N.E.W. Advisory Services LLC Incresed Positions in Q3 2025

N.E.W. Advisory Services LLC

  • $1.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
BA
Boeing CO

Industrials
46
+ 3.08%
$209.79 - $237.38 $9.65K - $10.9K
1.54K $332K
BAC
Bank Of America Corp

Financial Services
2
+ 0.05%
$44.92 - $52.42 $89.8 - $105
3.74K $192K
AFRM
Affirm Holdings, Inc.

Technology
200
+ 200.0%
$64.05 - $92.18 $12.8K - $18.4K
300 $21K
ASB
Associated Banc Corp

Financial Services
5
+ 0.04%
$23.78 - $27.01 $119 - $135
11.7K $301K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.1%
$195.41 - $212.37 $195 - $212
990 $206K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
55
+ 3.58%
$87.69 - $96.0 $4.82K - $5.28K
1.59K $150K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
43
+ 1.35%
$42.26 - $47.16 $1.82K - $2.03K
3.24K $149K
NEE
Nextera Energy Inc

Utilities
1
+ 0.05%
$69.77 - $77.54 $69.8 - $77.5
1.98K $149K
ITA
Ishares Tr

ETFs
46
+ 37.4%
$184.73 - $209.26 $8.5K - $9.63K
169 $35K
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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
200
+ 169.49%
$48.5 - $50.19 $9.7K - $10K
318 $15K
C
Citigroup Inc

Financial Services
1
+ 0.16%
$85.57 - $103.49 $85.6 - $103
612 $62K
GILD
Gilead Sciences, Inc.

Healthcare
64
+ 0.62%
$108.22 - $120.47 $6.93K - $7.71K
10.5K $1.16M
CEG
Constellation Energy Corp

Utilities
10
+ 1.31%
$298.82 - $354.89 $2.99K - $3.55K
774 $254K
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
SO
Southern CO

Utilities
2
+ 0.07%
$90.83 - $96.0 $182 - $192
2.88K $272K
ADM
Archer Daniels Midland CO

Consumer Defensive
1
+ 0.09%
$53.54 - $64.21 $53.5 - $64.2
1.15K $68K
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
PWR
Quanta Services, Inc.

Industrials
15
+ 136.36%
$372.29 - $421.68 $5.58K - $6.33K
26 $10K
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
ET
Energy Transfer LP

Energy
507
+ 23.52%
$17.11 - $18.16 $8.67K - $9.21K
2.66K $45K
VOE
Vanguard Mid Cap Value Index F

ETFs
2
+ 0.37%
$164.63 - $174.58 $329 - $349
546 $95K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
55
+ 6.84%
$70.85 - $76.96 $3.9K - $4.23K
859 $65K
FDX
Fedex Corp

Industrials
1
+ 0.22%
$217.1 - $243.2 $217 - $243
454 $107K
AMP
Ameriprise Financial Inc

Financial Services
72
+ 9.61%
$486.13 - $544.55 $35K - $39.2K
821 $403K
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
D
Dominion Energy, Inc

Utilities
6
+ 1.19%
$56.32 - $62.1 $338 - $373
509 $31K
FTCS
First Trust Capital Strength E

ETFs
2
+ 0.24%
$89.72 - $93.74 $179 - $187
833 $78K
FAST
Fastenal CO

Industrials
2
+ 0.46%
$42.47 - $50.39 $84.9 - $101
433 $21K
MET
Metlife Inc

Financial Services
4
+ 0.26%
$73.82 - $82.37 $295 - $329
1.56K $128K
RIO
Rio Tinto PLC

Basic Materials
41
+ 455.56%
$57.66 - $66.01 $2.36K - $2.71K
50 $3K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11
+ 0.55%
$21.69 - $23.34 $239 - $257
2.03K $47K
DTE
Dte Energy CO

Utilities
1
+ 0.44%
$130.26 - $141.49 $130 - $141
226 $31K
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
NAD
Nuveen Quality Municipal Income Fund

Financial Services
48
+ 2.01%
$11.04 - $11.83 $530 - $568
2.44K $28K
CNP
Centerpoint Energy Inc

Utilities
4
+ 0.57%
$35.77 - $39.16 $143 - $157
708 $27K
COIN
Coinbase Global, Inc.

Technology
5
+ 50.0%
$297.99 - $419.78 $1.49K - $2.1K
15 $5K
AXON
Axon Enterprise, Inc.

Industrials
5
+ 27.78%
$698.02 - $870.97 $3.49K - $4.35K
23 $16K
JPSE
J P Morgan Diversified Return

ETFs
1
+ 0.29%
$45.04 - $50.93 $45 - $50.9
350 $17K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3
+ 1.96%
$108.46 - $120.63 $325 - $362
156 $18K
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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