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N.E.W. Advisory Services

Latest statistics and disclosures from N.E.W. Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, SPYV, SPLG, IAGG, JPST, and represent 43.04% of N.E.W. Advisory Services's stock portfolio.
Added to shares of these 10 stocks: VTI (+$6.7M), JPST, IAGG, BND, SPAB, VXUS, DFAX, SPYV, SCHM, JIVE.
Started 42 new stock positions in MELI, PAAS, ELV, TLRY, OKLO, KSS, SG, PDCC, AUR, ETHA.
Reduced shares in these 10 stocks: HELO, FTCB, VIOV, SDVY, SPLG, TCAF, JPME, TVAL, SGOV, JIRE.
Sold out of its positions in YEAR, ALK, AMED, ANSS, AM, Chargepoint Holdings Inc Com Cl A, CHE, CTSH, CODI, CTSO.
N.E.W. Advisory Services was a net buyer of stock by $25M.
N.E.W. Advisory Services has $1.1B in assets under management (AUM), dropping by 8.63%.
Central Index Key (CIK): 0001803456

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Positions held by N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for N.E.W. Advisory Services

N.E.W. Advisory Services holds 840 positions in its portfolio as reported in the September 2025 quarterly 13F filing

N.E.W. Advisory Services has 840 total positions. Only the first 250 positions are shown.

