NE

N.E.W. Advisory Services LLC

13F
N.E.W. Advisory Services LLC
Last update 2025-05-07 893 Stocks (706 new)
Value $1.31 Bil Turnover 21 %
Countries:
Top Holdings: VTI(15.86%)SPYV(7.43%)SPLG(5.34%)SPAB(4.46%)IAGG(4.25%)
Summary Stock Picks Current Portfolio
N.E.W. Advisory Services LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
754,019
207,234.6
+23.39%
15.860
+3.01%
0.050
+17.05%
+6.98%
450,247.8
 
SPYV
SPDR Portfolio S&P 500 Value ETF
1,900,110
97,038.6
+22.38%
7.430
+1.36%
0.380
+8.82%
+4.93%
27,161.4
 
SPLG
SPDR Portfolio S&P 500 ETF
1,060,174
69,717.0
+8.15%
5.340
+0.40%
0.110
+16.68%
+7.38%
72,719.7
 
SPAB
SPDR Portfolio Aggregate Bond ETF
2,282,866
58,304.4
+11.07%
4.460
+0.44%
0.670
+0.10%
+3.72%
8,747.7
 
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
1,111,862
55,582.0
+8.38%
4.250
+0.33%
0.770
+1.57%
+2.34%
10,442.4
 
JPST
JPMorgan Ultra-Short Income ETF
1,082,614
54,812.8
+12.19%
4.200
+0.46%
0.180
+1.11%
+2.54%
31,756.9
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
1,325,007
34,715.2
+10.07%
2.660
+0.24%
0.450
+16.12%
+21.01%
8,836.2
 
VXUS
Vanguard Total International Stock
528,114
32,795.9
+12.22%
2.510
+0.27%
0.040
+14.38%
+19.13%
87,184.0
 
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
473,142
32,178.4
+16.53%
2.460
+0.35%
0.340
+16.58%
+6.93%
10,662.8
 
BND
Vanguard Total Bond Market ETF
405,785
29,804.9
+10.86%
2.280
+0.22%
0.020
+0.05%
+3.60%
126,370.7
 

N.E.W. Advisory Services LLC's Historical Top Holdings Breakdowns

N.E.W. Advisory Services LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+3.01%
●
271.18 ($290.53) 303.12
$308.03
6.02%
Add 23.39%
754,019
142,913
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+1.36%
●
49.78 ($51.86) 53.19
$53.21
2.60%
Add 22.38%
1,900,110
347,494
FTCB
First Trust Core Investment Grade ETF
First Trust Core Investment Grade ETF
2025-03-31
New Buy
New Buy
+1.12%
●
20.36 ($20.79) 21.11
$20.96
0.82%
New holding
696,398
696,398
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
2025-03-31
Add
Add
+0.92%
●
59.58 ($62) 63.7
$62.95
1.53%
Add 117.4%
374,226
202,086
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
2025-03-31
Sold Out
Sold Out
-0.69%
●
24.5 ($24.74) 24.95
$24.85
0.44%
Sold Out
0
-292,891
JCPB
JPMorgan Core Plus Bond ETF
2025-03-31
Add
Add
+0.68%
●
45.56 ($46.5) 47.23
$46.67
0.37%
Add 121.62%
342,893
188,175
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
2025-03-31
Add
Add
+0.57%
●
32.49 ($35.67) 37.99
$36.45
2.19%
Add 108.8%
423,353
220,599
VV
Vanguard Large Cap ETF
2025-03-31
Add
Add
+0.49%
●
253.32 ($270.87) 282.66
$288.60
6.55%
Add 106.59%
48,102
24,818
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Add
Add
+0.47%
●
24.91 ($27.39) 29.02
$29.42
7.41%
Add 111%
467,100
245,730
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+0.46%
●
50.39 ($50.51) 50.66
$50.50
-0.02%
Add 12.19%
1,082,614
117,651

N.E.W. Advisory Services LLC Total Holding History ($B)

To

N.E.W. Advisory Services LLC's Asset Allocation

To

N.E.W. Advisory Services LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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N.E.W. Advisory Services LLC's Hypothetical Growth since 2025-03-31

N.E.W. Advisory Services LLC's Yearly Returns

Year Portfolio % % Excess Gain %

N.E.W. Advisory Services LLC's Holdings Heat Map

Size field:

N.E.W. Advisory Services LLC's Holdings Bubble Chart

N.E.W. Advisory Services LLC News

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