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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, SPYM, IAGG, JPST, SPYV, and represent 36.63% of N.E.W. Advisory Services's stock portfolio.
Added to shares of these 10 stocks: VUG (+$10M), JPST (+$5.7M), VGT (+$5.5M), IAGG, BND, DFAX, SPAB, MGK, VO, AAPL.
Started 112 new stock positions in GCT, WST, FTV, MRSH, LECO, NDAQ, TTEQ, RYAAY, RF, CLIP.
Reduced shares in these 10 stocks: SPYM (-$5.9M), VIOV, JCPB, NVDA, TFLR, EWX, JPIE, SPYV, SLYV, Honeywell International.
Sold out of its positions in AOD, ADBE, AAL, DYNF, BAI, THRO, BLCR, CBOE, CME, Carnival Corporation.
N.E.W. Advisory Services was a net buyer of stock by $42M.
N.E.W. Advisory Services has $1.5B in assets under management (AUM), dropping by 11.81%.
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 980 positions in its portfolio as reported in the June 2026 quarterly 13F filing

N.E.W. Advisory Services has 980 total positions. Only the first 250 positions are shown.

Sign up to view all of the N.E.W. Advisory Services June 30, 2026 positions
Download the N.E.W. Advisory Services June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	18.8	$281M		759k	370.04	View chart
Spdr Ser Tr Portfolio S&p500 (SPYM)	5.2	$77M	-7%	877k	87.88	View chart
Ishares Tr Core Intl Aggr (IAGG)	4.4	$66M	+7%	1.3M	50.60	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.3	$64M	+9%	1.3M	50.57	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	4.0	$59M		977k	60.79	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	3.8	$56M	+4%	2.2M	25.52	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.4	$52M	+5%	1.4M	36.84	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.2	$48M	+2%	557k	85.49	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	2.9	$43M	+3%	473k	90.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.7	$40M	+12%	548k	73.41	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.5	$37M	+4%	407k	91.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.5	$37M	+2%	294k	124.76	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	2.1	$31M	-9%	268k	117.33	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.0	$30M		598k	50.39	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.8	$27M		601k	44.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$22M	+7%	32k	686.80	View chart
Apple (AAPL)	1.4	$21M	+9%	74k	289.36	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.4	$21M		84k	246.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$20M		40k	500.39	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.2	$19M	-2%	359k	51.78	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	1.1	$16M		343k	47.53	View chart
Procter & Gamble Company (PG)	0.9	$14M	+3%	96k	146.64	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$14M	+4%	90k	154.29	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.9	$13M	+3%	143k	91.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$12M	+492%	141k	86.14	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.8	$12M	+3%	90k	133.25	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$11M	+6%	144k	76.55	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.7	$11M	-4%	99k	109.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$11M		319k	33.84	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$11M	+2%	129k	81.06	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.7	$9.9M	+2%	225k	43.85	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.7	$9.8M	-2%	224k	43.76	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.5	$8.0M	-8%	173k	46.05	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$7.7M	-5%	22k	343.91	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.5	$7.3M		143k	50.95	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.5	$7.0M	-20%	150k	46.94	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.4	$6.7M	-10%	90k	74.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$6.7M	+4%	31k	217.93	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$6.5M	-3%	120k	54.02	View chart
Nicolet Bankshares (NIC)	0.4	$6.4M		39k	165.39	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$6.3M	+724%	53k	119.52	View chart
Amazon (AMZN)	0.4	$6.0M		25k	238.34	View chart
DNP Select Income Fund (DNP)	0.4	$5.9M		545k	10.79	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.4	$5.7M	+11%	30k	191.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$5.6M	+12%	100k	56.48	View chart
Wec Energy Group (WEC)	0.3	$4.9M		42k	116.77	View chart
International Business Machines (IBM)	0.3	$4.8M	-2%	17k	281.22	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.3	$4.7M	+5%	158k	30.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$4.6M		6.2k	736.35	View chart
