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 251–300 of 892
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HELO | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 1K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 553 | $100K–$500K | SH |
| IGM | ISHARES TR | 964 | $100K–$500K | SH |
| MET | METLIFE INC | 2K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 2K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 459 | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 2K | $100K–$500K | SH |
| EFA | ISHARES TR | 1K | $100K–$500K | SH |
| IYK | ISHARES TR | 2K | $100K–$500K | SH |
| AGG | ISHARES TR | 1K | $100K–$500K | SH |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | 8K | $100K–$500K | SH |
| LNTH | LANTHEUS HLDGS INC | 2K | $100K–$500K | SH |
| J | JACOBS SOLUTIONS INC | 867 | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 385 | $100K–$500K | SH |
| DKNG | DRAFTKINGS INC NEW | 3K | $100K–$500K | SH |
| JNK | SPDR SER TR | 1K | $100K–$500K | SH |
| IJS | ISHARES TR | 972 | $100K–$500K | SH |
| TDVG | T ROWE PRICE ETF INC | 2K | $100K–$500K | SH |
| COPY | RBB FUND TRUST | 9K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 635 | $100K–$500K | SH |
| FTGS | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| NVO | NOVO NORDISK A S | 2K | $100K–$500K | SH |
| ITA | ISHARES TR | 501 | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| FTNT | FORTINET INC | 1K | $100K–$500K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 415 | $100K–$500K | SH |
| DDOG | DATADOG INC | 750 | $100K–$500K | SH |
| WBD | WARNER BROS DISCOVERY INC | 3K | $100K–$500K | SH |
| PLXS | PLEXUS CORP | 681 | $100K–$500K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 1K | $50K–$100K | SH |
| NFLX | NETFLIX INC | 1K | $50K–$100K | SH |
| SCHF | SCHWAB STRATEGIC TR | 4K | $50K–$100K | SH |
| VCEB | VANGUARD WORLD FD | 2K | $50K–$100K | SH |
| VOE | VANGUARD INDEX FDS | 551 | $50K–$100K | SH |
| BMY | BRISTOL MYERS SQUIBB CO | 2K | $50K–$100K | SH |
| BMO | BANK MONTREAL QUE | 716 | $50K–$100K | SH |
| TJX | TJX COS INC NEW | 602 | $50K–$100K | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 1K | $50K–$100K | SH |
| AMAT | APPLIED MATLS INC | 355 | $50K–$100K | SH |
| CRM | SALESFORCE INC | 341 | $50K–$100K | SH |
| EFAX | SPDR INDEX SHS FDS | 2K | $50K–$100K | SH |
| LNT | ALLIANT ENERGY CORP | 1K | $50K–$100K | SH |
| IHF | ISHARES TR | 2K | $50K–$100K | SH |
| ETR | ENTERGY CORP NEW | 954 | $50K–$100K | SH |
| CRSP | CRISPR THERAPEUTICS AG | 2K | $50K–$100K | SH |
| VSGX | VANGUARD WORLD FD | 1K | $50K–$100K | SH |
| SCHA | SCHWAB STRATEGIC TR | 3K | $50K–$100K | SH |
| EXC | EXELON CORP | 2K | $50K–$100K | SH |
| LDOS | LEIDOS HOLDINGS INC | 469 | $50K–$100K | SH |