Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 36.72% of N.E.W. Advisory Services's stock portfolio.
Added to shares of these 10 stocks: AVLV (+$31M), VTI (+$12M), JPIE (+$8.5M), TMSL (+$8.0M), TSPA (+$6.7M), PVAL (+$6.7M), GRID, SPYM, TDIV, JTEK.
Started 67 new stock positions in FIDU, QUAL, COPX, THRO, PGX, COIN, BAI, PGF, MPC, FANG.
Reduced shares in these 10 stocks: SPYV (-$30M), SCHM (-$10M), SCHG (-$9.1M), JQUA (-$6.8M), THYF (-$6.5M), EVTR (-$6.5M), TVAL, JCPB, BUFR, FDL.
Sold out of its positions in ACHR, BSY, BME, BFAM, CNC, CTSH, DXYZ, DKS, DFVE, DFH.
N.E.W. Advisory Services was a net buyer of stock by $1.6M.
N.E.W. Advisory Services has $1.3B in assets under management (AUM), dropping by -1.10%.
Central Index Key (CIK): 0001803456

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for N.E.W. Advisory Services

N.E.W. Advisory Services holds 914 positions in its portfolio as reported in the March 2026 quarterly 13F filing

N.E.W. Advisory Services has 914 total positions. Only the first 250 positions are shown.

Sign up to view all of the N.E.W. Advisory Services March 31, 2026 positions
Download the N.E.W. Advisory Services March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	18.2	$244M	+5%	759k	320.81	View chart
Spdr Ser Tr Portfolio S&p500 (SPYM)	5.4	$72M	+4%	945k	76.54	View chart
Ishares Tr Core Intl Aggr (IAGG)	4.5	$61M		1.2M	50.04	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.4	$59M		1.2M	50.61	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	4.2	$56M	-35%	989k	56.58	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	4.0	$54M		2.1M	25.62	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.4	$45M		1.3M	33.97	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.1	$42M		542k	77.11	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	2.7	$36M	+2%	456k	79.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.7	$36M	+2%	485k	73.64	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.4	$32M	-6%	285k	110.47	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.4	$32M	+3948%	391k	80.61	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	2.3	$30M	-4%	297k	101.74	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.1	$28M		606k	45.65	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.7	$23M		600k	38.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$19M		40k	479.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$18M	+6%	30k	597.56	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.3	$17M	+5%	84k	205.80	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.3	$17M		367k	46.91	View chart
Apple (AAPL)	1.3	$17M	-2%	68k	253.79	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	1.0	$14M	+94%	339k	40.90	View chart
Procter & Gamble Company (PG)	1.0	$13M	+4%	92k	144.44	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$13M		86k	145.79	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.9	$12M		139k	85.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$10M	-2%	24k	436.79	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$10M	-2%	135k	74.35	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.7	$9.9M	-2%	104k	94.58	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.7	$9.6M	-3%	229k	42.23	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.7	$9.6M	-12%	87k	110.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$9.3M	-49%	321k	29.13	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.7	$8.8M	-27%	188k	47.08	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.7	$8.7M	+3777%	189k	46.07	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$8.6M	-17%	126k	68.28	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.6	$8.1M	+21808%	220k	36.67	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$7.1M	+6%	24k	298.85	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.5	$6.7M	NEW	144k	46.40	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.5	$6.6M		100k	66.12	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$6.6M	-6%	125k	52.78	View chart
Nicolet Bankshares (NIC)	0.4	$5.8M	-2%	39k	148.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$5.8M		29k	196.20	View chart
DNP Select Income Fund (DNP)	0.4	$5.6M	-16%	544k	10.30	View chart
Amazon (AMZN)	0.4	$5.3M	-3%	25k	208.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$5.0M	+4%	89k	56.68	View chart
Wec Energy Group (WEC)	0.4	$4.9M	+10%	42k	115.77	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.3	$4.5M		151k	30.07	View chart
NVIDIA Corporation (NVDA)	0.3	$4.5M		26k	174.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$4.5M		6.4k	697.72	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.3	$4.3M	+328%	27k	163.58	View chart
