Wealth Management Nebraska Portfolio Holdings

Wealth Management Nebraska

  • $657 Billion
  • Q1 2025

Wealth Management Nebraska has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $657 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $145B, American Centy ETF Tr Avantis with a value of $60.1B, Dimensional ETF Tr with a value of $43.6B, Dimensional ETF Tr U S Equity with a value of $41.5B, and American Centy ETF Tr Avantis with a value of $40.5B.

Examining the 13F form we can see an increase of $42.6B in the current position value, from $615B to 657B.

Wealth Management Nebraska is based out at Norfolk, NE

Below you can find more details about Wealth Management Nebraska portfolio as well as his latest detailed transactions.

Portfolio value $657 Billion
ETFs: $501 Billion
Technology: $5.25 Billion
Financial Services: $3.5 Billion
Industrials: $1.76 Billion
Consumer Cyclical: $1.27 Billion
Communication Services: $1.14 Billion
Consumer Defensive: $1.04 Billion
Utilities: $650 Million
Other: $567 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $657 Billion
  • Prior Value $615 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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