N.E.W. Advisory Services LLC
Top Portfolio Positions
580 positions ·
$161,816,858 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
40,315 | $19,318,948 | 11.94% | |
| AAPL |
Apple Inc.
Technology
|
67,637 | $17,165,594 | 10.61% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
92,306 | $13,332,678 | 8.24% | |
| NIC |
Nicolet Bankshares Inc
Financial Services
|
39,075 | $5,807,326 | 3.59% | |
| DNP |
Dnp Select Income Fund Inc
Financial Services
|
544,162 | $5,604,868 | 3.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,445 | $5,299,430 | 3.27% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
42,408 | $4,909,574 | 3.03% | |
| NVDA |
Nvidia Corp
Technology
|
25,618 | $4,467,779 | 2.76% | |
| IBM |
International Business Machines Corp
Technology
|
17,666 | $4,282,061 | 2.65% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
24,897 | $3,641,933 | 2.25% |
Portfolio Trend
24 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,759 | 181 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,486 | 181 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,051 | 181 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,699 | 181 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $10,508 | 181 | Shares | Sole | 2025-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||