Nottingham Advisors, Inc. Portfolio Holdings

Nottingham Advisors, Inc.

  • $627 Million
  • Q2 2025

Nottingham Advisors, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $627 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $67.2M, Ishares Tr with a value of $53.3M, Spdr Portfolio S&P 500 Value E with a value of $42.5M, Spdr Portfolio with a value of $41.4M, and J P Morgan Exchange Traded Fd with a value of $35.3M.

Examining the 13F form we can see an decrease of $2.66M in the current position value, from $630M to 627M.

Nottingham Advisors, Inc. is based out at Amherst, NY

Below you can find more details about Nottingham Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $627 Million
ETFs: $620 Million
Financial Services: $2.05 Million
Technology: $1.95 Million
Energy: $1.27 Million
Communication Services: $758,000
Industrials: $633,000
Consumer Cyclical: $453,000
Healthcare: $230,000
Other: $192,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.02B
$767,000 0.12% of portfolio
9,056
Q2 2025 Added 58.46%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $627 Million
  • Prior Value $630 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
Track This Portfolio

Track Nottingham Advisors, Inc. Portfolio

Follow Nottingham Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nottingham Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nottingham Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email