Nbz Investment Advisors LLC Portfolio Holdings by Sector
Nbz Investment Advisors LLC
- $176 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DIVO SPLG SSO JAAA XSMO XMHQ TSPA TACK 22 stocks |
$122 Million
88.86% of portfolio
|
7
|
8
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AMD AMD NVDA 5 stocks |
$2.79 Million
2.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.32 Million
1.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$2.06 Million
1.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP 1 stocks |
$1.73 Million
1.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$1.66 Million
1.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.43 Million
1.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE PFE 2 stocks |
$660,002
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNFP 1 stocks |
$645,015
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN AMZN 2 stocks |
$582,192
0.42% of portfolio
|
2
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$557,140
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TSLA 2 stocks |
$419,947
0.3% of portfolio
|
- |
2
|
- | - |
1
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS DIS 2 stocks |
$263,025
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE NKE 2 stocks |
$232,514
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|