Nisa Investment Advisors, LLC Reduced Holdings in Q1 2025

Nisa Investment Advisors, LLC

  • $19.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-3.28M
- 33.26%
$554.06 - $615.85 $1.82B - $2.02B
6.59M $3.7B
NVDA
Nvidia Corp

Technology
-1.33M
- 15.02%
$106.98 - $149.43 $142M - $199M
7.53M $816M
GOOG
Alphabet Inc.

Communication Services
-698K
- 27.49%
$156.06 - $207.71 $109M - $145M
1.84M $288M
MSFT
Microsoft Corp

Technology
-150K
- 6.26%
$375.39 - $447.2 $56.1M - $66.9M
2.24M $840M
AAPL
Apple Inc.

Technology
-85.2K
- 1.96%
$209.68 - $247.1 $17.9M - $21M
4.27M $949M
SPY
Spdr S&P 500 ETF Trust

ETFs
-165K
- 99.99%
$551.42 - $612.93 $90.7M - $101M
15 $8K
GOOGL
Alphabet Inc.

Communication Services
-128K
- 6.3%
$154.33 - $206.19 $19.7M - $26.4M
1.9M $294M
TSLA
Tesla, Inc.

Consumer Cyclical
-4.21K
- 0.71%
$222.15 - $428.22 $936K - $1.8M
586K $152M
META
Meta Platforms, Inc.

Communication Services
-93.4K
- 13.17%
$576.36 - $736.67 $53.9M - $68.8M
616K $355M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-8.98K
- 26.4%
$4295.4 - $5141.88 $38.6M - $46.2M
25.1K $115M
HON
Honeywell International Inc

Industrials
-145K
- 25.55%
$202.75 - $226.52 $29.3M - $32.7M
421K $89.2M
VZ
Verizon Communications Inc

Communication Services
-1.08M
- 54.5%
$37.81 - $46.49 $40.7M - $50.1M
899K $40.8M
CMCSA
Comcast Corp

Communication Services
-954K
- 39.47%
$33.19 - $38.23 $31.7M - $36.5M
1.46M $54M
CB
Chubb LTD

Financial Services
-134K
- 41.8%
$257.71 - $301.99 $34.6M - $40.5M
187K $56.4M
NOW
Service Now, Inc.

Technology
-17.5K
- 26.56%
$783.83 - $1170.39 $13.7M - $20.5M
48.4K $38.5M
GLW
Corning Inc

Technology
-586K
- 68.35%
$44.91 - $54.25 $26.3M - $31.8M
271K $12.4M
INTU
Intuit Inc

Technology
-42.2K
- 26.33%
$555.63 - $630.23 $23.5M - $26.6M
118K $72.6M
WMT
Walmart Inc.

Consumer Defensive
-266K
- 16.99%
$84.5 - $105.05 $22.5M - $28M
1.3M $114M
AON
Aon PLC

Financial Services
-79.2K
- 58.34%
$348.44 - $409.32 $27.6M - $32.4M
56.5K $22.6M
HD
Home Depot, Inc.

Consumer Cyclical
-49.6K
- 13.99%
$347.25 - $424.87 $17.2M - $21.1M
305K $112M
IEFA
Ishares Tr

ETFs
-361K
- 85.37%
$69.57 - $78.65 $25.1M - $28.4M
61.8K $4.68M
MRK
Merck & Co., Inc.

