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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, SPYM, IAGG, JPST, and represent 38.44% of N.E.W. Advisory Services's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$17M), VTI (+$17M), JCPB (+$10M), JIVE (+$9.5M), RDVY (+$8.7M), AIRR (+$8.3M), SCHM (+$8.3M), SPAB (+$7.8M), JQUA (+$7.8M), VV (+$7.1M).
Started 93 new stock positions in METC, GSK, DXYZ, YEAR, RACE, TNL, KTOS, VUZI, ICE, MDAI.
Reduced shares in these 10 stocks: NVDA, MGK, FNDF, DFIV, VUG, VEA, AHR, ITOT, JEPI, XSOE.
Sold out of its positions in AES, ACIW, AFRM, AKAM, AEO, AVTR, BKR, BALL, CALX, CLF.
N.E.W. Advisory Services was a net buyer of stock by $216M.
N.E.W. Advisory Services has $1.4B in assets under management (AUM), dropping by 20.79%.
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 892 positions in its portfolio as reported in the December 2025 quarterly 13F filing

N.E.W. Advisory Services has 892 total positions. Only the first 250 positions are shown.

Sign up to view all of the N.E.W. Advisory Services Dec. 31, 2025 positions
Download the N.E.W. Advisory Services December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	17.9	$242M	+7%	721k	335.27	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	6.4	$87M	+8%	1.5M	56.81	View chart
Spdr Ser Tr Portfolio S&p500 (SPYM)	5.4	$73M		905k	80.22	View chart
Ishares Tr Core Intl Aggr (IAGG)	4.5	$61M	+6%	1.2M	50.01	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.3	$59M	+4%	1.2M	50.59	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	4.0	$54M	+16%	2.1M	25.75	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.2	$43M	+2%	1.3M	32.73	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.0	$41M	+4%	537k	75.44	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	2.7	$37M	+7%	445k	82.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.6	$35M	+5%	475k	74.07	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.3	$31M	+2%	307k	101.98	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	2.2	$30M		310k	97.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.0	$27M	+21%	607k	44.41	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.8	$24M	+2%	607k	39.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.5	$21M	+491%	635k	32.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$20M		40k	502.65	View chart
Apple (AAPL)	1.4	$19M	+29%	69k	271.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$18M	+10%	28k	627.13	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.3	$17M	+23%	365k	46.81	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.2	$17M	+6%	80k	209.12	View chart
Procter & Gamble Company (PG)	0.9	$13M	+12%	89k	143.31	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.9	$12M	+487%	260k	47.35	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$12M	+5%	86k	143.33	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$12M		24k	487.86	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.8	$11M	+563%	139k	80.28	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.8	$11M	+459%	152k	69.47	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$10M	+19%	139k	71.41	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$9.9M	+497%	330k	30.07	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.7	$9.8M	+584%	99k	98.32	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.7	$9.7M	+24%	238k	40.86	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.7	$9.7M	+93%	107k	90.97	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.7	$9.1M	+588%	145k	63.18	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.6	$7.5M	+564%	174k	42.78	View chart
T Rowe Price Etf Us High Yield (THYF)	0.5	$7.4M	+563%	142k	52.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$7.1M	NEW	22k	314.80	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.5	$6.7M	+505%	130k	51.50	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$6.7M	-3%	134k	49.90	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.5	$6.6M	+27%	101k	65.66	View chart
DNP Select Income Fund (DNP)	0.5	$6.5M	+414%	653k	9.99	View chart
Amazon (AMZN)	0.5	$6.1M	+21%	26k	230.82	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$5.6M		30k	190.99	View chart
International Business Machines (IBM)	0.4	$5.1M		17k	296.21	View chart
T Rowe Price Etf Value Etf (TVAL)	0.4	$4.9M	+544%	138k	35.22	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$4.9M	-2%	85k	57.24	View chart
Nicolet Bankshares (NIC)	0.4	$4.8M	+5%	40k	121.30	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$4.8M		6.4k	753.76	View chart
NVIDIA Corporation (NVDA)	0.4	$4.8M	-5%	26k	186.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$4.6M	+414%	136k	34.26	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.3	$4.6M	+1973%	151k	30.20	View chart
