Wealth Management Nebraska Incresed Positions in Q1 2025

Wealth Management Nebraska

  • $657 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVSC
American Centy ETF Tr Avantis
159K
+ 30.0%
$48.08 - $56.12 $7.64M - $8.92M
689K $60.1B
SPIB
Spdr Portfolio Intermediate Te

ETFs
199K
+ 4.77%
$32.5 - $33.3 $6.45M - $6.61M
4.36M $145B
AVLV
American Centy ETF Tr Avantis
80.5K
+ 14.92%
$63.51 - $70.42 $5.11M - $5.67M
620K $40.5B
AVDV
American Centy ETF Tr Avantis

ETFs
28.8K
+ 5.78%
$63.74 - $71.96 $1.84M - $2.07M
527K $36.7B
Dimensional ETF Trust
71.8K
+ 21.93%
N/A
399K $24.5B
DFUS
Dimensional ETF Tr U S Equity

ETFs
85.6K
+ 14.26%
$59.61 - $66.71 $5.11M - $5.71M
686K $41.5B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
32K
+ 2.66%
$24.73 - $25.62 $793K - $821K
1.24M $31.6B
Dimensional ETF Trust
30.5K
+ 8.48%
N/A
390K $10.3B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.39K
+ 522.14%
$102.49 - $119.96 $962K - $1.13M
11.2K $1.17B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.9K
+ 283.76%
$468.34 - $539.52 $892K - $1.03M
2.58K $1.21B
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.34K
+ 1.88%
$23.92 - $26.89 $176K - $197K
397K $10.3B
VTI
Vanguard Total Stock Market Et

ETFs
1.54K
+ 38.64%
$271.18 - $303.12 $417K - $466K
5.52K $1.52B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31
+ 0.8%
$442.66 - $534.52 $13.7K - $16.6K
3.9K $2.08B
MSFT
Microsoft Corp

Technology
1.09K
+ 38.55%
$375.39 - $447.2 $409K - $487K
3.91K $1.47B
META
Meta Platforms, Inc.

Communication Services
272
+ 41.21%
$576.36 - $736.67 $157K - $200K
932 $537M
AMZN
Amazon Com Inc

Consumer Cyclical
1.13K
+ 37.93%
$190.26 - $242.06 $215K - $274K
4.11K $783M
NEE
Nextera Energy Inc

Utilities
1.55K
+ 50.95%
$66.96 - $76.16 $104K - $118K
4.6K $326M
LLY
Eli Lilly & CO

Healthcare
96
+ 36.5%
$725.72 - $929.72 $69.7K - $89.3K
359 $297M
VO
Vanguard Mid Cap ETF

ETFs
390
+ 25.51%
$251.87 - $277.95 $98.2K - $108K
1.92K $496M
JPM
Jpmorgan Chase & CO

Financial Services
342
+ 38.91%
$225.19 - $279.95 $77K - $95.7K
1.22K $300M
WMT
Walmart Inc.

Consumer Defensive
1.15K
+ 10.74%
$84.5 - $105.05 $97.3K - $121K
11.9K $1.04B
AAPL
Apple Inc.

Technology
962
+ 19.1%
$209.68 - $247.1 $202K - $238K
6K $1.33B
V
Visa Inc.

Financial Services
17
+ 1.1%
$306.92 - $362.71 $5.22K - $6.17K
1.57K $549M
HD
Home Depot, Inc.

Consumer Cyclical
160
+ 28.12%
$347.25 - $424.87 $55.6K - $68K
729 $267M
GOOGL
Alphabet Inc.

Communication Services
645
+ 37.11%
$154.33 - $206.19 $99.5K - $133K
2.38K $369M
Ea Series Trust
272
+ 4.27%
N/A
6.65K $741M
VEA
Vanguard Ftse Developed Market

ETFs
162
+ 2.3%
$47.4 - $52.99 $7.68K - $8.58K
7.21K $366M
AVIG
American Centy ETF Tr Avantis

ETFs
95
+ 0.56%
$40.06 - $41.55 $3.81K - $3.95K
17.1K $706M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6
+ 0.09%
$42.5 - $46.71 $255 - $280
7.01K $317M
BAC
Bank Of America Corp

Financial Services
394
+ 8.45%
$39.61 - $47.74 $15.6K - $18.8K
5.06K $211M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
101
+ 1.38%
$49.25 - $50.66 $4.97K - $5.12K
7.4K $367M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
176
+ 15.43%
$165.25 - $224.62 $29.1K - $39.5K
1.32K $219M
NVDA
Nvidia Corp

Technology
1.7K
+ 22.69%
$106.98 - $149.43 $181K - $253K
9.17K $994M
CAT
Caterpillar Inc

Industrials
47
+ 5.02%
$326.75 - $407.63 $15.4K - $19.2K
984 $325M
TXN
Texas Instruments Inc

Technology
150
+ 2.23%
N/A
6.88K $1.24B
CRF
Cornerstone Total Return Fund Inc

Financial Services
334
+ 1.77%
$7.17 - $9.1 $2.39K - $3.04K
19.2K $138M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.16%
$217.89 - $252.64 $654 - $758
1.89K $419M
GOOG
Alphabet Inc.

Communication Services
34
+ 2.3%
$156.06 - $207.71 $5.31K - $7.06K
1.51K $236M
BITO
Proshares Tr Bitcoin Strategy

ETFs
1.32K
+ 8.59%
$17.57 - $25.81 $23.1K - $33.9K
16.6K $305M
Activity Summary
Buys All Purchases 52 New Holdings 12 Increased Positions 40 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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