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
PINS
Pinterest, Inc.

Communication Services
713
+ 505.67%
$32.17 - $39.17 $22.9K - $27.9K
854 $27K
GM
General Motors CO

Consumer Cyclical
1
+ 0.06%
$48.89 - $61.24 $48.9 - $61.2
1.81K $110K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
259
+ 7.6%
$47.56 - $49.7 $12.3K - $12.9K
3.67K $181K
TTD
Trade Desk, Inc.

Technology
425
New
$43.93 - $89.76 $18.7K - $38.1K
425 $20K
BP
Bp PLC

Energy
23
+ 0.54%
$30.25 - $35.69 $696 - $821
4.29K $147K
BA
Boeing CO

Industrials
46
+ 3.08%
$209.79 - $237.38 $9.65K - $10.9K
1.54K $332K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
617
+ 19.4%
$26.38 - $27.95 $16.3K - $17.2K
3.8K $103K
XOM
Exxon Mobil Corp

Energy
14
+ 0.41%
$105.83 - $117.22 $1.48K - $1.64K
3.42K $385K
BCAT
Black Rock Capital Allocation Trust

ETFs
1.2K
New
$14.56 - $15.29 $17.5K - $18.3K
1.2K $17K
BAC
Bank Of America Corp

Financial Services
2
+ 0.05%
$44.92 - $52.42 $89.8 - $105
3.74K $192K
ASB
Associated Banc Corp

Financial Services
5
+ 0.04%
$23.78 - $27.01 $119 - $135
11.7K $301K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
55
+ 3.58%
$87.69 - $96.0 $4.82K - $5.28K
1.59K $150K
ADMA
Adma Biologics, Inc.

Healthcare
1K
New
$14.66 - $19.91 $14.7K - $19.9K
1K $14K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.1%
$195.41 - $212.37 $195 - $212
990 $206K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
43
+ 1.35%
$42.26 - $47.16 $1.82K - $2.03K
3.24K $149K
FLS
Flowserve Corp

Industrials
250
New
$51.98 - $57.7 $13K - $14.4K
250 $13K
GIS
General Mills Inc

Consumer Defensive
245
+ 35.4%
$48.44 - $53.83 $11.9K - $13.2K
937 $47K
ITA
Ishares Tr

ETFs
46
+ 37.4%
$184.73 - $209.26 $8.5K - $9.63K
169 $35K
APLD
Applied Blockchain, Inc.

Financial Services
550
New
$9.18 - $24.67 $5.05K - $13.6K
550 $12K
NEE
Nextera Energy Inc

Utilities
1
+ 0.05%
$69.77 - $77.54 $69.8 - $77.5
1.98K $149K
PLTM
Granite Shares Platinum Trust

ETFs
747
New
$12.47 - $15.43 $9.32K - $11.5K
747 $11K
AVAV
Aero Vironment Inc

Industrials
30
+ 60.0%
$226.08 - $314.89 $6.78K - $9.45K
80 $25K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.08%
$131.47 - $143.64 $131 - $144
1.25K $177K
C
Citigroup Inc

Financial Services
1
+ 0.16%
$85.57 - $103.49 $85.6 - $103
612 $62K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
200
+ 169.49%
$48.5 - $50.19 $9.7K - $10K
318 $15K
GILD
Gilead Sciences, Inc.

Healthcare
64
+ 0.62%
$108.22 - $120.47 $6.93K - $7.71K
10.5K $1.16M
SSSS
Suro Capital Corp.

Financial Services
1.1K
New
$8.05 - $9.32 $8.86K - $10.3K
1.1K $9K
MELI
Mercadolibre Inc

Consumer Cyclical
4
New
$2292.04 - $2514.05 $9.17K - $10.1K
4 $9K
CEG
Constellation Energy Corp

Utilities
10
+ 1.31%
$298.82 - $354.89 $2.99K - $3.55K
774 $254K
ADM
Archer Daniels Midland CO

Consumer Defensive
1
+ 0.09%
$53.54 - $64.21 $53.5 - $64.2
1.15K $68K
SO
Southern CO

Utilities
2
+ 0.07%
$90.83 - $96.0 $182 - $192
2.88K $272K
AMAT
Applied Materials Inc

Technology
1
+ 0.28%
$156.25 - $204.95 $156 - $205
355 $72K
SCCO
Southern Copper Corp

Basic Materials
3
+ 0.81%
$90.54 - $121.36 $272 - $364
373 $45K
RPM
Rpm International Inc

Basic Materials
3
+ 0.38%
$110.07 - $128.23 $330 - $385
792 $93K
GAL
Ssga Active ETF Tr

ETFs
2
+ 0.07%
$46.79 - $49.44 $93.6 - $98.9
3.04K $149K
PJP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.22%
$80.49 - $93.64 $80.5 - $93.6
457 $42K
ET
Energy Transfer LP

Energy
507
+ 23.52%
$17.11 - $18.16 $8.67K - $9.21K
2.66K $45K
PWR
Quanta Services, Inc.

Industrials
15
+ 136.36%
$372.29 - $421.68 $5.58K - $6.33K
26 $10K
VOE
Vanguard Mid Cap Value Index F

ETFs
2
+ 0.37%
$164.63 - $174.58 $329 - $349
546 $95K
MMM
3 M CO

Industrials
2
+ 0.1%
$144.41 - $160.2 $289 - $320
2.01K $311K
RIOT
Riot Blockchain, Inc.

Technology
304
+ 506.67%
$11.03 - $19.78 $3.35K - $6.01K
364 $6K
CNC
Centene Corp

Healthcare
196
New
$25.21 - $56.65 $4.94K - $11.1K
196 $6K
ELV
Elevance Health, Inc.

Healthcare
19
New
$274.66 - $395.76 $5.22K - $7.52K
19 $6K
FDX
Fedex Corp

Industrials
1
+ 0.22%
$217.1 - $243.2 $217 - $243
454 $107K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
50
New
$98.64 - $113.55 $4.93K - $5.68K
50 $5K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
55
+ 6.84%
$70.85 - $76.96 $3.9K - $4.23K
859 $65K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
400
New
$11.84 - $13.45 $4.74K - $5.38K
400 $5K
SNOW
Snowflake Inc.

Technology
15
+ 9.15%
$191.73 - $241.0 $2.88K - $3.62K
179 $40K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4
+ 0.34%
$53.81 - $57.52 $215 - $230
1.2K $68K
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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