Sign up to view all of the N.E.W. Advisory Services Sept. 30, 2025 positions
Download the N.E.W. Advisory Services September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	19.7	$220M	+3%	671k	328.17	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	6.9	$78M	+2%	1.4M	55.33	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	6.3	$70M		895k	78.34	View chart
Ishares Tr Core Intl Aggr (IAGG)	5.2	$58M	+6%	1.1M	51.23	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.0	$56M	+7%	1.1M	50.73	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	4.2	$47M	+3%	1.8M	25.85	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.6	$41M	+4%	1.3M	31.38	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.4	$38M	+4%	515k	73.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.0	$33M	+8%	449k	74.37	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	3.0	$33M	+2%	414k	80.65	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.7	$30M	+2%	299k	99.53	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	2.6	$29M	-5%	306k	95.22	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.1	$23M		595k	38.57	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.9	$21M		498k	42.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$20M		40k	502.74	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.4	$16M	+3%	75k	209.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$16M	+6%	25k	612.39	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.2	$14M	-2%	296k	46.81	View chart
Apple (AAPL)	1.2	$14M		54k	254.63	View chart
Procter & Gamble Company (PG)	1.1	$12M		79k	153.65	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$12M		25k	479.61	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.0	$12M	+2%	82k	142.55	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$7.9M		117k	67.83	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.7	$7.7M	-5%	192k	40.18	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$6.4M	-5%	138k	46.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$5.6M		30k	186.49	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.5	$5.3M	-5%	79k	67.29	View chart
NVIDIA Corporation (NVDA)	0.5	$5.1M	+2%	28k	186.58	View chart
Nicolet Bankshares (NIC)	0.5	$5.1M		38k	134.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$5.0M	+7%	87k	57.10	View chart
International Business Machines (IBM)	0.4	$4.9M		17k	282.15	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.4	$4.9M	-4%	55k	88.65	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$4.9M		6.5k	746.60	View chart
Amazon (AMZN)	0.4	$4.8M		22k	219.57	View chart
Palantir Technologies Cl A (PLTR)	0.4	$4.6M	+3%	25k	182.42	View chart
Wec Energy Group (WEC)	0.4	$4.0M		35k	114.59	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$3.9M	+3%	27k	145.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.9M	+4%	6.4k	600.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$3.4M	+84%	107k	31.91	View chart
Microsoft Corporation (MSFT)	0.3	$3.3M	-3%	6.4k	517.98	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.2M		13k	254.29	View chart
Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA)	0.3	$3.2M	+5%	53k	59.92	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$3.1M		7.9k	396.17	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$3.0M	+7%	29k	103.07	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.9M		9.2k	315.43	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$2.7M		26k	104.51	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.7M	+4%	6.8k	402.44	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$2.7M		13k	213.72	View chart
Wells Fargo & Company (WFC)	0.2	$2.4M		28k	83.82	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.4M		8.0k	293.73	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$2.1M	+31%	44k	47.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.9M	+6%	14k	140.95	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$1.8M	+23%	27k	67.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.7M	+2%	31k	54.18	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.6M	+2669%	55k	29.64	View chart
Tesla Motors (TSLA)	0.1	$1.6M		3.6k	444.72	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$1.6M	+20900%	21k	75.40	View chart
McDonald's Corporation (MCD)	0.1	$1.5M	-4%	5.0k	303.87	View chart
Spdr S P 500 Etf Tr Tr Unit (SPY)	0.1	$1.5M		2.3k	666.17	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$1.4M	+28%	15k	96.68	View chart
Wal-Mart Stores (WMT)	0.1	$1.4M	-2%	14k	103.06	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$1.3M	+27%	21k	62.91	View chart
DNP Select Income Fund (DNP)	0.1	$1.3M		127k	10.01	View chart
Meta Platforms Cl A (META)	0.1	$1.2M		1.7k	734.51	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.2M	+8%	29k	42.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.2M	+4%	15k	79.93	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.2M		4.5k	259.60	View chart
Realty Income (O)	0.1	$1.2M	+9%	19k	60.79	View chart
Gilead Sciences (GILD)	0.1	$1.2M		11k	111.00	View chart
T Rowe Price Etf Us High Yield (THYF)	0.1	$1.1M	NEW	21k	52.45	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.1M	+4%	26k	42.37	View chart
Johnson & Johnson (JNJ)	0.1	$1.1M		6.0k	185.41	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.1M		21k	53.87	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$1.1M	NEW	21k	51.45	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.1	$1.1M	+26118%	26k	41.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M	+4%	3.0k	355.47	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.1M		5.5k	195.88	View chart
Visa Com Cl A (V)	0.1	$1.1M		3.1k	341.38	View chart
Oshkosh Corporation (OSK)	0.1	$1.0M	-5%	8.0k	129.70	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.0M	+7%	17k	58.85	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$946k	+6%	25k	37.94	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$917k		4.4k	206.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$881k	+141%	26k	33.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$863k	-11%	3.6k	243.12	View chart
Raytheon Technologies Corp (RTX)	0.1	$858k		5.1k	167.34	View chart
At&t (T)	0.1	$856k		30k	28.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$832k		1.2k	669.30	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$827k		5.9k	140.05	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$826k	-4%	20k	42.01	View chart
Charles Schwab Corporation (SCHW)	0.1	$825k		8.6k	95.47	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$808k		9.1k	89.13	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$801k		11k	71.37	View chart
UnitedHealth (UNH)	0.1	$792k	+64%	2.3k	345.28	View chart
Vanguard World Industrial Etf (VIS)	0.1	$784k	+11%	2.6k	296.25	View chart
Carrier Global Corporation (CARR)	0.1	$777k		13k	59.70	View chart
United Parcel Service CL B (UPS)	0.1	$761k	+18%	9.1k	83.53	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$755k	+10%	15k	50.63	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$744k		2.7k	273.64	View chart
T Rowe Price Etf Value Etf (TVAL)	0.1	$732k	-47%	22k	34.11	View chart
Oracle Corporation (ORCL)	0.1	$706k		2.5k	281.20	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$695k		9.6k	72.26	View chart
Ford Motor Company (F)	0.1	$691k	+5%	58k	11.96	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$686k	+10%	4.5k	151.09	View chart
Coca-Cola Company (KO)	0.1	$678k		10k	66.32	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$662k	+6%	2.4k	271.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$662k		3.1k	215.76	View chart
Vanguard World Financials Etf (VFH)	0.1	$660k	+10%	5.0k	131.24	View chart
Prologis (PLD)	0.1	$652k		5.7k	114.52	View chart
Bank First National Corporation (BFC)	0.1	$634k		5.2k	121.31	View chart
Abbvie (ABBV)	0.1	$630k		2.7k	231.57	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$576k		10k	57.47	View chart
Verizon Communications (VZ)	0.0	$539k	+8%	12k	43.95	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$520k		1.1k	463.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$513k		2.1k	243.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$509k	-2%	4.2k	120.72	View chart
Eli Lilly & Co. (LLY)	0.0	$506k		663.00	763.06	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.0	$504k	+34%	50k	10.12	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$496k		1.7k	293.75	View chart
Caterpillar (CAT)	0.0	$490k		1.0k	477.15	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$482k	-2%	9.8k	49.46	View chart
Honeywell International (HON)	0.0	$476k		2.3k	210.49	View chart
UMB Financial Corporation (UMBF)	0.0	$450k		3.8k	118.35	View chart
