Wealth Management Nebraska Reduced Holdings in Q3 2025

Wealth Management Nebraska

  • $839 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
-25.2K
- 19.87%
$128.41 - $138.03 $3.24M - $3.48M
102K $14B
TXN
Texas Instruments Inc

Technology
-12
- 0.17%
N/A
6.91K $1.27B
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.51K
- 6.86%
$137.51 - $145.26 $207K - $219K
20.5K $2.91B
MUB
Ishares National Muni Bond ETF

ETFs
-489
- 7.87%
$103.24 - $106.68 $50.5K - $52.2K
5.73K $610M
NEE
Nextera Energy Inc

Utilities
-670
- 13.01%
$69.77 - $77.54 $46.7K - $52K
4.48K $338M
META
Meta Platforms, Inc.

Communication Services
-6
- 0.68%
$695.21 - $791.73 $4.17K - $4.75K
877 $644M
XOM
Exxon Mobil Corp

Energy
-27
- 1.25%
$105.83 - $117.22 $2.86K - $3.16K
2.13K $240M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-154
- 6.98%
$567.77 - $614.76 $87.4K - $94.7K
2.05K $1.26B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5
- 0.04%
$72.57 - $74.72 $363 - $374
11.6K $866M
AVUS
American Centy ETF Tr Avantis

ETFs
-471
- 5.71%
$101.2 - $109.16 $47.7K - $51.4K
7.77K $845M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-757
- 6.28%
$108.46 - $120.63 $82.1K - $91.3K
11.3K $1.34B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2
- 0.35%
$420.11 - $472.68 $840 - $945
564 $264M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-77
- 1.85%
$79.39 - $90.39 $6.11K - $6.96K
4.1K $363M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-76
- 5.76%
$224.68 - $282.71 $17.1K - $21.5K
1.24K $347M
WMT
Walmart Inc.

Consumer Defensive
-211
- 1.8%
$94.4 - $104.27 $19.9K - $22K
11.5K $1.19B
ORCL
Oracle Corp

Technology
-47
- 3.68%
$218.96 - $328.33 $10.3K - $15.4K
1.23K $346M
GOOG
Alphabet Inc.

Communication Services
-55
- 3.59%
$175.16 - $255.24 $9.63K - $14K
1.48K $359M
CAT
Caterpillar Inc

Industrials
-4
- 0.41%
$390.92 - $477.15 $1.56K - $1.91K
980 $468M
VTI
Vanguard Total Stock Market Et

ETFs
-73
- 1.59%
$303.93 - $329.86 $22.2K - $24.1K
4.51K $1.48B
GOOGL
Alphabet Inc.

Communication Services
-17
- 0.71%
$174.36 - $254.72 $2.96K - $4.33K
2.37K $575M
AVIV
American Centy ETF Tr Avantis
-3.47K
- 4.31%
$61.83 - $67.44 $215K - $234K
77K $5.19B
NVDA
Nvidia Corp

Technology
-168
- 1.9%
$153.3 - $186.58 $25.8K - $31.3K
8.68K $1.62B
IVV
Ishares Core S&P 500 ETF

ETFs
-147
- 2.33%
$620.67 - $670.08 $91.2K - $98.5K
6.17K $4.13B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-183
- 0.03%
$41.91 - $44.87 $7.67K - $8.21K
714K $31.9B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-14.2K
- 2.47%
$72.65 - $78.68 $1.03M - $1.12M
561K $44B
Activity Summary
Buys All Purchases 58 New Holdings 13 Increased Positions 45 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Management Nebraska Portfolio

Follow Wealth Management Nebraska and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Nebraska, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Nebraska with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email