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CIK: 0001803456
Total reported value
$1.5B
$1.5B
183 檔
28.2%
According to the latest 13F quarterly dataset, N.E.W. Advisory Services LLC managed an equity portfolio of $1.5B at the end of Q3 2024, spanning 183 distinct U.S. exchange-listed positions.
During Q3 2024, N.E.W. Advisory Services LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.00% | +0.57% | +7.61% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.24% | -0.26% | -0.25% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 8.23% | -0.21% | -0.05% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 5.96% | -0.28% | +8.01% | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 5.11% | -0.11% | +10.56% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.44% | -0.09% | +10.72% | |
| 7 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 3.94% | -0.16% | -8.55% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.77% | +0.17% | +0.54% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.58% | -0.05% | -1.84% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.46% | +0.09% | +7.35% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.24% | +0.06% | +7.07% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.09% | +0.04% | +0.75% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.98% | +0.02% | +13.59% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.79% | -0.11% | +0.55% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.76% | -0.05% | -4.35% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.66% | +0.09% | +9.71% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.15% | -4.04% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.50% | -0.06% | -1.45% | |
| 19 | GWX | State Street Spdr S&p Intern | ETF-Other | 1.37% | -0.07% | -4.30% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.17% | +0.09% | +2.09% | |
| 21 | DFIV | Dimensional International Va | ETF-Other | 1.04% | -0.05% | -6.81% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.97% | +0.03% | -3.67% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.96% | -0.01% | -0.77% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.13% | +8.30% | |
| 25 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.93% | -0.04% | -4.99% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.92% | -0.02% | +2.54% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.82% | -0.01% | +0.17% | |
| 28 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.67% | -0.01% | +33.19% | |
| 29 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.64% | -0.19% | -11.56% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.63% | -0.02% | +3.22% | |
| 31 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.57% | — | +14.45% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-Other | 0.55% | +0.06% | +202.16% | |
| 33 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.53% | — | +37.42% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | +0.02% | +0.09% | |
| 35 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.48% | -0.03% | +2.48% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | — | +0.76% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.42% | +0.09% | -5.13% | |
| 38 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.42% | -0.02% | +4.95% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.40% | — | +13.78% | |
| 40 | IBND | State Street Spdr Bloomberg | ETF-Other | 0.39% | -0.02% | +1.64% | |
| 41 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.39% | — | -24.62% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | — | -5.26% | |
| 43 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.35% | +0.01% | +11.12% | |
| 44 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.34% | -0.04% | +1.62% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | — | -1.48% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.32% | -0.01% | +19.00% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | -0.09% | +3.60% | |
| 48 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.30% | -0.01% | -14.89% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.04% | +1.24% | |
| 50 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.28% | — | +4.17% |
According to official SEC Form 13F filings, N.E.W. Advisory Services LLC reported a total U.S. public equity portfolio value of $1.5B across 183 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, SPYM, SPYV) accounted for 28.2% of total reported equity market value during Q3 2024.
During Q3 2024, N.E.W. Advisory Services LLC's top holdings by market value included VTI (14.0%)、SPYM (8.2%)、SPYV (8.2%). The largest single position, VTI, represented 14.0% of total portfolio value.
In Q3 2024, N.E.W. Advisory Services LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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