Nabity-Jensen Investment Management Inc Top Holdings and 13F Report (2024) About Nabity-Jensen Investment Management IncInvestment ActivityNabity-Jensen Investment Management Inc has $130.64 million in total holdings as of September 30, 2024.Nabity-Jensen Investment Management Inc owns shares of 69 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Value ETF $19,324,575Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $13,737,457Vanguard Growth ETF $9,553,760Vanguard Small-Cap Value ETF $7,079,712Invesco QQQ $6,700,787 Sector AllocationMap of 500 Largest Holdings ofNabity-Jensen Investment Management Inc Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVTVVanguard Value ETF$19,324,575110,69814.8%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$13,737,457121,63510.5%ETFVUGVanguard Growth ETF$9,553,76024,8847.3%ETFVBRVanguard Small-Cap Value ETF$7,079,71235,2615.4%ETFQQQInvesco QQQ$6,700,78713,7295.1%FinanceNVDANVIDIA$4,771,13539,2883.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$4,665,17788,3393.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,242,62640,7243.2%ETFSCHDSchwab US Dividend Equity ETF$4,095,72948,4533.1%ETFVBKVanguard Small-Cap Growth ETF$3,824,93114,3062.9%ETFAAPLApple$3,679,09615,7902.8%Computer and TechnologyBRK.BBerkshire Hathaway$3,587,7277,7952.7%FinanceMSFTMicrosoft$2,793,9386,4932.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,485,7738,7791.9%ETFBIVVanguard Intermediate-Term Bond ETF$2,295,56429,2911.8%ETFVWOVanguard FTSE Emerging Markets ETF$1,639,09534,2551.3%ETFAMZNAmazon.com$1,633,9288,7691.3%Retail/WholesaleVMIValmont Industries$1,612,7025,5621.2%Industrial ProductsUNHUnitedHealth Group$1,570,4502,6861.2%MedicalIWDiShares Russell 1000 Value ETF$1,483,8567,8181.1%ETFJPMJPMorgan Chase & Co.$1,456,8326,9091.1%FinanceCOSTCostco Wholesale$1,363,4681,5381.0%Retail/WholesaleGOOGLAlphabet$1,311,0447,9051.0%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,273,42516,0341.0%ETFVBVanguard Small-Cap ETF$1,249,1555,2661.0%ETFCRMSalesforce$1,215,2724,4400.9%Computer and TechnologyCATCaterpillar$1,118,2122,8590.9%Industrial ProductsLLYEli Lilly and Company$1,067,5581,2050.8%MedicalVXUSVanguard Total International Stock ETF$956,85714,7800.7%ETFCWBSPDR Bloomberg Convertible Securities ETF$858,49711,2090.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$781,7336,2230.6%ETFADBEAdobe$778,2231,5030.6%Computer and TechnologyMETAMeta Platforms$763,6351,3340.6%Computer and TechnologySBUXStarbucks$759,5457,7910.6%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$724,8591,9310.6%ETFSCHWCharles Schwab$719,52111,1020.6%FinanceJNJJohnson & Johnson$708,6884,3730.5%MedicalSPGSimon Property Group$687,0664,0650.5%FinanceXOMExxon Mobil$666,8655,6890.5%Oils/EnergyUNPUnion Pacific$639,6162,5950.5%TransportationFNDXSchwab Fundamental U.S. Large Company Index ETF$634,7898,8460.5%ETFVRTXVertex Pharmaceuticals$626,9281,3480.5%MedicalBBUSJP Morgan BetaBuilders U.S. Equity ETF$606,6685,8570.5%ETFDISWalt Disney$549,5335,7130.4%Consumer DiscretionaryVVisa$544,4011,9800.4%Business ServicesVTEBVanguard Tax-Exempt Bond ETF$512,37610,0230.4%ETFIJRiShares Core S&P Small-Cap ETF$512,2854,3800.4%ETFCMCSAComcast$454,87510,8900.3%Consumer DiscretionaryGDGeneral Dynamics$432,4481,4310.3%AerospaceBSVVanguard Short-Term Bond ETF$412,3365,2400.3%ETFBABoeing$391,5032,5750.3%AerospaceVOOVanguard S&P 500 ETF$357,7646780.3%ETFLINDE PLC$355,7387460.3%SHSPFEPfizer$346,84611,9850.3%MedicalPGProcter & Gamble$338,7791,9560.3%Consumer StaplesGOOGAlphabet$325,1851,9450.2%Computer and TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$310,8654,0530.2%ETFDDominion Energy$308,3675,3360.2%UtilitiesHDHome Depot$303,9007500.2%Retail/WholesaleTGTTarget$291,7701,8720.2%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$282,1653,4930.2%ETFIJHiShares Core S&P Mid-Cap ETF$281,9984,5250.2%ETFCVSCVS Health$262,9014,1810.2%Retail/WholesaleNVONovo Nordisk A/S$259,3342,1780.2%MedicalPYPLPayPal$229,5642,9420.2%Computer and TechnologyPEPPepsiCo$215,2831,2660.2%Consumer StaplesVIGVanguard Dividend Appreciation ETF$205,1901,0360.2%ETFAVGOBroadcom$204,9301,1880.2%Computer and TechnologyAMDAdvanced Micro Devices$200,9981,2250.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
