$572 Million is the total value of N.E.W. Advisory Services LLC's 130 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 45.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $57,384,000 | +3.5% | 1,294,187 | +8.8% | 10.04% | -4.5% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $49,641,000 | +21.0% | 1,883,921 | +36.2% | 8.68% | +11.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $48,291,000 | +41.4% | 256,024 | +55.0% | 8.44% | +30.6% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $47,973,000 | +9.5% | 1,302,921 | +12.7% | 8.39% | +1.1% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $40,736,000 | +5.4% | 813,246 | +6.8% | 7.12% | -2.7% |
| IAGG | Buy | ISHARES TRcore intl aggr | $38,612,000 | +31.7% | 775,194 | +45.0% | 6.75% | +21.5% |
| VIOV | New | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $33,714,000 | – | 219,036 | +100.0% | 5.90% | – |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $20,608,000 | +20.2% | 714,556 | +47.3% | 3.60% | +11.0% |
| EFV | Buy | ISHARES TReafe value etf | $15,938,000 | +10.7% | 367,243 | +29.9% | 2.79% | +2.2% |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $14,372,000 | – | 616,834 | +100.0% | 2.51% | – |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $12,801,000 | +10.7% | 368,151 | +39.0% | 2.24% | +2.2% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $12,680,000 | +31.3% | 272,806 | +38.9% | 2.22% | +21.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $12,249,000 | +8.5% | 85,186 | +2.1% | 2.14% | +0.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $10,725,000 | -8.6% | 39,285 | -14.5% | 1.88% | -15.6% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $9,216,000 | -32.1% | 318,568 | -12.3% | 1.61% | -37.3% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $9,185,000 | +842.1% | 88,989 | +1080.1% | 1.61% | +768.1% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $8,706,000 | +54.3% | 115,679 | +73.5% | 1.52% | +42.5% |
| AAPL | Buy | APPLE INC | $8,279,000 | +25.5% | 60,554 | +12.1% | 1.45% | +15.9% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $6,779,000 | -86.0% | 93,626 | -84.2% | 1.18% | -87.1% |
| EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $6,548,000 | -29.2% | 134,600 | -19.7% | 1.14% | -34.6% |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $6,085,000 | – | 46,414 | +100.0% | 1.06% | – |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,981,000 | -30.8% | 26,833 | -20.2% | 1.05% | -36.1% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $4,380,000 | -24.7% | 33,210 | -25.0% | 0.77% | -30.5% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $3,927,000 | -3.6% | 22,786 | +3.9% | 0.69% | -10.9% |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $3,910,000 | – | 182,390 | +100.0% | 0.68% | – | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,229,000 | +27.1% | 77,534 | +58.3% | 0.56% | +17.5% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $3,139,000 | -23.2% | 60,817 | -6.5% | 0.55% | -29.1% |
| SPSB | Buy | SPDR SER TRportfolio short | $2,993,000 | +21.1% | 100,661 | +27.2% | 0.52% | +11.8% |
| WEC | Buy | WEC ENERGY GROUP INC | $2,987,000 | +19.7% | 29,684 | +11.4% | 0.52% | +10.4% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $2,901,000 | +9.5% | 8,882 | +20.0% | 0.51% | +1.0% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $2,838,000 | -18.4% | 12,477 | +5.9% | 0.50% | -24.7% |
| AMZN | Buy | AMAZON COM INC | $2,738,000 | -1.7% | 25,782 | +2761.5% | 0.48% | -9.1% |
| IBND | Buy | SPDR SER TRbloomberg intl | $2,528,000 | +9.7% | 90,093 | +40.1% | 0.44% | +1.1% |
| NCBS | Buy | NICOLET BANKSHARES INC | $2,192,000 | +109.0% | 30,308 | +141.0% | 0.38% | +92.5% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $2,024,000 | -45.7% | 10,276 | -38.8% | 0.35% | -49.8% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,996,000 | -39.5% | 11,337 | -26.5% | 0.35% | -44.2% |
