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CIK: 0001803456
Total reported value
$1.5B
$1.5B
840 檔
29.6%
The Q2 2025 SEC filing reveals that N.E.W. Advisory Services LLC held a total portfolio value of $1.5B, covering 840 public equity positions.
During Q2 2025, N.E.W. Advisory Services LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 840 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 19.18% | +0.57% | -13.76% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.97% | -0.21% | -27.77% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.41% | -0.26% | -14.28% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 5.26% | -0.11% | -4.55% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.06% | -0.09% | -4.95% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.31% | -0.28% | -23.96% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.54% | +0.09% | -6.35% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.30% | +0.06% | -6.93% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 2.95% | +0.02% | +1.91% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.94% | +0.17% | -14.37% | |
| 11 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 2.68% | -0.16% | -8.79% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.57% | +0.09% | -2.55% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.06% | +0.04% | -7.17% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.94% | -0.05% | -35.43% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.91% | -0.11% | -10.22% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.35% | +0.09% | -14.50% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | +0.13% | -2.66% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.25% | -0.05% | -32.75% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.21% | -0.06% | -16.53% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.15% | -38.79% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.05% | +0.03% | -18.97% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.03% | -0.01% | -20.46% | |
| 23 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.73% | -0.07% | -40.52% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.71% | -0.01% | -35.62% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 0.60% | -0.05% | -13.46% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | +0.02% | -14.26% | |
| 27 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.50% | -0.04% | -35.88% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | — | -2.40% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | — | -25.16% | |
| 30 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.46% | — | -2.82% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.45% | -0.02% | -64.32% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.45% | — | -22.29% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.43% | +0.09% | -14.70% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | -0.09% | -19.13% | |
| 35 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.36% | -0.04% | -12.51% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.34% | -0.01% | +0.74% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | +0.04% | -27.53% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.32% | -0.07% | -11.31% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | — | -26.95% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.29% | +0.01% | -3.56% | |
| 41 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.28% | -0.01% | -21.20% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | — | +0.40% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.27% | -0.01% | -0.43% | |
| 44 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.26% | — | -88.40% | |
| 45 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.26% | -0.02% | -8.10% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | +8.39% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.24% | +0.02% | -43.03% | |
| 48 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.23% | +0.01% | -2.79% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.22% | -0.02% | -5.55% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.22% | +0.01% | -8.54% |
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 840 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, SPYV, SPYM) accounted for 29.6% of total reported equity market value during Q2 2025.
During Q2 2025, N.E.W. Advisory Services LLC's top holdings by market value included VTI (19.2%)、SPYV (7.0%)、SPYM (6.4%). The largest single position, VTI, represented 19.2% of total portfolio value.
In Q2 2025, 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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