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Size ($ in 1000's)
At 03/31/2024: $901,384
At 12/31/2023: $827,361
N.E.W. Advisory Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from N.E.W. Advisory Services LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the N.E.W. Advisory Services LLC top holdings by largest position size, as per the latest 13f filing made by N.E.W. Advisory Services LLC.
In the N.E.W. Advisory Services LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by N.E.W. Advisory Services LLC in that top holding, then the share count change between reporting periods, and finally the N.E.W. Advisory Services LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTI) |
422,548 |
+51,371 |
$109,820 | | VTI | 422,548 | +51,371 | $109,820 | | SPDR SER TR (SPLG) |
1,420,518 |
-33,038 |
$87,405 | | SPLG | 1,420,518 | -33,038 | $87,405 | | SPDR SER TR (SPYV) |
1,570,914 |
+20,188 |
$78,703 | | SPYV | 1,570,914 | +20,188 | $78,703 | | SPDR SER TR (SPAB) |
2,146,242 |
-28,344 |
$54,257 | | SPAB | 2,146,242 | -28,344 | $54,257 | | VANGUARD ADMIRAL FDS INC (VIOV) |
579,890 |
+13,566 |
$51,274 | | VIOV | 579,890 | +13,566 | $51,274 | | ISHARES TR (IAGG) |
926,289 |
+29,060 |
$46,268 | | IAGG | 926,289 | +29,060 | $46,268 | | J P MORGAN EXCHANGE TRADED F (JPST) |
702,574 |
+18,343 |
$35,445 | | JPST | 702,574 | +18,343 | $35,445 | | SPDR INDEX SHS FDS (SPDW) |
979,099 |
+26,379 |
$35,091 | | SPDW | 979,099 | +26,379 | $35,091 | | SPDR SER TR (SPTM) |
386,398 |
-18,555 |
$24,788 | | SPTM | 386,398 | -18,555 | $24,788 | | DIMENSIONAL ETF TRUST (DFAC) |
624,154 |
+3,071 |
$19,942 | | DFAC | 624,154 | +3,071 | $19,942 | | SPDR INDEX SHS FDS (SPEM) |
468,916 |
-11,892 |
$16,970 | | SPEM | 468,916 | -11,892 | $16,970 | | DIMENSIONAL ETF TRUST (DFIV) |
455,035 |
+12,607 |
$16,723 | | DFIV | 455,035 | +12,607 | $16,723 |  BERKSHIRE HATHAWAY INC DEL |
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$16,682 | | BRK.B | 39,672 | +129 | $16,682 | | VANGUARD BD INDEX FDS (BND) |
217,939 |
+29,208 |
$15,829 | | BND | 217,939 | +29,208 | $15,829 | | PROCTER AND GAMBLE CO |
89,176 |
-1,547 |
$14,469 | | PG | 89,176 | -1,547 | $14,469 | | SPDR INDEX SHS FDS (GWX) |
431,358 |
-11,891 |
$14,011 | | GWX | 431,358 | -11,891 | $14,011 | | VANGUARD INTL EQUITY INDEX F (VSS) |
109,700 |
+6,188 |
$12,817 | | VSS | 109,700 | +6,188 | $12,817 | | APPLE INC |
68,295 |
+728 |
$11,712 | | AAPL | 68,295 | +728 | $11,712 | | VANGUARD INDEX FDS (VXF) |
61,201 |
+30,331 |
$10,727 | | VXF | 61,201 | +30,331 | $10,727 | | VANGUARD INDEX FDS (VUG) |
27,076 |
+369 |
$9,320 | | VUG | 27,076 | +369 | $9,320 | | SPDR INDEX SHS FDS (EWX) |
165,589 |
-4,557 |
$9,240 | | EWX | 165,589 | -4,557 | $9,240 | | SPDR SER TR (SLYV) |
97,025 |
+229 |
