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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 41 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 IWO ISHARES TR 8.0 $3K $313.75 +21.0%
802 CELH CELSIUS HLDGS INC Consumer Defensive 70.0 $2K +20.0 +40.0% $35.49 -9.7%
803 LUMN LUMEN TECHNOLOGIES INC Communication Services 355.0 $2K $6.95 +54.8%
804 WD WALKER DUNLOP INC Financial Services 55.0 $2K -48.0 -46.6% $44.76 +13.3%
805 HOG HARLEY DAVIDSON INC Consumer Cyclical 120.0 $2K +15.0 +14.3% $20.22 +19.1%
806 MIDCAP FINANCIAL INVSTMNT CO 216.0 $2K +166.0 +332.0% $11.22
807 CI THE CIGNA GROUP Healthcare 9.0 $2K $266.78 +7.0%
808 AIT APPLIED INDL TECHNOLOGIES IN Industrials 9.0 $2K $265.33 +17.3%
809 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 4.0 $2K $593.00 -2.5%
810 WSFS WSFS FINL CORP Financial Services 36.0 $2K $65.47 +10.3%
811 HAL HALLIBURTON CO Energy 60.0 $2K $38.98 +2.0%
812 AIQ GLOBAL X FDS 50.0 $2K $46.76 +38.8%
813 TLH ISHARES TR 23.0 $2K $100.74 -1.3%
814 GPN GLOBAL PMTS INC Industrials 34.0 $2K $67.29 +10.5%
815 KRE SPDR SER TR 35.0 $2K $65.14 +7.2%
816 NOVA MINERALS LTD 378.0 $2K +100.0 +36.0% $5.87
817 U UNITY SOFTWARE INC Technology 100.0 $2K $21.94 +24.5%
818 AA ALCOA CORP Basic Materials 33.0 $2K NEW $66.33 +9.5%
819 MDT MEDTRONIC PLC Healthcare 25.0 $2K $86.64 -12.3%
820 CNQ CANADIAN NAT RES LTD Energy 44.0 $2K $48.73 -5.2%
Page 41 of 46  ·  914 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%