Nestegg Advisors, Inc. Portfolio Holdings

Nestegg Advisors, Inc.

  • $117 Billion
  • Q4 2025

Nestegg Advisors, Inc. has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 51 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 $21.9B, Ishares Russell 1000 Val ETF with a value of $16.1B, Ishares Core S&P Sm Cap ETF with a value of $12.3B, First Trust Rising Dividend Ac with a value of $7.69B, and Schwab Strategic Tr Us Large C with a value of $7.15B.

Examining the 13F form we can see an increase of $4.43B in the current position value, from $113B to 117B.

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 $117 Billion
ETFs: $95.2 Billion
Technology: $4.52 Billion
Consumer Cyclical: $846 Million
Communication Services: $840 Million
Consumer Defensive: $837 Million
Healthcare: $349 Million
Financial Services: $349 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$3.83 Billion 3.27% of portfolio
14,098
Q4 2025 Added 0.61%
$404B
$837 Million 0.71% of portfolio
970
Q4 2024 New
$367B
$549 Million 0.47% of portfolio
1,595
Q4 2025 Reduced 1.54%
$3.78T
$489 Million 0.42% of portfolio
1,012
Q4 2025 Added 4.76%
$1.74T
$354 Million 0.3% of portfolio
1,128
Q4 2025 Added 0.09%
$522B
$349 Million 0.3% of portfolio
1,689
Q4 2025 Reduced 1.69%
$2.39T
$298 Million 0.25% of portfolio
1,289
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $117 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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