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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, SPAB, IAGG, and represent 37.34% of N.E.W. Advisory Services's stock portfolio.
Added to shares of these 10 stocks: VTI (+$39M), SPYV (+$18M), FTCB (+$15M), HELO (+$12M), JCPB (+$8.9M), SDVY (+$7.4M), VV (+$6.4M), SCHG (+$6.2M), JPST (+$6.0M), AVUV (+$5.9M).
Started 708 new stock positions in PKG, JLL, COWZ, IHF, JNK, CHE, HYFI, IEMG, ANSS, CNQ.
Reduced shares in these 10 stocks: UCON (-$7.2M), DFIV, , AHR, SILA, RCAT, JNJ, NIC, VWO, VCSH.
Sold out of its positions in SILA, UCON, HTLF.
N.E.W. Advisory Services was a net buyer of stock by $271M.
N.E.W. Advisory Services has $1.3B in assets under management (AUM), dropping by 24.07%.
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 894 positions in its portfolio as reported in the March 2025 quarterly 13F filing

N.E.W. Advisory Services has 894 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	15.9	$207M	+23%	754k	274.84	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	7.4	$97M	+22%	1.9M	51.07	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	5.3	$70M	+8%	1.1M	65.76	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	4.5	$58M	+11%	2.3M	25.54	View chart
Ishares Tr Core Intl Aggr (IAGG)	4.3	$56M	+8%	1.1M	49.99	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.2	$55M	+12%	1.1M	50.63	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.7	$35M	+10%	1.3M	26.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.5	$33M	+12%	528k	62.10	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	2.5	$32M	+16%	473k	68.01	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.3	$30M	+10%	406k	73.45	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	2.3	$30M	+10%	354k	83.91	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.1	$28M	+15%	766k	36.41	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.0	$26M	+29%	298k	87.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$24M	+14%	45k	532.58	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.7	$22M	+117%	374k	59.68	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.6	$21M	+3%	638k	32.99	View chart
Apple (AAPL)	1.5	$20M	+32%	89k	222.13	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.4	$18M	+15%	450k	39.37	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.2	$16M	+121%	343k	47.04	View chart
Procter & Gamble Company (PG)	1.2	$16M	+8%	94k	170.42	View chart
First Tr Exchange Traded Core Investment (FTCB)	1.1	$15M	NEW	696k	20.99	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.1	$15M	+28%	85k	172.26	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.1	$14M	+108%	423k	33.50	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	1.0	$13M	+55%	162k	78.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$13M	+19%	25k	513.90	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.9	$12M	+106%	48k	257.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$12M	+111%	467k	25.04	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$12M	+19%	100k	115.60	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.9	$11M	+102%	195k	58.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$11M	+19%	30k	370.82	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.8	$11M	+3%	342k	31.96	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.8	$11M	+109%	193k	56.47	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$11M	+16%	179k	58.94	View chart
First Tr Exchange Traded Growth Strength (FTGS)	0.7	$9.1M	+107%	305k	29.75	View chart
DNP Select Income Fund (DNP)	0.7	$8.7M	+83%	882k	9.89	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.7	$8.6M	+106%	86k	100.57	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.6	$8.2M	+107%	120k	68.21	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.6	$7.6M	+78%	253k	30.10	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.6	$7.4M	+10%	131k	56.63	View chart
Spdr Ser Tr Bloomberg Intl (IBND)	0.5	$7.1M	+77%	242k	29.49	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$6.6M	-17%	168k	39.36	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$6.2M	+22%	36k	172.74	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$5.9M	+44%	104k	57.14	View chart
Amazon (AMZN)	0.4	$5.6M	+21%	30k	190.26	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.4	$5.3M	+105%	83k	63.72	View chart
International Business Machines (IBM)	0.3	$4.4M	+2%	18k	248.66	View chart
Wec Energy Group (WEC)	0.3	$4.4M	+5%	40k	108.98	View chart
Nicolet Bankshares (NIC)	0.3	$4.3M		39k	108.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$4.2M	+10%	7.8k	542.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$4.0M	+43%	8.5k	468.90	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$3.7M	+32%	46k	80.37	View chart
