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Not Investment Advice
Asset Manager ← All Institutions

N.E.W. Advisory Services LLC

2200 DICKINSON RD UNIT 17A, DE PERE, WI 54115 • 9207127800

Q2 2025 · Filed 2025-08-18
Market Value
$1.0B
-21.2%
Holdings
915
+29
New Purchases
32
Added To
95
Closed
86
Reduced
359
Top 10 Concentration
60.0%
Turnover
12.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 19.19% 15.86% +3.32% $198M
SPLG 6.41% 5.34% +1.08% $66M
IAGG 5.26% 4.25% +1.01% $54M
DFAX 3.54% 2.66% +0.88% $36M
JPST 5.06% 4.20% +0.87% $52M
VXUS 3.30% 2.51% +0.79% $34M
BND 2.96% 2.28% +0.67% $30M
AVUV 2.57% 1.99% +0.58% $26M
SPTM 2.95% 2.46% +0.48% $30M
DFAC 2.06% 1.61% +0.45% $21M
VIOV 2.68% 2.27% +0.41% $28M
VOO 1.31% 0.96% +0.35% $14M
VXF 1.36% 1.12% +0.24% $14M
VUG 1.05% 0.86% +0.19% $11M
IBM 0.50% 0.34% +0.16% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HELO 0.26% 1.71% -1.45% $3M
JCPB 0.15% 1.23% -1.08% $2M
FTCB 0.15% 1.12% -0.97% $2M
VV 0.00% 0.95% -0.95% $0
SDVY 0.17% 1.09% -0.92% $2M
RDVY 0.13% 0.87% -0.74% $1M
JQUA 0.10% 0.83% -0.74% $987K
SCHG 0.16% 0.90% -0.73% $2M
FTGS 0.01% 0.69% -0.69% $52K
JPME 0.07% 0.66% -0.59% $725K
SPSB 0.02% 0.58% -0.56% $230K
DNP 0.12% 0.67% -0.55% $1M
IBND 0.00% 0.55% -0.55% $0
AIRR 0.09% 0.63% -0.54% $918K
SLYV 0.45% 0.97% -0.52% $5M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 92.0%
Technology 2.8%
Consumer Defensive 1.5%
Consumer Cyclical 0.8%
Industrials 0.7%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 71 $389M 37.8%
Large Cap 486 $516M 50.1%
Mid Cap 182 $77M 7.5%
Small Cap 134 $47M 4.5%
Micro Cap 42 $410K 0.0%

Portfolio Analytics

Avg Market Cap
$95.2B
Median Market Cap
$15.9B
Avg P/E
34.4
Median P/E
22.8
Avg Dividend Yield
0.03%
Avg Beta
1.03
# Stocks
571
# ETFs / Funds
344

