Wealth Management Nebraska Portfolio Holdings

Wealth Management Nebraska

  • $615 Billion
  • Q4 2024

Wealth Management Nebraska has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $615 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $136B, American Centy ETF Tr Avantis with a value of $51.2B, Spdr Nuveen Bloomberg High Yie with a value of $42.2B, Dimensional ETF Tr with a value of $42B, and Dimensional ETF Tr U S Equity with a value of $38.3B.

Examining the 13F form we can see an increase of $615B in the current position value.

Wealth Management Nebraska is based out at Norfolk, NE

Below you can find more details about Wealth Management Nebraska portfolio as well as his latest detailed transactions.

Portfolio value $615 Billion
ETFs: $478 Billion
Technology: $4.94 Billion
Financial Services: $2.82 Billion
Industrials: $2.51 Billion
Consumer Cyclical: $1.19 Billion
Communication Services: $997 Million
Consumer Defensive: $969 Million
Utilities: $509 Million
Other: $203 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $615 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 71 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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