Altria (MO)	0.0	$442k		6.7k	66.06	View chart
Builders FirstSource (BLDR)	0.0	$434k	+4%	3.6k	121.25	View chart
Philip Morris International (PM)	0.0	$429k		2.6k	162.20	View chart
Kimberly-Clark Corporation (KMB)	0.0	$418k		3.4k	124.33	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.0	$414k		5.4k	76.70	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$413k	-2%	3.0k	139.66	View chart
Ameriprise Financial (AMP)	0.0	$403k	+9%	821.00	491.25	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$386k		2.2k	176.80	View chart
Exxon Mobil Corporation (XOM)	0.0	$385k		3.4k	112.74	View chart
Lowe's Companies (LOW)	0.0	$383k	+21%	1.5k	251.35	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$382k	+202%	8.3k	46.24	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$378k	+5%	11k	36.00	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$372k		982.00	379.07	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$365k	-2%	7.6k	48.22	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$350k	-62%	3.5k	100.70	View chart
Chevron Corporation (CVX)	0.0	$348k		2.2k	155.32	View chart
Pepsi (PEP)	0.0	$347k	+3%	2.5k	140.42	View chart
Ge Aerospace Com New (GE)	0.0	$347k	+11%	1.2k	300.86	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$345k		2.5k	137.78	View chart
Deere & Company (DE)	0.0	$345k		754.00	457.02	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$339k	-3%	3.0k	111.23	View chart
Home Depot (HD)	0.0	$336k		830.00	405.19	View chart
Costco Wholesale Corporation (COST)	0.0	$334k	-7%	361.00	925.88	View chart
Boeing Company (BA)	0.0	$332k	+3%	1.5k	215.83	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$330k	+25%	2.1k	154.26	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$328k	+933%	7.6k	43.41	View chart
Martin Marietta Materials (MLM)	0.0	$325k		516.00	630.28	View chart
Mastercard Incorporated Cl A (MA)	0.0	$320k		563.00	568.81	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$320k	+17%	1.1k	281.96	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$314k	+15%	1.3k	247.14	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$313k	-3%	5.7k	54.85	View chart
3M Company (MMM)	0.0	$311k		2.0k	155.15	View chart
Ecolab (ECL)	0.0	$309k		1.1k	273.86	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$307k		12k	26.34	View chart
Associated Banc- (ASB)	0.0	$302k		12k	25.71	View chart
Dorchester Minerals Com Unit (DMLP)	0.0	$300k		12k	25.89	View chart
American Express Company (AXP)	0.0	$292k		878.00	332.05	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.0	$292k		6.7k	43.20	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.0	$280k	-84%	7.4k	38.02	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$279k	+35%	2.4k	115.01	View chart
Southern Company (SO)	0.0	$273k		2.9k	94.78	View chart
Lamar Advertising Cl A (LAMR)	0.0	$258k		2.1k	122.42	View chart
Constellation Energy (CEG)	0.0	$255k		774.00	329.09	View chart
Ge Vernova (GEV)	0.0	$251k	-7%	408.00	615.56	View chart
Broadcom (AVGO)	0.0	$247k	+30%	749.00	330.04	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$247k	-25%	3.2k	76.45	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$246k	-77%	6.5k	37.70	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.0	$242k		3.4k	70.60	View chart
Allstate Corporation (ALL)	0.0	$235k		1.1k	214.65	View chart
Uber Technologies (UBER)	0.0	$230k	+5%	2.4k	97.97	View chart
Illinois Tool Works (ITW)	0.0	$229k		880.00	260.66	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$224k		613.00	365.48	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$221k	-4%	7.3k	30.29	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$215k	-20%	1.4k	150.91	View chart
Merck & Co (MRK)	0.0	$214k	-10%	2.5k	83.93	View chart
Morgan Stanley Com New (MS)	0.0	$211k		1.3k	158.94	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$210k	-6%	705.00	297.62	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$209k		2.2k	95.89	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$207k		990.00	208.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$205k	+14%	3.1k	65.26	View chart
Vulcan Materials Company (VMC)	0.0	$203k		660.00	307.62	View chart
Walt Disney Company (DIS)	0.0	$202k		1.8k	114.50	View chart
Ab Active Etfs Conservative (BUFC)	0.0	$201k	-6%	4.9k	40.63	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$201k		4.4k	45.77	View chart
Abbott Laboratories (ABT)	0.0	$201k		1.5k	133.93	View chart
Fiserv (FI)	0.0	$197k		1.5k	128.93	View chart
Bank of America Corporation (BAC)	0.0	$193k		3.7k	51.60	View chart
Stryker Corporation (SYK)	0.0	$186k		504.00	369.67	View chart
Xcel Energy (XEL)	0.0	$185k	-17%	2.3k	80.65	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$181k	+7%	3.7k	49.45	View chart
Fs Kkr Capital Corp (FSK)	0.0	$179k		12k	14.93	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$179k	-20%	2.7k	65.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$178k	-2%	2.1k	84.11	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$177k		1.3k	141.44	View chart
Siriusxm Holdings Common Stock (SIRI)	0.0	$176k	-34%	7.6k	23.28	View chart
Vanguard World Utilities Etf (VPU)	0.0	$176k		927.00	189.41	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$175k		1.2k	142.41	View chart
Micron Technology (MU)	0.0	$169k		1.0k	167.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$164k		1.8k	91.42	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$163k	-49%	1.9k	86.30	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$163k		1.2k	139.18	View chart
Pfizer (PFE)	0.0	$162k	+40%	6.4k	25.48	View chart
Vistra Energy (VST)	0.0	$161k	-9%	821.00	195.92	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$161k		328.00	490.38	View chart
Advanced Micro Devices (AMD)	0.0	$153k		944.00	161.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$151k		796.00	189.72	View chart
First Tr Exchange Traded Structured Cr In (SCIO)	0.0	$150k	+1320%	7.2k	20.75	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$150k	+3%	1.6k	94.33	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$150k		3.2k	46.32	View chart
Capital Group Core Balanced SHS (CGBL)	0.0	$150k		4.3k	34.72	View chart
Ssga Active Etf Tr Globl Allo Etf (GAL)	0.0	$150k		3.0k	49.12	View chart
Nextera Energy (NEE)	0.0	$149k		2.0k	75.48	View chart
BP Sponsored Adr (BP)	0.0	$148k		4.3k	34.46	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$143k		2.3k	62.48	View chart
Draftkings Com Cl A (DKNG)	0.0	$141k	-20%	3.8k	37.40	View chart
Cisco Systems (CSCO)	0.0	$141k		2.1k	68.41	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$138k		1.2k	110.90	View chart
Blackrock Etf Trust Ii Ishares High Yie (SHYM)	0.0	$137k	-6%	6.1k	22.34	View chart
Progressive Corporation (PGR)	0.0	$137k		553.00	246.76	View chart
Servicenow (NOW)	0.0	$136k		148.00	920.28	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$134k	+48%	2.1k	64.81	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$130k	+10%	467.00	279.29	View chart
Jacobs Engineering Group (J)	0.0	$130k		867.00	149.86	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$130k		1.1k	118.44	View chart
MetLife (MET)	0.0	$129k		1.6k	82.35	View chart
Capital One Financial (COF)	0.0	$123k		580.00	212.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$118k		1.2k	100.25	View chart
Fortinet (FTNT)	0.0	$118k		1.4k	84.08	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.0	$117k	-3%	1.2k	97.97	View chart
AutoZone (AZO)	0.0	$116k		27.00	4290.22	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$114k	-95%	1.8k	65.00	View chart
Datadog Cl A Com (DDOG)	0.0	$113k	-30%	796.00	142.40	View chart
Cleveland-cliffs (CLF)	0.0	$113k	+74%	9.3k	12.20	View chart
Novo Nordisk A S Adr (NVO)	0.0	$112k		2.0k	55.49	View chart
General Motors Company (GM)	0.0	$110k		1.8k	60.96	View chart
Schneider National CL B (SNDR)	0.0	$109k	-11%	5.2k	21.16	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$108k		972.00	110.59	View chart
Thermo Fisher Scientific (TMO)	0.0	$107k		221.00	485.02	View chart
FedEx Corporation (FDX)	0.0	$107k		454.00	235.67	View chart
Qualcomm (QCOM)	0.0	$106k		635.00	166.36	View chart
Rbb Fund Trust Tweedy Browne (COPY)	0.0	$104k	NEW	8.4k	12.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$104k	+19%	3.8k	27.30	View chart
Netflix (NFLX)	0.0	$101k		84.00	1198.92	View chart
Linde SHS (LIN)	0.0	$101k		212.00	475.00	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.0	$100k	NEW	2.0k	51.29	View chart
Plexus (PLXS)	0.0	$99k		681.00	144.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$97k		1.0k	93.37	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$97k		1.3k	72.77	View chart