$8,050 | | SLYV | 97,025 | +229 | $8,050 | | VANGUARD INDEX FDS (VOO) |
16,104 |
+4,859 |
$7,742 | | VOO | 16,104 | +4,859 | $7,742 | | ISHARES TR (EFV) |
141,603 |
+746 |
$7,703 | | EFV | 141,603 | +746 | $7,703 | | DIMENSIONAL ETF TRUST (DFAX) |
298,754 |
+38,586 |
$7,600 | | DFAX | 298,754 | +38,586 | $7,600 | | FIRST TR EXCHNG TRADED FD VI (UCON) |
273,432 |
+35,718 |
$6,727 | | UCON | 273,432 | +35,718 | $6,727 | | J P MORGAN EXCHANGE TRADED F (JCPB) |
140,357 |
+45,665 |
$6,547 | | JCPB | 140,357 | +45,665 | $6,547 | | VANGUARD INTL EQUITY INDEX F (VWO) |
144,110 |
+20,967 |
$6,019 | | VWO | 144,110 | +20,967 | $6,019 | | VANGUARD INDEX FDS (VV) |
23,846 |
+197 |
$5,717 | | VV | 23,846 | +197 | $5,717 | | VANGUARD STAR FDS (VXUS) |
84,910 |
+4,863 |
$5,120 | | VXUS | 84,910 | +4,863 | $5,120 | | NICOLET BANKSHARES INC (NIC) |
56,156 |
-17,395 |
$4,829 | | NIC | 56,156 | -17,395 | $4,829 | | VANGUARD INDEX FDS (VTV) |
29,333 |
-37 |
$4,777 | | VTV | 29,333 | -37 | $4,777 | | FIRST TR EXCHNG TRADED FD VI (BUFR) |
158,095 |
-171,641 |
$4,420 | | BUFR | 158,095 | -171,641 | $4,420 | | FIRST TR EXCHANGE TRADED FD (SDVY) |
125,928 |
+113,991 |
$4,385 | | SDVY | 125,928 | +113,991 | $4,385 | | AMAZON COM INC |
23,770 |
+303 |
$4,288 | | AMZN | 23,770 | +303 | $4,288 | | VANGUARD WORLD FD (VGT) |
7,888 |
-7 |
$4,136 | | VGT | 7,888 | -7 | $4,136 | | DNP SELECT INCOME FD INC |
446,233 |
+1,383 |
$4,047 | | DNP | 446,233 | +1,383 | $4,047 | | INTERNATIONAL BUSINESS MACHS |
18,414 |
+899 |
$3,517 | | IBM | 18,414 | +899 | $3,517 | | SPDR SER TR (SPSB) |
116,080 |
+2,121 |
$3,456 | | SPSB | 116,080 | +2,121 | $3,456 | | FIRST TR EXCHANGE TRADED FD (KNG) |
64,225 |
+4,455 |
$3,450 | | KNG | 64,225 | +4,455 | $3,450 | | J P MORGAN EXCHANGE TRADED F (JPME) |
34,032 |
-52 |
$3,377 | | JPME | 34,032 | -52 | $3,377 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
57,049 |
+13,081 |
$3,301 | | JEPI | 57,049 | +13,081 | $3,301 | | VANGUARD WORLD FD (VCR) |
10,360 |
+152 |
$3,292 | | VCR | 10,360 | +152 | $3,292 | | MICROSOFT CORP |
7,675 |
+144 |
$3,229 | | MSFT | 7,675 | +144 | $3,229 | | SPDR SER TR (IBND) |
106,911 |
+1,772 |
$3,112 | | IBND | 106,911 | +1,772 | $3,112 | | WEC ENERGY GROUP INC |
36,089 |
+3 |
$2,964 | | WEC | 36,089 | +3 | $2,964 | | J P MORGAN EXCHANGE TRADED F (JQUA) |
52,987 |
+18,355 |
$2,802 | | JQUA | 52,987 | +18,355 | $2,802 | | VANGUARD INDEX FDS (VB) |
11,431 |
+524 |
$2,613 | | VB | 11,431 | +524 | $2,613 | | ISHARES TR (ITOT) |
22,428 |
+1,958 |
$2,586 | | ITOT | 22,428 | +1,958 | $2,586 | | INVESCO QQQ TR |
5,584 |
+288 |
$2,479 | | QQQ | 5,584 | +288 | $2,479 |
See Full List: All Stocks Held By N.E.W. Advisory Services LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By N.E.W. Advisory Services LLC
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