Nbz Investment Advisors LLC Top Holdings and 13F Report (2025) About Nbz Investment Advisors LLCInvestment ActivityNbz Investment Advisors LLC has $179.12 million in total holdings as of December 31, 2024.Nbz Investment Advisors LLC owns shares of 65 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio S&P 500 ETF $27,272,803Janus Henderson AAA CLO ETF $25,270,795Amplify YieldShares CWP Dividend & Option Income ETF $18,172,186Invesco Russell 1000 Dynamic Multifactor ETF $13,562,092Invesco S&P 500 GARP ETF $12,594,948 Sector AllocationMap of 500 Largest Holdings ofNbz Investment Advisors LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$27,272,803395,60215.2%ETFJAAAJanus Henderson AAA CLO ETF$25,270,795498,33914.1%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$18,172,186448,91810.1%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$13,562,092250,0857.6%ETFSPGPInvesco S&P 500 GARP ETF$12,594,948120,0897.0%ETFBALTInnovator Defined Wealth Shield ETF$12,419,321395,2686.9%ETFAIM ETF PRODUCTS TRUST$7,589,442289,8264.2%ALLIANZIM US EQUXMHQInvesco S&P MidCap Quality ETF$7,520,52876,3744.2%ETFSCHBSchwab US Broad Market ETF$7,432,198327,4104.1%ETFXSMOInvesco S&P SmallCap Momentum ETF$7,353,320111,2294.1%ETFTACKFairlead Tactical Sector ETF$6,958,825254,4363.9%ETFARKKARK Innovation ETF$5,230,56992,1362.9%ETFAAPLApple$2,936,79511,7271.6%Computer and TechnologyTCHPT. Rowe Price Blue Chip Growth ETF$2,721,36164,6251.5%ETFNVDANVIDIA$1,728,71512,8731.0%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$1,711,38861,7611.0%ETFQQQInvesco QQQ$1,607,5233,1440.9%FinanceAXPAmerican Express$1,590,5665,3590.9%FinanceGOOGAlphabet$1,363,5507,1600.8%Computer and TechnologyMSFTMicrosoft$1,239,2102,9400.7%Computer and TechnologyAIM ETF PRODUCTS TRUST$1,209,49545,6720.7%ALLIANZIM EQ BUFJPMJPMorgan Chase & Co.$989,5234,1280.6%FinanceIVViShares Core S&P 500 ETF$822,3861,3970.5%ETFISHARES TR$797,94330,5310.4%LARGE CAP MAX BUWFCWells Fargo & Company$794,97611,3180.4%FinancePJULInnovator U.S. Equity Power Buffer ETF - July$755,55218,3520.4%ETFPNFPPinnacle Financial Partners$668,2665,8420.4%FinanceTSPAT. Rowe Price U.S. Equity Research ETF$646,16217,4780.4%ManufacturingPFEPfizer$628,79123,7010.4%MedicalTIDAL ETF TR$548,06227,4580.3%FUNDSTRAT GRANNYBABoeing$503,3882,8440.3%AerospaceTSLATesla$503,1851,2460.3%Auto/Tires/TrucksSGOViShares 0-3 Month Treasury Bond ETF$499,8954,9830.3%ETFPGIM ROCK ETF TR$319,15811,9280.2%PGIM US LARG CAPMETAMeta Platforms$302,7095170.2%Computer and TechnologyCALAMOS ETF TR$292,25810,9460.2%S P 500 STRUCTURDISWalt Disney$289,9552,6040.2%Consumer DiscretionaryIWMiShares Russell 2000 ETF$268,6871,2160.2%FinanceAIM ETF PRODUCTS TRUST$251,3379,8340.1%ALLIANZIM US EQUTSMTaiwan Semiconductor Manufacturing$245,2831,2420.1%Computer and TechnologyCALAMOS ETF TR$237,0639,5150.1%NASDAQ 100 STRUCAMZNAmazon.com$225,7521,0290.1%Retail/WholesaleNKENIKE$217,4002,8730.1%Consumer DiscretionaryCRMSalesforce$206,9506190.1%Computer and TechnologyCALAMOS ETF TR$119,4954,7750.1%S&P 500 STRUCTURSCHASchwab US Small-Cap ETF$113,5774,3920.1%ETFXBISPDR S&P Biotech ETF$90,0601,0000.1%ETFAIM ETF PRODUCTS TRUST$89,5003,4730.0%ALLIANZIM US EQUARKXARK Space Exploration & Innovation ETF$47,5702,4370.0%ETFINNOVATOR ETFS TRUST$43,0991,6350.0%EQUITY DEFINEDAIM ETF PRODUCTS TRUST$33,8441,3780.0%ALLIANZIM US EQUGOOGLAlphabet$19,8771050.0%Computer and TechnologyPWVInvesco Large Cap Value ETF$19,0533350.0%ETFSCHXSchwab US Large-Cap ETF$15,6476750.0%ETFFNDFSchwab Fundamental International Large Company Index ETF$11,4913460.0%ETFAIM ETF PRODUCTS TRUST$4,6851850.0%ALLIANZIM US EQTSCHFSchwab International Equity ETF$3,8112060.0%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$2,060870.0%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$1,888650.0%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$1,426480.0%ETFSCHESchwab Emerging Markets Equity ETF$1,225460.0%ETFSCHCSchwab International Small-Cap Equity ETF$549160.0%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$527270.0%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$478140.0%ETFSCHHSchwab U.S. REIT ETF$379180.0%ETFShowing 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. 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