Nestegg Advisors, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $113 Billion distributed in 49 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 $21.8B, Ishares Russell 1000 Val ETF with a value of $15.6B, Ishares Core S&P Sm Cap ETF with a value of $12.3B, Ishares Tr with a value of $8.79B, and First Trust Rising Dividend Ac with a value of $6.98B.

Examining the 13F form we can see an increase of $8.79B in the current position value, from $104B to 113B.

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 $113 Billion
ETFs: $92.3 Billion
Technology: $4.28 Billion
Consumer Cyclical: $939 Million
Consumer Defensive: $898 Million
Communication Services: $881 Million
Financial Services: $336 Million
Healthcare: $319 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $113 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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