| MSFT | Sell | MICROSOFT CORP | $1,766,000 | +6.6% | 6,875 | -2.1% | 0.31% | -1.6% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $1,671,000 | -34.9% | 9,019 | -37.3% | 0.29% | -39.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,544,000 | +31.2% | 10,933 | +23.9% | 0.27% | +21.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,526,000 | -4.9% | 8,598 | -12.0% | 0.27% | -12.2% |
| MCD | Sell | MCDONALDS CORP | $1,486,000 | +5.7% | 6,020 | -4.2% | 0.26% | -2.3% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $1,390,000 | -15.7% | 5,903 | -18.1% | 0.24% | -22.1% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,328,000 | -81.1% | 17,409 | -79.5% | 0.23% | -82.5% |
| PLD | Sell | PROLOGIS INC. | $1,250,000 | -4.3% | 10,623 | -13.8% | 0.22% | -11.3% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $1,188,000 | +3.4% | 29,107 | +24.2% | 0.21% | -4.6% |
| ITOT | New | ISHARES TRcore s&p ttl stk | $1,188,000 | – | 14,182 | +100.0% | 0.21% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $1,167,000 | -23.6% | 10,359 | +3.2% | 0.20% | -29.4% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $1,106,000 | -3.3% | 6,086 | +10.2% | 0.19% | -11.1% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,078,000 | -48.9% | 7,842 | -47.6% | 0.19% | -52.8% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,079,000 | +8.0% | 10,606 | +7.3% | 0.19% | 0.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,052,000 | -32.8% | 2,775 | -29.4% | 0.18% | -37.8% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $1,031,000 | +32.0% | 32,794 | +42.9% | 0.18% | +21.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $981,000 | +5.3% | 3,500 | +20.4% | 0.17% | -2.8% |
| VOO | Buy | VANGUARD INDEX FDS | $984,000 | +55.7% | 2,838 | +63.8% | 0.17% | +43.3% |
| KO | Sell | COCA COLA CO | $973,000 | +7.4% | 15,472 | -9.6% | 0.17% | -1.2% |
| SDY | Sell | SPDR SER TRs&p divid etf | $953,000 | -33.4% | 8,028 | -33.7% | 0.17% | -38.4% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $951,000 | -84.0% | 16,151 | -83.3% | 0.17% | -85.2% |
| WFC | Sell | WELLS FARGO CO NEW | $943,000 | -2.7% | 24,081 | -3.0% | 0.16% | -10.3% |
| GLD | Buy | SPDR GOLD TR | $904,000 | +176.5% | 5,367 | +161.7% | 0.16% | +154.8% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $861,000 | -64.8% | 17,227 | -57.1% | 0.15% | -67.4% |
| IYW | Sell | ISHARES TRu.s. tech etf | $812,000 | -38.4% | 10,156 | -32.5% | 0.14% | -43.2% |
| T | Buy | AT&T INC | $784,000 | +13.1% | 37,415 | +64.4% | 0.14% | +4.6% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $782,000 | -18.0% | 16,546 | -13.9% | 0.14% | -24.3% |
| TIP | Sell | ISHARES TRtips bd etf | $761,000 | -49.4% | 6,682 | -43.9% | 0.13% | -53.3% |
| V | Buy | VISA INC | $755,000 | -4.2% | 3,836 | +3.0% | 0.13% | -11.4% |
| VIS | Sell | VANGUARD WORLD FDSindustrial etf | $604,000 | -22.8% | 3,696 | -10.7% | 0.11% | -28.4% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $557,000 | +34.5% | 11,106 | +38.4% | 0.10% | +24.4% |
| GILD | New | GILEAD SCIENCES INC | $542,000 | – | 8,765 | +100.0% | 0.10% | – |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $539,000 | -11.9% | 3,757 | -9.7% | 0.09% | -19.0% |
| ONEQ | Buy | FIDELITY COMWLTH TR | $523,000 | -35.3% | 12,117 | +671.3% | 0.09% | -40.5% |
| OSK | Sell | OSHKOSH CORP | $520,000 | -34.2% | 6,334 | -4.8% | 0.09% | -39.3% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $503,000 | -55.2% | 4,949 | -51.9% | 0.09% | -58.7% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $480,000 | -55.8% | 7,957 | -52.3% | 0.08% | -59.2% |
| KMB | Sell | KIMBERLY-CLARK CORP | $465,000 | -24.4% | 3,439 | -22.2% | 0.08% | -30.2% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $455,000 | +5.1% | 2,494 | -2.0% | 0.08% | -2.4% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $447,000 | -18.3% | 1,186 | -14.0% | 0.08% | -25.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $443,000 | +62.3% | 8,739 | +85.0% | 0.08% | +48.1% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $437,000 | -64.0% | 3,971 | -57.4% | 0.08% | -67.0% |
| WMT | Sell | WALMART INC | $424,000 | -14.5% | 3,486 | -4.6% | 0.07% | -21.3% |
