$528 Million is the total value of N.E.W. Advisory Services LLC's 139 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 37.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $55,457,000 | -24.1% | 1,189,767 | -9.1% | 10.50% | -4.9% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $48,563,000 | +561.8% | 592,583 | +584.2% | 9.20% | +730.1% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $43,814,000 | -21.5% | 1,155,865 | -13.0% | 8.30% | -1.6% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $41,020,000 | -19.7% | 1,383,471 | -19.8% | 7.77% | +0.7% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $38,651,000 | -12.9% | 761,407 | -13.4% | 7.32% | +9.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $34,141,000 | -42.2% | 165,167 | -32.5% | 6.47% | -27.5% |
| IAGG | Sell | ISHARES TRcore intl aggr | $29,329,000 | -25.1% | 534,631 | -25.5% | 5.56% | -6.0% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $17,139,000 | -27.0% | 484,955 | -24.6% | 3.25% | -8.4% |
| EFV | Sell | ISHARES TReafe value etf | $14,402,000 | -18.2% | 282,717 | -19.1% | 2.73% | +2.6% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $13,571,000 | -14.5% | 363,118 | -13.6% | 2.57% | +7.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $11,729,000 | -4.5% | 45,936 | +11.8% | 2.22% | +19.8% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $11,566,000 | -16.8% | 264,914 | -20.9% | 2.19% | +4.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $11,294,000 | -13.8% | 83,414 | +4.2% | 2.14% | +8.1% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $9,654,000 | -36.9% | 196,372 | -25.0% | 1.83% | -20.9% |
| EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $9,251,000 | -15.8% | 167,722 | -9.5% | 1.75% | +5.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $8,645,000 | +6.4% | 33,635 | +32.9% | 1.64% | +33.4% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $7,011,000 | +374.4% | 84,986 | +367.1% | 1.33% | +495.5% |
| AAPL | Sell | APPLE INC | $6,596,000 | -31.5% | 54,014 | -0.4% | 1.25% | -14.2% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $5,936,000 | +500.8% | 96,443 | +493.8% | 1.12% | +654.4% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $5,819,000 | +14.0% | 44,300 | +27.7% | 1.10% | +42.9% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $5,641,000 | -34.8% | 66,658 | -34.7% | 1.07% | -18.2% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $4,087,000 | +6.2% | 65,077 | +7.5% | 0.77% | +33.2% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $4,073,000 | -19.7% | 21,938 | -4.4% | 0.77% | +0.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,725,000 | +31.4% | 16,791 | +50.9% | 0.70% | +64.7% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $3,478,000 | -7.1% | 11,786 | +7.3% | 0.66% | +16.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $3,300,000 | +27.6% | 15,421 | +34.8% | 0.62% | +59.8% |
| AMZN | Sell | AMAZON COM INC | $2,784,000 | -12.2% | 901 | -5.3% | 0.53% | +10.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $2,649,000 | -28.2% | 7,401 | -8.1% | 0.50% | -9.9% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $2,568,000 | +41.5% | 14,380 | +58.4% | 0.49% | +77.4% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,540,000 | -25.4% | 48,993 | -28.8% | 0.48% | -6.4% |
| WEC | Buy | WEC ENERGY GROUP INC | $2,496,000 | +4.6% | 26,652 | +8.4% | 0.47% | +31.4% |
| SPSB | Sell | SPDR SER TRportfolio short | $2,472,000 | -19.7% | 79,155 | -20.4% | 0.47% | +0.6% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,444,000 | +102.5% | 40,190 | +104.0% | 0.46% | +154.4% |
| IBND | Sell | SPDR SER TRbloomberg intl | $2,305,000 | -20.0% | 64,286 | -22.9% | 0.44% | +0.5% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $2,111,000 | +38.2% | 14,961 | +53.5% | 0.40% | +73.2% |
