N.E.W. Advisory Services LLC Buys VANGUARD BD IDX FD, Nicolet Bankshares Inc, Vanguard FTSE Emerging Markets ETF, Sells , Philip Morris International Inc, ISHARES TRUST

Investment company N.E.W. Advisory Services LLC (Current Portfolio) buys VANGUARD BD IDX FD, Nicolet Bankshares Inc, Vanguard FTSE Emerging Markets ETF, Vanguard FTSE All-World Ex-US Small Capital Index , Vanguard Ultra-Short Bond ETF, sells , Philip Morris International Inc, ISHARES TRUST, Comcast Corp, Intel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, N.E.W. Advisory Services LLC. As of 2021Q4, N.E.W. Advisory Services LLC owns 134 stocks with a total value of $662 million. These are the details of the buys and sells.

For the details of N.E.W. Advisory Services LLC's stock buys and sells, go to https://www.gurufocus.com/guru/n.e.w.+advisory+services+llc/current-portfolio/portfolio

These are the top 5 holdings of N.E.W. Advisory Services LLC
  1. SPDR Portfolio S&P 500 ETF (SPLG) - 1,309,570 shares, 11.04% of the total portfolio. Shares reduced by 3.38%
  2. Vanguard Total Stock Market ETF (VTI) - 244,749 shares, 8.92% of the total portfolio. Shares added by 17.60%
  3. SPDR Portfolio S&P 500 Value ETF (SPYV) - 1,329,272 shares, 8.43% of the total portfolio. Shares added by 0.93%
  4. SPDR Portfolio Aggregate Bond ETF (SPAB) - 1,724,727 shares, 7.71% of the total portfolio. Shares added by 0.92%
  5. Vanguard S&P Small-Cap 600 Value ETF (VIOV) - 257,264 shares, 7.01% of the total portfolio. Shares added by 6.27%
New Purchase: Vanguard Ultra-Short Bond ETF (VUSB)

N.E.W. Advisory Services LLC initiated holding in Vanguard Ultra-Short Bond ETF. The purchase prices were between $49.92 and $50.09, with an estimated average price of $50.01. The stock is now traded at around $49.890000. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,669 shares as of 2021-12-31.

New Purchase: Uber Technologies Inc (UBER)

N.E.W. Advisory Services LLC initiated holding in Uber Technologies Inc. The purchase prices were between $35.73 and $48.36, with an estimated average price of $43.04. The stock is now traded at around $41.510000. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,838 shares as of 2021-12-31.

New Purchase: Ford Motor Co (F)

N.E.W. Advisory Services LLC initiated holding in Ford Motor Co. The purchase prices were between $14.12 and $21.45, with an estimated average price of $18.53. The stock is now traded at around $25.190000. The impact to a portfolio due to this purchase was 0.05%. The holding were 14,366 shares as of 2021-12-31.

New Purchase: DraftKings Inc (DKNG)

N.E.W. Advisory Services LLC initiated holding in DraftKings Inc. The purchase prices were between $26.59 and $49.82, with an estimated average price of $38.79. The stock is now traded at around $23.190000. The impact to a portfolio due to this purchase was 0.04%. The holding were 9,182 shares as of 2021-12-31.

New Purchase: BTC iShares Cohen & Steers REIT ETF (ICF)

N.E.W. Advisory Services LLC initiated holding in BTC iShares Cohen & Steers REIT ETF. The purchase prices were between $65.07 and $76.08, with an estimated average price of $70.32. The stock is now traded at around $71.130000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,670 shares as of 2021-12-31.

New Purchase: Cornerstone Strategic Value Fund Inc (CLM)

N.E.W. Advisory Services LLC initiated holding in Cornerstone Strategic Value Fund Inc. The purchase prices were between $12.9 and $14.69, with an estimated average price of $13.8. The stock is now traded at around $14.220000. The impact to a portfolio due to this purchase was 0.03%. The holding were 12,946 shares as of 2021-12-31.

Added: VANGUARD BD IDX FD (BND)

N.E.W. Advisory Services LLC added to a holding in VANGUARD BD IDX FD by 20.57%. The purchase prices were between $84.07 and $85.48, with an estimated average price of $84.79. The stock is now traded at around $83.310000. The impact to a portfolio due to this purchase was 0.22%. The holding were 102,030 shares as of 2021-12-31.

Added: Nicolet Bankshares Inc (NCBS)

N.E.W. Advisory Services LLC added to a holding in Nicolet Bankshares Inc by 44.58%. The purchase prices were between $69.96 and $87.52, with an estimated average price of $76.33. The stock is now traded at around $88.120000. The impact to a portfolio due to this purchase was 0.1%. The holding were 25,058 shares as of 2021-12-31.

Added: Vanguard FTSE Emerging Markets ETF (VWO)

N.E.W. Advisory Services LLC added to a holding in Vanguard FTSE Emerging Markets ETF by 22.15%. The purchase prices were between $47.81 and $51.82, with an estimated average price of $50.01. The stock is now traded at around $50.690000. The impact to a portfolio due to this purchase was 0.09%. The holding were 68,852 shares as of 2021-12-31.

Added: Vanguard FTSE All-World Ex-US Small Capital Index (VSS)

N.E.W. Advisory Services LLC added to a holding in Vanguard FTSE All-World Ex-US Small Capital Index by 30.10%. The purchase prices were between $127.84 and $137.44, with an estimated average price of $133.08. The stock is now traded at around $131.940000. The impact to a portfolio due to this purchase was 0.06%. The holding were 13,827 shares as of 2021-12-31.

Added: Gilead Sciences Inc (GILD)

N.E.W. Advisory Services LLC added to a holding in Gilead Sciences Inc by 37.24%. The purchase prices were between $64.88 and $73.64, with an estimated average price of $68.95. The stock is now traded at around $71.770000. The impact to a portfolio due to this purchase was 0.02%. The holding were 6,737 shares as of 2021-12-31.

Added: Verizon Communications Inc (VZ)

N.E.W. Advisory Services LLC added to a holding in Verizon Communications Inc by 28.49%. The purchase prices were between $49.77 and $54.53, with an estimated average price of $52.14. The stock is now traded at around $53.280000. The impact to a portfolio due to this purchase was 0.02%. The holding were 9,028 shares as of 2021-12-31.

Sold Out: (ICBK)

N.E.W. Advisory Services LLC sold out a holding in . The sale prices were between $34.05 and $37.3, with an estimated average price of $36.07.

Sold Out: Philip Morris International Inc (PM)

N.E.W. Advisory Services LLC sold out a holding in Philip Morris International Inc. The sale prices were between $85.94 and $98.85, with an estimated average price of $93.37.

Sold Out: ISHARES TRUST (IGSB)

N.E.W. Advisory Services LLC sold out a holding in ISHARES TRUST. The sale prices were between $53.7 and $54.33, with an estimated average price of $53.95.

Sold Out: Comcast Corp (CMCSA)

N.E.W. Advisory Services LLC sold out a holding in Comcast Corp. The sale prices were between $47.71 and $57.4, with an estimated average price of $52.

Sold Out: iShares U.S. Financials ETF (IYF)

N.E.W. Advisory Services LLC sold out a holding in iShares U.S. Financials ETF. The sale prices were between $82.75 and $89.95, with an estimated average price of $86.92.

Sold Out: Intel Corp (INTC)

N.E.W. Advisory Services LLC sold out a holding in Intel Corp. The sale prices were between $47.89 and $56, with an estimated average price of $51.07.



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