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
AEO
American Eagle Outfitters Inc

Consumer Cyclical
280
New
$9.83 - $19.88 $2.75K - $5.57K
280 $4K
AMP
Ameriprise Financial Inc

Financial Services
72
+ 9.61%
$486.13 - $544.55 $35K - $39.2K
821 $403K
FAST
Fastenal CO

Industrials
2
+ 0.46%
$42.47 - $50.39 $84.9 - $101
433 $21K
D
Dominion Energy, Inc

Utilities
6
+ 1.19%
$56.32 - $62.1 $338 - $373
509 $31K
MET
Metlife Inc

Financial Services
4
+ 0.26%
$73.82 - $82.37 $295 - $329
1.56K $128K
FTCS
First Trust Capital Strength E

ETFs
2
+ 0.24%
$89.72 - $93.74 $179 - $187
833 $78K
UFPT
Ufp Technologies Inc

Healthcare
20
New
$190.04 - $252.55 $3.8K - $5.05K
20 $3K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11
+ 0.55%
$21.69 - $23.34 $239 - $257
2.03K $47K
RIO
Rio Tinto PLC

Basic Materials
41
+ 455.56%
$57.66 - $66.01 $2.36K - $2.71K
50 $3K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
30
New
$99.92 - $146.67 $3K - $4.4K
30 $3K
CNP
Centerpoint Energy Inc

Utilities
4
+ 0.57%
$35.77 - $39.16 $143 - $157
708 $27K
JPSE
J P Morgan Diversified Return

ETFs
1
+ 0.29%
$45.04 - $50.93 $45 - $50.9
350 $17K
DTE
Dte Energy CO

Utilities
1
+ 0.44%
$130.26 - $141.49 $130 - $141
226 $31K
AXON
Axon Enterprise, Inc.

Industrials
5
+ 27.78%
$698.02 - $870.97 $3.49K - $4.35K
23 $16K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5
+ 1.07%
$64.58 - $69.94 $323 - $350
471 $32K
HBAN
Huntington Bancshares Inc

Financial Services
11
+ 0.58%
$15.87 - $17.88 $175 - $197
1.92K $33K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 1.96%
$108.46 - $120.63 $325 - $362
156 $18K
SG
Sweetgreen, Inc.

Consumer Cyclical
295
New
$7.98 - $16.26 $2.35K - $4.8K
295 $2K
COIN
Coinbase Global, Inc.

Technology
5
+ 50.0%
$297.99 - $419.78 $1.49K - $2.1K
15 $5K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
48
+ 2.01%
$11.04 - $11.83 $530 - $568
2.44K $28K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
20
New
$42.78 - $54.29 $856 - $1.09K
20 $1K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1
+ 0.56%
$79.83 - $84.0 $79.8 - $84
179 $15K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
1
+ 0.23%
$44.8 - $46.43 $44.8 - $46.4
432 $20K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1
+ 1.15%
$21.99 - $23.38 $22 - $23.4
88 $2K
PBRA
Petroleo Bras Ads (Ea Reptg 2
150
New
N/A
150 $1K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3
+ 0.86%
$79.76 - $85.78 $239 - $257
353 $29K
TSCO
Tractor Supply CO

Consumer Cyclical
2
+ 0.65%
$54.08 - $62.65 $108 - $125
308 $17K
SLDP
Solid Power, Inc.

Industrials
166
New
$2.2 - $5.37 $365 - $891
166 $0
Psq Holdings Inc
160
+ 18.82%
N/A
1.01K $0
J P Morgan Exchange Traded F
20.9K
+ 20900.0%
N/A
21K $0
THYF
T Rowe Price Exchange Traded F
21.4K
New
N/A
21.4K $0
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1
+ 1.25%
$25.83 - $26.47 $25.8 - $26.5
81 $2K
Morgan Stanley ETF Trust
21.4K
New
N/A
21.4K $0
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
3
+ 0.81%
$6.54 - $7.97 $19.6 - $23.9
373 $2K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.1%
N/A
3.07K $558K
ALCC
Alt C Acquisition Corp.

Financial Services
40
New
N/A
40 $0
QTUM
ETF Ser Solutions Defiance Qua
1
+ 2.08%
N/A
49 $0
Intuitive Machines Inc
347
New
N/A
347 $0
Pearl Diver Credit Company I
400
New
N/A
400 $0
Maplebear Inc
50
New
N/A
50 $0
Sndl Inc
200
New
N/A
200 $0
PLUG
Plug Power Inc

Industrials
250
New
$1.37 - $2.65 $343 - $663
250 $0
TWIN
Twin Disc Inc

Industrials
42
New
$8.5 - $14.57 $357 - $612
42 $0
EA
Electronic Arts Inc.

Communication Services
3
New
$147.79 - $202.05 $443 - $606
3 $0
KSS
Kohls Corp

Consumer Cyclical
40
New
$9.02 - $17.38 $361 - $695
40 $0
Ncr Atleos Corporation
17
New
N/A
17 $0
PAAS
Pan American Silver Corp

Basic Materials
18
New
$27.02 - $38.81 $486 - $699
18 $0
SMLR
Semler Scientific, Inc.

Healthcare
30
New
$27.68 - $45.97 $830 - $1.38K
30 $0
TLRY
Tilray Brands, Inc.

Healthcare
539
New
$0.42 - $1.85 $226 - $997
539 $0
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
Track This Portfolio

Track N.E.W. Advisory Services LLC Portfolio

Follow N.E.W. Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email