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 201–250 of 892
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 4K | $100K–$500K | SH |
| SCIO | FIRST TR EXCHANGE TRADED FD | 10K | $100K–$500K | SH |
| IJH | ISHARES TR | 3K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| PFE | PFIZER INC | 8K | $100K–$500K | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| TEM | TEMPUS AI INC | 3K | $100K–$500K | SH |
| VMC | VULCAN MATLS CO | 650 | $100K–$500K | SH |
| FSK | FS KKR CAP CORP | 12K | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| IJT | ISHARES TR | 1K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 52 | $100K–$500K | SH |
| RWO | SPDR INDEX SHS FDS | 4K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 2K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 927 | $100K–$500K | SH |
| GAL | SSGA ACTIVE ETF TR | 3K | $100K–$500K | SH |
| IWP | ISHARES TR | 1K | $100K–$500K | SH |
| RDVI | FIRST TR EXCHANGE TRADED FD | 6K | $100K–$500K | SH |
| ARKK | ARK ETF TR | 2K | $100K–$500K | SH |
| BP | BP PLC | 5K | $100K–$500K | SH |
| IWB | ISHARES TR | 434 | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 30 | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 2K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 2K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 332 | $100K–$500K | SH |
| AME | AMETEK INC | 751 | $100K–$500K | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 4K | $100K–$500K | SH |
| SLYG | SPDR SER TR | 2K | $100K–$500K | SH |
| SIRI | SIRIUSXM HOLDINGS INC | 8K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 268 | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 797 | $100K–$500K | SH |
| SHYM | BLACKROCK ETF TRUST II | 7K | $100K–$500K | SH |
| VST | VISTRA CORP | 912 | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 2K | $100K–$500K | SH |
| SMR | NUSCALE PWR CORP | 10K | $100K–$500K | SH |
| HUM | HUMANA INC | 560 | $100K–$500K | SH |
| JPSE | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 1K | $100K–$500K | SH |
| IDU | ISHARES TR | 1K | $100K–$500K | SH |
| TPHD | TIMOTHY PLAN | 3K | $100K–$500K | SH |
| SNDR | SCHNEIDER NATIONAL INC | 5K | $100K–$500K | SH |
| VRSK | VERISK ANALYTICS INC | 590 | $100K–$500K | SH |
| WAB | WABTEC | 615 | $100K–$500K | SH |
| FDX | FEDEX CORP | 454 | $100K–$500K | SH |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |