N.E.W. Advisory Services LLC Portfolio Holdings
N.E.W. Advisory Services LLC
- $1.11 Billion
- Q3 2025
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 840
- Current Value $1.11 Billion
- Prior Value $1.02 Billion
- Filing
- Period Q3 2025
- Filing Date October 27, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 42 stocks
- Additional Purchases 202 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks