Nbz Investment Advisors LLC Portfolio Holdings

Nbz Investment Advisors LLC

  • $179 Billion
  • Q4 2024

Nbz Investment Advisors LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $179 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $27.3B, Janus Detroit Str Tr Janus Hen with a value of $25.3B, Amplify ETF Tr Amplify Cwp Enh with a value of $18.2B, Invesco Exchange Traded Self I with a value of $13.6B, and Invesco Exchange Traded Fd Tr with a value of $12.6B.

Examining the 13F form we can see an increase of $179B in the current position value.

Nbz Investment Advisors LLC is based out at Knoxville, TN

Below you can find more details about Nbz Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Billion
ETFs: $138 Billion
Technology: $6.36 Billion
Financial Services: $4.04 Billion
Communication Services: $1.98 Billion
Consumer Cyclical: $946 Million
Healthcare: $629 Million
Industrials: $503 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.3 Billion 15.23% of portfolio
395,602
Q4 2024 New
$0
$25.3 Billion 14.11% of portfolio
498,339
Q4 2024 New
$0
$18.2 Billion 10.15% of portfolio
448,918
Q4 2024 New
$0
$13.6 Billion 7.57% of portfolio
250,085
Q4 2024 New
$0
$12.6 Billion 7.03% of portfolio
120,089
Q4 2024 New
$0
$12.4 Billion 6.93% of portfolio
395,268
Q4 2024 New
Aim ETF Products Trust
-
$7.59 Billion 4.24% of portfolio
-
Q4 2024 New
$0
$7.52 Billion 4.2% of portfolio
76,374
Q4 2024 New
$0
$7.43 Billion 4.15% of portfolio
327,410
Q4 2024 New
$0
$7.35 Billion 4.11% of portfolio
111,229
Q4 2024 New
$0
$6.96 Billion 3.88% of portfolio
254,436
Q4 2024 New
$0
$5.23 Billion 2.92% of portfolio
92,136
Q4 2024 New
$3.74T
$2.94 Billion 1.64% of portfolio
11,727
Q4 2024 New
$0
$2.72 Billion 1.52% of portfolio
64,625
Q4 2024 New
$331B
$1.73 Billion 0.97% of portfolio
12,873
Q4 2024 New
$0
$1.71 Billion 0.96% of portfolio
61,761
Q4 2024 New
$231B
$1.59 Billion 0.89% of portfolio
5,359
Q4 2024 New
$1.14T
$1.36 Billion 0.76% of portfolio
7,160
Q4 2024 New
$3.07T
$1.24 Billion 0.69% of portfolio
2,940
Q4 2024 New
Aim ETF Products Trust
-
$1.21 Billion 0.68% of portfolio
-
Q4 2024 New
$807B
$990 Million 0.55% of portfolio
4,128
Q4 2024 New
$0
$822 Million 0.46% of portfolio
1,397
Q4 2024 New
Ishares Tr
-
$798 Million 0.45% of portfolio
-
Q4 2024 New
$302B
$795 Million 0.44% of portfolio
11,318
Q4 2024 New
$0
$756 Million 0.42% of portfolio
18,352
Q4 2024 New
$9.43B
$668 Million 0.37% of portfolio
5,842
Q4 2024 New
$0
$646 Million 0.36% of portfolio
17,478
Q4 2024 New
Tidal ETF Tr
-
$548 Million 0.31% of portfolio
-
Q4 2024 New
$143B
$507 Million 0.28% of portfolio
19,101
Q4 2024 New
$1.04T
$503 Million 0.28% of portfolio
1,246
Q4 2024 New
$108B
$503 Million 0.28% of portfolio
2,844
Q4 2024 New
$0
$500 Million 0.28% of portfolio
4,983
Q4 2024 New
Pgim Rock ETF Tr
-
$319 Million 0.18% of portfolio
-
Q4 2024 New
$1.62T
$303 Million 0.17% of portfolio
517
Q4 2024 New
Calamos ETF Tr
-
$292 Million 0.16% of portfolio
-
Q4 2024 New
Aim ETF Products Trust
-
$251 Million 0.14% of portfolio
-
Q4 2024 New
$1.08T
$245 Million 0.14% of portfolio
1,242
Q4 2024 New
$2.37T
$226 Million 0.13% of portfolio
1,029
Q4 2024 New
Calamos ETF Tr
-
$237 Million 0.13% of portfolio
-
Q4 2024 New
$324B
$207 Million 0.12% of portfolio
619
Q4 2024 New
$199B
$190 Million 0.11% of portfolio
1,704
Q4 2024 New
$89.9B
$142 Million 0.08% of portfolio
1,873
Q4 2024 New
Calamos ETF Tr
-
$119 Million 0.07% of portfolio
-
Q4 2024 New
$0
$114 Million 0.06% of portfolio
4,392
Q4 2024 New
$0
$90.1 Million 0.05% of portfolio
1,000
Q4 2024 New
Aim ETF Products Trust
-
$89.5 Million 0.05% of portfolio
-
Q4 2024 New
$0
$47.6 Million 0.03% of portfolio
2,437
Q4 2024 New
Innovator Etfs Trust
-
$43.1 Million 0.02% of portfolio
-
Q4 2024 New
Aim ETF Products Trust
-
$33.8 Million 0.02% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $179 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 65 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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