Nestegg Advisors, Inc. has filed its 13F form on March 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $98.8 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $18.7B, Ishares Russell 1000 Val ETF with a value of $14.9B, Ishares Core S&P Sm Cap ETF with a value of $12.5B, Ishares Tr with a value of $6.23B, and First Trust Rising Dividend Ac with a value of $5.8B.

Examining the 13F form we can see an increase of $98.8B in the current position value.

Nestegg Advisors, Inc. is based out at Hauppauge, NY

Below you can find more details about Nestegg Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $98.8 Billion
ETFs: $84.3 Billion
Technology: $3.76 Billion
Consumer Cyclical: $968 Million
Consumer Defensive: $936 Million
Financial Services: $302 Million
Healthcare: $251 Million
Communication Services: $218 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $98.8 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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