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.

Portfolio value $1.25 Billion
ETFs: $1.06 Billion
Financial Services: $49.8 Million
Technology: $37.9 Million
Consumer Defensive: $22.3 Million
Consumer Cyclical: $11.1 Million
Industrials: $8.46 Million
Healthcare: $6.49 Million
Utilities: $5.76 Million
Other: $10.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.25 Million 0.26% of portfolio
9,990
Q1 2025 Added 21.11%
$0
$3.14 Million 0.25% of portfolio
25,766
Q1 2025 Added 0.15%
$0
$2.95 Million 0.24% of portfolio
13,484
Q1 2025 Added 25.36%
$0
$2.87 Million 0.23% of portfolio
12,933
Q1 2025 Added 11.38%
$0
$2.75 Million 0.22% of portfolio
92,774
Q1 2025 Added 89.82%
$0
$2.79 Million 0.22% of portfolio
27,303
Q1 2025 Added 1.14%
$266B
$2.55 Million 0.2% of portfolio
28,996
Q1 2025 Added 51.03%
$0
$2.52 Million 0.2% of portfolio
49,563
Q1 2025 Added 0.84%
$0
$2.24 Million 0.18% of portfolio
8,669
Q1 2025 Added 10.45%
$235B
$2.31 Million 0.18% of portfolio
27,373
Q1 2025 Added 23.88%
$0
$2.07 Million 0.17% of portfolio
6,699
Q1 2025 Added 0.69%
$284B
$2.14 Million 0.17% of portfolio
29,836
Q1 2025 Added 5.0%
$768B
$2.09 Million 0.17% of portfolio
8,539
Q1 2025 Added 1.53%
$227B
$1.71 Million 0.14% of portfolio
5,466
Q1 2025 Added 13.54%
$0
$1.74 Million 0.14% of portfolio
13,468
Q1 2025 Reduced 0.11%
$1.5T
$1.58 Million 0.13% of portfolio
2,734
Q1 2025 Added 42.92%
$600B
$1.48 Million 0.12% of portfolio
4,234
Q1 2025 Added 31.0%
$0
$1.38 Million 0.11% of portfolio
30,538
Q1 2025 Reduced 2.31%
$0
$1.36 Million 0.11% of portfolio
2,437
Q1 2025 Added 8.75%
$0
$1.41 Million 0.11% of portfolio
10,364
Q1 2025 Added 49.86%
$0
$1.27 Million 0.1% of portfolio
17,239
Q1 2025 Added 80.23%
$0
$1.07 Million 0.09% of portfolio
15,722
Q1 2025 Added 70.13%
$138B
$1.16 Million 0.09% of portfolio
10,364
Q1 2025 Reduced 0.06%
$0
$1.13 Million 0.09% of portfolio
14,274
Q1 2025 Reduced 2.52%
$0
$1.05 Million 0.08% of portfolio
10,467
Q1 2025 Added 14.71%
$7.17B
$1.06 Million 0.08% of portfolio
11,239
Q1 2025 Added 26.39%
$899B
$1.02 Million 0.08% of portfolio
3,941
Q1 2025 Added 29.13%
$0
$1.02 Million 0.08% of portfolio
20,382
Q1 2025 Added 2.81%
$0
$977,000 0.08% of portfolio
27,059
Q1 2025 New
$402B
$1.02 Million 0.08% of portfolio
6,176
Q1 2025 Reduced 7.9%
$0
$864,000 0.07% of portfolio
4,538
Q1 2025 Reduced 0.37%
$59.7B
$850,000 0.07% of portfolio
13,419
Q1 2025 Added 2.15%
$198B
$861,000 0.07% of portfolio
30,461
Q1 2025 Reduced 0.9%
$0
$822,000 0.07% of portfolio
1,464
Q1 2025 Added 18.45%
$107B
$825,000 0.07% of portfolio
2,864
Q1 2025 Added 17.23%
$728B
$875,000 0.07% of portfolio
1,060
Q1 2025 Added 48.25%
$34.5B
$899,000 0.07% of portfolio
15,503
Q1 2025 Added 1.21%
$0
$915,000 0.07% of portfolio
15,592
Q1 2025 Reduced 0.98%
$993B
$847,000 0.07% of portfolio
5,479
Q1 2025 Added 33.15%
$0
$725,000 0.06% of portfolio
23,489
Q1 2025 Added 1.42%
$54.2B
$725,000 0.06% of portfolio
1,498
Q1 2025 Added 100.0%
$331B
$733,000 0.06% of portfolio
3,499
Q1 2025 Added 21.66%
$307B
$747,000 0.06% of portfolio
10,436
Q1 2025 Added 1.47%
$0
$753,000 0.06% of portfolio
3,042
Q1 2025 Added 22.96%
$0
$757,000 0.06% of portfolio
16,996
Q1 2025 Added 89.24%
$17B
$757,000 0.06% of portfolio
24,458
Q1 2025 Added 16.73%
$0
$774,000 0.06% of portfolio
5,517
Q1 2025 Reduced 0.29%
$0
$778,000 0.06% of portfolio
12,827
Q1 2025 Added 5.85%
$204B
$755,000 0.06% of portfolio
5,707
Q1 2025 Added 46.78%

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
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