Nbz Investment Advisors LLC Portfolio Holdings by Sector
Nbz Investment Advisors LLC
- $192 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPLG DIVO JAAA TSPA XSMO XMHQ TACK SCHB 21 stocks |
$129 Million
86.65% of portfolio
|
11
|
6
|
3
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.53 Million
2.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AMD AMD NVDA 5 stocks |
$3.26 Million
2.19% of portfolio
|
1
|
2
|
- | - |
1
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$2.84 Million
1.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$2.19 Million
1.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.96 Million
1.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP 1 stocks |
$1.79 Million
1.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$854,658
0.58% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE PFE 2 stocks |
$693,800
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNFP PNFP 2 stocks |
$641,711
0.43% of portfolio
|
1
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$568,712
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$543,448
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN AMZN 2 stocks |
$363,192
0.24% of portfolio
|
- |
1
|
- | - |
1
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE NKE 2 stocks |
$228,226
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS DIS 2 stocks |
$203,009
0.14% of portfolio
|
- |
2
|
- | - |
1
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
FLO 1 stocks |
$152,685
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|