N.E.W. Advisory Services LLC Reduced Holdings in Q4 2024

N.E.W. Advisory Services LLC

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-258K
- 20.81%
$66.77 - $71.52 $17.2M - $18.4M
980K $67.6M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-112K
- 25.92%
$89.88 - $101.38 $10.1M - $11.4M
321K $29.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-258K
- 11.16%
$24.94 - $26.14 $6.44M - $6.75M
2.06M $51.4M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-144K
- 74.65%
$29.73 - $30.81 $4.28M - $4.43M
48.9K $1.49M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-27.5K
- 1.74%
$51.09 - $55.27 $1.4M - $1.52M
1.55M $79.4M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-77.2K
- 18.96%
$30.93 - $33.94 $2.39M - $2.62M
330K $10.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-35K
- 5.02%
$34.13 - $37.35 $1.2M - $1.31M
662K $22.6M
DFIV
Dimensional ETF Tr

ETFs
-72.8K
- 26.25%
$34.86 - $37.97 $2.54M - $2.77M
205K $7.26M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-41.9K
- 9.7%
$38.37 - $42.82 $1.61M - $1.79M
390K $15M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-32.6K
- 21.62%
$58.61 - $64.79 $1.91M - $2.11M
118K $6.93M
PG
Procter & Gamble CO

Consumer Defensive
-1.19K
- 1.36%
$161.05 - $179.7 $192K - $215K
86.5K $14.5M
DNP
Dnp Select Income Fund Inc

Financial Services
-3.27K
- 0.67%
$8.82 - $9.96 $28.8K - $32.5K
482K $4.25M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-3.09K
- 7.15%
$58.46 - $65.6 $180K - $203K
40.1K $2.35M
MSFT
Microsoft Corp

Technology
-426
- 5.65%
$406.35 - $454.46 $173K - $194K
7.12K $3M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.97K
- 2.77%
$84.34 - $95.14 $250K - $282K
104K $9.07M
ASB
Associated Banc Corp

Financial Services
-10.2K
- 43.68%
$20.64 - $28.14 $210K - $286K
13.1K $313K
CAT
Caterpillar Inc

Industrials
-403
- 28.2%
$360.37 - $416.88 $145K - $168K
1.03K $372K
CARR
Carrier Global Corp

Industrials
-169
- 1.27%
$66.69 - $82.65 $11.3K - $14K
13.1K $896K
VV
Vanguard Large Cap ETF

ETFs
-1.14K
- 4.68%
$260.27 - $280.65 $298K - $321K
23.3K $6.28M
JNJ
Johnson & Johnson

Healthcare
-76
- 1.12%
$143.34 - $165.86 $10.9K - $12.6K
6.71K $969K
PEP
Pepsico Inc

Consumer Defensive
-430
- 15.86%
$151.29 - $176.1 $65.1K - $75.7K
2.28K $347K
AMD
Advanced Micro Devices Inc

Technology
-220
- 11.24%
$118.88 - $172.8 $26.2K - $38K
1.74K $209K
MRK
Merck & Co., Inc.

Healthcare
-218
- 4.12%
$96.31 - $114.76 $21K - $25K
5.07K $504K
VEU
Vanguard Ftse All World Ex Us

ETFs
-434
- 3.46%
$57.29 - $63.1 $24.9K - $27.4K
12.1K $695K
LLY
Eli Lilly & CO

Healthcare
-7
- 0.97%
$727.2 - $932.06 $5.09K - $6.52K
715 $551K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.97K
- 25.13%
$46.53 - $49.91 $91.8K - $98.5K
5.88K $283K
F
Ford Motor CO

Consumer Cyclical
-4.96K
- 9.53%
$9.69 - $11.4 $48.1K - $56.5K
47.1K $466K
XOM
Exxon Mobil Corp

Energy
-364
- 8.88%
$105.51 - $125.37 $38.4K - $45.6K
3.74K $401K
MGM
Mgm Resorts International

Consumer Cyclical
-1.3K
- 18.2%
$33.44 - $41.99 $43.5K - $54.6K
5.84K $202K
FVD
First Tr Value Line Divid Inde

ETFs
-995
- 9.97%
$43.4 - $46.7 $43.2K - $46.5K
8.98K $391K
ABBV
Abb Vie Inc.

Healthcare
-23
- 0.79%
$164.99 - $203.87 $3.79K - $4.69K
2.88K $511K
ITW
Illinois Tool Works Inc

Industrials
-191
- 16.06%
$253.56 - $278.5 $48.4K - $53.2K
998 $253K
UNH
Unitedhealth Group Inc

Healthcare
-27
- 5.39%
$485.52 - $625.25 $13.1K - $16.9K
474 $239K
OSK
Oshkosh Corp

Industrials
-60
- 0.67%
$93.84 - $115.52 $5.63K - $6.93K
8.89K $845K
IVE
Ishares S&P 500 Value ETF

ETFs
-100
- 2.15%
$189.5 - $206.17 $19K - $20.6K
4.56K $869K
IBM
International Business Machines Corp

Technology
-121
- 0.69%
$204.9 - $238.04 $24.8K - $28.8K
17.3K $3.81M
TDIV
First Trust Nasdaq Technology

ETFs
-280
- 2.84%
$78.03 - $82.13 $21.8K - $23K
9.57K $750K
HTLF
Heartland Financial Usa Inc

Financial Services
-1.23K
- 14.84%
$54.47 - $69.06 $66.7K - $84.6K
7.03K $430K
IYW
Ishares Dj Us Tech ETF

ETFs
-512
- 8.47%
$148.14 - $166.23 $75.8K - $85.1K
5.53K $882K
TIP
Ishares Tr Tips Bd ETF

ETFs
-169
- 4.47%
$106.33 - $110.69 $18K - $18.7K
3.61K $385K
BNDX
Vanguard Total International B

ETFs
-386
- 4.15%
$48.91 - $50.61 $18.9K - $19.5K
8.91K $436K
COST
Costco Wholesale Corp

Consumer Defensive
-46
- 10.65%
$873.59 - $994.69 $40.2K - $45.8K
386 $353K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-445
- 4.78%
$47.26 - $48.18 $21K - $21.4K
8.87K $420K
ABT
Abbott Laboratories

Healthcare
-182
- 9.33%
$111.93 - $119.39 $20.4K - $21.7K
1.77K $199K
JPSE
J P Morgan Diversified Return

ETFs
-352
- 6.6%
$46.77 - $51.7 $16.5K - $18.2K
4.98K $233K
MMM
3 M CO

Industrials
-5
- 0.17%
$124.74 - $137.12 $624 - $686
2.89K $373K
IWN
Ishares Russell2000 Val ETF

ETFs
-78
- 4.38%
$162.69 - $181.35 $12.7K - $14.1K
1.7K $279K
LWLG
Lightwave Logic, Inc.

Basic Materials
-2.5K
- 20.0%
$1.78 - $4.08 $4.45K - $10.2K
10K $21K
OPK
Opko Health, Inc.

Healthcare
-4.87K
- 19.52%
$1.4 - $1.64 $6.82K - $7.99K
20.1K $29K
Activity Summary
Buys All Purchases 94 New Holdings 13 Increased Positions 81 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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