| MSFT | Sell | MICROSOFT CORP | $1,657,000 | -32.6% | 7,026 | -3.9% | 0.31% | -15.4% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $1,649,000 | +2.2% | 7,207 | +19.0% | 0.31% | +27.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,604,000 | +3.8% | 9,772 | +8.1% | 0.30% | +30.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,565,000 | +11.0% | 3,933 | +33.0% | 0.30% | +39.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,527,000 | -6.4% | 10,040 | -2.6% | 0.29% | +17.5% |
| TIP | Buy | ISHARES TRtips bd etf | $1,504,000 | +61.9% | 11,901 | +65.5% | 0.28% | +103.6% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,431,000 | +30.9% | 12,102 | +43.0% | 0.27% | +64.2% |
| MCD | Buy | MCDONALDS CORP | $1,406,000 | -15.4% | 6,281 | +1.3% | 0.27% | +6.0% |
| IYW | Buy | ISHARES TRu.s. tech etf | $1,319,000 | +2.3% | 15,041 | +34.0% | 0.25% | +28.2% |
| PLD | Buy | PROLOGIS INC. | $1,306,000 | -27.7% | 12,319 | +14.9% | 0.25% | -9.5% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,214,000 | +88.2% | 9,330 | +91.7% | 0.23% | +137.1% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,177,000 | -24.5% | 8,823 | -24.3% | 0.22% | -5.1% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,149,000 | -15.8% | 23,443 | -12.3% | 0.22% | +5.8% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $1,144,000 | -28.1% | 5,522 | -9.5% | 0.22% | -9.6% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $1,123,000 | +36.6% | 10,289 | +53.1% | 0.21% | +71.8% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,087,000 | +30.6% | 16,682 | +67.8% | 0.21% | +63.5% |
| NCBS | Sell | NICOLET BANKSHARES INC | $1,049,000 | -51.2% | 12,577 | -49.8% | 0.20% | -38.8% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $999,000 | -18.9% | 9,886 | -10.1% | 0.19% | +1.6% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $975,000 | -47.4% | 7,541 | -45.5% | 0.18% | -33.9% |
| WFC | Buy | WELLS FARGO CO NEW | $969,000 | -9.9% | 24,814 | +10.8% | 0.18% | +13.6% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sr | $954,000 | +7.6% | 19,224 | +6.6% | 0.18% | +35.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $943,000 | +78.9% | 3,616 | +94.1% | 0.18% | +123.8% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $932,000 | -23.2% | 2,908 | -4.7% | 0.18% | -3.3% |
| KO | Buy | COCA COLA CO | $906,000 | -3.1% | 17,121 | +8.4% | 0.17% | +22.0% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $859,000 | +57.9% | 5,392 | +64.6% | 0.16% | +98.8% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $809,000 | +85.6% | 3,417 | +117.4% | 0.15% | +131.8% |
| ONEQ | Sell | FIDELITY COMWLTH TR | $808,000 | -15.2% | 1,571 | -90.0% | 0.15% | +6.2% |
| OSK | Buy | OSHKOSH CORP | $790,000 | +6.2% | 6,654 | +0.7% | 0.15% | +33.9% |
| V | Sell | VISA INC | $788,000 | -5.1% | 3,724 | -2.8% | 0.15% | +19.2% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $782,000 | -4.6% | 4,140 | +2.4% | 0.15% | +19.4% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $781,000 | -39.5% | 22,946 | -30.6% | 0.15% | -24.1% |
| DIS | Buy | DISNEY WALT CO | $718,000 | +39.1% | 3,889 | +16.8% | 0.14% | +74.4% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $698,000 | +35.8% | 2,553 | +39.9% | 0.13% | +69.2% |
| T | Sell | AT&T INC | $693,000 | -16.7% | 22,760 | -32.7% | 0.13% | +4.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $682,000 | +13.9% | 2,803 | -11.8% | 0.13% | +43.3% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $644,000 | +36.4% | 13,507 | +61.8% | 0.12% | +71.8% |
| VOO | Sell | VANGUARD INDEX FDS | $632,000 | -25.8% | 1,733 | -11.2% | 0.12% | -7.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $621,000 | +58.0% | 6,761 | +99.6% | 0.12% | +100.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $615,000 | +1.3% | 4,419 | +4.1% | 0.12% | +26.1% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $612,000 | +5.9% | 4,161 | +23.8% | 0.12% | +33.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $547,000 | -10.5% | 1,379 | +7.3% | 0.10% | +13.0% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $517,000 | +10.2% | 5,292 | +21.2% | 0.10% | +38.0% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $502,000 | -15.9% | 2,345 | 0.0% | 0.10% | +5.6% | |
