Nisa Investment Advisors, LLC Reduced Holdings in Q2 2025

Nisa Investment Advisors, LLC

  • $21.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TTD
Trade Desk, Inc.

Technology
-750
- 1.77%
$45.27 - $79.4 $34K - $59.6K
41.6K $2.99M
DLR
Digital Realty Trust, Inc.

Real Estate
-18.3K
- 14.65%
$136.11 - $177.69 $2.49M - $3.25M
107K $18.6M
HOOD
Robinhood Markets, Inc.

Technology
-40K
- 46.88%
$34.17 - $93.63 $1.37M - $3.75M
45.4K $4.25M
CSL
Carlisle Companies Inc

Industrials
-71
- 0.32%
$317.1 - $408.5 $22.5K - $29K
21.9K $8.16M
TPR
Tapestry, Inc.

Consumer Cyclical
-4.61K
- 7.28%
$60.6 - $87.81 $280K - $405K
58.7K $5.16M
FIS
Fidelity National Information Services, Inc.

Technology
-180
- 0.17%
$68.14 - $82.13 $12.3K - $14.8K
109K $8.86M
VT
Vanguard Total World Stk Index

ETFs
-391
- 0.64%
$103.16 - $128.52 $40.3K - $50.3K
61K $7.84M
AFRM
Affirm Holdings, Inc.

Technology
-8.95K
- 15.89%
$35.75 - $69.14 $320K - $619K
47.4K $3.27M
TFC
Truist Financial Corp

Financial Services
-2.11K
- 0.46%
$34.79 - $42.99 $73.3K - $90.5K
452K $19.4M
SCHW
Schwab Charles Corp

Financial Services
-64.6K
- 12.57%
$69.06 - $91.24 $4.46M - $5.89M
449K $41M
AMP
Ameriprise Financial Inc

Financial Services
-3.16K
- 6.23%
$422.19 - $533.73 $1.33M - $1.68M
47.5K $25.3M
MTB
M&T Bank Corp

Financial Services
-110
- 0.19%
$156.58 - $193.99 $17.2K - $21.3K
58K $11.3M
ANSS
Ansys Inc

Technology
-1.61K
- 3.73%
$284.19 - $351.22 $456K - $564K
41.5K $14.6M
DINO
Hf Sinclair Corp

Energy
-3.74K
- 2.62%
$25.91 - $41.85 $97K - $157K
139K $5.72M
WMB
Williams Companies, Inc.

Energy
-2.3K
- 0.6%
$54.33 - $62.87 $125K - $144K
382K $24M
EW
Edwards Lifesciences Corp

Healthcare
-5.61K
- 2.17%
$67.07 - $78.22 $376K - $438K
253K $19.8M
STX
Seagate Technology Holdings PLC

Technology
-9.02K
- 22.42%
$66.54 - $144.33 $600K - $1.3M
31.2K $4.5M
ACM
Aecom

Industrials
-178
- 0.3%
$87.19 - $113.06 $15.5K - $20.1K
58.8K $6.63M
CRS
Carpenter Technology Corp

Industrials
-148
- 1.16%
$151.3 - $276.38 $22.4K - $40.9K
12.6K $3.48M
VEA
Vanguard Ftse Developed Market

ETFs
-380
- 0.2%
$45.65 - $57.01 $17.3K - $21.7K
194K $11M
EBAY
Ebay Inc

Consumer Cyclical
-6.68K
- 2.19%
$59.52 - $79.36 $398K - $530K
299K $22.3M
PANW
Palo Alto Networks Inc

Technology
-14.9K
- 10.82%
$152.44 - $204.64 $2.27M - $3.05M
123K $25.1M
ROK
Rockwell Automation, Inc

Industrials
-757
- 2.59%
$218.97 - $332.17 $166K - $251K
28.5K $9.46M
CARR
Carrier Global Corp

Industrials
-5.92K
- 2.41%
$55.55 - $75.83 $329K - $449K
239K $17.5M
CVNA
Carvana Co.

