Nbz Investment Advisors LLC Portfolio Holdings by Sector
Nbz Investment Advisors LLC
- $179 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPLG JAAA DIVO OMFL SPGP XMHQ SCHB XSMO 33 stocks |
$138 Million
90.52% of portfolio
|
33
|
- |
33
|
- |
1
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.94 Million
1.93% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM 2 stocks |
$1.97 Million
1.29% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$1.78 Million
1.17% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$1.69 Million
1.11% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP 1 stocks |
$1.59 Million
1.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.24 Million
0.81% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNFP 1 stocks |
$668,266
0.44% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE PFE 2 stocks |
$628,791
0.41% of portfolio
|
2
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$503,388
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$503,185
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS DIS 2 stocks |
$289,955
0.19% of portfolio
|
2
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$225,752
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE NKE 2 stocks |
$217,400
0.14% of portfolio
|
2
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$206,950
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|