Wealth Management Nebraska Portfolio Holdings by Sector
Wealth Management Nebraska
- $615 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPIB HYMB DFIV DFUS DFAS AVDV DFUV SPAB 36 stocks |
$477 Million
96.89% of portfolio
|
36
|
- |
36
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TXN NVDA TSM 3 stocks |
$2.49 Million
0.51% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.75 Million
0.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON 1 stocks |
$1.35 Million
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.26 Million
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.19 Million
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.15 Million
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$996,577
0.2% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$969,004
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$654,221
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO NEE 2 stocks |
$508,930
0.1% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$489,546
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$415,644
0.08% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$356,535
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$339,908
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$313,380
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$252,172
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$221,335
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$210,810
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$203,036
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CRF 1 stocks |
$164,318
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|