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Home > Institutional Investor > N.e.w. Advisory Services Llc > Profile

Instuitional Investor - N.e.w. Advisory Services Llc

Fund Profile
Filing Period:
Fund Name: N.e.w. Advisory Services Llc
Portfolio Value $1,495,101,692
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 758,657 $280,733,587 18.78%
2.
Spdr Series Trust
 KRE 876,954 $77,066,761 5.15%
3.
Ishares Tr
 1,307,184 $66,143,496 4.42%
4.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 1,272,405 $64,345,531 4.3%
5.
Spdr Series Trust
 KRE 977,108 $59,398,416 3.97%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.