Palantir Technologies Cl A (PLTR)	0.3	$4.5M		25k	177.75	View chart
Spdr Ser Tr Bloomberg Intl (IBND)	0.3	$4.3M	NEW	135k	32.11	View chart
Wec Energy Group (WEC)	0.3	$4.0M	+11%	38k	105.46	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$4.0M	+42%	38k	106.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.9M		6.4k	614.29	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$3.9M	-3%	26k	148.69	View chart
Microsoft Corporation (MSFT)	0.3	$3.7M	+19%	7.6k	483.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.2M		12k	257.96	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$3.1M	+2%	30k	104.07	View chart
Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.1M	-5%	50k	62.47	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$3.0M	-2%	7.7k	393.90	View chart
JPMorgan Chase & Co. (JPM)	0.2	$3.0M		9.3k	322.20	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$2.7M		13k	211.23	View chart
Wells Fargo & Company (WFC)	0.2	$2.7M		28k	93.20	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$2.5M	+655%	57k	44.34	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.5M	-9%	6.1k	412.79	View chart
Wal-Mart Stores (WMT)	0.2	$2.4M	+56%	21k	111.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.3M	-2%	7.9k	290.21	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$2.1M	+725%	54k	38.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.8M	-5%	13k	143.52	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.1	$1.8M	NEW	34k	51.40	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.7M	+353%	38k	46.08	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.7M		27k	64.42	View chart
Tesla Motors (TSLA)	0.1	$1.7M	+2%	3.7k	449.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.6M	-2%	30k	53.76	View chart
Spdr S P 500 Etf Tr Tr Unit (SPY)	0.1	$1.6M		2.3k	681.99	View chart
McDonald's Corporation (MCD)	0.1	$1.6M		5.1k	305.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.5M	+37%	4.9k	312.98	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.4M	+19%	3.6k	396.31	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$1.4M	+408%	37k	38.32	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.3M		4.5k	287.84	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.1	$1.3M	+149%	125k	10.37	View chart
Gilead Sciences (GILD)	0.1	$1.3M		11k	122.74	View chart
Meta Platforms Cl A (META)	0.1	$1.3M	+13%	1.9k	659.96	View chart
Johnson & Johnson (JNJ)	0.1	$1.2M		6.0k	206.95	View chart
United Parcel Service CL B (UPS)	0.1	$1.2M	+35%	12k	99.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.2M		15k	79.73	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$1.2M	+4917%	24k	49.85	View chart
Realty Income (O)	0.1	$1.1M	+3%	20k	56.37	View chart
Visa Com Cl A (V)	0.1	$1.1M		3.1k	350.71	View chart
Oshkosh Corporation (OSK)	0.1	$1.1M	+6%	8.5k	125.63	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.1M	-18%	24k	45.21	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.1M	-2%	5.3k	199.70	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.0M	+4%	18k	58.73	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.0M	-10%	18k	54.77	View chart
Raytheon Technologies Corp (RTX)	0.1	$973k	+3%	5.3k	183.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$963k	+45%	3.1k	313.84	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$947k	+36%	6.2k	153.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$941k		4.4k	212.06	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$867k	+17%	18k	49.46	View chart
Charles Schwab Corporation (SCHW)	0.1	$863k		8.6k	99.91	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$863k	+17%	2.9k	301.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$860k		1.3k	685.16	View chart
Ab Active Etfs Conservative (BUFC)	0.1	$860k	+320%	21k	41.33	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$850k	-12%	22k	39.02	View chart
At&t (T)	0.1	$841k	+11%	34k	24.84	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.1	$838k	+825%	7.7k	108.65	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$829k		9.1k	91.40	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$827k		5.9k	139.15	View chart
Ford Motor Company (F)	0.1	$784k	+3%	60k	13.12	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$764k	-17%	16k	47.06	View chart
Vanguard World Industrial Etf (VIS)	0.1	$761k	-3%	2.6k	298.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$761k	-7%	10k	73.56	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$754k		2.7k	276.98	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$731k		9.7k	75.77	View chart
Prologis (PLD)	0.1	$730k		5.7k	127.66	View chart
Coca-Cola Company (KO)	0.1	$720k		10k	69.91	View chart
