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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.1 Million 0.19% of portfolio
44,226
Q3 2025 Added 31.13%
$0
$1.91 Million 0.17% of portfolio
13,527
Q3 2025 Added 6.4%
$0
$1.83 Million 0.16% of portfolio
27,178
Q3 2025 Added 23.42%
$0
$1.69 Million 0.15% of portfolio
31,200
Q3 2025 Added 2.59%
$0
$1.64 Million 0.15% of portfolio
55,247
Q3 2025 Added 2,669.27%
$1.39T
$1.6 Million 0.14% of portfolio
3,594
Q3 2025 Added 0.11%
$226B
$1.53 Million 0.14% of portfolio
5,038
Q3 2025 Reduced 4.78%
$0
$1.53 Million 0.14% of portfolio
2,296
Q3 2025 Added 1.41%
$281B
$1.4 Million 0.13% of portfolio
13,575
Q3 2025 Reduced 2.56%
$0
$1.4 Million 0.13% of portfolio
14,482
Q3 2025 Added 28.4%
$0
$1.32 Million 0.12% of portfolio
21,040
Q3 2025 Added 28.0%
$35.3B
$1.17 Million 0.11% of portfolio
19,224
Q3 2025 Added 9.83%
$0
$1.18 Million 0.11% of portfolio
4,529
Q3 2025 Reduced 1.63%
$0
$1.21 Million 0.11% of portfolio
15,092
Q3 2025 Added 4.63%
$0
$1.24 Million 0.11% of portfolio
28,796
Q3 2025 Added 8.25%
$1.41T
$1.24 Million 0.11% of portfolio
1,691
Q3 2025 Reduced 0.59%
$554B
$1.07 Million 0.1% of portfolio
3,127
Q2 2025 Reduced 26.15%
$0
$1.07 Million 0.1% of portfolio
5,453
Q2 2025 Reduced 1.16%
$131B
$1.08 Million 0.1% of portfolio
3,034
Q3 2025 Added 4.95%
$0
$1.11 Million 0.1% of portfolio
20,532
Q3 2025 Added 1.96%
$507B
$1.11 Million 0.1% of portfolio
5,987
Q3 2025 Added 0.88%
$24B
$1.11 Million 0.1% of portfolio
26,315
Q3 2025 Added 4.96%
$0
$1.1 Million 0.1% of portfolio
26,218
Q3 2025 Added 26,118.0%
$154B
$1.16 Million 0.1% of portfolio
10,463
Q3 2025 Added 0.62%
$8.01B
$1.04 Million 0.09% of portfolio
7,994
Q3 2025 Reduced 5.83%
$0
$1.01 Million 0.09% of portfolio
17,094
Q3 2025 Added 7.14%
$0
$946,000 0.09% of portfolio
24,939
Q3 2025 Added 6.87%
$1.67T
$863,000 0.08% of portfolio
3,550
Q3 2025 Reduced 11.56%
$263B
$858,000 0.08% of portfolio
5,129
Q3 2025 Added 0.06%
$179B
$855,000 0.08% of portfolio
30,299
Q3 2025 Added 0.2%
$0
$881,000 0.08% of portfolio
26,364
Q3 2025 Added 141.27%
$0
$916,000 0.08% of portfolio
4,438
Q2 2025 Reduced 2.2%
$0
$744,000 0.07% of portfolio
2,720
Q3 2025 Added 0.07%
$69.3B
$760,000 0.07% of portfolio
9,104
Q3 2025 Added 18.2%
$0
$754,000 0.07% of portfolio
14,905
Q3 2025 Added 10.89%
$47.6B
$776,000 0.07% of portfolio
13,006
Q3 2025 Reduced 1.0%
$0
$784,000 0.07% of portfolio
2,647
Q3 2025 Added 11.45%
$306B
$791,000 0.07% of portfolio
2,293
Q3 2025 Added 64.02%
$0
$800,000 0.07% of portfolio
11,223
Q3 2025 Reduced 1.49%
$0
$807,000 0.07% of portfolio
9,064
Q3 2025 Added 0.06%
$175B
$824,000 0.07% of portfolio
8,637
Q3 2025 Added 0.02%
$0
$827,000 0.07% of portfolio
5,906
Q3 2025 Reduced 1.58%
$0
$831,000 0.07% of portfolio
1,243
Q2 2025 Reduced 15.1%
$0
$686,000 0.06% of portfolio
4,542
Q3 2025 Added 10.11%
$310B
$677,000 0.06% of portfolio
10,218
Q3 2025 Reduced 0.7%
$0
$662,000 0.06% of portfolio
2,443
Q3 2025 Added 6.77%
$0
$659,000 0.06% of portfolio
5,028
Q3 2025 Added 10.82%
$117B
$651,000 0.06% of portfolio
5,689
Q3 2025 Added 1.28%
$1.12B
$634,000 0.06% of portfolio
5,229
Q2 2025 Reduced 7.09%

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
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