$703 Million is the total value of N.E.W. Advisory Services LLC's 151 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 19.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $74,580,898 | -0.6% | 351,117 | +3.0% | 10.61% | +1.4% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $74,205,689 | -5.7% | 1,476,434 | -2.3% | 10.55% | -3.8% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $54,387,854 | -4.8% | 2,234,503 | -0.8% | 7.74% | -2.8% |
| VIOV | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $43,759,836 | -1.8% | 567,939 | +4.7% | 6.22% | +0.2% |
| IAGG | Buy | ISHARES TRcore intl aggr | $43,710,047 | -0.9% | 896,064 | +0.2% | 6.22% | +1.2% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $35,055,511 | +11.1% | 698,594 | +11.0% | 4.98% | +13.4% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $28,857,498 | +0.6% | 930,591 | +5.5% | 4.10% | +2.7% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $21,013,803 | -1.6% | 400,338 | +2.0% | 2.99% | +0.4% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $16,320,697 | -3.2% | 622,928 | +0.3% | 2.32% | -1.2% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $15,935,490 | +2.4% | 474,693 | +4.9% | 2.27% | +4.5% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $15,809,138 | -75.3% | 383,160 | -74.1% | 2.25% | -74.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $13,926,057 | +3.9% | 39,757 | +1.1% | 1.98% | +6.0% |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $13,807,557 | +5.6% | 423,284 | +6.4% | 1.96% | +7.9% | |
| PG | Buy | PROCTER AND GAMBLE CO | $13,772,458 | +10.1% | 94,424 | +14.6% | 1.96% | +12.5% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $12,755,918 | +3.6% | 437,746 | +8.4% | 1.81% | +5.7% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $11,665,342 | +5.3% | 167,172 | +9.6% | 1.66% | +7.4% |
| AAPL | Buy | APPLE INC | $11,256,597 | +8.9% | 65,745 | +23.4% | 1.60% | +11.2% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $10,658,814 | +0.5% | 100,366 | +4.5% | 1.52% | +2.6% |
| EWX | Buy | SPDR INDEX SHS FDSs&p emktsc etf | $9,147,153 | +3.7% | 171,037 | +1.8% | 1.30% | +5.9% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $7,884,854 | +0.7% | 55,011 | +4.6% | 1.12% | +2.7% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $7,634,816 | -5.8% | 28,037 | -2.1% | 1.09% | -3.8% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $7,167,327 | -4.1% | 99,037 | +2.3% | 1.02% | -2.1% |
| EFV | Buy | ISHARES TReafe value etf | $7,106,488 | +3.0% | 145,238 | +3.0% | 1.01% | +5.1% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $6,184,479 | +194.4% | 104,327 | +203.0% | 0.88% | +200.3% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $5,680,970 | +11.1% | 252,263 | +15.0% | 0.81% | +13.3% | |
| NCBS | Sell | NICOLET BANKSHARES INC | $5,360,075 | -5.6% | 76,813 | -8.1% | 0.76% | -3.7% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $4,776,597 | -9.1% | 24,409 | -5.8% | 0.68% | -7.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,438,594 | +7.2% | 113,200 | +11.2% | 0.63% | +9.4% |
