N.E.W. Advisory Services LLC Sells in Q3 2025

N.E.W. Advisory Services LLC

  • $1.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-33
- 6.21%
$76.2 - $83.34 $2.51K - $2.75K
498 $39K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-43
- 3.48%
$96.22 - $98.19 $4.14K - $4.22K
1.19K $116K
JOE
St Joe CO

Real Estate
-89
- 50.0%
$48.26 - $52.64 $4.3K - $4.68K
89 $4K
UPST
Upstart Holdings, Inc.

Financial Services
-16
- 8.0%
$50.8 - $84.13 $813 - $1.35K
184 $9K
AGNC
Agnc Investment Corp.

Real Estate
-500
- 16.67%
$9.2 - $10.37 $4.6K - $5.19K
2.5K $24K
TFC
Truist Financial Corp

Financial Services
-100
- 20.0%
$42.83 - $47.07 $4.28K - $4.71K
400 $18K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-45
- 8.11%
$75.26 - $80.19 $3.39K - $3.61K
510 $40K
NKE
Nike, Inc.

Consumer Cyclical
-26
- 4.92%
$69.24 - $79.24 $1.8K - $2.06K
502 $35K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-54
- 22.69%
$26.44 - $27.1 $1.43K - $1.46K
184 $4K
KD
Kyndryl Holdings, Inc.

Technology
-48
- 52.75%
$28.94 - $43.41 $1.39K - $2.08K
43 $1K
GLOB
Globant S.A.

Technology
-5
- 9.09%
$55.6 - $93.3 $278 - $467
50 $2K
CVS
Cvs Health Corp

Healthcare
-36
- 44.44%
$58.75 - $76.5 $2.12K - $2.75K
45 $3K
VCIT
Vanguard Intermediate Term Cor

ETFs
-48
- 2.21%
$81.75 - $84.54 $3.92K - $4.06K
2.12K $178K
CI
Cigna Corp

Healthcare
-2
- 18.18%
$262.23 - $334.39 $524 - $669
9 $2K
TDIV
First Trust Nasdaq Technology

ETFs
-48
- 11.21%
$89.27 - $100.33 $4.28K - $4.82K
380 $37K
Ab Active Etfs Inc
-115
- 28.75%
N/A
285 $0
FIVN
Five9, Inc.

Technology
-3
- 8.57%
$24.05 - $29.16 $72.2 - $87.5
32 $0
Grayscale Bitcoin Mini Tr Et
-1.03K
- 98.1%
N/A
20 $0
WIX
Wix.Com Ltd.

Technology
-2
- 10.0%
$115.43 - $184.24 $231 - $368
18 $3K
EEMX
Spdr Idx Shs Fds Msci Emerging
-29
- 2.65%
N/A
1.07K $0
DAL
Delta Air Lines, Inc.

Industrials
-112
- 13.83%
$49.0 - $61.97 $5.49K - $6.94K
698 $39K
LMND
Lemonade, Inc.

Financial Services
-6
- 7.5%
$36.28 - $60.96 $218 - $366
74 $3K
DELL
Dell Technologies Inc.

Technology
-19
- 11.52%
$120.96 - $141.77 $2.3K - $2.69K
146 $20K
Siriusxm Holdings Inc
-3.92K
- 34.15%
N/A
7.55K $0
American Healthcare Reit Inc
-854
- 4.16%
N/A
19.7K $0
T Rowe Price ETF Inc
-19.4K
- 47.52%
N/A
21.5K $0
STRV
Ea Ser Tr Strive 500 ETF
-111
- 1.62%
N/A
6.75K $0
Ge Vernova Inc
-34
- 7.69%
N/A
408 $0
T Rowe Price ETF Inc
-22.1K
- 77.24%
N/A
6.52K $0
VBK
Vanguard Small Cap Growth ETF

ETFs
-53
- 6.99%
$276.51 - $305.12 $14.7K - $16.2K
705 $209K
Ab Active Etfs Inc
-328
- 6.22%
N/A
4.95K $0
Ishares Bitcoin Trust ETF
-722
- 20.81%
N/A
2.75K $0
First Tr Exchange Traded Fd
-74.6K
- 99.43%
N/A
428 $0
J P Morgan Exchange Traded F
-41.6K
- 95.97%
N/A
1.75K $0
Tempus Ai Inc
-59
- 5.32%
N/A
1.05K $0
WD
Walker & Dunlop, Inc.

Financial Services
-12
- 7.95%
$72.06 - $87.6 $865 - $1.05K
139 $11K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
-52
- 2.84%
$46.09 - $49.41 $2.4K - $2.57K
1.78K $87K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-15
- 1.85%
$181.56 - $190.33 $2.72K - $2.85K
796 $151K
RWO
Spdr Dow Jones Global Real Est

ETFs
-66
- 1.48%
$43.53 - $46.27 $2.87K - $3.05K
4.38K $200K
XLE
Energy Sector Spdr

ETFs
-8
- 0.76%
$84.25 - $91.99 $674 - $736
1.05K $93K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-5
- 0.46%
$109.47 - $119.06 $547 - $595
1.09K $129K
VPU
Vanguard Utilities ETF

ETFs
-17
- 1.8%
$175.25 - $189.41 $2.98K - $3.22K
927 $175K
MSFT
Microsoft Corp

Technology
-243
- 3.68%
$491.09 - $535.64 $119K - $130K
6.36K $3.3M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-195
- 3.31%
$50.79 - $54.95 $9.9K - $10.7K
5.7K $312K
IWS
Ishares Russell Midcap Value E

ETFs
-67
- 2.22%
$132.83 - $140.61 $8.9K - $9.42K
2.95K $412K
IAU
Ishares Gold Trust

ETFs
-5
- 0.37%
$61.62 - $72.77 $308 - $364
1.33K $96K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-95
- 1.58%
$136.48 - $142.97 $13K - $13.6K
5.91K $827K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-233
- 6.27%
$10.78 - $19.82 $2.51K - $4.62K
3.48K $68K
VHT
Vanguard Health Care ETF

ETFs
-75
- 1.63%
$239.12 - $259.95 $17.9K - $19.5K
4.53K $1.18M
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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