CIK 1803456
N.E.W. Advisory Services LLC
Institutional 13F holdings & portfolio
Holdings
892
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 501–550 of 892
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VIGI | VANGUARD WHITEHALL FDS | 228 | $15K–$50K | SH |
| FHI | FEDERATED HERMES INC | 400 | $15K–$50K | SH |
| SCI | SERVICE CORP INTL | 262 | $15K–$50K | SH |
| S | SENTINELONE INC | 1K | $15K–$50K | SH |
| ARM | ARM HOLDINGS PLC | 185 | $15K–$50K | SH |
| MDAI | SPECTRAL AI INC | 14K | $15K–$50K | SH |
| HUSV | FIRST TR EXCH TRADED FD III | 506 | $15K–$50K | SH |
| HOUS | ANYWHERE REAL ESTATE INC | 1K | $15K–$50K | SH |
| BLK | BLACKROCK INC | 18 | $15K–$50K | SH |
| LPLA | LPL FINL HLDGS INC | 54 | $15K–$50K | SH |
| MGV | VANGUARD WORLD FD | 136 | $15K–$50K | SH |
| LULU | LULULEMON ATHLETICA INC | 91 | $15K–$50K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 128 | $15K–$50K | SH |
| CUZ | COUSINS PPTYS INC | 727 | $15K–$50K | SH |
| BBHY | J P MORGAN EXCHANGE TRADED F | 398 | $15K–$50K | SH |
| DELL | DELL TECHNOLOGIES INC | 146 | $15K–$50K | SH |
| ADMA | ADMA BIOLOGICS INC | 1K | $15K–$50K | SH |
| ASML | ASML HOLDING N V | 17 | $15K–$50K | SH |
| XLP | SELECT SECTOR SPDR TR | 233 | $15K–$50K | SH |
| HPQ | HP INC | 807 | $15K–$50K | SH |
| WY | WEYERHAEUSER CO MTN BE | 756 | $15K–$50K | SH |
| IWR | ISHARES TR | 186 | $15K–$50K | SH |
| VEEV | VEEVA SYS INC | 80 | $15K–$50K | SH |
| FLS | FLOWSERVE CORP | 250 | $15K–$50K | SH |
| KNSL | KINSALE CAP GROUP INC | 44 | $15K–$50K | SH |
| BME | BLACKROCK HEALTH SCIENCES TR | 420 | $15K–$50K | SH |
| NEM | NEWMONT CORP | 170 | $15K–$50K | SH |
| FDN | FIRST TR EXCHANGE TRADED FD | 63 | $15K–$50K | SH |
| WM | WASTE MGMT INC DEL | 77 | $15K–$50K | SH |
| UAL | UNITED AIRLS HLDGS INC | 150 | $15K–$50K | SH |
| TTD | THE TRADE DESK INC | 440 | $15K–$50K | SH |
| MNTK | MONTAUK RENEWABLES INC | 10K | $15K–$50K | SH |
| INTU | INTUIT | 25 | $15K–$50K | SH |
| DOW | DOW INC | 705 | $15K–$50K | SH |
| VDE | VANGUARD WORLD FD | 129 | $15K–$50K | SH |
| OTTR | OTTER TAIL CORP | 200 | $15K–$50K | SH |
| BSV | VANGUARD BD INDEX FDS | 205 | $15K–$50K | SH |
| MDY | SPDR S P MIDCAP 400 ETF TR | 27 | $15K–$50K | SH |
| ROK | ROCKWELL AUTOMATION INC | 41 | $15K–$50K | SH |
| VTEB | VANGUARD MUN BD FDS | 318 | $15K–$50K | SH |
| REAL | THE REALREAL INC | 1K | $15K–$50K | SH |
| AMTM | AMENTUM HOLDINGS INC | 542 | $15K–$50K | SH |
| PAYX | PAYCHEX INC | 140 | $15K–$50K | SH |
| TTWO | TAKE TWO INTERACTIVE SOFTWAR | 61 | $15K–$50K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 128 | $15K–$50K | SH |
| ALLE | ALLEGION PLC | 97 | $15K–$50K | SH |
| TSCO | TRACTOR SUPPLY CO | 309 | $15K–$50K | SH |
| DTD | WISDOMTREE TR | 180 | $15K–$50K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 151 | $15K–$50K | SH |
| SMLV | SPDR SER TR | 115 | $15K–$50K | SH |