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N.E.W. Advisory Services LLC Buys VANGUARD BD IDX FD, Nicolet Bankshares Inc, Vanguard FTSE ...

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·8 min read
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Investment company N.E.W. Advisory Services LLC (Current Portfolio) buys VANGUARD BD IDX FD, Nicolet Bankshares Inc, Vanguard FTSE Emerging Markets ETF, Vanguard FTSE All-World Ex-US Small Capital Index , Vanguard Ultra-Short Bond ETF, sells , Philip Morris International Inc, ISHARES TRUST, Comcast Corp, Intel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, N.E.W. Advisory Services LLC. As of 2021Q4, N.E.W. Advisory Services LLC owns 134 stocks with a total value of $662 million. These are the details of the buys and sells.

  • New Purchases: VUSB, F, UBER, DKNG, AMD, CLM, ABBV, GOOG, ICF, RCAT,

  • Added Positions: VTI, VIOV, IAGG, BND, SPDW, SPTM, JPST, NCBS, VWO, EFV, SPEM, VSS, DFAC, AMZN, MGK, VEA, VZ, GILD, VGT, VPU, VTIP, VYM, T, XLF, IBND, DFAX, PYPL, IBM, MRK, MSFT, DIS, NVDA, WBA, VIS, CAT, UPS, VOO, IVV, TSLA, FB, SPYG, QQQ,

  • Reduced Positions: SPLG, SLYV, VXUS, VDC, VUG, PLD, VEU, VBK, GWX, IJH, IVE, VO, IVW, TIP, BRK.B, SPY, IWN, RWO, LQD, VCSH, IYH, IWS, VNQ, WEC, VTV, HTLF, XLV, VGSH, JNK, VCIT, IYW, IWP, IJT, IJR, WMT, KMB, BA, MO,

  • Sold Out: ICBK, PM, IGSB, CMCSA, INTC, IYF,


For the details of N.E.W. Advisory Services LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/n.e.w.+advisory+services+llc/current-portfolio/portfolio

These are the top 5 holdings of N.E.W. Advisory Services LLC

  1. SPDR Portfolio S&P 500 ETF (SPLG) - 1,309,570 shares, 11.04% of the total portfolio. Shares reduced by 3.38%

  2. Vanguard Total Stock Market ETF (VTI) - 244,749 shares, 8.92% of the total portfolio. Shares added by 17.60%

  3. SPDR Portfolio S&P 500 Value ETF (SPYV) - 1,329,272 shares, 8.43% of the total portfolio. Shares added by 0.93%

  4. SPDR Portfolio Aggregate Bond ETF (SPAB) - 1,724,727 shares, 7.71% of the total portfolio. Shares added by 0.92%

  5. Vanguard S&P Small-Cap 600 Value ETF (VIOV) - 257,264 shares, 7.01% of the total portfolio. Shares added by 6.27%

New Purchase: Vanguard Ultra-Short Bond ETF (VUSB)

N.E.W. Advisory Services LLC initiated holding in Vanguard Ultra-Short Bond ETF. The purchase prices were between $49.92 and $50.09, with an estimated average price of $50.01. The stock is now traded at around $49.890000. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,669 shares as of 2021-12-31.

New Purchase: Uber Technologies Inc (UBER)

N.E.W. Advisory Services LLC initiated holding in Uber Technologies Inc. The purchase prices were between $35.73 and $48.36, with an estimated average price of $43.04. The stock is now traded at around $41.510000. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,838 shares as of 2021-12-31.

New Purchase: Ford Motor Co (F)

N.E.W. Advisory Services LLC initiated holding in Ford Motor Co. The purchase prices were between $14.12 and $21.45, with an estimated average price of $18.53. The stock is now traded at around $25.190000. The impact to a portfolio due to this purchase was 0.05%. The holding were 14,366 shares as of 2021-12-31.

New Purchase: DraftKings Inc (DKNG)

N.E.W. Advisory Services LLC initiated holding in DraftKings Inc. The purchase prices were between $26.59 and $49.82, with an estimated average price of $38.79. The stock is now traded at around $23.190000. The impact to a portfolio due to this purchase was 0.04%. The holding were 9,182 shares as of 2021-12-31.

New Purchase: BTC iShares Cohen & Steers REIT ETF (ICF)

N.E.W. Advisory Services LLC initiated holding in BTC iShares Cohen & Steers REIT ETF. The purchase prices were between $65.07 and $76.08, with an estimated average price of $70.32. The stock is now traded at around $71.130000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,670 shares as of 2021-12-31.