| VOO | Buy | VANGUARD INDEX FDS | $4,340,837 | +41.3% | 11,053 | +46.5% | 0.62% | +44.2% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $4,125,300 | -4.1% | 29,908 | -1.2% | 0.59% | -2.0% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $4,122,431 | +5.6% | 77,026 | +10.7% | 0.59% | +7.7% |
| DNP | Buy | DNP SELECT INCOME FD INC | $4,029,896 | +1710.7% | 423,309 | +1893.4% | 0.57% | +1748.4% |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $3,498,840 | – | 93,577 | +100.0% | 0.50% | – |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $3,454,795 | -6.3% | 8,327 | -0.1% | 0.49% | -4.5% |
| SPSB | Buy | SPDR SER TRportfolio short | $3,336,788 | +2.0% | 113,806 | +2.5% | 0.48% | +4.2% |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $3,103,069 | – | 42,144 | +100.0% | 0.44% | – |
| UCON | New | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $3,076,572 | – | 128,727 | +100.0% | 0.44% | – |
| AMZN | Buy | AMAZON COM INC | $3,035,752 | +9.6% | 23,881 | +12.4% | 0.43% | +11.9% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $3,018,795 | -7.0% | 11,207 | -2.2% | 0.43% | -5.1% |
| IBND | Buy | SPDR SER TRbloomberg intl | $2,946,939 | -2.3% | 108,623 | +2.2% | 0.42% | -0.2% |
| WEC | Buy | WEC ENERGY GROUP INC | $2,896,036 | +8.7% | 35,954 | +19.1% | 0.41% | +11.1% |
| JPSE | New | J P MORGAN EXCHANGE TRADED Fdiversfd eqt etf | $2,869,428 | – | 73,032 | +100.0% | 0.41% | – |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,619,047 | +6.5% | 18,665 | +1.6% | 0.37% | +8.5% |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $2,519,169 | – | 54,824 | +100.0% | 0.36% | – |
| BUFR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $2,456,027 | – | 100,287 | +100.0% | 0.35% | – |
| New | AB ACTIVE ETFS INCultra short incm | $2,429,581 | – | 48,398 | +100.0% | 0.35% | – | |
| MSFT | Buy | MICROSOFT CORP | $2,303,554 | +6.1% | 7,295 | +14.4% | 0.33% | +8.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,056,500 | -0.8% | 10,878 | +4.3% | 0.29% | +1.0% |
| BUFD | New | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $2,049,256 | – | 96,435 | +100.0% | 0.29% | – |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $1,968,901 | +28.4% | 36,761 | +32.7% | 0.28% | +30.8% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,872,889 | -0.0% | 19,884 | +3.8% | 0.27% | +1.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,848,298 | +4.2% | 5,159 | +7.4% | 0.26% | +6.5% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,847,385 | -4.4% | 8,871 | +1.0% | 0.26% | -2.2% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,568,114 | -3.0% | 35,869 | +2.5% | 0.22% | -0.9% |
| TSLA | Buy | TESLA INC | $1,483,554 | +5.9% | 5,929 | +10.7% | 0.21% | +8.2% |
| MCD | Sell | MCDONALDS CORP | $1,442,099 | -12.7% | 5,475 | -1.2% | 0.20% | -10.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,437,446 | -0.2% | 9,912 | +0.1% | 0.20% | +1.5% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $1,426,499 | -4.0% | 6,287 | -0.5% | 0.20% | -1.9% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $1,312,162 | -5.0% | 5,581 | -1.1% | 0.19% | -3.1% |