| FB | Sell | META PLATFORMS INCcl a | $502,000 | -14.9% | 1,704 | -2.9% | 0.10% | +6.7% |
| WMT | Sell | WALMART INC | $496,000 | -7.3% | 3,655 | -1.1% | 0.09% | +16.0% |
| HTLF | Buy | HEARTLAND FINL USA INC | $464,000 | +11.0% | 9,227 | +11.8% | 0.09% | +39.7% |
| XBI | SPDR SER TRs&p biotech | $437,000 | +21.1% | 3,222 | 0.0% | 0.08% | +50.9% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $433,000 | -23.4% | 2,546 | -3.4% | 0.08% | -3.5% |
| ICF | Buy | ISHARES TRcohen steer reit | $425,000 | +109.4% | 7,312 | +173.9% | 0.08% | +158.1% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $419,000 | +42.5% | 3,264 | +54.1% | 0.08% | +79.5% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $417,000 | +40.4% | 5,312 | +52.6% | 0.08% | +75.6% |
| IYH | Buy | ISHARES TRus hlthcare etf | $413,000 | -2.8% | 1,634 | +15.6% | 0.08% | +21.9% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $414,000 | -21.3% | 8,023 | -21.5% | 0.08% | -1.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $398,000 | +44.7% | 3,666 | +52.6% | 0.08% | +78.6% |
| ICBK | New | COUNTY BANCORP INC | $386,000 | – | 16,095 | +100.0% | 0.07% | – |
| BA | Sell | BOEING CO | $382,000 | -0.3% | 1,498 | -21.2% | 0.07% | +24.1% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $374,000 | -0.3% | 3,188 | +19.8% | 0.07% | +24.6% |
| NEE | Sell | NEXTERA ENERGY INC | $367,000 | -31.3% | 4,860 | -15.1% | 0.07% | -13.6% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $358,000 | -1.1% | 3,842 | -1.6% | 0.07% | +23.6% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $357,000 | -22.6% | 2,654 | -0.3% | 0.07% | -2.9% |
| IGSB | New | ISHARES TR | $354,000 | – | 6,499 | +100.0% | 0.07% | – |
| HON | Buy | HONEYWELL INTL INC | $340,000 | +6.9% | 1,565 | +2.7% | 0.06% | +33.3% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $333,000 | -8.5% | 2,366 | +1.8% | 0.06% | +14.5% |
| TSLA | Sell | TESLA INC | $330,000 | -36.9% | 492 | -0.6% | 0.06% | -21.5% |
| GLD | Sell | SPDR GOLD TR | $327,000 | -72.6% | 2,051 | -70.6% | 0.06% | -65.6% |
| CAT | Sell | CATERPILLAR INC | $320,000 | -29.4% | 1,379 | -37.0% | 0.06% | -10.3% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $313,000 | +5.7% | 3,712 | +21.3% | 0.06% | +31.1% |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $307,000 | – | 3,020 | +100.0% | 0.06% | – |
| JNK | Buy | SPDR SER TRbloomberg high y | $301,000 | +46.1% | 2,776 | +46.6% | 0.06% | +83.9% |
| DHS | New | WISDOMTREE TRus high dividend | $285,000 | – | 3,722 | +100.0% | 0.05% | – |
| INTC | New | INTEL CORP | $278,000 | – | 4,351 | +100.0% | 0.05% | – |
| HD | Sell | HOME DEPOT INC | $280,000 | -35.2% | 918 | -11.9% | 0.05% | -18.5% |
| MO | Buy | ALTRIA GROUP INC | $278,000 | +17.3% | 5,434 | +8.7% | 0.05% | +47.2% |
| PM | New | PHILIP MORRIS INTL INC | $275,000 | – | 3,103 | +100.0% | 0.05% | – |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $274,000 | -27.5% | 4,888 | -6.2% | 0.05% | -8.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $273,000 | -41.8% | 4,725 | -47.7% | 0.05% | -26.8% |
| DTE | New | DTE ENERGY CO | $263,000 | – | 1,974 | +100.0% | 0.05% | – |
| ORCL | Sell | ORACLE CORP | $248,000 | -19.7% | 3,540 | -0.1% | 0.05% | 0.0% |
| DNP | Sell | DNP SELECT INCOME FD INC | $240,000 | -11.1% | 24,333 | -2.1% | 0.04% | +9.8% |
| LOGI | New | LOGITECH INTL S A | $236,000 | – | 2,255 | +100.0% | 0.04% | – |
| GVI | New | ISHARES TRintrm gov cr etf | $237,000 | – | 2,066 | +100.0% | 0.04% | – |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $230,000 | -16.1% | 1,342 | +2.3% | 0.04% | +7.3% |