Past Filings by N.E.W. Advisory Services

SEC 13F filings are viewable for N.E.W. Advisory Services going back to 2019

N.E.W. Advisory Services 2025 Q3 filed Oct. 27, 2025
N.E.W. Advisory Services 2025 Q2 filed Aug. 18, 2025
N.E.W. Advisory Services 2025 Q1 filed May 7, 2025
N.E.W. Advisory Services 2024 Q4 filed Jan. 24, 2025
N.E.W. Advisory Services 2024 Q3 filed Oct. 31, 2024
N.E.W. Advisory Services 2024 Q2 filed Aug. 5, 2024
N.E.W. Advisory Services 2024 Q1 filed April 24, 2024
N.E.W. Advisory Services 2023 Q4 filed Feb. 6, 2024
N.E.W. Advisory Services 2023 Q3 filed Nov. 6, 2023
N.E.W. Advisory Services 2023 Q2 filed Aug. 4, 2023
N.E.W. Advisory Services 2023 Q1 filed May 10, 2023
N.E.W. Advisory Services 2022 Q4 filed Feb. 13, 2023
N.E.W. Advisory Services 2022 Q3 filed Nov. 14, 2022
N.E.W. Advisory Services 2022 Q2 filed Aug. 1, 2022
N.E.W. Advisory Services 2022 Q1 filed April 11, 2022
N.E.W. Advisory Services 2021 Q4 filed Jan. 18, 2022

View all past filings

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