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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$191B
$325 Million 0.05% of portfolio
984
Q1 2025 Added 5.02%
$145B
$326 Million 0.05% of portfolio
4,595
Q1 2025 Added 50.95%
$0
$317 Million 0.05% of portfolio
7,007
Q1 2025 Added 0.09%
$0
$327 Million 0.05% of portfolio
4,172
Q1 2025 Reduced 25.34%
$96.8B
$325 Million 0.05% of portfolio
3,531
Q4 2024 New
$793B
$300 Million 0.05% of portfolio
1,221
Q1 2025 Added 38.91%
$0
$235 Million 0.04% of portfolio
4,662
Q1 2025 Reduced 0.13%
$1.08T
$236 Million 0.04% of portfolio
1,510
Q1 2025 Added 2.3%
$0
$258 Million 0.04% of portfolio
1,354
Q1 2025 New
Fidelity Wise Origin Bitcoin
-
$269 Million 0.04% of portfolio
-
Q4 2024 New
$362B
$267 Million 0.04% of portfolio
729
Q1 2025 Added 28.12%
$469B
$271 Million 0.04% of portfolio
2,278
Q1 2025 New
$0
$254 Million 0.04% of portfolio
3,111
Q1 2025 New
$220B
$227 Million 0.03% of portfolio
844
Q1 2025 New
$0
$211 Million 0.03% of portfolio
584
Q1 2025 New
$0
$208 Million 0.03% of portfolio
1,115
Q1 2025 Reduced 56.65%
$218B
$218 Million 0.03% of portfolio
698
Q1 2025 New
$0
$219 Million 0.03% of portfolio
534
Q4 2024 New
$1.12T
$219 Million 0.03% of portfolio
1,317
Q1 2025 Added 15.43%
$0
$215 Million 0.03% of portfolio
769
Q4 2024 New
$0
$204 Million 0.03% of portfolio
1,179
Q1 2025 New
$356B
$211 Million 0.03% of portfolio
5,057
Q1 2025 Added 8.45%
$0
$138 Million 0.02% of portfolio
19,243
Q1 2025 Added 1.77%

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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