N.E.W. Advisory Services LLC Portfolio Holdings

N.E.W. Advisory Services LLC

  • $1.03 Billion
  • Q4 2024

N.E.W. Advisory Services LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.03 Billion distributed in 189 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 $177M, Spdr Portfolio S&P 500 Value E with a value of $79.4M, Spdr Portfolio S&P 500 ETF (Ma with a value of $67.6M, Spdr Portfolio Aggregate Bond with a value of $51.4M, and Ishares Tr Core Intl Aggregate with a value of $51.2M.

Examining the 13F form we can see an increase of $24.1M in the current position value, from $1.01B to 1.03B.

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

Portfolio value $1.03 Billion
ETFs: $890 Million
Financial Services: $35.4 Million
Technology: $30.2 Million
Consumer Defensive: $18.7 Million
Consumer Cyclical: $9.29 Million
Industrials: $5.13 Million
Healthcare: $3.99 Million
Utilities: $3.85 Million
Other: $7.09 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.38B
$845,000 0.08% of portfolio
8,892
Q4 2024 Reduced 0.67%
$2.83B
$430,000 0.04% of portfolio
7,027
Q4 2024 Reduced 14.84%
$3.78B
$313,000 0.03% of portfolio
13,124
Q4 2024 Reduced 43.68%
$4.68B
$36,000 0.0% of portfolio
12,084
Q3 2024 Added 9.02%

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $1.03 Billion
  • Prior Value $1.01 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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