New Purchase: Cornerstone Strategic Value Fund Inc (CLM)

N.E.W. Advisory Services LLC initiated holding in Cornerstone Strategic Value Fund Inc. The purchase prices were between $12.9 and $14.69, with an estimated average price of $13.8. The stock is now traded at around $14.220000. The impact to a portfolio due to this purchase was 0.03%. The holding were 12,946 shares as of 2021-12-31.

Added: VANGUARD BD IDX FD (BND)

N.E.W. Advisory Services LLC added to a holding in VANGUARD BD IDX FD by 20.57%. The purchase prices were between $84.07 and $85.48, with an estimated average price of $84.79. The stock is now traded at around $83.310000. The impact to a portfolio due to this purchase was 0.22%. The holding were 102,030 shares as of 2021-12-31.

Added: Nicolet Bankshares Inc (NCBS)

N.E.W. Advisory Services LLC added to a holding in Nicolet Bankshares Inc by 44.58%. The purchase prices were between $69.96 and $87.52, with an estimated average price of $76.33. The stock is now traded at around $88.120000. The impact to a portfolio due to this purchase was 0.1%. The holding were 25,058 shares as of 2021-12-31.

Added: Vanguard FTSE Emerging Markets ETF (VWO)

N.E.W. Advisory Services LLC added to a holding in Vanguard FTSE Emerging Markets ETF by 22.15%. The purchase prices were between $47.81 and $51.82, with an estimated average price of $50.01. The stock is now traded at around $50.690000. The impact to a portfolio due to this purchase was 0.09%. The holding were 68,852 shares as of 2021-12-31.

Added: Vanguard FTSE All-World Ex-US Small Capital Index (VSS)

N.E.W. Advisory Services LLC added to a holding in Vanguard FTSE All-World Ex-US Small Capital Index by 30.10%. The purchase prices were between $127.84 and $137.44, with an estimated average price of $133.08. The stock is now traded at around $131.940000. The impact to a portfolio due to this purchase was 0.06%. The holding were 13,827 shares as of 2021-12-31.

Added: Gilead Sciences Inc (GILD)

N.E.W. Advisory Services LLC added to a holding in Gilead Sciences Inc by 37.24%. The purchase prices were between $64.88 and $73.64, with an estimated average price of $68.95. The stock is now traded at around $71.770000. The impact to a portfolio due to this purchase was 0.02%. The holding were 6,737 shares as of 2021-12-31.

Added: Verizon Communications Inc (VZ)

N.E.W. Advisory Services LLC added to a holding in Verizon Communications Inc by 28.49%. The purchase prices were between $49.77 and $54.53, with an estimated average price of $52.14. The stock is now traded at around $53.280000. The impact to a portfolio due to this purchase was 0.02%. The holding were 9,028 shares as of 2021-12-31.

Sold Out: (ICBK)

N.E.W. Advisory Services LLC sold out a holding in . The sale prices were between $34.05 and $37.3, with an estimated average price of $36.07.

Sold Out: Philip Morris International Inc (PM)

N.E.W. Advisory Services LLC sold out a holding in Philip Morris International Inc. The sale prices were between $85.94 and $98.85, with an estimated average price of $93.37.

Sold Out: ISHARES TRUST (IGSB)

N.E.W. Advisory Services LLC sold out a holding in ISHARES TRUST. The sale prices were between $53.7 and $54.33, with an estimated average price of $53.95.

Sold Out: Comcast Corp (CMCSA)

N.E.W. Advisory Services LLC sold out a holding in Comcast Corp. The sale prices were between $47.71 and $57.4, with an estimated average price of $52.

Sold Out: iShares U.S. Financials ETF (IYF)

N.E.W. Advisory Services LLC sold out a holding in iShares U.S. Financials ETF. The sale prices were between $82.75 and $89.95, with an estimated average price of $86.92.

Sold Out: Intel Corp (INTC)

N.E.W. Advisory Services LLC sold out a holding in Intel Corp. The sale prices were between $47.89 and $56, with an estimated average price of $51.07.



Here is the complete portfolio of N.E.W. Advisory Services LLC. Also check out:

1. N.E.W. Advisory Services LLC's Undervalued Stocks

2. N.E.W. Advisory Services LLC's Top Growth Companies, and

3. N.E.W. Advisory Services LLC's High Yield stocks

4. Stocks that N.E.W. Advisory Services LLC keeps buyingThis article first appeared on GuruFocus.