Healthcare
-185K
- 21.41%
$83.01 - $101.02 $15.3M - $18.6M
677K $60.8M
LMT
Lockheed Martin Corp

Industrials
-43.4K
- 33.18%
$423.19 - $506.29 $18.4M - $22M
87.4K $39M
GEO
Geo Group Inc

Real Estate
-848K
- 98.61%
$22.92 - $35.35 $19.4M - $30M
12K $349K
ETR
Entergy Corp

Utilities
-317K
- 88.28%
$75.26 - $87.89 $23.9M - $27.9M
42.1K $3.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-299K
- 70.81%
$77.7 - $78.94 $23.2M - $23.6M
123K $9.73M
RTX
Raytheon Technologies Corp

Industrials
-236K
- 38.09%
$114.1 - $135.66 $26.9M - $32M
383K $50.8M
TT
Trane Technologies PLC

Industrials
-48.3K
- 37.5%
$332.0 - $400.86 $16M - $19.4M
80.5K $27.1M
BDX
Becton Dickinson & CO

Healthcare
-87.4K
- 55.54%
$222.79 - $249.08 $19.5M - $21.8M
70K $16M
MCK
Mckesson Corp

Healthcare
-43.9K
- 45.59%
$566.21 - $672.99 $24.9M - $29.6M
52.4K $35.3M
ORCL
Oracle Corp

Technology
-21K
- 3.51%
$139.81 - $186.47 $2.93M - $3.91M
576K $80.5M
SPG
Simon Property Group Inc

Real Estate
-99.5K
- 34.41%
$159.48 - $187.78 $15.9M - $18.7M
190K $31.5M
PEG
Public Service Enterprise Group Inc

Utilities
-204K
- 71.38%
$78.2 - $90.39 $16M - $18.5M
81.9K $6.74M
AEP
American Electric Power CO Inc

Utilities
-196K
- 77.27%
$90.32 - $109.27 $17.7M - $21.4M
57.7K $6.3M
ELV
Elevance Health, Inc.

Healthcare
-67.1K
- 33.62%
$365.9 - $436.25 $24.5M - $29.3M
132K $57.6M
COST
Costco Wholesale Corp

Consumer Defensive
-21.3K
- 14.49%
$890.62 - $1076.86 $19M - $23M
126K $119M
DHR
Danaher Corp

Healthcare
-46.5K
- 18.95%
$201.62 - $250.59 $9.38M - $11.7M
199K $40.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-17.3K
- 42.72%
$1187.71 - $1432.58 $20.6M - $24.8M
23.2K $33.3M
FDX
Fedex Corp

Industrials
-40K
- 33.32%
$230.33 - $281.53 $9.22M - $11.3M
80.1K $19.5M
NKE
Nike, Inc.

Consumer Cyclical
-112K
- 19.77%
$63.29 - $81.72 $7.1M - $9.17M
455K $28.9M
GS
Goldman Sachs Group Inc

Financial Services
-19.2K
- 16.81%
$524.81 - $672.19 $10.1M - $12.9M
94.9K $51.9M
TMUS
T Mobile Us, Inc.

Communication Services
-91.8K
- 36.08%
$211.3 - $272.83 $19.4M - $25M
163K $43.4M
SRE
Sempra Energy

Utilities
-120K
- 47.85%
$67.85 - $87.67 $8.11M - $10.5M
130K $9.3M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-112K
- 34.78%
$110.75 - $119.78 $12.4M - $13.4M
210K $24.3M
CSCO
Cisco Systems, Inc.

Technology
-279K
- 12.14%
$58.74 - $64.87 $16.4M - $18.1M
2.02M $125M
PRU
Prudential Financial Inc

Financial Services
-85.4K
- 37.95%
$105.04 - $122.33 $8.97M - $10.4M
140K $15.6M
PFE
Pfizer Inc

Healthcare
-355K
- 20.56%
$25.01 - $27.13 $8.87M - $9.62M
1.37M $34.7M
JXN
Jackson Financial Inc.

Financial Services
-118K
- 52.07%
$79.36 - $97.88 $9.36M - $11.5M
109K $9.09M
BAC
Bank Of America Corp

Financial Services
-81.9K
- 2.72%
$39.61 - $47.74 $3.25M - $3.91M
2.93M $122M
Activity Summary
Buys All Purchases 1248 New Holdings 131 Increased Positions 1117 Sells All Sells 1303 Reductions 1302 Sold out 1 Options Calls 0 Puts 0
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