NVIDIA Corporation (NVDA)	0.3	$3.6M	+23%	33k	108.38	View chart
Microsoft Corporation (MSFT)	0.3	$3.4M	+27%	9.0k	375.40	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$3.3M	+21%	10k	325.51	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$3.1M		26k	122.01	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$3.0M	+25%	14k	218.82	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.9M	+11%	13k	221.74	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$2.8M		27k	102.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$2.8M	+89%	93k	29.69	View chart
Wal-Mart Stores (WMT)	0.2	$2.5M	+51%	29k	87.79	View chart
Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.5M		50k	50.83	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.3M	+23%	27k	84.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.2M	+10%	8.7k	258.63	View chart
Wells Fargo & Company (WFC)	0.2	$2.1M	+4%	30k	71.79	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.1M		8.5k	245.29	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.1M		6.7k	308.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.7M		14k	128.96	View chart
McDonald's Corporation (MCD)	0.1	$1.7M	+13%	5.5k	312.36	View chart
Ab Active Etfs Conservative (BUFC)	0.1	$1.6M	+93%	42k	38.67	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.6M	+15%	6.0k	264.71	View chart
Meta Platforms Cl A (META)	0.1	$1.6M	+42%	2.7k	576.31	View chart
Visa Com Cl A (V)	0.1	$1.5M	+31%	4.2k	350.46	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.4M	+49%	10k	135.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.4M	-2%	31k	45.26	View chart
Spdr S P 500 Etf Tr Tr Unit (SPY)	0.1	$1.4M	+8%	2.4k	559.34	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$1.3M	+80%	17k	73.61	View chart
Gilead Sciences (GILD)	0.1	$1.2M		10k	112.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.1M	-2%	14k	78.94	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$1.1M	+70%	16k	68.06	View chart
Oshkosh Corporation (OSK)	0.1	$1.1M	+26%	11k	94.08	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.1M	+14%	11k	100.67	View chart
Johnson & Johnson (JNJ)	0.1	$1.0M	-7%	6.2k	165.83	View chart
Tesla Motors (TSLA)	0.1	$1.0M	+29%	3.9k	259.16	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.0M	+2%	20k	49.81	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.1	$1.0M	+26%	20k	50.61	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$978k	NEW	27k	36.14	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$915k		16k	58.69	View chart
Realty Income (O)	0.1	$899k		16k	58.01	View chart
Eli Lilly & Co. (LLY)	0.1	$876k	+48%	1.1k	826.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$865k		4.5k	190.57	View chart
At&t (T)	0.1	$861k		31k	28.28	View chart
Carrier Global Corporation (CARR)	0.1	$851k	+2%	13k	63.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$847k	+33%	5.5k	154.65	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$844k	-32%	28k	30.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$825k	+17%	2.9k	288.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$822k	+18%	1.5k	561.72	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$778k	+5%	13k	60.66	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$775k		5.5k	140.45	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$758k	+16%	25k	30.99	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$758k	+89%	17k	44.59	View chart
Raytheon Technologies Corp (RTX)	0.1	$756k	+46%	5.7k	132.46	View chart
Vanguard World Industrial Etf (VIS)	0.1	$753k	+22%	3.0k	247.51	View chart
Coca-Cola Company (KO)	0.1	$747k		10k	71.62	View chart
Abbvie (ABBV)	0.1	$733k	+21%	3.5k	209.54	View chart
Ameriprise Financial (AMP)	0.1	$725k	+100%	1.5k	484.11	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$725k		24k	30.87	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$656k		3.4k	194.01	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$653k	+2%	13k	49.90	View chart
Prologis (PLD)	0.0	$642k		5.7k	111.79	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$623k		9.6k	65.21	View chart
Charles Schwab Corporation (SCHW)	0.0	$594k		7.6k	78.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$583k	+93%	21k	27.96	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$583k	+67%	5.2k	113.14	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$573k		2.7k	210.94	View chart
Honeywell International (HON)	0.0	$571k	+23%	2.7k	211.71	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$568k	+25%	3.0k	188.17	View chart
Bank First National Corporation (BFC)	0.0	$567k	+2%	5.6k	100.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$554k	+40%	3.5k	156.22	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$549k	NEW	7.6k	72.20	View chart