| TSLA | Buy | TESLA INC | $417,000 | +26.4% | 619 | +25.8% | 0.07% | +17.7% |
| MRK | New | MERCK & CO INC | $408,000 | – | 4,477 | +100.0% | 0.07% | – |
| VUSB | New | VANGUARD BD INDEX FDSvanguard ultra | $377,000 | – | 7,666 | +100.0% | 0.07% | – |
| NEE | Buy | NEXTERA ENERGY INC | $380,000 | +3.5% | 4,907 | +1.0% | 0.07% | -5.7% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $378,000 | +38.0% | 7,233 | +48.0% | 0.07% | +26.9% |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $380,000 | – | 1,236 | +100.0% | 0.07% | – |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $364,000 | -27.5% | 2,076 | -11.5% | 0.06% | -32.6% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $361,000 | -3.5% | 2,812 | -11.8% | 0.06% | -11.3% |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $356,000 | – | 7,184 | +100.0% | 0.06% | – |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $347,000 | +4.2% | 2,280 | -3.6% | 0.06% | -3.2% |
| HTLF | Sell | HEARTLAND FINL USA INC | $343,000 | -26.1% | 8,252 | -10.6% | 0.06% | -31.8% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $345,000 | -33.3% | 4,038 | -23.7% | 0.06% | -38.8% |
| DNP | Buy | DNP SELECT INCOME FD INC | $332,000 | +38.3% | 30,671 | +26.0% | 0.06% | +28.9% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $334,000 | -6.4% | 2,669 | +0.6% | 0.06% | -14.7% |
| XOM | New | EXXON MOBIL CORP | $333,000 | – | 3,893 | +100.0% | 0.06% | – |
| IWN | Sell | ISHARES TRrus 2000 val etf | $323,000 | -62.4% | 2,371 | -56.0% | 0.06% | -65.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $316,000 | -66.5% | 1,398 | -61.3% | 0.06% | -69.3% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $292,000 | -53.0% | 3,207 | -52.6% | 0.05% | -56.8% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $291,000 | -64.0% | 1,341 | -60.8% | 0.05% | -66.7% |
| FB | Buy | META PLATFORMS INCcl a | $291,000 | -42.0% | 1,805 | +5.9% | 0.05% | -46.3% |
| CAT | Buy | CATERPILLAR INC | $292,000 | -8.8% | 1,636 | +18.6% | 0.05% | -16.4% |
| XEL | New | XCEL ENERGY INC | $291,000 | – | 4,116 | +100.0% | 0.05% | – |
| PEP | New | PEPSICO INC | $286,000 | – | 1,715 | +100.0% | 0.05% | – |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $285,000 | -59.2% | 1,445 | -43.4% | 0.05% | -62.1% |
| NVDA | New | NVIDIA CORPORATION | $288,000 | – | 1,901 | +100.0% | 0.05% | – |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $283,000 | -56.1% | 6,411 | -52.5% | 0.05% | -59.8% |
| IYH | Sell | ISHARES TRus hlthcare etf | $273,000 | -33.9% | 1,014 | -37.9% | 0.05% | -38.5% |
| O | New | REALTY INCOME CORP | $269,000 | – | 3,937 | +100.0% | 0.05% | – |
| HON | Sell | HONEYWELL INTL INC | $268,000 | -21.2% | 1,540 | -1.6% | 0.05% | -26.6% |
| SCHW | New | SCHWAB CHARLES CORP | $266,000 | – | 4,208 | +100.0% | 0.05% | – |
| HD | Buy | HOME DEPOT INC | $264,000 | -5.7% | 962 | +4.8% | 0.05% | -13.2% |
| FSK | New | FS KKR CAP CORP | $257,000 | – | 13,225 | +100.0% | 0.04% | – |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $255,000 | – | 2,215 | +100.0% | 0.04% | – |
| JMST | New | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $247,000 | – | 4,879 | +100.0% | 0.04% | – |
| PFE | Sell | PFIZER INC | $246,000 | +21.2% | 4,683 | -16.2% | 0.04% | +13.2% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $248,000 | +16.4% | 2,684 | +24.0% | 0.04% | +7.5% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $236,000 | -24.6% | 3,060 | -17.6% | 0.04% | -30.5% |
| ABBV | New | ABBVIE INC | $233,000 | – | 1,524 | +100.0% | 0.04% | – |
| ORCL | Sell | ORACLE CORP | $237,000 | -4.4% | 3,388 | -4.3% | 0.04% | -12.8% |
| BA | Buy | BOEING CO | $233,000 | -39.0% | 1,701 | +13.6% | 0.04% | -43.1% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $225,000 | -46.0% | 3,530 | -33.5% | 0.04% | -50.6% |
| COST | New | COSTCO WHSL CORP NEW | $220,000 | – | 459 | +100.0% | 0.04% | – |
| MO | Sell | ALTRIA GROUP INC | $213,000 | -23.4% | 5,101 | -6.1% | 0.04% | -30.2% |
