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
Upstream Bio Inc
60
New
N/A
60 $0
VTRS
Viatris Inc

Healthcare
1
+ 0.87%
$8.74 - $10.69 $8.74 - $10.7
116 $1K
NRZ
New Residential Investment Corp.

Real Estate
3
+ 2.38%
N/A
129 $0
SPTL
Spdr Portfolio Long Term Treas

ETFs
1
+ 1.69%
$25.67 - $27.21 $25.7 - $27.2
60 $1K
TPHD
Timothy Plan High Divid Stk Et

ETFs
1
+ 0.57%
$38.0 - $39.42 $38 - $39.4
176 $6K
SBUX
Starbucks Corp

Consumer Cyclical
12
+ 8.16%
$81.9 - $96.86 $983 - $1.16K
159 $13K
EMR
Emerson Electric CO

Industrials
1
+ 0.42%
$128.6 - $149.63 $129 - $150
241 $31K
Tko Group Holdings Inc
1
+ 0.58%
N/A
174 $0
TDOC
Teladoc Health, Inc.

Healthcare
5
+ 5.43%
$6.78 - $8.85 $33.9 - $44.3
97 $0
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1
+ 0.36%
$44.22 - $45.74 $44.2 - $45.7
275 $12K
First Tr Exchng Traded Fd Vi
34
+ 1.9%
N/A
1.82K $0
Rbb Fund Trust
8.44K
New
N/A
8.44K $0
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
1
+ 0.88%
$121.99 - $134.19 $122 - $134
114 $14K
DWAC
Digital World Acquisition Corp.

Financial Services
20
+ 0.41%
N/A
4.88K $0
RWL
Invesco Exchange Traded Fd Tr

ETFs
1
+ 1.02%
$102.17 - $110.66 $102 - $111
99 $10K
Capital Group Core Balanced
21
+ 0.49%
N/A
4.31K $0
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
7
+ 0.33%
$10.48 - $10.64 $73.4 - $74.5
2.14K $22K
EPD
Enterprise Products Partners L.P.

Energy
1
+ 0.1%
$30.74 - $32.14 $30.7 - $32.1
1K $31K
First Tr Exchange Traded Fd
6.74K
+ 1320.98%
N/A
7.25K $0
Ishares Ethereum Tr
300
New
N/A
300 $0
RC
Ready Capital Corp

Real Estate
104
+ 2.91%
$3.71 - $4.66 $386 - $485
3.68K $14K
FCX
Freeport Mcmoran Inc

Basic Materials
1
+ 0.48%
$35.34 - $47.21 $35.3 - $47.2
210 $8K
IYK
Ishares U.S. Consumer Staples

ETFs
3
+ 0.34%
$67.65 - $71.68 $203 - $215
885 $60K
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.05%
$66.2 - $71.79 $66.2 - $71.8
2.06K $141K
ABNB
Airbnb, Inc.

Consumer Cyclical
8
+ 3.15%
$118.3 - $142.16 $946 - $1.14K
262 $31K
ABT
Abbott Laboratories

Healthcare
1
+ 0.07%
$120.51 - $136.62 $121 - $137
1.5K $200K
CRM
Salesforce, Inc.

Technology
38
+ 11.48%
$231.66 - $273.65 $8.8K - $10.4K
369 $87K
RUM
Rumble Inc.

Technology
37
+ 1.72%
$7.11 - $10.02 $263 - $371
2.19K $15K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2
+ 2.11%
$159.87 - $247.68 $320 - $495
97 $17K
PYPL
Pay Pal Holdings, Inc.

Financial Services
40
+ 3.06%
$65.64 - $78.22 $2.63K - $3.13K
1.35K $90K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.15%
$625.65 - $812.69 $626 - $813
663 $505K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.18%
$60.9 - $70.75 $244 - $283
2.28K $142K
PGR
Progressive Corp

Financial Services
1
+ 0.18%
$238.61 - $264.3 $239 - $264
553 $136K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.03%
$121.72 - $136.77 $122 - $137
3.36K $418K
DIS
Walt Disney CO

Communication Services
1
+ 0.06%
$112.25 - $124.0 $112 - $124
1.77K $202K
SMR
Nuscale Power Corp

Industrials
533
+ 5.34%
$32.65 - $51.67 $17.4K - $27.5K
10.5K $378K
UPS
United Parcel Service Inc

Industrials
1.4K
+ 18.2%
$82.58 - $105.54 $116K - $148K
9.1K $760K
T
At&T Inc.

Communication Services
60
+ 0.2%
$26.94 - $29.62 $1.62K - $1.78K
30.3K $855K
DE
Deere & CO

Industrials
1
+ 0.13%
$457.26 - $524.37 $457 - $524
754 $344K
PM
Philip Morris International Inc.

Consumer Defensive
31
+ 1.19%
$157.77 - $183.27 $4.89K - $5.68K
2.65K $429K
HON
Honeywell International Inc

Industrials
1
+ 0.04%
$207.7 - $240.4 $208 - $240
2.26K $475K
VDC
Vanguard Consumer Staples ETF

ETFs
60
+ 0.48%
$212.64 - $225.25 $12.8K - $13.5K
12.5K $2.66M
PG
Procter & Gamble CO

Consumer Defensive
331
+ 0.42%
$150.47 - $161.22 $49.8K - $53.4K
78.6K $12.1M
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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