HoldingsChannel.com
N.E.W. Advisory Services LLC Top Holdings
As of  09/30/2022, below is a summary of the N.E.W. Advisory Services LLC top holdings by largest position size, as per the latest 13f filing made by N.E.W. Advisory Services LLC. In the N.E.W. Advisory Services LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by N.E.W. Advisory Services LLC in that top holding, then the share count change between reporting periods, and finally the N.E.W. Advisory Services LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
SPDR SER TR (SPLG) 1,364,006 +69,819 $57,275
     SPLG1,364,006+69,819$57,275
VANGUARD INDEX FDS (VTI) 304,208 +48,184 $54,596
     VTI304,208+48,184$54,596
SPDR SER TR (SPAB) 1,996,395 +112,474 $49,810
     SPAB1,996,395+112,474$49,810
SPDR SER TR (SPYV) 1,328,931 +26,010 $45,835
     SPYV1,328,931+26,010$45,835
ISHARES TR (IAGG) 783,951 +8,757 $37,884
     IAGG783,951+8,757$37,884
VANGUARD ADMIRAL FDS INC (VIOV) 227,708 +8,672 $32,510
     VIOV227,708+8,672$32,510
J P MORGAN EXCHANGE TRADED F (JPST) 568,064 -245,182 $28,494
     JPST568,064-245,182$28,494
SPDR INDEX SHS FDS (SPDW) 792,406 +77,850 $20,444
     SPDW792,406+77,850$20,444
DIMENSIONAL ETF TRUST (DFAC) 615,411 -1,423 $13,687
     DFAC615,411-1,423$13,687
SPDR SER TR (SPTM) 284,647 +11,841 $12,556
     SPTM284,647+11,841$12,556
SPDR INDEX SHS FDS (SPEM) 377,593 +9,442 $11,721
     SPEM377,593+9,442$11,721
PROCTER AND GAMBLE CO 82,925 -2,261 $10,469
     PG82,925-2,261$10,469
BERKSHIRE HATHAWAY INC DEL      $10,413
     BRK.B38,999-286$10,413
VANGUARD BD INDEX FDS (BND) 130,838 +15,159 $9,333
     BND130,838+15,159$9,333
SPDR INDEX SHS FDS (GWX) 346,229 +27,661 $9,026
     GWX346,229+27,661$9,026
VANGUARD INTL EQUITY INDEX F (VSS) 96,540 +7,551 $8,960
     VSS96,540+7,551$8,960
DIMENSIONAL ETF TRUST (DFIV) 345,095 +345,095 $8,890
     DFIV345,095+345,095$8,890
APPLE INC 54,621 -5,933 $7,549
     AAPL54,621-5,933$7,549
VANGUARD INDEX FDS (VXF) 51,989 +5,575 $6,608
     VXF51,989+5,575$6,608
SPDR INDEX SHS FDS (EWX) 140,058 +5,458 $6,381
     EWX140,058+5,458$6,381
SPDR SER TR (SLYV) 93,953 +327 $6,308
     SLYV93,953+327$6,308
VANGUARD INDEX FDS (VUG) 28,553 +1,720 $6,109
     VUG28,553+1,720$6,109
ISHARES TR (EFV) 155,594 -211,649 $5,995
     EFV155,594-211,649$5,995
VANGUARD INDEX FDS (VV) 24,728 +1,942 $4,045
     VV24,728+1,942$4,045
VANGUARD INDEX FDS (VTV) 31,564 -1,646 $3,898
     VTV31,564-1,646$3,898
DIMENSIONAL ETF TRUST (DFAX) 191,584 +9,194 $3,619
     DFAX191,584+9,194$3,619
VANGUARD INTL EQUITY INDEX F (VWO) 83,687 +6,153 $3,054
     VWO83,687+6,153$3,054
AMAZON COM INC 26,862 +1,080 $3,035
     AMZN26,862+1,080$3,035
VANGUARD WORLD FDS (VCR) 12,539 +62 $2,947
     VCR12,539+62$2,947
VANGUARD STAR FDS (VXUS) 63,975 +3,158 $2,928
     VXUS63,975+3,158$2,928
SPDR SER TR (SPSB) 98,740 -1,921 $2,885
     SPSB98,740-1,921$2,885
VANGUARD WORLD FDS (VGT) 8,899 +17 $2,735
     VGT8,899+17$2,735
WEC ENERGY GROUP INC 29,995 +311 $2,682
     WEC29,995+311$2,682
SPDR SER TR (IBND) 96,221 +6,128 $2,414
     IBND96,221+6,128$2,414
NICOLET BANKSHARES INC (NCBS) 31,472 +1,164 $2,217
     NCBS31,472+1,164$2,217
INTERNATIONAL BUSINESS MACHS 16,694 +5,761 $1,983
     IBM16,694+5,761$1,983
VANGUARD INDEX FDS (VB) 11,276 -61 $1,927
     VB11,276-61$1,927
VANGUARD INDEX FDS (VO) 9,284 -992 $1,746
     VO9,284-992$1,746
VANGUARD WORLD FDS (VDC) 9,152 +133 $1,572
     VDC9,152+133$1,572
MCDONALDS CORP 6,043 +23 $1,394
     MCD6,043+23$1,394
VANGUARD INDEX FDS (VOO) 4,232 +1,394 $1,389
     VOO4,232+1,394$1,389
INVESCO QQQ TR 5,078 +1,578 $1,357
     QQQ5,078+1,578$1,357
JOHNSON & JOHNSON 8,034 -564 $1,312
     JNJ8,034-564$1,312
ISHARES TR (ITOT) 16,060 +1,878 $1,277
     ITOT16,060+1,878$1,277
VANGUARD WORLD FDS (VHT) 5,693 -210 $1,274
     VHT5,693-210$1,274
VANGUARD SCOTTSDALE FDS (VCSH) 17,121 -288 $1,272
     VCSH17,121-288$1,272
MICROSOFT CORP 5,429 -1,446 $1,265
     MSFT5,429-1,446$1,265
VANGUARD TAX MANAGED FDS (VEA) 30,603 +1,496 $1,113
     VEA30,603+1,496$1,113
VANGUARD WORLD FD (MGK) 6,344 +258 $1,106
     MGK6,344+258$1,106
VANGUARD WHITEHALL FDS (VYM) 10,804 +198 $1,025
     VYM10,804+198$1,025

See Full List: All Stocks Held By N.E.W. Advisory Services LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By N.E.W. Advisory Services LLC

Size ($ in 1000's)
At 09/30/2022: $551,984
At 06/30/2022: $571,857

N.E.W. Advisory Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from N.E.W. Advisory Services LLC 13F filings. Link to 13F filings: SEC filings

N.E.W. Advisory Services LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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