LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.11 Billion distributed in 840 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 $220M, Spdr Portfolio S&P 500 Value E with a value of $77.5M, Spdr Portfolio S&P 500 ETF (Ma with a value of $70.1M, Ishares Tr Core Intl Aggregate with a value of $58.1M, and Jp Morgan ETF Tr Ultra Short I with a value of $56M.
Examining the 13F form we can see an increase of $90.4M in the current position value, from $1.02B to 1.11B.
Below you can find more details about N.E.W. Advisory Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.11 Billion
ETFs: $937 Million
Financial Services: $39.1 Million
Technology: $36 Million
Consumer Defensive: $16.7 Million
Consumer Cyclical: $10.3 Million
Industrials: $7.98 Million
Healthcare: $5.9 Million
Utilities: $5.48 Million
Other: $10.1 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
