N.E.W. Advisory Services LLC Portfolio Holdings

N.E.W. Advisory Services LLC

  • $1.11 Billion
  • Q3 2025

N.E.W. Advisory Services LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.11 Billion distributed in 840 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $220M, Spdr Portfolio S&P 500 Value E with a value of $77.5M, Spdr Portfolio S&P 500 ETF (Ma with a value of $70.1M, Ishares Tr Core Intl Aggregate with a value of $58.1M, and Jp Morgan ETF Tr Ultra Short I with a value of $56M.

Examining the 13F form we can see an increase of $90.4M in the current position value, from $1.02B to 1.11B.

Below you can find more details about N.E.W. Advisory Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.11 Billion
ETFs: $937 Million
Financial Services: $39.1 Million
Technology: $36 Million
Consumer Defensive: $16.7 Million
Consumer Cyclical: $10.3 Million
Industrials: $7.98 Million
Healthcare: $5.9 Million
Utilities: $5.48 Million
Other: $10.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$20.1 Million 1.81% of portfolio
40,045
Q3 2025 Reduced 1.15%
$4.3T
$13.7 Million 1.23% of portfolio
53,671
Q3 2025 Reduced 1.52%
$346B
$12.1 Million 1.09% of portfolio
78,576
Q3 2025 Added 0.42%
$465B
$5.13 Million 0.46% of portfolio
27,475
Q3 2025 Added 2.37%
$1.83B
$5.11 Million 0.46% of portfolio
38,008
Q3 2025 Reduced 0.86%
$266B
$4.9 Million 0.44% of portfolio
17,370
Q3 2025 Reduced 0.14%
$2.39T
$4.78 Million 0.43% of portfolio
21,761
Q3 2025 Reduced 1.94%
$342B
$4.58 Million 0.41% of portfolio
25,126
Q3 2025 Added 3.5%
$35B
$3.96 Million 0.36% of portfolio
34,533
Q3 2025 Reduced 1.71%
$3.78T
$3.3 Million 0.3% of portfolio
6,364
Q3 2025 Reduced 3.68%
$881B
$2.89 Million 0.26% of portfolio
9,172
Q3 2025 Reduced 0.9%
$317B
$2.37 Million 0.21% of portfolio
28,289
Q3 2025 Added 0.38%
$1.29T
$1.6 Million 0.14% of portfolio
3,594
Q3 2025 Added 0.11%
$224B
$1.53 Million 0.14% of portfolio
5,038
Q3 2025 Reduced 4.78%
$279B
$1.4 Million 0.13% of portfolio
13,575
Q3 2025 Reduced 2.56%
$35.1B
$1.17 Million 0.11% of portfolio
19,224
Q3 2025 Added 9.83%
$0
$1.27 Million 0.11% of portfolio
126,993
Q3 2025 Added 0.51%
$533B
$1.07 Million 0.1% of portfolio
3,127
Q2 2025 Reduced 26.15%
$522B
$1.11 Million 0.1% of portfolio
5,987
Q3 2025 Added 0.88%
$156B
$1.16 Million 0.1% of portfolio
10,463
Q3 2025 Added 0.62%
$8.15B
$1.04 Million 0.09% of portfolio
7,994
Q3 2025 Reduced 5.83%
$1.65T
$863,000 0.08% of portfolio
3,550
Q3 2025 Reduced 11.56%
$258B
$858,000 0.08% of portfolio
5,129
Q3 2025 Added 0.06%
$181B
$855,000 0.08% of portfolio
30,299
Q3 2025 Added 0.2%
$68.7B
$760,000 0.07% of portfolio
9,104
Q3 2025 Added 18.2%
$45.2B
$776,000 0.07% of portfolio
13,006
Q3 2025 Reduced 1.0%
$300B
$791,000 0.07% of portfolio
2,293
Q3 2025 Added 64.02%
$167B
$824,000 0.07% of portfolio
8,637
Q3 2025 Added 0.02%
$306B
$677,000 0.06% of portfolio
10,218
Q3 2025 Reduced 0.7%
$114B
$651,000 0.06% of portfolio
5,689
Q3 2025 Added 1.28%
$1.13B
$634,000 0.06% of portfolio
5,229
Q2 2025 Reduced 7.09%
$52.1B
$690,000 0.06% of portfolio
57,735
Q3 2025 Added 5.15%
$593B
$705,000 0.06% of portfolio
2,510
Q3 2025 Added 0.04%
$414B
$629,000 0.06% of portfolio
2,719
Q3 2025 Added 0.04%
$1.74T
$513,000 0.05% of portfolio
2,107
Q3 2025 Added 0.77%
$172B
$539,000 0.05% of portfolio
12,273
Q3 2025 Added 8.91%
$971B
$505,000 0.05% of portfolio
663
Q3 2025 Added 0.15%
$0
$503,000 0.05% of portfolio
49,785
Q3 2025 Added 34.81%
$16.1B
$434,000 0.04% of portfolio
3,582
Q3 2025 Added 4.37%
$35.1B
$418,000 0.04% of portfolio
3,364
Q3 2025 Added 0.03%
$47B
$403,000 0.04% of portfolio
821
Q3 2025 Added 9.61%
$237B
$429,000 0.04% of portfolio
2,645
Q3 2025 Added 1.19%
$104B
$441,000 0.04% of portfolio
6,687
Q3 2025 Added 1.39%
$5.24B
$449,000 0.04% of portfolio
3,799
Q3 2025 Reduced 1.68%
$132B
$475,000 0.04% of portfolio
2,261
Q3 2025 Added 0.04%
$291B
$490,000 0.04% of portfolio
1,027
Q2 2025 Reduced 7.06%
$512B
$320,000 0.03% of portfolio
563
Q4 2024 Reduced 1.57%
$37.2B
$325,000 0.03% of portfolio
516
Q1 2025 Reduced 4.8%
$114B
$332,000 0.03% of portfolio
1,540
Q3 2025 Added 3.08%

Summary

  • Portfolio
  • No. of Stocks 840
  • Current Value $1.11 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 42 stocks
  • Additional Purchases 202 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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