Nbz Investment Advisors LLC Portfolio Holdings by Sector

Nbz Investment Advisors LLC

$174 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JAAA DIVO SPLG SSO XMHQ XSMO TACK SCHB 23 stocks	$125 Million 88.83% of portfolio	10	9	2	-	1 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.06 Million 2.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM AMD AMD NVDA 5 stocks	$2.11 Million 1.5% of portfolio	5	-	3	-	2 Calls 0 Puts
Credit Services \| Financial Services AXP 1 stocks	$2.09 Million 1.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC 2 stocks	$1.95 Million 1.38% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$1.43 Million 1.02% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT VERI 2 stocks	$1.2 Million 0.85% of portfolio	2	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNFP 1 stocks	$619,486 0.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE PFE 2 stocks	$588,557 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA TSLA 2 stocks	$467,784 0.33% of portfolio	2	-	1	-	1 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$459,803 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$451,108 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$408,106 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$247,148 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS DIS 2 stocks	$225,826 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$224,330 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE NKE 2 stocks	$207,770 0.15% of portfolio	1	-	-	-	1 Calls 0 Puts

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