Top Holdings (915 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 19.19% 650,245 $198M $303.93 -$10M -103,774 -13.8%
2 SPYV 6.97% 1,372,477 $72M $52.34 -$25M -527,633 -27.8%
3 SPLG 6.41% 908,809 $66M $72.69 -$4M -151,365 -14.3%
4 IAGG 5.26% 1,061,276 $54M $51.09 -$1M -50,586 -4.5%
5 JPST 5.06% 1,029,052 $52M $50.68 -$3M -53,562 -5.0%
6 SPAB 4.31% 1,735,980 $44M $25.60 -$14M -546,886 -24.0%
7 DFAX 3.54% 1,240,838 $36M $29.37 $2M -84,169 -6.3%
8 VXUS 3.30% 491,534 $34M $69.09 $1M -36,580 -6.9%
9 BND 2.96% 413,539 $30M $73.63 $644K +7,754 +1.9%
10 SPTM 2.95% 405,132 $30M $74.89 -$2M -68,010 -14.4%
11 VIOV 2.68% 322,805 $28M $85.57 -$2M -31,098 -8.8%
12 AVUV 2.57% 290,437 $26M $91.10 $480K -7,591 -2.5%
13 DFAC 2.06% 591,946 $21M $35.84 $179K -45,725 -7.2%
14 SPDW 1.94% 494,549 $20M $40.49 -$8M -271,410 -35.4%
15 BRK-B 1.91% 40,510 $20M $485.77 -$4M -4,610 -10.2%
16 VXF 1.36% 72,439 $14M $192.71 -$636K -12,289 -14.5%
17 VOO 1.31% 23,822 $14M $568.02 $955K -651 -2.7%
18 SPEM 1.25% 302,356 $13M $42.74 -$5M -147,229 -32.8%
19 PG 1.21% 78,245 $12M $159.32 -$4M -15,494 -16.5%
20 AAPL 1.09% 54,502 $11M $205.17 -$9M -34,534 -38.8%
21 VUG 1.05% 24,593 $11M $438.40 -$474K -5,759 -19.0%
22 VSS 1.03% 79,150 $11M $134.39 -$866K -20,358 -20.5%
23 GWX 0.73% 203,448 $8M $37.18 -$3M -138,600 -40.5%
24 EFV 0.71% 115,463 $7M $63.48 -$3M -63,882 -35.6%
25 DFIV 0.60% 145,243 $6M $42.83 -$385K -22,582 -13.5%
26 VTV 0.52% 30,558 $5M $176.74 -$756K -5,083 -14.3%
27 EWX 0.50% 83,731 $5M $62.03 -$2M -46,853 -35.9%
28 IBM 0.50% 17,395 $5M $294.79 $696K -427 -2.4%
29 AMZN 0.47% 22,192 $5M $219.39 -$773K -7,462 -25.2%
30 NIC 0.46% 38,337 $5M $123.48 $436K -1,111 -2.8%
31 SLYV 0.45% 57,839 $5M $79.76 -$8M -104,256 -64.3%
32 JEPI 0.45% 80,800 $5M $56.85 -$1M -23,170 -22.3%
33 VGT 0.43% 6,617 $4M $663.25 $182K -1,140 -14.7%
34 NVDA 0.41% 26,839 $4M $157.99 $643K -6,348 -19.1%
35 WEC 0.36% 35,135 $4M $104.20 -$716K -5,026 -12.5%
36 ITOT 0.34% 25,956 $4M $135.04 $361K +190 +0.7%
37 QQQ 0.33% 6,185 $3M $551.67 -$590K -2,350 -27.5%
38 PLTR 0.32% 24,277 $3M $136.32 $999K -3,096 -11.3%
39 MSFT 0.32% 6,607 $3M $497.43 -$109K -2,438 -26.9%
40 VB 0.29% 12,473 $3M $236.98 $88K -460 -3.6%
41 VCR 0.28% 7,872 $3M $362.30 -$400K -2,118 -21.2%
42 VEA 0.28% 49,759 $3M $57.01 $317K +196 +0.4%
43 NOBL 0.27% 27,186 $3M $100.70 -$52K -117 -0.4%
44 HELO 0.26% 43,398 $3M $62.58 -$20M -330,828 -88.4%
45 VDC 0.26% 12,392 $3M $219.01 -$237K -1,092 -8.1%
46 JPM 0.26% 9,255 $3M $289.92 $589K +716 +8.4%
47 SPYG 0.24% 26,383 $3M $95.32 -$1M -19,924 -43.0%
48 MGK 0.23% 6,512 $2M $366.14 $315K -187 -2.8%
49 WFC 0.22% 28,181 $2M $80.12 $116K -1,655 -5.5%
50 VO 0.22% 7,929 $2M $279.84 -$23K -740 -8.5%
51 SDVY 0.17% 48,337 $2M $35.28 -$12M -375,016 -88.6%
52 SCHG 0.16% 58,177 $2M $29.21 -$10M -408,923 -87.5%
53 VYM 0.16% 12,713 $2M $133.31 -$42K -755 -5.6%
