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CIK: 0001803456
Total reported value
$1.5B
$1.5B
894 檔
32.6%
According to the latest 13F quarterly dataset, N.E.W. Advisory Services LLC managed an equity portfolio of $1.5B at the end of Q1 2025, spanning 894 distinct U.S. exchange-listed positions.
In Q1 2025, N.E.W. Advisory Services LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 894 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.86% | +0.57% | +23.39% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 7.43% | -0.21% | +22.38% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.34% | -0.26% | +8.15% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.46% | -0.28% | +11.07% | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 4.25% | -0.11% | +8.38% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.20% | -0.09% | +12.19% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.66% | +0.09% | +10.07% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.51% | +0.06% | +12.22% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.46% | +0.17% | +16.53% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.28% | +0.02% | +10.86% | |
| 11 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 2.27% | -0.16% | +10.41% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.13% | -0.05% | +15.64% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.99% | +0.09% | +29.36% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.84% | -0.11% | +14.19% | |
| 15 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.71% | — | +117.40% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.61% | +0.04% | +3.12% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.51% | +0.15% | +32.80% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.35% | -0.05% | +15.24% | |
| 19 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.23% | -0.19% | +121.62% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.22% | -0.06% | +8.34% | |
| 21 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.12% | — | EXIT | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.12% | +0.09% | +28.35% | |
| 23 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.09% | -0.01% | +108.80% | |
| 24 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.97% | -0.02% | +55.86% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.13% | +19.08% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-Other | 0.95% | -0.02% | +106.59% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.90% | +0.02% | +111.00% | |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.88% | -0.01% | +19.19% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.87% | +0.06% | +102.73% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | +0.03% | +19.43% | |
| 31 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.84% | -0.07% | +3.58% | |
| 32 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.83% | +0.01% | +109.52% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.81% | -0.01% | +16.27% | |
| 34 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.69% | — | +107.03% | |
| 35 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.67% | -0.03% | +83.20% | |
| 36 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.66% | — | +106.31% | |
| 37 | AIRR | First Trust Rba American Ind | ETF-Other | 0.63% | +0.08% | +107.77% | |
| 38 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.58% | -0.02% | +78.68% | |
| 39 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.57% | -0.04% | +10.47% | |
| 40 | IBND | State Street Spdr Bloomberg | ETF-Other | 0.55% | -0.02% | +77.97% | |
| 41 | DFIV | Dimensional International Va | ETF-Other | 0.51% | -0.05% | -17.99% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | +0.02% | +22.51% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.45% | — | +44.18% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | — | +21.92% | |
| 45 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.40% | — | +105.86% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | — | +2.96% | |
| 47 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.33% | -0.04% | +5.63% | |
| 48 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.33% | — | -1.37% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.32% | +0.09% | +10.47% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | +0.04% | +43.25% |
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 894 disclosed positions in Q1 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including VTI, SPYV, SPYM) accounted for 32.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $207.2M
During Q1 2025, N.E.W. Advisory Services LLC's top holdings by market value included VTI (15.9%)、SPYV (7.4%)、SPYM (5.3%). The largest single position, VTI, represented 15.9% of total portfolio value.
In Q1 2025, N.E.W. Advisory Services LLC made 50 total portfolio adjustments, initiating 50 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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