Nbz Investment Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 66 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 $29.5B, Amplify ETF Tr Amplify Cwp Enh with a value of $21.2B, Innovator Etfs Tr with a value of $14.4B, Tidal Trust I with a value of $13B, and Janus Detroit Str Tr Janus Hen with a value of $12.5B.

Examining the 13F form we can see an increase of $16B in the current position value, from $176B to 192B.

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 $192 Billion
ETFs: $129 Billion
Technology: $8.76 Billion
Financial Services: $5.49 Billion
Communication Services: $3.05 Billion
Consumer Cyclical: $1.13 Billion
Healthcare: $694 Million
Industrials: $569 Million
Consumer Defensive: $153 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $192 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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