Consumer Cyclical
-450
- 2.54%
$162.57 - $345.64 $73.2K - $156K
17.3K $5.81M
V
Visa Inc.

Financial Services
-615
- 0.12%
$308.27 - $373.31 $190K - $230K
509K $181M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-15.6K
- 3.29%
$72.96 - $90.39 $1.14M - $1.41M
459K $41M
VEU
Vanguard Ftse All World Ex Us

ETFs
-40.8K
- 5.3%
$54.19 - $67.22 $2.21M - $2.74M
729K $49M
SYK
Stryker Corp

Healthcare
-126
- 0.12%
$337.37 - $395.63 $42.5K - $49.8K
102K $40.5M
WFC
Wells Fargo & Company

Financial Services
-64.4K
- 6.52%
$60.98 - $80.12 $3.93M - $5.16M
924K $74M
SPOT
Spotify Technology S.A.

Communication Services
-3.56K
- 12.92%
$503.3 - $775.9 $1.79M - $2.76M
24K $18.4M
PH
Parker Hannifin Corp

Industrials
-689
- 1.66%
$517.23 - $700.54 $356K - $483K
40.9K $28.6M
DE
Deere & CO

Industrials
-57
- 0.06%
$412.99 - $531.48 $23.5K - $30.3K
97.1K $49.4M
IDXX
Idexx Laboratories Inc

Healthcare
-52
- 0.13%
$361.04 - $536.34 $18.8K - $27.9K
40.2K $21.5M
WMT
Walmart Inc.

Consumer Defensive
-81.7K
- 6.28%
$81.79 - $99.98 $6.68M - $8.17M
1.22M $119M
ISRG
Intuitive Surgical Inc

Healthcare
-147
- 0.13%
$451.58 - $565.94 $66.4K - $83.2K
112K $60.6M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-5.44K
- 7.9%
$177.93 - $313.14 $968K - $1.7M
63.5K $19.9M
CAT
Caterpillar Inc

Industrials
-10.8K
- 6.32%
$273.94 - $388.21 $2.96M - $4.2M
160K $62.3M
AMAT
Applied Materials Inc

Technology
-93K
- 14.48%
$126.95 - $183.52 $11.8M - $17.1M
550K $101M
KLAC
Kla Corp

Technology
-1.64K
- 3.54%
$576.53 - $902.94 $944K - $1.48M
44.6K $39.9M
DIS
Walt Disney CO

Communication Services
-60K
- 9.36%
$81.72 - $124.01 $4.9M - $7.44M
581K $72.1M
IBM
International Business Machines Corp

Technology
-999
- 0.45%
$221.03 - $294.78 $221K - $294K
223K $65.7M
GS
Goldman Sachs Group Inc

Financial Services
-1.28K
- 1.35%
$462.22 - $707.75 $592K - $907K
93.7K $66.3M
BAC
Bank Of America Corp

Financial Services
-28.8K
- 0.98%
$34.39 - $47.46 $991K - $1.37M
2.9M $137M
INTU
Intuit Inc

Technology
-6.3K
- 5.33%
$544.07 - $787.63 $3.43M - $4.96M
112K $88.1M
GOOGL
Alphabet Inc.

Communication Services
-142K
- 7.46%
$144.7 - $178.6 $20.5M - $25.3M
1.76M $310M
AMD
Advanced Micro Devices Inc

Technology
-8.95K
- 1.93%
$78.21 - $143.81 $700K - $1.29M
456K $64.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-5.21K
- 0.89%
$221.86 - $362.89 $1.16M - $1.89M
581K $184M
JPM
Jpmorgan Chase & CO

Financial Services
-5.28K
- 0.56%
$210.28 - $289.91 $1.11M - $1.53M
936K $271M
Activity Summary
Buys All Purchases 1483 New Holdings 167 Increased Positions 1316 Sells All Sells 1255 Reductions 1255 Sold out 0 Options Calls 0 Puts 0
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