Portfolio (Quarterly) Guide ↗

N.E.W. Advisory Services LLC

· CIK 0001803456

13F Portfolio $1.3B AUM 914 positions Filed May 5, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 67 New 232 Added 171 Reduced 45 Exited

Page 3 of 3 · 45 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	HRL	HORMEL FOODS CORP	Consumer Defensive	25	$593.0	—	SOLD
42	VUZI	VUZIX CORP	Technology	155	$586.0	—	SOLD
43	CTSH	COGNIZANT TECHNOLOGY SOLUTIO	Technology	7	$581.0	—	SOLD
44	TDOC	TELADOC HEALTH INC	Healthcare	76	$532.0	—	SOLD
45	SONY	SONY GROUP CORP	Technology	20	$512.0	—	SOLD

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Sector Allocation

Technology 26.2%

Financial Services 25.4%

Consumer Defensive 13.7%

Consumer Cyclical 7.9%

Industrials 7.0%

Utilities 5.4%

Healthcare 4.8%

Communication Services 4.1%

Real Estate 2.4%

Energy 2.0%