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CIK: 0001803456
Total reported value
$1.5B
$1.5B
189 檔
28.5%
As reported in its official Q4 2024 Form 13F filing, N.E.W. Advisory Services LLC's tracked investment portfolio stood at $1.5B with 189 total positions.
During Q4 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 | 16.82% | +0.57% | +21.82% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 7.54% | -0.21% | -1.74% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.42% | -0.26% | -20.81% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.88% | -0.28% | -11.16% | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 4.86% | -0.11% | +2.60% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.62% | -0.09% | +8.72% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.84% | +0.09% | +30.07% | |
| 8 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 2.84% | -0.16% | -25.92% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.75% | +0.17% | +1.41% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.63% | +0.06% | +34.20% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.50% | +0.02% | +36.66% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.15% | -0.05% | -5.02% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.11% | +0.09% | +31.13% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.03% | +0.04% | -0.09% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.70% | -0.11% | +0.05% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.59% | +0.15% | -0.91% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.42% | -0.05% | -9.70% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.38% | -0.06% | -1.36% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.19% | +0.09% | +1.44% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.13% | +13.22% | |
| 21 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.01% | — | — | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.99% | +0.03% | -1.07% | |
| 23 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.97% | -0.07% | -18.96% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.91% | -0.01% | +8.30% | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.86% | -0.02% | -2.77% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.77% | -0.01% | +7.08% | |
| 27 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.69% | -0.01% | +7.80% | |
| 28 | DFIV | Dimensional International Va | ETF-Other | 0.69% | -0.05% | -26.25% | |
| 29 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.69% | — | +259.48% | |
| 30 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.68% | -0.19% | +14.25% | |
| 31 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.66% | -0.04% | -21.62% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-Other | 0.60% | -0.02% | -4.68% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.59% | +0.02% | — | |
| 34 | RDVY | First Trust Rising Dividend | ETF-Other | 0.54% | +0.06% | +1.59% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | — | -0.48% | |
| 36 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.50% | +0.01% | +44.86% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | +0.02% | +1.50% | |
| 38 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.44% | — | — | |
| 39 | AIRR | First Trust Rba American Ind | ETF-Other | 0.42% | +0.08% | +454.95% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.41% | +0.09% | -3.42% | |
| 41 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.40% | — | -18.27% | |
| 42 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.40% | -0.03% | -0.67% | |
| 43 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.40% | -0.02% | +0.79% | |
| 44 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.40% | — | -2.56% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.39% | — | +4.54% | |
| 46 | IBND | State Street Spdr Bloomberg | ETF-Other | 0.37% | -0.02% | +4.89% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.36% | — | -0.69% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | -0.09% | +2.69% | |
| 49 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.34% | -0.04% | +7.52% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.31% | -0.01% | -0.12% |
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 189 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, SPYV, SPYM) accounted for 28.5% of total reported equity market value during Q4 2024.
During Q4 2024, N.E.W. Advisory Services LLC's top holdings by market value included VTI (16.8%)、SPYV (7.5%)、SPYM (6.4%). The largest single position, VTI, represented 16.8% of total portfolio value.
In Q4 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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