Spdr Ser Tr Bloomberg Intl (IBND)	0.3	$4.5M	+4%	143k	31.18	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$4.3M		38k	114.88	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$4.1M	-4%	25k	164.27	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$4.1M		34k	118.99	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.3	$4.0M	+62%	374k	10.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.9M		13k	303.11	View chart
Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA)	0.3	$3.7M		53k	71.25	View chart
NVIDIA Corporation (NVDA)	0.2	$3.7M	-28%	18k	200.09	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.2	$3.6M		32k	111.55	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$3.5M	+105%	62k	56.16	View chart
Microsoft Corporation (MSFT)	0.2	$3.5M	+11%	9.4k	373.03	View chart
JPMorgan Chase & Co. (JPM)	0.2	$3.1M		9.4k	327.34	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.9M		25k	116.67	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.9M	+392%	33k	87.91	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$2.8M	-4%	7.2k	396.61	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$2.8M		12k	225.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.6M	+305%	33k	80.57	View chart
First Tr Stoxx European Sele Common Shs (FDD)	0.2	$2.6M	+2%	140k	18.55	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$2.6M	+6%	36k	72.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.5M		16k	158.03	View chart
Wells Fargo & Company (WFC)	0.2	$2.5M		30k	82.64	View chart
Bank First National Corporation (BFC)	0.2	$2.4M	+170%	17k	148.35	View chart
Wal-Mart Stores (WMT)	0.2	$2.3M	-2%	20k	113.26	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.1M	+4%	3.3k	640.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.9M		33k	59.69	View chart
Micron Technology (MU)	0.1	$1.7M	+54%	1.5k	1154.23	View chart
Spdr S P 500 Etf Tr Tr Unit (SPY)	0.1	$1.7M		2.3k	746.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.7M	-5%	4.7k	357.39	View chart
McDonald's Corporation (MCD)	0.1	$1.6M		6.0k	270.29	View chart
Johnson & Johnson (JNJ)	0.1	$1.6M	+3%	6.4k	253.95	View chart
Tesla Motors (TSLA)	0.1	$1.6M	+2%	3.8k	420.60	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.5M	+22%	29k	52.76	View chart
Realty Income (O)	0.1	$1.5M	+3%	25k	61.96	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.5M	+2%	28k	53.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$1.5M	+2%	40k	36.53	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.4M	+3%	3.9k	368.38	View chart
Gilead Sciences (GILD)	0.1	$1.4M	+6%	11k	126.34	View chart
Vanguard World Industrial Etf (VIS)	0.1	$1.3M	+18%	3.7k	360.41	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.3M	-3%	4.5k	299.01	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.3M		16k	79.03	View chart
Oshkosh Corporation (OSK)	0.1	$1.2M		8.1k	153.48	View chart
United Parcel Service CL B (UPS)	0.1	$1.2M	-12%	11k	107.50	View chart
Visa Com Cl A (V)	0.1	$1.2M	+8%	3.4k	343.09	View chart
Eli Lilly & Co. (LLY)	0.1	$1.2M	+7%	976.00	1199.04	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.1M		20k	58.20	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.1M	-15%	4.5k	252.26	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.1M	+8%	21k	53.61	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$1.1M		25k	43.14	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$1.1M		22k	49.18	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M	+2%	5.6k	189.72	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.1	$1.0M	+14%	13k	82.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$989k	+12%	2.8k	353.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$987k		20k	50.23	View chart
T Rowe Price Etf Value Etf (TVAL)	0.1	$977k	+2%	23k	41.68	View chart
Carrier Global Corporation (CARR)	0.1	$962k		13k	73.35	View chart
Intel Corporation (INTC)	0.1	$957k	+3%	6.9k	139.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$956k	-8%	4.2k	227.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$931k	-3%	1.2k	748.93	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$931k	+6%	18k	52.15	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$923k	-2%	6.1k	152.18	View chart
Meta Platforms Cl A (META)	0.1	$916k		1.6k	563.42	View chart
Etf Ser Solutions Bahl & Gaynor In (BGIG)	0.1	$904k		25k	35.89	View chart
Coca-Cola Company (KO)	0.1	$893k	+7%	11k	81.27	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$876k	-2%	8.5k	103.22	View chart
At&t (T)	0.1	$841k	-3%	41k	20.70	View chart
Advanced Micro Devices (AMD)	0.1	$839k		1.4k	580.91	View chart
Ford Motor Company (F)	0.1	$837k		60k	13.90	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$819k	-3%	9.8k	83.75	View chart
