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
$137,000 0.01% of portfolio
1,244
Q1 2025 New
$0
$140,000 0.01% of portfolio
6,134
Q3 2025 Reduced 6.83%
$127B
$136,000 0.01% of portfolio
553
Q3 2025 Added 0.18%
$174B
$136,000 0.01% of portfolio
148
Q2 2025 Reduced 20.86%
$4.3B
$134,000 0.01% of portfolio
2,074
Q3 2025 Added 48.78%
$0
$149,000 0.01% of portfolio
3,044
Q3 2025 Added 0.07%
$0
$68,000 0.01% of portfolio
1,195
Q3 2025 Added 0.34%
$32.7B
$123,000 0.01% of portfolio
1,423
Q3 2025 Reduced 20.32%
$0
$164,000 0.01% of portfolio
1,795
Q1 2025 New
$0
$163,000 0.01% of portfolio
1,890
Q3 2025 Reduced 49.42%
$137B
$162,000 0.01% of portfolio
6,374
Q3 2025 Added 40.64%
$116B
$160,000 0.01% of portfolio
328
Q2 2025 Reduced 19.01%
$377B
$152,000 0.01% of portfolio
944
Q2 2025 Reduced 59.95%
$0
$151,000 0.01% of portfolio
796
Q3 2025 Reduced 1.85%
$0
$150,000 0.01% of portfolio
1,591
Q3 2025 Added 3.58%
$0
$149,000 0.01% of portfolio
3,238
Q3 2025 Added 1.35%
$1.49T
$130,000 0.01% of portfolio
467
Q3 2025 Added 10.4%
$60.7B
$128,000 0.01% of portfolio
1,563
Q3 2025 Added 0.26%
$5.37B
$113,000 0.01% of portfolio
9,274
Q3 2025 Added 74.98%
$103B
$111,000 0.01% of portfolio
2,014
Q2 2025 Added 31.81%
$101B
$110,000 0.01% of portfolio
1,810
Q3 2025 Added 0.06%
$2.16B
$109,000 0.01% of portfolio
5,156
Q3 2025 Reduced 11.44%
$0
$107,000 0.01% of portfolio
972
Q1 2025 New
$224B
$107,000 0.01% of portfolio
221
Q1 2025 New
$68.2B
$107,000 0.01% of portfolio
454
Q3 2025 Added 0.22%
$192B
$105,000 0.01% of portfolio
635
Q2 2025 Reduced 12.41%
$79.5B
$160,000 0.01% of portfolio
821
Q3 2025 Reduced 9.08%
$55.6B
$113,000 0.01% of portfolio
796
Q3 2025 Reduced 30.54%
$70.6B
$115,000 0.01% of portfolio
27
Q2 2025 Reduced 35.71%
$0
$129,000 0.01% of portfolio
1,093
Q3 2025 Reduced 0.46%
$0
$116,000 0.01% of portfolio
1,193
Q3 2025 Reduced 3.48%
$64.5B
$118,000 0.01% of portfolio
1,405
Q2 2025 Reduced 20.85%
$0
$118,000 0.01% of portfolio
1,180
Q1 2025 New
$83.6B
$123,000 0.01% of portfolio
580
Q2 2025 Added 625.0%
$4.19B
$5,000 0.0% of portfolio
85
Q1 2025 New
$8.31B
$6,000 0.0% of portfolio
100
Q1 2025 New
$7.93B
$5,000 0.0% of portfolio
40
Q1 2025 New
$9.73B
$5,000 0.0% of portfolio
26
Q1 2025 New
$183M
$5,000 0.0% of portfolio
3,854
Q1 2025 New
$15.5B
$5,000 0.0% of portfolio
65
Q1 2025 New
$7.78B
$4,000 0.0% of portfolio
200
Q1 2025 New
$20.5B
$5,000 0.0% of portfolio
63
Q1 2025 New
$22.1B
$4,000 0.0% of portfolio
139
Q2 2025 Reduced 37.67%
$83.9B
$5,000 0.0% of portfolio
400
Q3 2025 New
$8.96B
$5,000 0.0% of portfolio
50
Q3 2025 New
$0
$4,000 0.0% of portfolio
138
Q2 2025 Added 81.58%
$699M
$5,000 0.0% of portfolio
1,250
Q2 2025 Reduced 50.0%
$0
$4,000 0.0% of portfolio
184
Q3 2025 Reduced 22.69%
$43.8B
$5,000 0.0% of portfolio
15
Q3 2025 Added 50.0%

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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