| IWP | New | ISHARES TRrus md cp gr etf | $210,000 | – | 2,648 | +100.0% | 0.04% | – |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $212,000 | -2.8% | 5,586 | +40.6% | 0.04% | -9.8% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $204,000 | -11.3% | 1,212 | -9.7% | 0.04% | -18.2% |
| MS | New | MORGAN STANLEY | $201,000 | – | 2,641 | +100.0% | 0.04% | – |
| New | DRAFTKINGS INC NEW | $184,000 | – | 15,761 | +100.0% | 0.03% | – | |
| F | New | FORD MTR CO DEL | $171,000 | – | 15,343 | +100.0% | 0.03% | – |
| RCAT | New | RED CAT HLDGS INC | $157,000 | – | 76,805 | +100.0% | 0.03% | – |
| CLM | New | CORNERSTONE STRATEGIC VALUE | $117,000 | – | 13,674 | +100.0% | 0.02% | – |
| NAKD | Exit | NAKED BRAND GROUP LIMITED | $0 | – | -281 | -100.0% | 0.00% | – |
| CSPR | Exit | CASPER SLEEP INC | $0 | – | -305 | -100.0% | 0.00% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -143 | -100.0% | -0.00% | – |
| MNR | Exit | MONMOUTH REAL ESTATE INVT COcl a | $0 | – | -182 | -100.0% | -0.00% | – |
| MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -110 | -100.0% | -0.00% | – |
| GLUU | Exit | GLU MOBILE INC | $0 | – | -224 | -100.0% | -0.00% | – |
| XLNX | Exit | XILINX INC | $0 | – | -90 | -100.0% | -0.00% | – |
| JTD | Exit | NUVEEN TAX-ADVANTAGED DIVID | $0 | – | -800 | -100.0% | -0.00% | – |
| WORK | Exit | SLACK TECHNOLOGIES INC | $0 | – | -225 | -100.0% | -0.00% | – |
| APHA | Exit | APHRIA INC | $0 | – | -421 | -100.0% | -0.00% | – |
| CCIV | Exit | CHURCHILL CAPITAL CORP IVcl a | $0 | – | -614 | -100.0% | -0.00% | – |
| GWPH | Exit | GW PHARMACEUTICALS PLCads | $0 | – | -109 | -100.0% | -0.01% | – |
| IPFF | Exit | ISHARES TRintl pfd stk etf | $0 | – | -3,224 | -100.0% | -0.01% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -6,898 | -100.0% | -0.02% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -2,010 | -100.0% | -0.04% | – |
| IAU | Exit | ISHARES GOLD TRishares | $0 | – | -12,189 | -100.0% | -0.04% | – |
| FSKR | Exit | FS KKR CAP CORP II | $0 | – | -10,685 | -100.0% | -0.04% | – |
| IYF | Exit | ISHARES TRu.s. finls etf | $0 | – | -2,912 | -100.0% | -0.04% | – |
| LOGI | Exit | LOGITECH INTL S A | $0 | – | -2,255 | -100.0% | -0.04% | – |
| GVI | Exit | ISHARES TRintrm gov cr etf | $0 | – | -2,066 | -100.0% | -0.04% | – |
| DTE | Exit | DTE ENERGY CO | $0 | – | -1,974 | -100.0% | -0.05% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -3,103 | -100.0% | -0.05% | – |
| INTC | Exit | INTEL CORP | $0 | – | -4,351 | -100.0% | -0.05% | – |
| DHS | Exit | WISDOMTREE TRus high dividend | $0 | – | -3,722 | -100.0% | -0.05% | – |
| JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -2,776 | -100.0% | -0.06% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -3,020 | -100.0% | -0.06% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -6,499 | -100.0% | -0.07% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -3,842 | -100.0% | -0.07% | – |
| ICBK | Exit | COUNTY BANCORP INC | $0 | – | -16,095 | -100.0% | -0.07% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -3,666 | -100.0% | -0.08% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -3,264 | -100.0% | -0.08% | – |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -7,312 | -100.0% | -0.08% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -3,222 | -100.0% | -0.08% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -2,803 | -100.0% | -0.13% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -3,889 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 18 | Q2 2024 | 12.0% |
| VANGUARD INDEX FDS | 18 | Q2 2024 | 13.5% |
| SPDR SER TR | 18 | Q2 2024 | 9.0% |
| SPDR SER TR | 18 | Q2 2024 | 9.0% |
| JP MORGAN EXCHANGE TRADED FD | 18 | Q2 2024 | 7.5% |
| ISHARES TR | 18 | Q2 2024 | 6.9% |
| SPDR INDEX SHS FDS | 18 | Q2 2024 | 4.2% |
| SPDR SER TR | 18 | Q2 2024 | 9.2% |
| BERKSHIRE HATHAWAY INC DEL | 18 | Q2 2024 | 5.1% |
| SPDR SER TR | 18 | Q2 2024 | 3.0% |
View N.E.W. Advisory Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-05 |
| 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 |
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.