Charles Schwab Corporation (SCHW)	0.1	$801k		8.7k	92.27	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$799k	+30%	16k	49.28	View chart
Prologis (PLD)	0.1	$786k		5.8k	135.46	View chart
Altria (MO)	0.1	$777k		11k	71.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$734k		3.1k	236.63	View chart
Caterpillar (CAT)	0.0	$731k	-33%	686.00	1065.66	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$730k	+7%	18k	41.10	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$727k		2.5k	290.66	View chart
Abbvie (ABBV)	0.0	$710k		2.8k	251.66	View chart
Verizon Communications (VZ)	0.0	$701k		17k	42.34	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$688k	+64%	6.8k	100.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$650k	+16%	21k	31.71	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$635k	+101%	3.3k	190.54	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$633k		10k	62.20	View chart
Vanguard World Financials Etf (VFH)	0.0	$631k		4.8k	131.59	View chart
Associated Banc- (ASB)	0.0	$596k	+7%	19k	30.77	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$574k	-2%	1.1k	522.40	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.0	$574k	NEW	17k	33.87	View chart
UMB Financial Corporation (UMBF)	0.0	$545k		3.8k	142.75	View chart
Morgan Stanley Com New (MS)	0.0	$544k	+2%	2.6k	209.06	View chart
Exxon Mobil Corporation (XOM)	0.0	$541k		4.0k	136.71	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.0	$540k		4.3k	124.20	View chart
Chevron Corporation (CVX)	0.0	$531k	+3%	3.2k	165.78	View chart
Oracle Corporation (ORCL)	0.0	$496k	+22%	3.4k	146.57	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$486k		3.0k	164.59	View chart
Nextera Energy (NEE)	0.0	$482k		5.5k	87.77	View chart
Tempus Ai Cl A (TEM)	0.0	$479k	+175%	8.3k	57.93	View chart
Philip Morris International (PM)	0.0	$478k		2.6k	180.89	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$463k	+6%	969.00	477.57	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$463k		2.1k	221.19	View chart
UnitedHealth (UNH)	0.0	$460k	-8%	1.1k	415.73	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$459k	-9%	1.5k	306.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$453k	-24%	3.3k	137.53	View chart
Edison International (EIX)	0.0	$444k	+192%	6.0k	74.45	View chart
Ge Vernova (GEV)	0.0	$437k	+5%	372.00	1175.67	View chart
Deere & Company (DE)	0.0	$435k		685.00	634.29	View chart
Pepsi (PEP)	0.0	$423k	+4%	3.1k	135.41	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.0	$422k	-51%	8.5k	49.77	View chart
Kimberly-Clark Corporation (KMB)	0.0	$420k	-3%	3.8k	109.77	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.0	$419k		5.5k	76.63	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$419k		982.00	426.55	View chart
Ge Aerospace Com New (GE)	0.0	$405k		1.1k	373.70	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$404k	+38%	2.2k	185.22	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$401k	+2%	1.3k	303.08	View chart
3M Company (MMM)	0.0	$395k	-5%	2.4k	161.93	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$394k		3.0k	132.24	View chart
T Rowe Price Etf Us High Yield (THYF)	0.0	$389k	-45%	7.5k	51.56	View chart
Broadcom (AVGO)	0.0	$384k	+22%	1.0k	377.62	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$383k	+26%	1.6k	242.44	View chart
Ameriprise Financial (AMP)	0.0	$377k		822.00	458.76	View chart
Costco Wholesale Corporation (COST)	0.0	$377k	+11%	403.00	934.50	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$376k	-6%	2.4k	156.97	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$375k	-10%	1.1k	334.83	View chart
Sofi Technologies (SOFI)	0.0	$374k		21k	17.93	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$371k	-19%	7.7k	48.43	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$364k		5.9k	61.46	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.0	$362k	-69%	7.2k	50.41	View chart
Allstate Corporation (ALL)	0.0	$346k		1.5k	237.94	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$343k		12k	29.43	View chart
Constellation Energy (CEG)	0.0	$338k	+5%	1.4k	248.37	View chart
Ecolab (ECL)	0.0	$332k	+5%	1.2k	278.61	View chart
Home Depot (HD)	0.0	$332k	-19%	941.00	352.68	View chart
Lamar Advertising Cl A (LAMR)	0.0	$328k		2.1k	155.98	View chart
Ea Series Trust Strive 500 Etf (STXF)	0.0	$326k		6.7k	48.30	View chart
Cisco Systems (CSCO)	0.0	$321k	+2%	2.7k	117.45	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$318k	-11%	5.2k	61.10	View chart
Merck & Co (MRK)	0.0	$315k	-3%	2.4k	128.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$310k		4.0k	77.11	View chart
Builders FirstSource (BLDR)	0.0	$306k		3.4k	89.48	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$304k		5.3k	57.66	View chart
