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
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
1
+ 0.23%
$44.8 - $46.43 $44.8 - $46.4
432 $20K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3
+ 0.86%
$79.76 - $85.78 $239 - $257
353 $29K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1
+ 0.56%
$79.83 - $84.0 $79.8 - $84
179 $15K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1
+ 1.15%
$21.99 - $23.38 $22 - $23.4
88 $2K
TSCO
Tractor Supply CO

Consumer Cyclical
2
+ 0.65%
$54.08 - $62.65 $108 - $125
308 $17K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1
+ 0.36%
$44.22 - $45.74 $44.2 - $45.7
275 $12K
VTRS
Viatris Inc

Healthcare
1
+ 0.87%
$8.74 - $10.69 $8.74 - $10.7
116 $1K
SBUX
Starbucks Corp

Consumer Cyclical
12
+ 8.16%
$81.9 - $96.86 $983 - $1.16K
159 $13K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
7
+ 0.33%
$10.48 - $10.64 $73.4 - $74.5
2.14K $22K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
1
+ 0.88%
$121.99 - $134.19 $122 - $134
114 $14K
QTUM
ETF Ser Solutions Defiance Qua
1
+ 2.08%
N/A
49 $0
RWL
Invesco Exchange Traded Fd Tr

ETFs
1
+ 1.02%
$102.17 - $110.66 $102 - $111
99 $10K
Psq Holdings Inc
160
+ 18.82%
N/A
1.01K $0
TDOC
Teladoc Health, Inc.

Healthcare
5
+ 5.43%
$6.78 - $8.85 $33.9 - $44.3
97 $0
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
3
+ 0.81%
$6.54 - $7.97 $19.6 - $23.9
373 $2K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1
+ 1.25%
$25.83 - $26.47 $25.8 - $26.5
81 $2K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1
+ 1.69%
$25.67 - $27.21 $25.7 - $27.2
60 $1K
NRZ
New Residential Investment Corp.

Real Estate
3
+ 2.38%
N/A
129 $0
EPD
Enterprise Products Partners L.P.

Energy
1
+ 0.1%
$30.74 - $32.14 $30.7 - $32.1
1K $31K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.1%
N/A
3.07K $558K
J P Morgan Exchange Traded F
20.9K
+ 20900.0%
N/A
21K $0
First Tr Exchange Traded Fd
6.74K
+ 1320.98%
N/A
7.25K $0
Capital Group Core Balanced
21
+ 0.49%
N/A
4.31K $0
Gorilla Technology Group Inc
249
+ 54.25%
N/A
708 $0
DWAC
Digital World Acquisition Corp.

Financial Services
20
+ 0.41%
N/A
4.88K $0
Tko Group Holdings Inc
1
+ 0.58%
N/A
174 $0
EMR
Emerson Electric CO

Industrials
1
+ 0.42%
$128.6 - $149.63 $129 - $150
241 $31K
First Tr Exchng Traded Fd Vi
34
+ 1.9%
N/A
1.82K $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
CRM
Salesforce, Inc.

Technology
38
+ 11.48%
$231.66 - $273.65 $8.8K - $10.4K
369 $87K
ABT
Abbott Laboratories

Healthcare
1
+ 0.07%
$120.51 - $136.62 $121 - $137
1.5K $200K
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
PGR
Progressive Corp

Financial Services
1
+ 0.18%
$238.61 - $264.3 $239 - $264
553 $136K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.18%
$60.9 - $70.75 $244 - $283
2.28K $142K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.15%
$625.65 - $812.69 $626 - $813
663 $505K
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
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