Holdings

N.E.W. Advisory Services LLC

As of Jun 30, 2026, N.E.W. Advisory Services LLC reported 575 positions worth US$158M. Largest: Apple Inc, Berkshire Hathaway Inc. and Procter & Gamble Company (the). What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc73,976US$21.4M+6,339Jun 30, 2026
Berkshire Hathaway Inc.39,712US$19.9M−603Jun 30, 2026
Procter & Gamble Company (the)95,468US$14M+3,162Jun 30, 2026
Nicolet Bankshares Inc.38,566US$6.38M−509Jun 30, 2026
Amazon.com, Inc.25,344US$6.04M−101Jun 30, 2026
Wec Energy Group, Inc.42,320US$4.94M−88Jun 30, 2026
International Business Machines Corporation17,203US$4.84M−463Jun 30, 2026
Nvidia Corporation18,292US$3.66M−7,326Jun 30, 2026
Microsoft Corp.9,373US$3.5M+948Jun 30, 2026
Jp Morgan Chase & Co.9,356US$3.06M+72Jun 30, 2026