N.E.W. Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$17.2M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$16.7M |
| 3 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$10.3M |
| 4 |
JPMorgan International Value ETF
JIVE
|
+$9.2M |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$8.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$304K |
| 2 |
Vanguard Morningstar Mega Cap Growth ETF
MGK
|
+$272K |
| 3 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$235K |
| 4 |
Dimensional International Value ETF
DFIV
|
+$197K |
| 5 |
Vanguard Morningstar Growth ETF
VUG
|
+$196K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.11% |
| 2 | Financials | 2.86% |
| 3 | Consumer Staples | 1.36% |
| 4 | Consumer Discretionary | 0.91% |
| 5 | Industrials | 0.73% |
Similar funds
N.E.W. Advisory Services's Q4 2025 Portfolio in Review
As of Q4 2025, N.E.W. Advisory Services held 933 positions worth $1.35B, up 21% from $1.12B the previous quarter. Its ten largest holdings account for 54% of the portfolio.
N.E.W. Advisory Services deployed $214M of net new capital in Q4 2025, opening 93 new positions and adding to 320 existing holdings. Its largest new stake was Vanguard Morningstar Large-Cap ETF: 22,396 shares worth $7.05M.
By sector, the portfolio is most concentrated in Technology at 3.1% of assets, down from 3.2% a quarter earlier, followed by Financials and Consumer Staples.
On the sell side, the largest reduction was NVIDIA, an estimated $304K trimmed.
- N.E.W. Advisory Services's largest Q4 2025 buy was Vanguard Morningstar Large-Cap ETF: 22,396 shares worth $7.05M.
- N.E.W. Advisory Services added most to Schwab US Large-Cap Growth ETF in Q4 2025, an estimated $17.2M increase.
- N.E.W. Advisory Services's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $304K.
- N.E.W. Advisory Services fully exited Cleveland-Cliffs in Q4 2025, selling an estimated $113K.
- N.E.W. Advisory Services's ten largest holdings make up 54% of its $1.35B portfolio in Q4 2025.
- N.E.W. Advisory Services opened 93 new positions and closed 41 in Q4 2025.
- N.E.W. Advisory Services's portfolio value rose 21% quarter-over-quarter to $1.35B.
Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.