| FDL | New | FIRST TR MORNINGSTAR DIVID L | $1,278,646 | – | 38,237 | +100.0% | 0.18% | – |
| JNJ | Buy | JOHNSON & JOHNSON | $1,280,595 | +13.5% | 8,221 | +20.6% | 0.18% | +15.9% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $1,244,073 | -9.0% | 6,811 | -3.1% | 0.18% | -6.8% |
| JPME | New | J P MORGAN EXCHANGE TRADED Fdiversfed rtrn | $1,213,562 | – | 14,508 | +100.0% | 0.17% | – |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,180,568 | -2.5% | 11,427 | +0.1% | 0.17% | -0.6% |
| NVDA | Buy | NVIDIA CORPORATION | $1,176,240 | +5.3% | 2,704 | +2.4% | 0.17% | +7.1% |
| WFC | Buy | WELLS FARGO CO NEW | $1,141,609 | -3.4% | 27,940 | +1.0% | 0.16% | -1.8% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,130,174 | -2.7% | 15,039 | -2.0% | 0.16% | -0.6% |
| WMT | Buy | WALMART INC | $999,126 | +19.9% | 6,248 | +17.8% | 0.14% | +22.4% |
| GILD | Sell | GILEAD SCIENCES INC | $983,232 | -5.3% | 13,120 | -2.6% | 0.14% | -3.4% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $916,145 | -0.6% | 15,905 | -0.4% | 0.13% | +1.6% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $906,609 | +5.9% | 10,238 | +12.7% | 0.13% | +8.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $842,760 | -3.5% | 1,971 | +0.1% | 0.12% | -1.6% |
| OSK | Buy | OSHKOSH CORP | $796,035 | +20.7% | 8,341 | +9.5% | 0.11% | +22.8% |
| IVE | ISHARES TRs&p 500 val etf | $795,792 | -4.6% | 5,173 | 0.0% | 0.11% | -2.6% | |
| SDY | Sell | SPDR SER TRs&p divid etf | $789,761 | -7.0% | 6,867 | -0.8% | 0.11% | -5.1% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $770,605 | -4.5% | 14,857 | +0.1% | 0.11% | -1.8% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $765,939 | -0.5% | 16,014 | +1.7% | 0.11% | +1.9% |
| V | Sell | VISA INC | $747,641 | -7.6% | 3,250 | -4.6% | 0.11% | -6.2% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $745,434 | +11.1% | 13,504 | +0.0% | 0.11% | +12.8% |
| PLD | Sell | PROLOGIS INC. | $736,361 | -12.5% | 6,562 | -4.4% | 0.10% | -10.3% |
| IYW | Buy | ISHARES TRu.s. tech etf | $739,627 | -3.6% | 7,049 | +0.0% | 0.10% | -1.9% |
| F | Sell | FORD MTR CO DEL | $700,034 | -19.5% | 56,364 | -1.9% | 0.10% | -17.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $699,973 | -23.0% | 1,630 | -20.1% | 0.10% | -21.3% |
| KO | Buy | COCA COLA CO | $624,128 | -6.1% | 11,148 | +1.1% | 0.09% | -4.3% |
| GLD | Sell | SPDR GOLD TR | $609,333 | -23.6% | 3,554 | -20.5% | 0.09% | -21.6% |
| ONEQ | Buy | FIDELITY COMWLTH TR | $604,344 | -3.8% | 11,624 | +0.0% | 0.09% | -2.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $598,211 | -15.0% | 3,849 | -11.2% | 0.08% | -13.3% |
| FB | Buy | META PLATFORMS INCcl a | $594,715 | +4.7% | 1,981 | +0.1% | 0.08% | +7.6% |
| DFEB | New | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $589,000 | – | 16,903 | +100.0% | 0.08% | – |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $586,466 | -14.6% | 17,681 | -13.2% | 0.08% | -13.5% |
| XOM | Buy | EXXON MOBIL CORP | $539,949 | +23.3% | 4,592 | +12.5% | 0.08% | +26.2% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $526,030 | +0.5% | 11,126 | +0.8% | 0.08% | +2.7% |