| IYF | New | ISHARES TRu.s. finls etf | $218,000 | – | 2,912 | +100.0% | 0.04% | – |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $218,000 | -26.8% | 3,973 | -30.5% | 0.04% | -8.9% |
| SPYX | SPDR SER TRspdr s&p 500 etf | $213,000 | -16.5% | 2,165 | 0.0% | 0.04% | +2.6% | |
| FSKR | New | FS KKR CAP CORP II | $209,000 | – | 10,685 | +100.0% | 0.04% | – |
| IAU | New | ISHARES GOLD TRishares | $199,000 | – | 12,189 | +100.0% | 0.04% | – |
| PFE | Sell | PFIZER INC | $203,000 | -40.3% | 5,591 | -2.9% | 0.04% | -25.5% |
| IJS | New | ISHARES TRsp smcp600vl etf | $203,000 | – | 2,010 | +100.0% | 0.04% | – |
| GE | New | GENERAL ELECTRIC CO | $91,000 | – | 6,898 | +100.0% | 0.02% | – |
| IPFF | New | ISHARES TRintl pfd stk etf | $53,000 | – | 3,224 | +100.0% | 0.01% | – |
| GWPH | New | GW PHARMACEUTICALS PLCads | $24,000 | – | 109 | +100.0% | 0.01% | – |
| CCIV | New | CHURCHILL CAPITAL CORP IVcl a | $15,000 | – | 614 | +100.0% | 0.00% | – |
| WORK | New | SLACK TECHNOLOGIES INC | $9,000 | – | 225 | +100.0% | 0.00% | – |
| APHA | New | APHRIA INC | $8,000 | – | 421 | +100.0% | 0.00% | – |
| JTD | New | NUVEEN TAX-ADVANTAGED DIVID | $12,000 | – | 800 | +100.0% | 0.00% | – |
| XLNX | New | XILINX INC | $11,000 | – | 90 | +100.0% | 0.00% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $5,000 | – | 110 | +100.0% | 0.00% | – |
| MNR | New | MONMOUTH REAL ESTATE INVT COcl a | $3,000 | – | 182 | +100.0% | 0.00% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $6,000 | – | 143 | +100.0% | 0.00% | – |
| GLUU | New | GLU MOBILE INC | $3,000 | – | 224 | +100.0% | 0.00% | – |
| NAKD | New | NAKED BRAND GROUP LIMITED | $0 | – | 281 | +100.0% | 0.00% | – |
| CSPR | New | CASPER SLEEP INC | $2,000 | – | 305 | +100.0% | 0.00% | – |
| RCAT | Exit | RED CAT HLDGS INC | $0 | – | -56,750 | -100.0% | -0.02% | – |
| CLM | Exit | CORNERSTONE STRATEGIC VALUE | $0 | – | -12,946 | -100.0% | -0.03% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -1,395 | -100.0% | -0.03% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -1,519 | -100.0% | -0.03% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -72 | -100.0% | -0.03% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -3,128 | -100.0% | -0.03% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,098 | -100.0% | -0.04% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -2,495 | -100.0% | -0.04% | – |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -9,182 | -100.0% | -0.04% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -4,016 | -100.0% | -0.04% | – |
| FSK | Exit | FS KKR CAP CORP | $0 | – | -13,236 | -100.0% | -0.04% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -14,366 | -100.0% | -0.04% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,738 | -100.0% | -0.05% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -7,838 | -100.0% | -0.05% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -931 | -100.0% | -0.05% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -4,407 | -100.0% | -0.05% | – |
| VUSB | Exit | VANGUARD BD INDEX FDSvanguard ultra | $0 | – | -7,669 | -100.0% | -0.06% | – |
| JMST | Exit | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $0 | – | -7,600 | -100.0% | -0.06% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,491 | -100.0% | -0.07% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -6,737 | -100.0% | -0.07% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -201,111 | -100.0% | -0.79% | – | |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -657,881 | -100.0% | -2.88% | – |
| VIOV | Exit | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $0 | – | -257,264 | -100.0% | -7.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-11
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.