Eli Lilly & Co. (LLY)	0.1	$713k		663.00	1075.43	View chart
Carrier Global Corporation (CARR)	0.1	$687k		13k	52.84	View chart
UnitedHealth (UNH)	0.1	$683k	-9%	2.1k	330.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$675k		3.1k	219.77	View chart
Vanguard World Financials Etf (VFH)	0.0	$671k		5.0k	133.49	View chart
Bank First National Corporation (BFC)	0.0	$666k	+4%	5.5k	121.82	View chart
Abbvie (ABBV)	0.0	$626k		2.7k	228.51	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$603k		10k	60.17	View chart
Caterpillar (CAT)	0.0	$589k		1.0k	572.99	View chart
Oracle Corporation (ORCL)	0.0	$578k	+18%	3.0k	194.92	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$539k		1.1k	480.53	View chart
Mastercard Incorporated Cl A (MA)	0.0	$538k	+67%	943.00	570.88	View chart
Verizon Communications (VZ)	0.0	$528k	+5%	13k	40.73	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$524k	+1325%	5.4k	96.83	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$520k		4.2k	123.26	View chart
American Express Company (AXP)	0.0	$473k	+45%	1.3k	369.90	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$471k		1.7k	279.18	View chart
Exxon Mobil Corporation (XOM)	0.0	$468k	+13%	3.9k	120.35	View chart
Honeywell International (HON)	0.0	$464k	+5%	2.4k	195.13	View chart
Associated Banc- (ASB)	0.0	$464k	+53%	18k	25.76	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$460k	-2%	9.5k	48.32	View chart
Morgan Stanley Com New (MS)	0.0	$451k	+90%	2.5k	177.51	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$449k	+94%	2.8k	161.99	View chart
Fiserv (FI)	0.0	$446k	+334%	6.6k	67.17	View chart
UMB Financial Corporation (UMBF)	0.0	$437k		3.8k	115.04	View chart
Philip Morris International (PM)	0.0	$428k		2.7k	160.37	View chart
Pepsi (PEP)	0.0	$424k	+19%	3.0k	143.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$422k	+305%	15k	27.43	View chart
Lowe's Companies (LOW)	0.0	$418k	+13%	1.7k	241.17	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$417k		3.0k	141.04	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.0	$413k		5.4k	76.45	View chart
Altria (MO)	0.0	$411k	+6%	7.1k	57.66	View chart
Ameriprise Financial (AMP)	0.0	$403k		821.00	490.34	View chart
3M Company (MMM)	0.0	$402k	+25%	2.5k	160.09	View chart
Kimberly-Clark Corporation (KMB)	0.0	$383k	+12%	3.8k	100.90	View chart
Micron Technology (MU)	0.0	$380k	+31%	1.3k	285.37	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$380k		982.00	386.98	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$379k	-4%	2.1k	181.20	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$354k		2.5k	141.07	View chart
Builders FirstSource (BLDR)	0.0	$353k	-4%	3.4k	102.89	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$352k	+166%	2.9k	120.96	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$348k	-4%	7.3k	47.99	View chart
Deere & Company (DE)	0.0	$348k		748.00	465.64	View chart
Costco Wholesale Corporation (COST)	0.0	$336k	+7%	389.00	862.97	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$335k	-3%	3.3k	100.38	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$326k		1.3k	252.96	View chart
Ge Aerospace Com New (GE)	0.0	$323k	-9%	1.0k	308.14	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$322k	+112%	6.9k	46.86	View chart
Martin Marietta Materials (MLM)	0.0	$321k		516.00	622.66	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$320k		5.7k	56.19	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$318k	-4%	2.9k	109.93	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$314k		12k	26.91	View chart
Allstate Corporation (ALL)	0.0	$300k	+31%	1.4k	208.15	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.0	$297k		6.7k	44.09	View chart
Ecolab (ECL)	0.0	$296k		1.1k	262.52	View chart
Merck & Co (MRK)	0.0	$292k	+9%	2.8k	105.25	View chart
Advanced Micro Devices (AMD)	0.0	$291k	+43%	1.4k	214.16	View chart
Capital One Financial (COF)	0.0	$288k	+104%	1.2k	242.36	View chart
Home Depot (HD)	0.0	$285k		828.00	344.10	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$282k	+9%	2.7k	105.69	View chart
Constellation Energy (CEG)	0.0	$282k	+3%	798.00	353.34	View chart
Ab Active Etfs Short Duration H (SYFI)	0.0	$273k	NEW	7.6k	35.93	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$271k	+90%	890.00	303.89	View chart
Broadcom (AVGO)	0.0	$268k	+3%	774.00	345.97	View chart
Lamar Advertising Cl A (LAMR)	0.0	$266k		2.1k	126.58	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$263k	-4%	3.1k	85.37	View chart
Chevron Corporation (CVX)	0.0	$262k	-23%	1.7k	152.41	View chart
Stryker Corporation (SYK)	0.0	$262k	+47%	744.00	351.47	View chart
Dorchester Minerals Com Unit (DMLP)	0.0	$259k		12k	22.36	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$258k	+89%	5.2k	49.65	View chart