54 JCPB 0.15% 33,726 $2M $47.06 -$15M -309,167 -90.2%
55 FTCB 0.15% 75,068 $2M $21.06 -$13M -621,330 -89.2%
56 MCD 0.15% 5,291 $2M $292.17 -$162K -175 -3.2%
57 VWO 0.15% 30,411 $2M $49.46 $122K -127 -0.4%
58 SPY 0.14% 2,264 $1M $617.81 $36K -173 -7.1%
59 RDVY 0.13% 22,020 $1M $62.74 -$10M -173,057 -88.7%
60 WMT 0.13% 13,932 $1M $97.78 -$1M -15,064 -52.0%
61 TVAL 0.13% 40,899 $1M $32.83 +40,899 NEW
62 META 0.12% 1,701 $1M $738.14 -$320K -1,033 -37.8%
63 DNP 0.12% 126,346 $1M $9.79 -$7M -755,938 -85.7%
64 GILD 0.11% 10,399 $1M $110.87 -$8K +35 +0.3%
65 VCSH 0.11% 14,424 $1M $79.50 $20K +150 +1.1%
66 VHT 0.11% 4,604 $1M $248.32 -$453K -1,428 -23.7%
67 TSLA 0.11% 3,590 $1M $317.66 $119K -351 -8.9%
68 V 0.11% 3,127 $1M $355.04 -$374K -1,107 -26.1%
69 FNDF 0.10% 26,602 $1M $40.02 $87K -457 -1.7%
70 XLF 0.10% 20,137 $1M $52.37 $39K -245 -1.2%
71 TCAF 0.10% 28,643 $1M $35.28 +28,643 NEW
72 O 0.10% 17,504 $1M $57.61 $109K +2,001 +12.9%
73 JQUA 0.10% 16,438 $987K $60.05 -$10M -176,494 -91.5%
74 OSK 0.09% 8,489 $964K $113.54 -$94K -2,750 -24.5%
75 CARR 0.09% 13,138 $962K $73.19 $111K -281 -2.1%
76 IYW 0.09% 5,453 $945K $173.28 $170K -64 -1.2%
77 SGOV 0.09% 9,315 $938K $100.69 -$116K -1,152 -11.0%
78 VGSH 0.09% 15,955 $938K $58.78 $23K +363 +2.3%
79 AIRR 0.09% 11,279 $918K $81.40 -$7M -108,727 -90.6%
80 JNJ 0.09% 5,935 $907K $152.76 -$118K -241 -3.9%
81 GLD 0.09% 2,891 $881K $304.83 $56K +27 +0.9%
82 T 0.08% 30,239 $875K $28.94 $14K -222 -0.7%
83 IVE 0.08% 4,438 $867K $195.41 $2K -100 -2.2%
84 SLV 0.08% 25,071 $823K $32.81 $65K +613 +2.5%
85 SDY 0.08% 6,001 $815K $135.74 -$592K -4,363 -42.1%
86 XSOE 0.08% 23,335 $805K $34.48 $80K -154 -0.7%
87 SCHW 0.08% 8,635 $788K $91.24 $194K +1,051 +13.9%
88 UPS 0.08% 7,702 $777K $100.95 $256K +2,958 +62.4%
89 IVV 0.07% 1,243 $772K $620.90 -$51K -221 -15.1%
90 VEU 0.07% 11,393 $766K $67.22 -$12K -1,434 -11.2%
91 AHR 0.07% 20,522 $754K $36.74 -$90K -7,317 -26.3%
92 RTX 0.07% 5,126 $748K $146.02 -$7K -581 -10.2%
93 KO 0.07% 10,290 $728K $70.75 -$19K -146 -1.4%
94 ONEQ 0.07% 9,059 $726K $80.10 -$344K -6,663 -42.4%
95 JPME 0.07% 6,993 $725K $103.70 -$8M -78,683 -91.8%
96 GOOGL 0.07% 4,014 $707K $176.23 -$140K -1,465 -26.7%
97 VTIP 0.07% 13,441 $676K $50.27 $22K +349 +2.7%
98 IWY 0.07% 2,718 $670K $246.47 $97K +3 +0.1%
99 VIS 0.06% 2,375 $665K $280.12 -$88K -667 -21.9%
100 AVLV 0.06% 9,590 $654K $68.21 $31K +40 +0.4%

New Positions

SymbolValue% Port
TVAL $1M 0.13%
TCAF $1M 0.10%
VGM $350K 0.03%
TBUX $216K 0.02%
TDVG $104K 0.01%
IONQ $82K 0.01%
CRSP $68K 0.01%
HURN $41K —%
CLF $40K —%
MRVL $32K —%
TQQQ $30K —%
VYMI $28K —%
ASTS $22K —%
EL $19K —%
SCIO $11K —%

Sold Out Positions

SymbolValue% Port
EXR —%
GGB —%
FTHY —%
CMI —%
ETN —%
UNP —%
MCK —%
CRL —%
TM —%
HTGC —%
BMI —%
BXMT —%
HUM —%
LW —%
MDT —%
View SEC EDGAR Filings for N.E.W. Advisory Services LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms