Nestegg Advisors, Inc. New Holdings in Q4 2024

Nestegg Advisors, Inc.

  • $98.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
46.2K
New
$370.24 - $418.94 $17.1M - $19.4M
46.2K $18.7B
IWD
Ishares Russell 1000 Val ETF

ETFs
76.9K
New
$183.23 - $199.79 $14.1M - $15.4M
76.9K $14.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
105K
New
$113.92 - $127.38 $12M - $13.4M
105K $12.5B
IBDV
Ishares Tr

Technology
290K
New
$21.24 - $22.15 $6.16M - $6.43M
290K $6.23B
RDVY
First Trust Rising Dividend Ac

ETFs
92.6K
New
$58.65 - $64.37 $5.43M - $5.96M
92.6K $5.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
196K
New
$25.93 - $105.3 $5.07M - $20.6M
196K $5.49B
VUG
Vanguard Growth ETF

ETFs
8.81K
New
$378.79 - $428.11 $3.34M - $3.77M
8.81K $3.64B
VEA
Vanguard Ftse Developed Market

ETFs
67K
New
$47.57 - $52.44 $3.19M - $3.52M
67K $3.35B
AAPL
Apple Inc.

Technology
14.5K
New
$221.69 - $259.02 $3.22M - $3.76M
14.5K $3.34B
PFM
Invesco Exchange Traded Fd Tr

ETFs
50.9K
New
$45.72 - $48.2 $2.33M - $2.45M
50.9K $2.42B
Ishares Tr
74.5K
New
N/A
74.5K $1.9B
SCHA
Schwab Strategic Tr Us Small C

ETFs
54.6K
New
$25.33 - $51.16 $1.38M - $2.79M
54.6K $1.45B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
50.9K
New
$24.82 - $25.48 $1.26M - $1.3M
50.9K $1.28B
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
47.2K
New
$25.06 - $25.59 $1.18M - $1.21M
47.2K $1.19B
VNQ
Vanguard Specialized Funds Van

ETFs
11.9K
New
$87.85 - $98.6 $1.05M - $1.18M
11.9K $1.1B
PID
Invesco Exchange Traded Fd Tr

ETFs
54.9K
New
N/A
54.9K $1.04B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
52.2K
New
$18.41 - $40.87 $962K - $2.13M
52.2K $1.01B
COST
Costco Wholesale Corp

Consumer Defensive
970
New
$873.59 - $994.69 $847K - $965K
970 $936M
IWV
Ishares Russell 3000 ETF

ETFs
2.63K
New
$323.08 - $349.08 $851K - $919K
2.63K $904M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.64K
New
$75.1 - $82.99 $724K - $800K
9.64K $764M
IVV
Ishares Core S&P 500 ETF

ETFs
1.15K
New
$570.51 - $610.59 $654K - $700K
1.15K $691M
HD
Home Depot, Inc.

Consumer Cyclical
1.56K
New
$385.02 - $431.37 $602K - $675K
1.56K $665M
VB
Vanguard Small Cap ETF

ETFs
2.36K
New
$233.76 - $261.58 $551K - $616K
2.36K $587M
SPY
Spdr S&P 500 ETF Trust

ETFs
974
New
$567.81 - $607.81 $553K - $592K
974 $584M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
4.96K
New
$105.45 - $117.99 $523K - $585K
4.96K $542M
XLRE
Select Sector Spdr Tr Real Est

ETFs
11.1K
New
$40.06 - $45.21 $444K - $501K
11.1K $465M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.37K
New
$311.11 - $335.64 $425K - $459K
1.37K $452M
MSFT
Microsoft Corp

Technology
964
New
$406.35 - $454.46 $392K - $438K
964 $419M
VIG
Vanguard Dividend Appreciation

ETFs
2.03K
New
N/A
2.03K $410M
IBMO
Ishares Tr Ibonds December 202

ETFs
15K
New
$25.4 - $25.62 $381K - $384K
15K $382M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
660
New
$521.84 - $558.82 $344K - $369K
660 $364M
AMZN
Amazon Com Inc

Consumer Cyclical
1.29K
New
$180.88 - $232.93 $233K - $300K
1.29K $303M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.6K
New
$23.88 - $24.32 $301K - $306K
12.6K $303M
TRV
Travelers Companies, Inc.

Financial Services
1.2K
New
$225.97 - $266.66 $272K - $321K
1.2K $302M
IWM
Ishares Russell 2000 ETF

ETFs
1.18K
New
$216.13 - $242.4 $256K - $287K
1.18K $268M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9.68K
New
$26.55 - $26.67 $257K - $258K
9.68K $259M
JNJ
Johnson & Johnson

Healthcare
1.64K
New
$143.34 - $165.86 $236K - $273K
1.64K $251M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.79K
New
$84.34 - $95.14 $235K - $265K
2.79K $251M
QQQ
Invesco Qqq Trust, Series 1

ETFs
481
New
$481.22 - $538.17 $231K - $259K
481 $247M
JMEE
J P Morgan Exchange Traded Fd

ETFs
3.87K
New
$60.1 - $66.4 $233K - $257K
3.87K $242M
BSMU
Invesco Exchange Self Ind Tr

ETFs
10.7K
New
$21.63 - $22.25 $231K - $238K
10.7K $233M
GOOG
Alphabet Inc.

Communication Services
1.12K
New
$163.08 - $198.16 $183K - $223K
1.12K $218M
PWV
Invesco Exchange Traded Fd Tr

ETFs
3.58K
New
$56.33 - $61.73 $202K - $221K
3.58K $214M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.96K
New
$67.29 - $73.38 $199K - $217K
2.96K $208M
Activity Summary
Buys All Purchases 45 New Holdings 45 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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