Southern Company (SO)	0.0	$252k		2.9k	87.20	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.0	$252k		3.4k	73.52	View chart
Thermo Fisher Scientific (TMO)	0.0	$246k	+91%	424.00	579.45	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$246k	+17%	1.2k	211.71	View chart
Boeing Company (BA)	0.0	$245k	-26%	1.1k	217.12	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$238k	+11%	788.00	302.11	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$226k	NEW	4.9k	46.29	View chart
Ge Vernova (GEV)	0.0	$222k	-16%	339.00	653.73	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$219k	-34%	1.4k	155.09	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$218k	+33%	1.5k	143.97	View chart
Illinois Tool Works (ITW)	0.0	$217k		880.00	246.20	View chart
First Tr Exchange Traded Cap Strength Etf (FTCS)	0.0	$214k	+177%	2.3k	92.49	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$211k		2.2k	96.88	View chart
Abbott Laboratories (ABT)	0.0	$210k	+11%	1.7k	125.26	View chart
Nextera Energy (NEE)	0.0	$210k	+32%	2.6k	80.29	View chart
Bank of America Corporation (BAC)	0.0	$209k		3.8k	55.00	View chart
First Tr Exchange Traded Structured Cr In (SCIO)	0.0	$208k	+38%	10k	20.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$208k		3.1k	66.00	View chart
Uber Technologies (UBER)	0.0	$206k	+7%	2.5k	81.71	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$204k	+12%	1.3k	154.77	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$204k	+193%	3.5k	58.13	View chart
Pfizer (PFE)	0.0	$193k	+21%	7.8k	24.90	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$189k	+7%	3.9k	48.01	View chart
Tempus Ai Cl A (TEM)	0.0	$188k	+202%	3.2k	59.05	View chart
Vulcan Materials Company (VMC)	0.0	$185k		650.00	285.22	View chart
Fs Kkr Capital Corp (FSK)	0.0	$178k		12k	14.81	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$177k		2.1k	83.75	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$177k		1.3k	141.22	View chart
AutoZone (AZO)	0.0	$176k	+92%	52.00	3391.50	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$176k	-10%	3.9k	45.02	View chart
Xcel Energy (XEL)	0.0	$174k	+2%	2.3k	73.86	View chart
Vanguard World Utilities Etf (VPU)	0.0	$172k		927.00	185.04	View chart
Ssga Active Etf Tr Globl Allo Etf (GAL)	0.0	$171k	+13%	3.5k	49.45	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$168k		1.2k	136.94	View chart
First Tr Exchange Traded Ft Vest Ris (RDVI)	0.0	$166k	NEW	6.3k	26.24	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$165k	+13%	2.1k	76.92	View chart
BP Sponsored Adr (BP)	0.0	$165k	+10%	4.7k	34.73	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$162k	-29%	434.00	373.44	View chart
Booking Holdings (BKNG)	0.0	$161k	NEW	30.00	5355.33	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$159k	+241%	3.6k	44.70	View chart
Cisco Systems (CSCO)	0.0	$159k		2.1k	77.04	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$159k		1.8k	88.49	View chart
Marvell Technology (MRVL)	0.0	$159k	+139%	1.9k	84.98	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$156k		332.00	468.76	View chart
Ametek (AME)	0.0	$154k	+169%	751.00	205.31	View chart
Capital Group Core Balanced SHS (CGBL)	0.0	$154k		4.4k	35.33	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$153k	+2%	1.6k	94.21	View chart
Siriusxm Holdings Common Stock (SIRI)	0.0	$153k		7.7k	20.00	View chart
Northrop Grumman Corporation (NOC)	0.0	$153k	+523%	268.00	570.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$153k		797.00	191.56	View chart
Blackrock Etf Trust Ii Ishares High Yie (SHYM)	0.0	$151k	+10%	6.8k	22.22	View chart
Vistra Energy (VST)	0.0	$147k	+11%	912.00	161.36	View chart
General Motors Company (GM)	0.0	$144k	-2%	1.8k	81.33	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$144k	-3%	10k	14.17	View chart
Humana (HUM)	0.0	$143k	NEW	560.00	256.13	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.0	$143k	+714%	2.9k	50.08	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$142k	+174%	1.2k	119.75	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$135k		1.2k	108.36	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.0	$134k	+1871%	3.5k	38.53	View chart
Schneider National CL B (SNDR)	0.0	$133k	-3%	5.0k	26.53	View chart
Verisk Analytics (VRSK)	0.0	$132k	+103%	590.00	223.69	View chart
Wabtec Corporation (WAB)	0.0	$131k	+15275%	615.00	213.47	View chart
FedEx Corporation (FDX)	0.0	$131k		454.00	289.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.0	$131k	+120%	4.6k	28.24	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 Q4 filed Jan. 28, 2026
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

View all past filings

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