International Business Machines (IBM)	0.3	$4.3M		18k	242.40	View chart
Spdr Ser Tr Bloomberg Intl (IBND)	0.3	$4.3M		137k	31.08	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$3.7M		26k	142.43	View chart
Palantir Technologies Cl A (PLTR)	0.3	$3.6M		25k	146.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.6M	-2%	6.2k	577.15	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$3.5M	+583%	37k	93.66	View chart
Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA)	0.3	$3.4M	+6%	53k	64.08	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$3.4M	-8%	34k	97.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.3M	+2%	13k	261.93	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$3.2M		30k	106.01	View chart
Microsoft Corporation (MSFT)	0.2	$3.1M	+10%	8.4k	370.18	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$2.8M		13k	224.59	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.7M		9.3k	294.17	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$2.7M		7.5k	359.01	View chart
Wal-Mart Stores (WMT)	0.2	$2.5M	-3%	21k	124.28	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.2	$2.5M	NEW	31k	79.54	View chart
First Tr Stoxx European Sele Common Shs (FDD)	0.2	$2.4M	+2734%	137k	17.81	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.4M	+7%	6.6k	367.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.4M	+26%	16k	148.10	View chart
Wells Fargo & Company (WFC)	0.2	$2.4M	+5%	30k	79.61	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.3M	+2%	8.0k	287.20	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.2	$2.3M	+84%	230k	9.87	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$2.1M	-76%	34k	61.32	View chart
McDonald's Corporation (MCD)	0.1	$1.9M	+18%	6.1k	310.81	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.8M		27k	68.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.8M	+8%	33k	54.05	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.6M	+4%	3.8k	430.29	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M	+2%	6.2k	244.43	View chart
Spdr S P 500 Etf Tr Tr Unit (SPY)	0.1	$1.5M		2.3k	650.22	View chart
Realty Income (O)	0.1	$1.5M	+19%	24k	61.18	View chart
Gilead Sciences (GILD)	0.1	$1.4M		10k	139.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.4M		5.0k	287.57	View chart
Tesla Motors (TSLA)	0.1	$1.4M		3.7k	371.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$1.3M	-71%	39k	33.77	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.3M	+6%	16k	79.27	View chart
United Parcel Service CL B (UPS)	0.1	$1.3M	+4%	13k	98.38	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.3M	+3%	4.7k	272.35	View chart
At&t (T)	0.1	$1.2M	+24%	42k	28.99	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.1	$1.2M	-29%	24k	50.36	View chart
Oshkosh Corporation (OSK)	0.1	$1.2M	-4%	8.1k	147.21	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.2M		24k	48.93	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.1M	+8%	19k	58.54	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M	+2%	5.5k	192.89	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.0M	+9%	3.1k	328.69	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$1.0M	-31%	26k	39.43	View chart
Vanguard World Industrial Etf (VIS)	0.1	$987k	+24%	3.2k	312.23	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$976k	+4%	4.6k	211.14	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$966k	+10%	19k	49.95	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$962k		5.3k	181.44	View chart
Visa Com Cl A (V)	0.1	$951k		3.1k	302.24	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$948k	+4%	19k	49.37	View chart
Meta Platforms Cl A (META)	0.1	$943k	-13%	1.6k	572.13	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$911k	+5%	6.2k	145.93	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$881k		22k	40.10	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$867k	-27%	17k	49.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$844k	+2%	1.3k	653.42	View chart
Verizon Communications (VZ)	0.1	$842k	+29%	17k	50.20	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.1	$838k	+221%	11k	76.17	View chart
Etf Ser Solutions Bahl & Gaynor In (BGIG)	0.1	$836k	NEW	25k	33.26	View chart
Eli Lilly & Co. (LLY)	0.1	$832k	+36%	905.00	919.70	View chart
T Rowe Price Etf Value Etf (TVAL)	0.1	$829k	-83%	23k	36.18	View chart
Bank First National Corporation (BFC)	0.1	$824k	+11%	6.1k	135.06	View chart
Charles Schwab Corporation (SCHW)	0.1	$812k		8.6k	93.98	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$791k	+3%	17k	47.16	View chart
Coca-Cola Company (KO)	0.1	$776k		10k	76.05	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$762k		10k	75.10	View chart
