13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
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.
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.
| # | 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.
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.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.