Nbz Investment Advisors LLC New Holdings in Q4 2024

Nbz Investment Advisors LLC

  • $179 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
396K
New
$66.77 - $71.52 $26.4M - $28.3M
396K $27.3B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
498K
New
$50.62 - $50.97 $25.2M - $25.4M
498K $25.3B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
449K
New
$40.26 - $42.88 $18.1M - $19.2M
449K $18.2B
OMFL
Invesco Exchange Traded Self I

ETFs
250K
New
$52.49 - $56.58 $13.1M - $14.1M
250K $13.6B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
120K
New
$103.6 - $112.52 $12.4M - $13.5M
120K $12.6B
BALT
Innovator Etfs Tr
395K
New
$30.76 - $31.55 $12.2M - $12.5M
395K $12.4B
Aim ETF Products Trust
290K
New
N/A
290K $7.59B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
76.4K
New
$98.47 - $109.35 $7.52M - $8.35M
76.4K $7.52B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
327K
New
$22.01 - $66.82 $7.21M - $21.9M
327K $7.43B
XSMO
Invesco S&P Smallcap Momentum

ETFs
111K
New
$65.08 - $73.72 $7.24M - $8.2M
111K $7.35B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
92.1K
New
$45.39 - $62.98 $4.18M - $5.8M
92.1K $5.23B
AAPL
Apple Inc.

Technology
11.7K
New
$221.69 - $259.02 $2.6M - $3.04M
11.7K $2.94B
TCHP
T Rowe Price Exchange Traded F

Technology
64.6K
New
$39.17 - $43.9 $2.53M - $2.84M
64.6K $2.72B
NVDA
Nvidia Corp

Technology
12.9K
New
$117.0 - $148.88 $1.51M - $1.92M
12.9K $1.73B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
61.8K
New
$27.54 - $83.04 $1.7M - $5.13M
61.8K $1.71B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.14K
New
$481.22 - $538.17 $1.51M - $1.69M
3.14K $1.61B
AXP
American Express CO

Financial Services
5.36K
New
$267.35 - $305.57 $1.43M - $1.64M
5.36K $1.59B
GOOG
Alphabet Inc.

Communication Services
7.16K
New
$163.08 - $198.16 $1.17M - $1.42M
7.16K $1.36B
MSFT
Microsoft Corp

Technology
2.94K
New
$406.35 - $454.46 $1.19M - $1.34M
2.94K $1.24B
Aim ETF Products Trust
45.7K
New
N/A
45.7K $1.21B
JPM
Jpmorgan Chase & CO

Financial Services
4.13K
New
$205.18 - $250.29 $847K - $1.03M
4.13K $990M
IVV
Ishares Core S&P 500 ETF

ETFs
1.4K
New
$570.51 - $610.59 $797K - $853K
1.4K $822M
Ishares Tr
30.5K
New
N/A
30.5K $798M
WFC
Wells Fargo & Company

Financial Services
11.3K
New
$54.98 - $77.35 $622K - $875K
11.3K $795M
PJUL
Innovator U.S. Equity Power Bu

ETFs
18.4K
New
$40.12 - $41.68 $736K - $765K
18.4K $756M
PNFP
Pinnacle Financial Partners Inc

Financial Services
5.84K
New
$92.95 - $129.87 $543K - $759K
5.84K $668M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
17.5K
New
$35.71 - $38.39 $624K - $671K
17.5K $646M
Tidal ETF Tr
27.5K
New
N/A
27.5K $548M
PFE
Pfizer Inc

Healthcare
19.1K
New
$24.8 - $30.19 $474K - $577K
19.1K $507M
BA
Boeing CO

Industrials
2.84K
New
$138.14 - $180.72 $393K - $514K
2.84K $503M
TSLA
Tesla, Inc.

Consumer Cyclical
1.25K
New
$213.65 - $479.86 $266K - $598K
1.25K $503M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.98K
New
$100.16 - $100.7 $499K - $502K
4.98K $500M
Pgim Rock ETF Tr
11.9K
New
N/A
11.9K $319M
META
Meta Platforms, Inc.

Communication Services
517
New
$554.08 - $632.68 $286K - $327K
517 $303M
Calamos ETF Tr
10.9K
New
N/A
10.9K $292M
Aim ETF Products Trust
9.83K
New
N/A
9.83K $251M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.24K
New
$172.07 - $207.36 $214K - $258K
1.24K $245M
Calamos ETF Tr
9.52K
New
N/A
9.52K $237M
AMZN
Amazon Com Inc

Consumer Cyclical
1.03K
New
$180.88 - $232.93 $186K - $240K
1.03K $226M
CRM
Salesforce, Inc.

Technology
619
New
$270.87 - $367.87 $168K - $228K
619 $207M
DIS
Walt Disney CO

Communication Services
1.7K
New
$92.39 - $117.6 $157K - $200K
1.7K $190M
NKE
Nike, Inc.

Consumer Cyclical
1.87K
New
$73.36 - $89.13 $137K - $167K
1.87K $142M
Calamos ETF Tr
4.78K
New
N/A
4.78K $119M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.39K
New
$25.33 - $51.16 $111K - $225K
4.39K $114M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1K
New
$89.81 - $104.0 $89.8K - $104K
1K $90.1M
Aim ETF Products Trust
3.47K
New
N/A
3.47K $89.5M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
2.44K
New
$16.2 - $20.45 $39.5K - $49.8K
2.44K $47.6M
Innovator Etfs Trust
1.64K
New
N/A
1.64K $43.1M
Aim ETF Products Trust
1.38K
New
N/A
1.38K $33.8M
Activity Summary
Buys All Purchases 65 New Holdings 65 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 4 Puts 0
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