Prologis (PLD)	0.1	$756k		5.7k	132.18	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$738k	-4%	8.7k	84.91	View chart
Carrier Global Corporation (CARR)	0.1	$738k		13k	56.31	View chart
Caterpillar (CAT)	0.1	$734k		1.0k	708.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$717k	-18%	2.5k	286.86	View chart
Altria (MO)	0.1	$711k	+51%	11k	65.99	View chart
T Rowe Price Etf Us High Yield (THYF)	0.1	$701k	-90%	14k	51.00	View chart
Ford Motor Company (F)	0.1	$695k		60k	11.54	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$667k		3.1k	215.05	View chart
Exxon Mobil Corporation (XOM)	0.0	$661k		3.9k	169.64	View chart
Chevron Corporation (CVX)	0.0	$642k	+80%	3.1k	206.88	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$635k		10k	62.56	View chart
Abbvie (ABBV)	0.0	$625k	+4%	2.9k	217.51	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$622k	-8%	2.5k	248.86	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$590k	-69%	17k	35.59	View chart
Vanguard World Financials Etf (VFH)	0.0	$575k	-5%	4.8k	120.82	View chart
Honeywell International (HON)	0.0	$539k		2.4k	226.07	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$538k	+13%	18k	30.68	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$530k	NEW	13k	42.54	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$520k		1.1k	462.99	View chart
Nextera Energy (NEE)	0.0	$506k	+108%	5.4k	92.87	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.0	$497k	-43%	4.3k	114.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$493k	+3%	4.4k	113.11	View chart
Pepsi (PEP)	0.0	$466k		3.0k	155.26	View chart
Associated Banc- (ASB)	0.0	$466k		18k	25.86	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$458k		9.5k	48.05	View chart
Philip Morris International (PM)	0.0	$438k		2.7k	165.33	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$431k		3.0k	145.73	View chart
UMB Financial Corporation (UMBF)	0.0	$430k		3.8k	112.80	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$426k	-2%	1.7k	257.40	View chart
Morgan Stanley Com New (MS)	0.0	$419k		2.5k	164.54	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$417k	+24%	4.1k	100.65	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.0	$414k		5.4k	76.28	View chart
Oracle Corporation (ORCL)	0.0	$405k	-7%	2.8k	147.12	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$397k		2.1k	189.58	View chart
Home Depot (HD)	0.0	$385k	+41%	1.2k	328.89	View chart
Deere & Company (DE)	0.0	$385k	-8%	683.00	562.92	View chart
Kimberly-Clark Corporation (KMB)	0.0	$384k	+4%	4.0k	96.48	View chart
Ab Active Etfs Conservative (BUFC)	0.0	$380k	-54%	9.4k	40.63	View chart
3M Company (MMM)	0.0	$377k	+3%	2.6k	145.25	View chart
Ameriprise Financial (AMP)	0.0	$365k		821.00	444.40	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$364k		982.00	370.81	View chart
Costco Wholesale Corporation (COST)	0.0	$361k	-6%	362.00	997.46	View chart
Constellation Energy (CEG)	0.0	$358k	+60%	1.3k	279.29	View chart
Lowe's Companies (LOW)	0.0	$356k	-12%	1.5k	236.22	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$353k		2.6k	138.33	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$342k		7.1k	47.83	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$335k	+2%	3.0k	112.27	View chart
Micron Technology (MU)	0.0	$331k	-26%	981.00	337.81	View chart
Sofi Technologies (SOFI)	0.0	$330k	+765%	21k	15.88	View chart
UnitedHealth (UNH)	0.0	$326k	-41%	1.2k	270.64	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$324k	+66%	5.8k	55.52	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$319k		2.9k	110.38	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$318k	-81%	6.8k	47.03	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$315k	-54%	1.3k	250.57	View chart
Dorchester Minerals Com Unit (DMLP)	0.0	$314k		12k	27.10	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$312k	+3%	5.9k	53.03	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$307k		1.3k	237.70	View chart
Ge Vernova (GEV)	0.0	$307k	+3%	351.00	873.34	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$307k		907.00	337.95	View chart
Merck & Co (MRK)	0.0	$306k	-8%	2.5k	120.30	View chart
Martin Marietta Materials (MLM)	0.0	$304k		516.00	588.68	View chart
Ge Aerospace Com New (GE)	0.0	$303k	+2%	1.1k	283.66	View chart
American Express Company (AXP)	0.0	$301k	-22%	995.00	302.47	View chart
Ecolab (ECL)	0.0	$300k		1.1k	266.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$299k		12k	25.64	View chart
Allstate Corporation (ALL)	0.0	$299k		1.4k	207.34	View chart
Advanced Micro Devices (AMD)	0.0	$298k	+7%	1.5k	203.43	View chart
Intel Corporation (INTC)	0.0	$292k	+371%	6.6k	44.13	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$285k		3.1k	92.69	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.0	$283k		6.7k	41.97	View chart
