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 101–150 of 892
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SOXX | ISHARES TR | 3K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| BUFC | AB ACTIVE ETFS INC | 21K | $500K+ | SH |
| XSOE | WISDOMTREE TR | 22K | $500K+ | SH |
| T | AT T INC | 34K | $500K+ | SH |
| JPME | J P MORGAN EXCHANGE TRADED F | 8K | $500K+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 9K | $500K+ | SH |
| SDY | SPDR SER TR | 6K | $500K+ | SH |
| F | FORD MTR CO | 60K | $500K+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 16K | $500K+ | SH |
| VIS | VANGUARD WORLD FD | 3K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 10K | $500K+ | SH |
| IWY | ISHARES TR | 3K | $500K+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 10K | $500K+ | SH |
| PLD | PROLOGIS INC | 6K | $500K+ | SH |
| KO | COCA COLA CO | 10K | $500K+ | SH |
| LLY | ELI LILLY CO | 663 | $500K+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 13K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| VFH | VANGUARD WORLD FD | 5K | $500K+ | SH |
| BFC | BANK FIRST CORP | 5K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| COWZ | PACER FDS TR | 10K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 943 | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 13K | $500K+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 5K | $500K+ | SH |
| IVW | ISHARES TR | 4K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| ASB | ASSOCIATED BANC CORP | 18K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 10K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 3K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 3K | $100K–$500K | SH |
| FISV | FISERV INC | 7K | $100K–$500K | SH |
| UMBF | UMB FINL CORP | 4K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| IWS | ISHARES TR | 3K | $100K–$500K | SH |
| VSDM | VANGUARD MUN BD FDS | 5K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 7K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 821 | $100K–$500K | SH |
| MMM | 3M CO | 3K | $100K–$500K | SH |