Nestegg Advisors, Inc. Portfolio Holdings

Nestegg Advisors, Inc.

  • $94.1 Billion
  • Q1 2025

Nestegg Advisors, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $94.1 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $16.6B, Ishares Russell 1000 Val ETF with a value of $14.3B, Ishares Core S&P Sm Cap ETF with a value of $10.9B, Ishares Tr with a value of $8.12B, and First Trust Rising Dividend Ac with a value of $5.71B.

Examining the 13F form we can see an decrease of $4.75B in the current position value, from $98.8B to 94.1B.

Nestegg Advisors, Inc. is based out at Hauppauge, NY

Below you can find more details about Nestegg Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $94.1 Billion
ETFs: $77.5 Billion
Technology: $3.59 Billion
Consumer Defensive: $917 Million
Consumer Cyclical: $821 Million
Financial Services: $318 Million
Healthcare: $276 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 44
  • Current Value $94.1 Billion
  • Prior Value $98.8 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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