N.E.W. Advisory Services LLC
Top Portfolio Positions
531 positions ·
$140,140,984 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
69,291 | $18,837,451 | 13.44% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
88,689 | $12,710,020 | 9.07% |
| DNP |
Dnp Select Income Fund Inc
Financial Services
|
653,002 | $6,523,489 | 4.65% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,372 | $6,087,185 | 4.34% |
| IBM |
International Business Machines Corp
Technology
|
17,371 | $5,145,463 | 3.67% |
| NIC |
Nicolet Bankshares Inc
Financial Services
|
39,948 | $4,845,692 | 3.46% |
| NVDA |
Nvidia Corp
Technology
|
25,841 | $4,819,346 | 3.44% |
| PLTR |
Palantir Technologies Inc.
Technology
|
25,115 | $4,464,191 | 3.19% |
| WEC |
Wec Energy Group, Inc.
Utilities
|
38,346 | $4,043,969 | 2.89% |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,391 | $3,926,055 | 2.80% |
Portfolio Trend
Holdings in DSU
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $21,907 | 2,152 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $22,673 | 2,135 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $22,471 | 2,128 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $22,143 | 2,121 | Shares | Sole | 2025-05-07 | |
| No quarters match your search. | ||||||