3M Company (MMM)	0.0	$548k	+29%	3.7k	146.86	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$544k	NEW	9.9k	54.76	View chart
Vanguard World Financials Etf (VFH)	0.0	$536k		4.5k	119.47	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$535k	+13%	1.3k	419.94	View chart
Kimberly-Clark Corporation (KMB)	0.0	$532k		3.7k	142.22	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$530k	+91%	5.4k	97.95	View chart
United Parcel Service CL B (UPS)	0.0	$522k	+9%	4.7k	109.99	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$516k		7.9k	65.17	View chart
Morgan Stanley Com New (MS)	0.0	$513k	+64%	4.4k	116.68	View chart
Ab Active Etfs Short Duration H (SYFI)	0.0	$498k	+95%	14k	35.54	View chart
Oracle Corporation (ORCL)	0.0	$495k	+23%	3.5k	139.79	View chart
Ford Motor Company (F)	0.0	$493k	+4%	49k	10.03	View chart
Costco Wholesale Corporation (COST)	0.0	$490k	+34%	518.00	945.78	View chart
Philip Morris International (PM)	0.0	$481k	+5%	3.0k	158.74	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$480k	+13%	2.0k	244.64	View chart
Verizon Communications (VZ)	0.0	$477k	+2%	11k	45.36	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$474k	+9%	9.7k	48.82	View chart
Merck & Co (MRK)	0.0	$466k	+2%	5.2k	89.75	View chart
Exxon Mobil Corporation (XOM)	0.0	$459k	+3%	3.9k	118.92	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$438k	+3%	9.2k	47.60	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.0	$435k	+100%	10k	43.59	View chart
Semtech Corporation (SMTC)	0.0	$418k	NEW	12k	34.40	View chart
American Express Company (AXP)	0.0	$417k	+76%	1.6k	269.02	View chart
Allstate Corporation (ALL)	0.0	$416k	+29%	2.0k	207.07	View chart
Pepsi (PEP)	0.0	$413k	+20%	2.8k	149.95	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$408k	+52%	10k	40.76	View chart
Chevron Corporation (CVX)	0.0	$401k	+15%	2.4k	167.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$400k		4.3k	92.83	View chart
UMB Financial Corporation (UMBF)	0.0	$391k	NEW	3.9k	101.10	View chart
Associated Banc- (ASB)	0.0	$384k	+29%	17k	22.53	View chart
Builders FirstSource (BLDR)	0.0	$383k	+18%	3.1k	124.94	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$381k	-5%	3.4k	111.10	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$381k		3.0k	125.96	View chart
Lowe's Companies (LOW)	0.0	$374k	+59%	1.6k	233.26	View chart
First Tr Exchange Traded Cap Strength Etf (FTCS)	0.0	$369k	NEW	4.1k	89.63	View chart
Caterpillar (CAT)	0.0	$365k	+7%	1.1k	329.93	View chart
Dorchester Minerals Com Unit (DMLP)	0.0	$349k		12k	30.08	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$346k		16k	22.08	View chart
Ecolab (ECL)	0.0	$344k	-3%	1.4k	253.52	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$338k	+5%	1.6k	206.42	View chart
Boeing Company (BA)	0.0	$334k	+23%	2.0k	170.55	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$330k	+28%	2.2k	150.97	View chart
Altria (MO)	0.0	$329k	+6%	5.5k	60.02	View chart
Fiserv (FI)	0.0	$328k	-5%	1.5k	220.83	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$324k	+60%	2.5k	131.08	View chart
Home Depot (HD)	0.0	$318k	+2%	868.00	366.49	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$313k	+2%	5.1k	61.89	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$312k		982.00	317.75	View chart
Mastercard Incorporated Cl A (MA)	0.0	$309k		563.00	548.12	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$306k	NEW	6.6k	46.07	View chart
First Tr Exchange Traded Ft Vest Ris (RDVI)	0.0	$299k	NEW	13k	23.72	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$298k	+4%	2.6k	115.94	View chart
Deere & Company (DE)	0.0	$298k	+8%	635.00	469.32	View chart
Abbott Laboratories (ABT)	0.0	$296k	+26%	2.2k	132.62	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$292k	NEW	5.8k	50.23	View chart
Discover Financial Services (DFS)	0.0	$291k	NEW	1.7k	170.70	View chart
UnitedHealth (UNH)	0.0	$273k	+9%	520.00	524.14	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$269k		5.9k	45.75	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$267k	+8%	1.1k	251.77	View chart
Capital Group Core Balanced SHS (CGBL)	0.0	$265k	NEW	8.5k	30.98	View chart
Southern Company (SO)	0.0	$264k		2.9k	91.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$264k	+15%	1.4k	186.30	View chart
Ge Aerospace Com New (GE)	0.0	$263k	NEW	1.3k	200.14	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$255k	NEW	2.7k	93.46	View chart
MetLife (MET)	0.0	$255k	-5%	3.2k	80.29	View chart
Uber Technologies (UBER)	0.0	$252k	NEW	3.5k	72.86	View chart
Fs Kkr Capital Corp (FSK)	0.0	$251k		12k	20.95	View chart
