N.E.W. Advisory Services LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$1.01B
Signature - Title
Robbie Hayes - CCO
Location
De Pere, WI
Summary
This page shows a list of all the recent 13F filings made by N.E.W. Advisory Services LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. N.E.W. Advisory Services LLC reported 183 stock holdings with total value $1.01B as of Q3 2024. Top holdings included VTI, SPLG, SPYV, SPAB, and IAGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 183 $1.01B +$51.6M -$24.1M +$27.5M VTI, SPLG, SPYV, SPAB, IAGG 13F-HR 10/31/2024, 10:49 AM
Q2 2024 182 $927M +$77.9M -$54.9M +$22.9M VTI, SPLG, SPYV, SPAB, IAGG 13F-HR 8/2/2024, 05:33 PM
Q1 2024 173 $901M +$50.5M -$19.9M +$30.6M VTI, SPLG, SPYV, SPAB, VIOV 13F-HR 4/24/2024, 09:41 AM
Q4 2023 162 $827M +$93.1M -$29.5M +$63.6M VTI, SPLG, SPYV, SPAB, VIOV 13F-HR 2/6/2024, 05:25 PM
Q3 2023 151 $703M +$60.8M -$50.6M +$10.2M VTI, SPLG, SPAB, VIOV, IAGG 13F-HR 11/3/2023, 05:54 PM
Q2 2023 133 $718M +$12.6M -$11.9M +$753K SPLG, VTI, SPYV, SPAB, VIOV 13F-HR 8/4/2023, 05:27 PM
Q1 2023 130 $687M +$45M -$6.22M +$38.8M SPLG, VTI, SPYV, SPAB, IAGG 13F-HR 5/10/2023, 05:24 PM
Q4 2022 131 $639M +$51.8M -$3.59M +$48.2M SPLG, VTI, SPYV, SPAB, VIOV 13F-HR 2/13/2023, 04:37 PM
Q3 2022 127 $552M +$38.7M -$25.8M +$12.9M SPLG, VTI, SPAB, SPYV, IAGG 13F-HR 11/10/2022, 09:16 PM
Q2 2022 130 $572M +$160M -$70.1M +$90.4M SPLG, SPAB, VTI, SPYV, JPST 13F-HR 7/29/2022, 08:45 PM
Q1 2022 137 $501M +$72M -$160M -$88.2M SPLG, SLYV, SPYV, SPAB, JPST 13F-HR 4/11/2022, 04:56 PM
Q4 2021 134 $662M +$26.9M -$9.24M +$17.7M SPLG, VTI, SPYV, SPAB, VIOV 13F-HR 1/14/2022, 07:54 PM
Q3 2021 131 $614M +$30.7M -$7.8M +$22.9M SPLG, SPYV, SPAB, VTI, JPST 13F-HR 10/12/2021, 09:38 PM
Q2 2021 133 $597M +$68.9M -$24.1M +$44.8M SPLG, SPYV, SPAB, VTI, VIOV 13F-HR 7/15/2021, 07:16 AM
Q1 2021 126 $533M +$98M -$68.9M +$29.1M SPLG, SPAB, SPYV, JPST, VIOV 13F-HR 4/14/2021, 01:13 PM
Q4 2020 134 $476M +$92.8M -$11.6M +$81.2M SPLG, SLYV, SPYV, SPAB, JPST 13F-HR 1/14/2021, 03:33 PM
Q3 2020 96 $354M +$25.1M -$7.74M +$17.3M SPLG, SPYV, SPAB, SLYV, JPST 13F-HR 10/13/2020, 11:20 AM
Q2 2020 85 $321M +$45.1M -$8.78M +$36.3M SPLG, SLYV, SPYV, SPAB, JPST 13F-HR 7/8/2020, 05:41 PM
Q4 2019 87 $308M $0 $0 SPLG, SPYV, SLYV, SPAB, JPST 13F-HR 2/14/2020, 11:08 AM