| TIP | Sell | ISHARES TRtips bd etf | $497,602 | -4.3% | 4,797 | -0.7% | 0.07% | -1.4% |
| VIS | Sell | VANGUARD WORLD FDSindustrial etf | $493,691 | -12.2% | 2,532 | -7.4% | 0.07% | -10.3% |
| ABBV | Buy | ABBVIE INC | $486,698 | +119.2% | 3,265 | +98.1% | 0.07% | +122.6% |
| T | Sell | AT&T INC | $481,926 | -9.5% | 32,087 | -3.9% | 0.07% | -6.8% |
| PEP | Buy | PEPSICO INC | $458,566 | +28.1% | 2,706 | +40.1% | 0.06% | +30.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $442,690 | -5.6% | 3,663 | +7.8% | 0.06% | -3.1% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $435,240 | -2.7% | 9,415 | -1.0% | 0.06% | 0.0% |
| MRK | Sell | MERCK & CO INC | $422,447 | -18.5% | 4,104 | -8.6% | 0.06% | -16.7% |
| CAT | Sell | CATERPILLAR INC | $419,924 | -2.7% | 1,538 | -12.4% | 0.06% | 0.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $415,480 | +45.6% | 3,175 | +33.2% | 0.06% | +47.5% |
| IWY | ISHARES TRrus tp200 gr etf | $413,848 | -3.0% | 2,690 | 0.0% | 0.06% | 0.0% | |
| IQIN | Buy | INDEXIQ ETF TRiq 500 int etf | $397,584 | +9.5% | 13,018 | +12.3% | 0.06% | +11.8% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $391,685 | -2.5% | 1,169 | 0.0% | 0.06% | 0.0% | |
| O | Buy | REALTY INCOME CORP | $388,158 | +4.0% | 7,772 | +24.5% | 0.06% | +5.8% |
| BA | Sell | BOEING CO | $385,468 | -12.2% | 2,011 | -3.2% | 0.06% | -9.8% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $377,276 | -6.4% | 3,616 | -1.5% | 0.05% | -3.6% |
| GOOG | New | ALPHABET INCcap stk cl c | $371,422 | – | 2,817 | +100.0% | 0.05% | – |
| HON | Buy | HONEYWELL INTL INC | $371,198 | -10.9% | 2,009 | +0.0% | 0.05% | -8.6% |
| IVW | ISHARES TRs&p 500 grwt etf | $372,614 | -2.9% | 5,446 | 0.0% | 0.05% | 0.0% | |
| LLY | Buy | ELI LILLY & CO | $363,431 | +34.4% | 676 | +17.4% | 0.05% | +36.8% |
| BFC | Sell | BANK FIRST CORP | $361,526 | -13.9% | 4,686 | -7.1% | 0.05% | -12.1% |
| RTX | RTX CORPORATION | $344,836 | -26.5% | 4,791 | 0.0% | 0.05% | -24.6% | |
| ABT | New | ABBOTT LABS | $340,403 | – | 3,515 | +100.0% | 0.05% | – |
| DMLP | DORCHESTER MINERALS LP | $336,951 | -3.0% | 11,599 | 0.0% | 0.05% | 0.0% | |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $330,831 | -7.0% | 1,699 | -1.7% | 0.05% | -6.0% |
| BLDR | Sell | BUILDERS FIRSTSOURCE INC | $316,454 | -31.5% | 2,542 | -25.1% | 0.04% | -29.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $318,381 | -5.4% | 2,042 | +8.7% | 0.04% | -4.3% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $312,516 | +5.8% | 3,354 | +10.1% | 0.04% | +7.3% |
| IWN | ISHARES TRrus 2000 val etf | $299,147 | -3.7% | 2,207 | 0.0% | 0.04% | 0.0% | |
| ORCL | Buy | ORACLE CORP | $299,608 | +11.5% | 2,828 | +25.3% | 0.04% | +16.2% |
| MO | Sell | ALTRIA GROUP INC | $284,172 | -17.3% | 6,757 | -10.9% | 0.04% | -16.7% |
| HD | Sell | HOME DEPOT INC | $271,667 | -4.6% | 899 | -1.9% | 0.04% | -2.5% |
| SPYX | SPDR SER TRspdr s&p 500 etf | $272,666 | -4.0% | 7,851 | 0.0% | 0.04% | -2.5% | |
| MMM | Buy | 3M CO | $271,507 | -2.7% | 2,900 | +4.0% | 0.04% | 0.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $263,863 | -2.2% | 4,807 | +1.0% | 0.04% | 0.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $268,701 | -18.4% | 8,290 | -6.3% | 0.04% | -17.4% |
