Stock Taper

N.E.W. ADVISORY SERVICES LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Coca-Cola CompanyKO10.98K$892.74K
United Parcel Service, Inc.UPS11.31K$1.22M
Dorchester Minerals, L.P.DMLP11.6K$292.88K
Carrier Global CorporationCARR13.11K$961.58K
Bank First CorporationBFC16.5K$2.45M
Verizon Communications Inc.VZ16.54K$700.47K
International Business Machines CorporationIBM17.2K$4.84M
American Healthcare REIT, Inc.AHR17.84K$930.48K
NVIDIA CorporationNVDA18.29K$3.66M
Associated Banc-CorpASB19.38K$596.26K
NuScale Power CorporationSMR19.83K$198.93K
Walmart Inc.WMT19.99K$2.26M
SoFi Technologies, Inc.SOFI20.84K$373.61K
Realty Income CorporationO24.6K$1.52M
Palantir Technologies Inc.PLTR25.06K$2.92M
Amazon.com, Inc.AMZN25.34K$6.04M
Wells Fargo & CompanyWFC29.77K$2.46M
Berkshire Hathaway Inc.BRK-B39.71K$19.87M
AT&T Inc.T40.62K$840.84K
WEC Energy Group, Inc.WEC42.32K$4.94M