Builders FirstSource (BLDR)	0.0	$283k		3.4k	82.33	View chart
Southern Company (SO)	0.0	$278k		2.9k	96.50	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$274k	+150%	1.3k	218.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$271k	+27%	4.0k	67.53	View chart
Ab Active Etfs Short Duration H (SYFI)	0.0	$271k		7.6k	35.52	View chart
Lamar Advertising Cl A (LAMR)	0.0	$267k		2.1k	126.66	View chart
Mastercard Incorporated Cl A (MA)	0.0	$266k	-43%	533.00	499.66	View chart
Pfizer (PFE)	0.0	$260k	+19%	9.3k	28.08	View chart
Broadcom (AVGO)	0.0	$258k	+7%	833.00	309.58	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$254k	+11%	1.6k	161.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$252k		1.2k	217.23	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$252k	-24%	5.2k	48.32	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$238k		788.00	302.25	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$232k	+6%	3.8k	61.26	View chart
General Motors Company (GM)	0.0	$231k	+74%	3.1k	74.49	View chart
Illinois Tool Works (ITW)	0.0	$229k		880.00	260.19	View chart
Fiserv (FISV)	0.0	$227k	-38%	4.1k	55.80	View chart
BP Sponsored Adr (BP)	0.0	$225k		4.8k	47.00	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$220k	+9%	1.7k	132.87	View chart
Capital One Financial (COF)	0.0	$220k		1.2k	182.43	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$219k		2.2k	100.62	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$213k	+6%	5.5k	38.42	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$212k		2.6k	80.05	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$210k	+33%	2.2k	96.64	View chart
Boeing Company (BA)	0.0	$207k	-7%	1.0k	199.03	View chart
Cisco Systems (CSCO)	0.0	$207k	+29%	2.7k	77.59	View chart
Marvell Technology (MRVL)	0.0	$204k	+10%	2.1k	99.05	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$200k	+2%	4.0k	49.62	View chart
Lockheed Martin Corporation (LMT)	0.0	$199k	+120%	330.00	604.39	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$198k	-98%	6.4k	30.96	View chart
Bank of America Corporation (BAC)	0.0	$188k		3.9k	48.76	View chart
Northrop Grumman Corporation (NOC)	0.0	$188k	+2%	275.00	682.24	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$188k	-2%	1.3k	146.60	View chart
Xcel Energy (XEL)	0.0	$187k		2.3k	79.44	View chart
Vanguard World Utilities Etf (VPU)	0.0	$184k		927.00	198.14	View chart
Uber Technologies (UBER)	0.0	$181k		2.5k	71.93	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$181k		1.3k	144.71	View chart
ConocoPhillips (COP)	0.0	$180k	+70%	1.4k	132.02	View chart
Vulcan Materials Company (VMC)	0.0	$177k		650.00	272.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$175k		2.1k	82.75	View chart
Ssga Active Etf Tr Globl Allo Etf (GAL)	0.0	$172k		3.5k	49.50	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$171k	+67%	6.9k	24.75	View chart
Stryker Corporation (SYK)	0.0	$167k	-31%	509.00	328.59	View chart
Exelon Corporation (EXC)	0.0	$167k	+74%	3.4k	49.02	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$166k	-6%	3.6k	45.77	View chart
FedEx Corporation (FDX)	0.0	$166k	+2%	466.00	355.90	View chart
First Tr Exchange Traded Ft Vest Ris (RDVI)	0.0	$162k		6.4k	25.55	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$161k	+3%	1.2k	130.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$159k		1.8k	88.70	View chart
Abbott Laboratories (ABT)	0.0	$158k	-7%	1.5k	102.64	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$158k	+17%	1.8k	88.16	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$157k		1.2k	128.12	View chart
Southern Copper Corporation (SCCO)	0.0	$156k	+141%	909.00	172.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$156k		811.00	191.84	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$155k		434.00	356.56	View chart
Wabtec Corporation (WAB)	0.0	$154k		615.00	249.93	View chart
Ametek (AME)	0.0	$152k	-5%	709.00	214.36	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$151k	+57%	5.5k	27.46	View chart
Edison International (EIX)	0.0	$149k	NEW	2.0k	73.18	View chart
Blackrock Etf Trust Ii Ishares High Yie (SHYM)	0.0	$149k		6.8k	22.02	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$145k		2.1k	67.59	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$144k		1.2k	116.11	View chart
Alliant Energy Corporation (LNT)	0.0	$143k	+45%	2.0k	71.76	View chart
Vistra Energy (VST)	0.0	$139k		921.00	150.37	View chart
Plexus (PLXS)	0.0	$138k		681.00	202.54	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 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
N.E.W. Advisory Services 2022 Q2 filed Aug. 1, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z