$354 Million is the total value of N.E.W. Advisory Services LLC's 96 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $429,000 | +9.4% | 2,377 | 0.0% | 0.12% | -0.8% | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $384,000 | +1.1% | 3,999 | 0.0% | 0.11% | -8.5% | |
| IWY | ISHARES TRrus tp200 gr etf | $322,000 | +13.8% | 2,654 | 0.0% | 0.09% | +3.4% | |
| HTLF | HEARTLAND FINL USA INC | $303,000 | -10.1% | 10,082 | 0.0% | 0.09% | -18.1% | |
| VFH | VANGUARD WORLD FDSfinancials etf | $294,000 | +2.4% | 5,013 | 0.0% | 0.08% | -6.7% | |
| PM | PHILIP MORRIS INTL INC | $223,000 | +7.2% | 2,975 | 0.0% | 0.06% | -3.1% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $218,000 | +6.9% | 1,021 | 0.0% | 0.06% | -1.6% | |
| NOK | NOKIA CORPsponsored adr | $40,000 | -9.1% | 10,000 | 0.0% | 0.01% | -21.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-13
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.