The Analysis of Nabity-Jensen Investment Management Inc's Holdings


Currently, Nabity-Jensen Investment Management Inc holds 69 types of securities in its portfolio with a total value $144.3M. In the most recent quarter, they have increased their positions in NEE (+2.8K shares, valued at $213.0K), VIG (+960 shares, valued at $207.2K), VTV (+648 shares, valued at $120.8K); decreased their positions in GSLC (-2.4K shares, valued at $308.0K), VUG (-429 shares, valued at $205.8K), UNH (-363 shares, valued at $125.3K); initiated new positions in NEE (+2.8K shares, valued at $213.0K), VIG (+960 shares, valued at $207.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS109.5K shares0.60%2025-09-302025-10-22history
GSLC GOLDMAN SACHS ETF TR120.5K shares-1.92%2025-09-302025-10-22history
VUG VANGUARD INDEX FDS23.9K shares-1.77%2025-09-302025-10-22history
QQQ INVESCO QQQ TR13.7K shares-0.76%2025-09-302025-10-22history
VBR VANGUARD INDEX FDS34.6K shares-1.50%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION36.2K shares0.96%2025-09-302025-10-22history
SCHG SCHWAB STRATEGIC TR161.0K shares-0.46%2025-09-302025-10-22history
AAPL APPLE INC16.5K shares-0.33%2025-09-302025-10-22history
Sponsored
VBK VANGUARD INDEX FDS13.9K shares-2.45%2025-09-302025-10-22history
VEA VANGUARD TAX-MANAGED FDS68.8K shares-0.57%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL7.9K shares0.43%2025-09-302025-10-22history
MSFT MICROSOFT CORP6.8K shares0.00%2025-09-302025-10-22history
SCHD SCHWAB STRATEGIC TR121.2K shares-2.88%2025-09-302025-10-22history
BIV VANGUARD BD INDEX FDS35.7K shares0.66%2025-09-302025-10-22history
VTI VANGUARD INDEX FDS7.9K shares-3.20%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.7.3K shares0.71%2025-09-302025-10-22history
Sponsored
GOOGL ALPHABET INC8.7K shares0.92%2025-09-302025-10-22history
VMI VALMONT INDS INC5.3K shares0.00%2025-09-302025-10-22history
AMZN AMAZON COM INC8.9K shares-0.45%2025-09-302025-10-22history
VWO VANGUARD INTL EQUITY INDEX F34.1K shares-0.20%2025-09-302025-10-22history
IWD ISHARES TR7.8K shares0.00%2025-09-302025-10-22history
CAT CATERPILLAR INC3.0K shares0.00%2025-09-302025-10-22history
VCSH VANGUARD SCOTTSDALE FDS16.1K shares-2.51%2025-09-302025-10-22history
COST COSTCO WHSL CORP NEW1.3K shares-1.86%2025-09-302025-10-22history
Sponsored
VB VANGUARD INDEX FDS4.7K shares-4.24%2025-09-302025-10-22history
CWB SPDR SERIES TRUST12.5K shares0.00%2025-09-302025-10-22history
LLY ELI LILLY & CO1.4K shares1.29%2025-09-302025-10-22history
SCHW SCHWAB CHARLES CORP11.0K shares0.00%2025-09-302025-10-22history
META META PLATFORMS INC1.4K shares3.12%2025-09-302025-10-22history
CRM SALESFORCE INC4.4K shares-2.27%2025-09-302025-10-22history
VXUS VANGUARD STAR FDS13.4K shares-8.75%2025-09-302025-10-22history
FNDX SCHWAB STRATEGIC TR36.0K shares1.46%2025-09-302025-10-22history
Sponsored
IWF ISHARES TR1.9K shares0.00%2025-09-302025-10-22history
ITOT ISHARES TR6.1K shares0.00%2025-09-302025-10-22history
JNJ JOHNSON & JOHNSON4.5K shares1.52%2025-09-302025-10-22history
V VISA INC2.1K shares2.06%2025-09-302025-10-22history
UNH UNITEDHEALTH GROUP INC2.1K shares-14.83%2025-09-302025-10-22history
SPG SIMON PPTY GROUP INC NEW3.6K shares-11.69%2025-09-302025-10-22history
XOM EXXON MOBIL CORP5.8K shares-0.19%2025-09-302025-10-22history
BBUS J P MORGAN EXCHANGE TRADED F5.1K shares-12.38%2025-09-302025-10-22history
Sponsored
UNP UNION PAC CORP2.5K shares-11.34%2025-09-302025-10-22history
DIS DISNEY WALT CO4.9K shares-7.53%2025-09-302025-10-22history
VRTX VERTEX PHARMACEUTICALS INC1.3K shares0.00%2025-09-302025-10-22history
IJR ISHARES TR4.4K shares0.00%2025-09-302025-10-22history
GD GENERAL DYNAMICS CORP1.4K shares-6.55%2025-09-302025-10-22history
GOOG ALPHABET INC1.9K shares0.00%2025-09-302025-10-22history
SBUX STARBUCKS CORP5.6K shares-19.52%2025-09-302025-10-22history
AVGO BROADCOM INC1.4K shares6.38%2025-09-302025-10-22history
Sponsored
VOO VANGUARD INDEX FDS704 shares0.14%2025-09-302025-10-22history
ADBE ADOBE INC1.2K shares-17.14%2025-09-302025-10-22history
BA BOEING CO1.9K shares0.00%2025-09-302025-10-22history
VTEB VANGUARD MUN BD FDS7.7K shares-1.44%2025-09-302025-10-22history
LIN LINDE PLC769 shares0.00%2025-09-302025-10-22history
HD HOME DEPOT INC894 shares0.56%2025-09-302025-10-22history
EFAV ISHARES TR4.1K shares0.00%2025-09-302025-10-22history
BSV VANGUARD BD INDEX FDS4.2K shares0.00%2025-09-302025-10-22history
Sponsored
PG PROCTER AND GAMBLE CO2.1K shares4.92%2025-09-302025-10-22history
TSLA TESLA INC677 shares0.00%2025-09-302025-10-22history
CMCSA COMCAST CORP NEW9.4K shares-13.45%2025-09-302025-10-22history
IJH ISHARES TR4.5K shares0.00%2025-09-302025-10-22history
BND VANGUARD BD INDEX FDS4.0K shares-1.78%2025-09-302025-10-22history
XLU SELECT SECTOR SPDR TR3.0K shares-14.11%2025-09-302025-10-22history
MAIN MAIN STR CAP CORP4.1K shares1.55%2025-09-302025-10-22history
O REALTY INCOME CORP4.1K shares1.75%2025-09-302025-10-22history
Sponsored
D DOMINION ENERGY INC3.8K shares-13.25%2025-09-302025-10-22history
CSCO CISCO SYS INC3.3K shares9.74%2025-09-302025-10-22history
NEE NEXTERA ENERGY INC2.8K sharesnew addition2025-09-302025-10-22history
VIG VANGUARD SPECIALIZED FUNDS960 sharesnew addition2025-09-302025-10-22history
PFE PFIZER INC8.0K shares-24.22%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available