N.E.W. Advisory Services LLC
Top Portfolio Positions
578 positions ·
$142,423,720 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
67,637 | $17,165,594 | 12.05% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
92,306 | $13,332,678 | 9.36% |
| NIC |
Nicolet Bankshares Inc
Financial Services
|
39,075 | $5,807,326 | 4.08% |
| DNP |
Dnp Select Income Fund Inc
Financial Services
|
544,162 | $5,604,868 | 3.94% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,445 | $5,299,430 | 3.72% |
| WEC |
Wec Energy Group, Inc.
Utilities
|
42,408 | $4,909,574 | 3.45% |
| NVDA |
Nvidia Corp
Technology
|
25,618 | $4,467,779 | 3.14% |
| IBM |
International Business Machines Corp
Technology
|
17,666 | $4,282,061 | 3.01% |
| PLTR |
Palantir Technologies Inc.
Technology
|
24,897 | $3,641,933 | 2.56% |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,225 | $3,592,945 | 2.52% |
Portfolio Trend
Holdings in DNP
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,604,868 | 544,162 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,523,489 | 653,002 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,271,199 | 126,993 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,236,927 | 126,346 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $8,725,788 | 882,284 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,247,676 | 481,596 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,868,014 | 484,862 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,888,955 | 473,109 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,047,333 | 446,233 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,772,328 | 444,850 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,029,901 | 423,309 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $222,553 | 21,236 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $317,607 | 28,821 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $310,038 | 27,559 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $278,839 | 26,915 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $332,473 | 30,671 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $287,616 | 24,333 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $270,173 | 24,855 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $264,687 | 24,830 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $255,816 | 24,480 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $240,410 | 24,333 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $249,656 | 24,333 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $290,768 | 28,961 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $381,387 | 35,054 | Shares | Sole | 2020-07-09 | |
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