Illinois Tool Works (ITW)	0.0	$247k		998.00	247.92	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.0	$247k		6.9k	36.06	View chart
Martin Marietta Materials (MLM)	0.0	$247k	-4%	516.00	478.13	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$242k	NEW	1.5k	166.00	View chart
Advanced Micro Devices (AMD)	0.0	$242k	+35%	2.4k	102.74	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.0	$241k	NEW	4.1k	58.31	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.0	$240k	NEW	6.4k	37.62	View chart
First Tr High Yield Opprt 20 (FTHY)	0.0	$240k	NEW	17k	14.45	View chart
Lamar Advertising Cl A (LAMR)	0.0	$239k	+8%	2.1k	113.78	View chart
First Tr Exchange Traded First Tr Ta Hiyl (HYLS)	0.0	$218k	NEW	5.3k	41.04	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$209k	NEW	1.7k	124.50	View chart
Us Bancorp Del Com New (USB)	0.0	$207k	NEW	4.9k	42.22	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$205k	NEW	2.3k	88.99	View chart
Tempus Ai Cl A (TEM)	0.0	$204k	NEW	4.2k	48.24	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$202k	NEW	1.4k	146.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$201k	+8%	1.0k	193.02	View chart
Schneider National CL B (SNDR)	0.0	$201k	NEW	8.8k	22.85	View chart
Xcel Energy (XEL)	0.0	$198k	NEW	2.8k	70.79	View chart
ConocoPhillips (COP)	0.0	$196k	NEW	1.9k	104.99	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$195k	NEW	4.5k	43.64	View chart
Nextera Energy (NEE)	0.0	$193k	NEW	2.7k	70.89	View chart
Ge Vernova (GEV)	0.0	$192k	NEW	627.00	305.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$191k	NEW	3.3k	58.35	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$191k	NEW	7.3k	26.20	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$188k	NEW	2.3k	81.76	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$188k	NEW	2.8k	67.84	View chart
Stryker Corporation (SYK)	0.0	$188k	NEW	504.00	372.25	View chart
Walt Disney Company (DIS)	0.0	$186k		1.9k	98.68	View chart
BP Sponsored Adr (BP)	0.0	$183k	NEW	5.4k	33.79	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$182k	NEW	2.2k	83.28	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$179k	NEW	3.5k	51.78	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$175k	NEW	571.00	306.74	View chart
Fortinet (FTNT)	0.0	$171k	NEW	1.8k	96.26	View chart
Draftkings Com Cl A (DKNG)	0.0	$168k	NEW	5.0k	33.21	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.0	$167k	NEW	2.6k	62.92	View chart
Bank of America Corporation (BAC)	0.0	$166k	NEW	4.0k	41.73	View chart
Zoetis Cl A (ZTS)	0.0	$164k	NEW	996.00	164.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$163k	NEW	943.00	173.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$163k	NEW	1.8k	90.54	View chart
Vanguard World Utilities Etf (VPU)	0.0	$161k	NEW	943.00	170.81	View chart
AutoZone (AZO)	0.0	$160k	NEW	42.00	3812.79	View chart
Progressive Corporation (PGR)	0.0	$156k	NEW	552.00	283.08	View chart
MGM Resorts International. (MGM)	0.0	$156k	-9%	5.3k	29.64	View chart
Vulcan Materials Company (VMC)	0.0	$154k	NEW	660.00	233.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.0	$152k	NEW	6.1k	24.95	View chart
Blackrock Etf Trust Ii Ishares High Yie (SHYM)	0.0	$149k	NEW	6.6k	22.67	View chart
Servicenow (NOW)	0.0	$149k	NEW	187.00	796.14	View chart
Constellation Energy (CEG)	0.0	$148k	NEW	734.00	201.63	View chart
Amgen (AMGN)	0.0	$147k	NEW	472.00	311.55	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$144k	NEW	1.2k	117.49	View chart
Humana (HUM)	0.0	$144k	NEW	544.00	264.60	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$143k	NEW	405.00	352.58	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$142k	NEW	3.3k	43.44	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$141k	NEW	10k	14.16	View chart
Siriusxm Holdings Common Stock (SIRI)	0.0	$138k	NEW	6.1k	22.54	View chart
Ssga Active Etf Tr Globl Allo Etf (GAL)	0.0	$136k	NEW	3.0k	44.82	View chart
Micron Technology (MU)	0.0	$135k	NEW	1.6k	86.89	View chart
Cisco Systems (CSCO)	0.0	$135k	NEW	2.2k	61.71	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$134k	NEW	2.3k	58.98	View chart
First Tr Exchange Traded Wtr Etf (FIW)	0.0	$133k	NEW	1.3k	100.69	View chart
Ab Active Etfs High Yield Etf (HYFI)	0.0	$130k	NEW	3.5k	36.84	View chart
Chipotle Mexican Grill (CMG)	0.0	$130k	NEW	2.6k	50.21	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$126k	NEW	1.2k	101.42	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$126k	NEW	1.8k	71.59	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 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
N.E.W. Advisory Services 2021 Q3 filed Oct. 13, 2021
N.E.W. Advisory Services 2021 Q2 filed July 15, 2021

View all past filings

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