Wealth Management Nebraska Incresed Positions in Q4 2025

Wealth Management Nebraska

  • $875 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
487K
+ 9.9%
$33.69 - $34.08 $16.4M - $16.6M
5.4M $183B
AVSC
American Centy ETF Tr Avantis
105K
+ 11.62%
$55.24 - $58.86 $5.81M - $6.19M
1.01M $103B
AVLV
American Centy ETF Tr Avantis
96.8K
+ 12.59%
$70.14 - $73.74 $6.79M - $7.14M
866K $65.6B
DFIV
Dimensional ETF Tr

ETFs
65.7K
+ 5.45%
$45.13 - $48.25 $2.97M - $3.17M
1.27M $63.5B
Dimensional ETF Trust
81.3K
+ 13.69%
N/A
675K $50B
DFAS
Dimensional ETF Tr U S Small C

ETFs
44.7K
+ 6.78%
$66.04 - $69.67 $2.95M - $3.11M
704K $49.1B
DFUS
Dimensional ETF Tr U S Equity

ETFs
34.8K
+ 4.67%
$71.0 - $74.64 $2.47M - $2.6M
781K $58B
AVDV
American Centy ETF Tr Avantis

ETFs
4.89K
+ 0.89%
$87.37 - $90.92 $427K - $445K
553K $51.9B
Dimensional ETF Trust
88.7K
+ 18.69%
N/A
563K $14.9B
DFIS
Dimensional ETF Tr Dimensional

ETFs
33.2K
+ 7.3%
$30.89 - $32.15 $1.03M - $1.07M
488K $16.1B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
57.6K
+ 4.23%
$25.75 - $26.12 $1.48M - $1.5M
1.42M $36.5B
Ssga Active Tr
46.4K
+ 373.82%
N/A
58.8K $1.49B
MSFT
Microsoft Corp

Technology
1.42K
+ 35.82%
$496.82 - $542.07 $703K - $768K
5.37K $2.6B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.84K
+ 20.92%
$242.67 - $261.79 $446K - $481K
10.6K $2.69B
GLDM
World Gold Trust

ETFs
3.43K
+ 16.17%
$76.32 - $86.69 $261K - $297K
24.6K $2.1B
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.94K
+ 191.52%
$198.6 - $229.9 $386K - $446K
2.96K $652M
AAPL
Apple Inc.

Technology
777
+ 10.31%
$245.27 - $275.25 $191K - $214K
8.32K $2.26B
SPY
Spdr S&P 500 ETF Trust

ETFs
448
+ 27.95%
$653.02 - $687.39 $293K - $308K
2.05K $1.4B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.58K
+ 2.09%
$79.55 - $80.13 $364K - $367K
223K $17.8B
Ea Series Trust
1.94K
+ 6.83%
N/A
30.3K $3.49B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
478
+ 5.47%
$475.68 - $513.11 $227K - $245K
9.21K $4.63B
AVGO
Broadcom Inc.

Technology
515
+ 64.13%
$324.63 - $385.98 $167K - $199K
1.32K $456M
XOM
Exxon Mobil Corp

Energy
1.33K
+ 62.54%
$110.64 - $119.78 $147K - $159K
3.45K $416M
WMT
Walmart Inc.

Consumer Defensive
633
+ 5.5%
$101.18 - $109.03 $64K - $69K
12.2K $1.35B
VUG
Vanguard Growth ETF

ETFs
332
+ 60.58%
$470.44 - $504.26 $156K - $167K
880 $429M
MGK
Vanguard Mega Cap Growth ETF

ETFs
337
+ 29.93%
$394.96 - $425.89 $133K - $144K
1.46K $604M
HUBB
Hubbell Inc

Industrials
250
+ 41.53%
$408.46 - $472.57 $102K - $118K
852 $378M
CAT
Caterpillar Inc

Industrials
28
+ 2.86%
$480.82 - $585.49 $13.5K - $16.4K
1.01K $578M
IVV
Ishares Core S&P 500 ETF

ETFs
15
+ 0.24%
$656.2 - $690.71 $9.84K - $10.4K
6.18K $4.23B
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.76K
+ 4.63%
$30.13 - $30.32 $113K - $114K
84.9K $2.56B
JPM
Jpmorgan Chase & CO

Financial Services
298
+ 24.13%
$294.11 - $320.41 $87.6K - $95.5K
1.53K $494M
V
Visa Inc.

Financial Services
243
+ 15.49%
$325.75 - $352.42 $79.2K - $85.6K
1.81K $636M
PLTM
Granite Shares Platinum Trust

ETFs
409
+ 2.48%
$14.75 - $16.48 $6.03K - $6.74K
16.9K $333M
NEE
Nextera Energy Inc

Utilities
703
+ 15.7%
$78.18 - $86.03 $55K - $60.5K
5.18K $416M
SO
Southern CO

Utilities
1.02K
+ 28.72%
$90.58 - $99.72 $92.2K - $102K
4.56K $398M
AMZN
Amazon Com Inc

Consumer Cyclical
18
+ 0.43%
$213.04 - $254.0 $3.83K - $4.57K
4.25K $981M
BITO
Proshares Tr Bitcoin Strategy

ETFs
18.5K
+ 74.4%
$14.75 - $20.75 $272K - $383K
43.3K $526M
AVIG
American Centy ETF Tr Avantis

ETFs
882
+ 5.99%
$41.84 - $42.48 $36.9K - $37.5K
15.6K $654M
VEA
Vanguard Ftse Developed Market

ETFs
87
+ 1.06%
$59.18 - $62.09 $5.15K - $5.4K
8.32K $520M
BAC
Bank Of America Corp

Financial Services
130
+ 2.51%
$48.65 - $54.11 $6.32K - $7.03K
5.31K $292M
BND
Vanguard Bd Index Fd Inc Total

ETFs
324
+ 2.78%
$74.09 - $75.1 $24K - $24.3K
12K $887M
VB
Vanguard Small Cap ETF

ETFs
42
+ 2.14%
$248.1 - $260.08 $10.4K - $10.9K
2.01K $518M
NVDA
Nvidia Corp

Technology
90
+ 1.04%
$179.83 - $207.04 $16.2K - $18.6K
8.77K $1.64B
Dimensional ETF Trust
29
+ 0.26%
N/A
11.1K $381M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.2K
+ 7.76%
$23.07 - $24.16 $27.6K - $28.9K
16.6K $381M
VO
Vanguard Mid Cap ETF

ETFs
65
+ 3.02%
$286.27 - $296.23 $18.6K - $19.3K
2.21K $643M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
87
+ 1.23%
$52.54 - $55.77 $4.57K - $4.85K
7.17K $385M
HD
Home Depot, Inc.

Consumer Cyclical
69
+ 10.33%
$358.03 - $397.02 $24.7K - $27.4K
737 $254M
META
Meta Platforms, Inc.

Communication Services
73
+ 8.32%
$609.01 - $751.67 $44.5K - $54.9K
950 $627M
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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