N.E.W. Advisory Services LLC has filed its 13F form on August 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.02 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 $198M, Spdr Portfolio S&P 500 Value E with a value of $71.8M, Spdr Portfolio S&P 500 ETF (Ma with a value of $66.1M, Ishares Tr Core Intl Aggregate with a value of $54.2M, and Jp Morgan ETF Tr Ultra Short I with a value of $52.2M.
Examining the 13F form we can see an decrease of $234M in the current position value, from $1.25B to 1.02B.
Below you can find more details about N.E.W. Advisory Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.02 Billion
ETFs: $859 Million
Financial Services: $37.7 Million
Technology: $31.2 Million
Consumer Defensive: $17.1 Million
Consumer Cyclical: $9.79 Million
Industrials: $7.9 Million
Healthcare: $5.22 Million
Utilities: $5.15 Million
Other: $9.24 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