Martin Marietta Materials (MLM)	0.0	$298k		516.00	576.70	View chart
Marvell Technology (MRVL)	0.0	$295k	-51%	989.00	297.89	View chart
Dorchester Minerals Com Unit (DMLP)	0.0	$293k		12k	25.25	View chart
Mastercard Incorporated Cl A (MA)	0.0	$290k	+6%	565.00	513.60	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$287k	-9%	2.6k	109.42	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.0	$287k	+436%	5.4k	53.50	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$282k	-17%	5.9k	47.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$277k		1.1k	243.06	View chart
Ab Active Etfs Short Duration H (SYFI)	0.0	$277k		7.7k	35.71	View chart
Southern Company (SO)	0.0	$275k		2.9k	95.72	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$274k	-4%	750.00	365.70	View chart
Applied Materials (AMAT)	0.0	$273k	+5%	377.00	723.63	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$272k	-16%	5.6k	48.18	View chart
Lowe's Companies (LOW)	0.0	$261k	-21%	1.2k	220.54	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$259k		2.2k	119.10	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$246k		3.1k	79.42	View chart
Capital One Financial (COF)	0.0	$240k		1.2k	200.62	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$240k		6.5k	36.87	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$237k	-6%	311.00	763.14	View chart
Boeing Company (BA)	0.0	$231k	+2%	1.1k	216.47	View chart
Illinois Tool Works (ITW)	0.0	$225k	-5%	832.00	270.36	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$215k	-10%	2.4k	90.61	View chart
Bank of America Corporation (BAC)	0.0	$212k	-3%	3.7k	56.98	View chart
General Motors Company (GM)	0.0	$209k	-12%	2.7k	77.08	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$208k		4.1k	50.84	View chart
Plexus (PLXS)	0.0	$205k		681.00	300.67	View chart
Fortinet (FTNT)	0.0	$204k		1.3k	153.62	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$203k		1.3k	158.67	View chart
American Express Company (AXP)	0.0	$201k	-40%	595.00	338.34	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$199k	+56%	20k	10.03	View chart
Abbott Laboratories (ABT)	0.0	$199k	+42%	2.2k	90.73	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$199k	+146%	1.3k	158.21	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$198k	+7%	5.9k	33.29	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$197k	+3%	7.1k	27.70	View chart
Ab Active Etfs Conservative (BUFC)	0.0	$196k	-50%	4.6k	42.56	View chart
Vulcan Materials Company (VMC)	0.0	$192k		650.00	295.01	View chart
First Tr Exchange Traded Ft Vest Ris (RDVI)	0.0	$190k		6.5k	29.40	View chart
Xcel Energy (XEL)	0.0	$189k		2.4k	80.30	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.0	$185k		1.7k	110.94	View chart
Ssga Active Etf Tr Globl Allo Etf (GAL)	0.0	$183k		3.5k	52.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$182k	+5%	857.00	212.83	View chart
Vanguard World Utilities Etf (VPU)	0.0	$181k		927.00	195.73	View chart
Lockheed Martin Corporation (LMT)	0.0	$180k	+7%	354.00	509.62	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$180k		1.2k	146.41	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$179k	-30%	1.5k	117.50	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$178k		434.00	409.50	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$178k		3.6k	49.71	View chart
Uber Technologies (UBER)	0.0	$176k	-3%	2.4k	72.16	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$174k		2.1k	82.65	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$173k		2.1k	80.82	View chart
Schneider National CL B (SNDR)	0.0	$173k	-5%	4.7k	36.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$173k		1.8k	96.43	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$173k	-14%	3.3k	53.12	View chart
BP Sponsored Adr (BP)	0.0	$171k	-3%	4.6k	36.95	View chart
Datadog Cl A Com (DDOG)	0.0	$169k	-23%	650.00	260.36	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$167k	-7%	1.1k	146.11	View chart
Alliant Energy Corporation (LNT)	0.0	$163k	+7%	2.1k	76.28	View chart
Stryker Corporation (SYK)	0.0	$160k		509.00	314.84	View chart
Southern Copper Corporation (SCCO)	0.0	$160k		917.00	174.21	View chart
Exelon Corporation (EXC)	0.0	$159k		3.4k	46.62	View chart
Blackrock Etf Trust Ii Ishares High Yie (SHYM)	0.0	$152k		6.8k	22.45	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$152k		858.00	176.70	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$151k	-32%	846.00	178.51	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 2026 Q2 filed Aug. 6, 2026
N.E.W. Advisory Services 2026 Q1 filed May 5, 2026
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

View all past filings

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