| IWV | ISHARES TRrussell 3000 etf | $263,767 | -3.7% | 1,077 | 0.0% | 0.04% | 0.0% | |
| AMLP | Sell | ALPS ETF TRalerian mlp | $254,423 | +7.0% | 6,029 | -0.6% | 0.04% | +9.1% |
| VFH | VANGUARD WORLD FDSfinancials etf | $250,919 | -1.1% | 3,124 | 0.0% | 0.04% | +2.9% | |
| UNH | New | UNITEDHEALTH GROUP INC | $245,528 | – | 487 | +100.0% | 0.04% | – |
| HTLF | HEARTLAND FINL USA INC | $242,857 | +5.6% | 8,252 | 0.0% | 0.04% | +9.4% | |
| FSK | Sell | FS KKR CAP CORP | $248,940 | -1.9% | 12,643 | -4.4% | 0.04% | 0.0% |
| MA | New | MASTERCARD INCORPORATEDcl a | $237,545 | – | 600 | +100.0% | 0.03% | – |
| IWP | ISHARES TRrus md cp gr etf | $241,895 | -5.5% | 2,648 | 0.0% | 0.03% | -5.6% | |
| MGM | New | MGM RESORTS INTERNATIONAL | $232,017 | – | 6,311 | +100.0% | 0.03% | – |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $233,333 | +8.4% | 8,749 | +13.6% | 0.03% | +10.0% |
| ITW | New | ILLINOIS TOOL WKS INC | $233,454 | – | 1,014 | +100.0% | 0.03% | – |
| New | AB ACTIVE ETFS INCtax aware shrt | $228,657 | – | 9,295 | +100.0% | 0.03% | – | |
| PM | Sell | PHILIP MORRIS INTL INC | $227,716 | -27.8% | 2,460 | -23.9% | 0.03% | -27.3% |
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $224,139 | – | 14,035 | +100.0% | 0.03% | – |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $228,212 | -6.9% | 5,974 | +0.1% | 0.03% | -5.9% |
| LINDE PLC | $205,537 | -2.3% | 552 | 0.0% | 0.03% | 0.0% | ||
| LOW | New | LOWES COS INC | $202,428 | – | 974 | +100.0% | 0.03% | – |
| MS | Sell | MORGAN STANLEY | $202,271 | -7.6% | 2,477 | -3.3% | 0.03% | -3.3% |
| ASB | Buy | ASSOCIATED BANC CORP | $190,396 | +8.1% | 11,128 | +2.5% | 0.03% | +8.0% |
| CLM | CORNERSTONE STRATEGIC VALUE | $110,076 | -3.9% | 13,674 | 0.0% | 0.02% | 0.0% | |
| RCAT | Buy | RED CAT HLDGS INC | $78,910 | -7.2% | 81,433 | +14.0% | 0.01% | -8.3% |
| LWLG | New | LIGHTWAVE LOGIC INC | $63,252 | – | 14,150 | +100.0% | 0.01% | – |
| ORMP | New | ORAMED PHARMACEUTICALS INC | $33,826 | – | 12,960 | +100.0% | 0.01% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -4,820 | -100.0% | -0.03% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -2,811 | -100.0% | -0.03% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -1,999 | -100.0% | -0.03% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -3,710 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 15 | Q3 2023 | 12.0% |
| SPDR SER TR | 15 | Q3 2023 | 9.0% |
| SPDR SER TR | 15 | Q3 2023 | 9.0% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 10.6% |
| JP MORGAN EXCHANGE TRADED FD | 15 | Q3 2023 | 7.5% |
| ISHARES TR | 15 | Q3 2023 | 6.9% |
| SPDR SER TR | 15 | Q3 2023 | 9.2% |
| SPDR INDEX SHS FDS | 15 | Q3 2023 | 4.2% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q3 2023 | 5.1% |
| SPDR INDEX SHS FDS | 15 | Q3 2023 | 3.0% |
View N.E.W. Advisory Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-18 |
View N.E.W. Advisory Services LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.