N.E.W. Advisory Services LLC Purchases in Q3 2025

N.E.W. Advisory Services LLC

  • $1.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
32
+ 1.41%
$617.65 - $666.84 $19.8K - $21.3K
2.3K $1.53M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.04%
$184.85 - $231.54 $185 - $232
2.72K $629K
VIS
Vanguard Industrial ETF

ETFs
272
+ 11.45%
$281.0 - $296.29 $76.4K - $80.6K
2.65K $784K
SOXX
Ishares Semiconductor ETF

ETFs
155
+ 6.77%
$236.93 - $271.12 $36.7K - $42K
2.44K $662K
WFC
Wells Fargo & Company

Financial Services
108
+ 0.38%
$77.05 - $85.16 $8.32K - $9.2K
28.3K $2.37M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
417
+ 10.11%
$138.08 - $151.2 $57.6K - $63.1K
4.54K $686K
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.06%
$144.19 - $167.33 $433 - $502
5.13K $858K
LOW
Lowes Companies Inc

Consumer Cyclical
265
+ 21.05%
$215.01 - $273.02 $57K - $72.4K
1.52K $382K
LNTH
Lantheus Holdings, Inc.

Healthcare
1.95K
New
$50.11 - $83.83 $97.9K - $164K
1.95K $100K
F
Ford Motor CO

Consumer Cyclical
2.83K
+ 5.15%
$10.82 - $12.09 $30.6K - $34.2K
57.7K $690K
IGV
Ishares Expanded Tech Software

ETFs
642
+ 35.93%
$105.96 - $117.79 $68K - $75.6K
2.43K $279K
VFH
Vanguard Financial ETF

ETFs
491
+ 10.82%
$125.23 - $132.78 $61.5K - $65.2K
5.03K $659K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5
+ 0.06%
$79.52 - $89.63 $398 - $448
9.06K $807K
GE
General Electric CO

Industrials
117
+ 11.3%
$244.75 - $305.63 $28.6K - $35.8K
1.15K $346K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.46K
+ 10.89%
$49.78 - $50.75 $72.9K - $74.3K
14.9K $754K
XLI
Industrial Sector Spdr

ETFs
437
+ 25.66%
$147.94 - $154.99 $64.6K - $67.7K
2.14K $330K
XLK
Technology Sector Spdr

ETFs
172
+ 17.88%
$250.97 - $282.66 $43.2K - $48.6K
1.13K $319K
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.07%
$243.93 - $275.62 $488 - $551
2.72K $744K
CLF
Cleveland Cliffs Inc.

Basic Materials
3.97K
+ 74.98%
$8.12 - $12.84 $32.3K - $51K
9.27K $113K
VGSH
Vanguard

ETFs
1.14K
+ 7.14%
$58.43 - $58.88 $66.6K - $67.1K
17.1K $1.01M
CRSP
Crispr Therapeutics Ag

Healthcare
680
+ 48.78%
$48.51 - $68.14 $33K - $46.3K
2.07K $134K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
171
+ 15.56%
$225.11 - $247.9 $38.5K - $42.4K
1.27K $313K
PLD
Prologis, Inc.

Real Estate
72
+ 1.28%
$104.08 - $115.35 $7.49K - $8.31K
5.69K $651K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
668
+ 4.63%
$78.96 - $80.04 $52.7K - $53.5K
15.1K $1.21M
MO
Altria Group, Inc.

Consumer Defensive
92
+ 1.39%
$57.75 - $67.68 $5.31K - $6.23K
6.69K $441K
PFE
Pfizer Inc

Healthcare
1.84K
+ 40.64%
$23.29 - $25.88 $42.9K - $47.7K
6.37K $162K
VZ
Verizon Communications Inc

Communication Services
1K
+ 8.91%
$40.84 - $45.06 $41K - $45.2K
12.3K $539K
XLF
Financial Sector Spdr

ETFs
395
+ 1.96%
$51.37 - $54.25 $20.3K - $21.4K
20.5K $1.11M
AUR
Aurora Innovation, Inc.

Technology
8.25K
New
$5.05 - $6.56 $41.6K - $54.1K
8.25K $44K
AVLV
American Centy ETF Tr Avantis
24
+ 0.25%
$68.33 - $72.69 $1.64K - $1.74K
9.61K $694K
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.02%
$91.03 - $98.69 $182 - $197
8.64K $824K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
44
+ 10.4%
$224.68 - $282.71 $9.89K - $12.4K
467 $130K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
389
+ 14.12%
$62.09 - $66.51 $24.2K - $25.9K
3.14K $205K
DNP
Dnp Select Income Fund Inc

Financial Services
647
+ 0.51%
$9.65 - $10.02 $6.24K - $6.48K
127K $1.27M
BLDR
Builders First Source, Inc.

Industrials
150
+ 4.37%
$116.91 - $149.21 $17.5K - $22.4K
3.58K $434K
MRVL
Marvell Technology, Inc.

Technology
370
+ 90.46%
$62.31 - $84.07 $23.1K - $31.1K
779 $65K
TGT
Target Corp

Consumer Defensive
400
+ 111.11%
$86.56 - $107.43 $34.6K - $43K
760 $68K
BE
Bloom Energy Corp

Industrials
380
New
$22.13 - $86.27 $8.41K - $32.8K
380 $32K
PEP
Pepsico Inc

Consumer Defensive
77
+ 3.21%
$133.81 - $152.16 $10.3K - $11.7K
2.47K $347K
IOO
Ishares Tr Global 100 ETF

ETFs
228
+ 146.15%
$107.55 - $120.01 $24.5K - $27.4K
384 $46K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
668
+ 342.56%
$42.43 - $45.05 $28.3K - $30.1K
863 $37K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
50
+ 0.5%
$55.15 - $58.11 $2.76K - $2.91K
10K $576K
BKR
Baker Hughes CO

Energy
416
+ 60.64%
$38.68 - $50.55 $16.1K - $21K
1.1K $53K
MS
Morgan Stanley

Financial Services
2
+ 0.15%
$139.09 - $161.16 $278 - $322
1.33K $211K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
259
+ 45.76%
$91.44 - $91.77 $23.7K - $23.8K
825 $75K
INTC
Intel Corp

Technology
300
+ 27.12%
$19.31 - $35.5 $5.79K - $10.7K
1.41K $47K
VT
Vanguard Total World Stk Index

ETFs
3
+ 0.12%
$128.41 - $138.03 $385 - $414
2.5K $344K
S
Sentinel One, Inc.

Technology
1.36K
New
$15.81 - $19.78 $21.4K - $26.8K
1.36K $23K
UBER
Uber Technologies, Inc

Technology
118
+ 5.28%
$86.91 - $99.57 $10.3K - $11.7K
2.35K $230K
Activity Summary
Buys All Purchases 244 New Holdings 42 Increased Positions 202 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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