The Analysis of NBZ Investment Advisors LLC's Holdings
Currently, NBZ Investment Advisors LLC holds 58 types of securities in its portfolio with a total value $191.0M. In the most recent quarter, they have increased their positions in SPYM (+179.9K shares, valued at $14.1M), TSPA (+68.1K shares, valued at $2.9M), GRNY (+113.5K shares, valued at $2.8M); decreased their positions in SPGP (-26.3K shares, valued at $3.0M), ARKK (-4.6K shares, valued at $398.5K), SGOV (-2.4K shares, valued at $242.6K); initiated new positions in BRK.B (+1.7K shares, valued at $854.7K), VOO (+333 shares, valued at $203.9K), FLO (+11.7K shares, valued at $152.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST376.6K shares91.47%2025-09-302025-11-12
DIVO AMPLIFY ETF TR474.6K shares2.34%2025-09-302025-11-12 BALT INNOVATOR ETFS TRUST440.2K shares5.48%2025-09-302025-11-12 GRNY TIDAL TRUST I519.3K shares27.96%2025-09-302025-11-12 JAAA JANUS DETROIT STR TR246.4K shares-1.12%2025-09-302025-11-12 TSPA T ROWE PRICE ETF INC292.9K shares30.26%2025-09-302025-11-12 XSMO INVESCO EXCHANGE TRADED FD T162.1K shares12.03%2025-09-302025-11-12 XMHQ INVESCO EXCHANGE TRADED FD T111.8K shares11.63%2025-09-302025-11-12 TACK CAPITOL SER TR294.8K shares6.18%2025-09-302025-11-12 SCHB SCHWAB STRATEGIC TR313.2K shares-0.15%2025-09-302025-11-12 FEBU AIM ETF PRODUCTS TRUST271.5K shares-0.86%2025-09-302025-11-12 ARKK ARK ETF TR74.6K shares-5.83%2025-09-302025-11-12 AAPL APPLE INC13.9K shares22.85%2025-09-302025-11-12 TCHP T ROWE PRICE ETF INC56.1K shares-7.65%2025-09-302025-11-12 NVDA NVIDIA CORPORATION13.4K shares-0.45%2025-09-302025-11-12 GOOG ALPHABET INC9.9K shares42.02%2025-09-302025-11-12 AUGU AIM ETF PRODUCTS TRUST72.8K shares2.18%2025-09-302025-11-12 QQQ INVESCO QQQ TR3.5K shares6.73%2025-09-302025-11-12 MSFT MICROSOFT CORP3.8K shares31.72%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO5.4K shares-0.35%2025-09-302025-11-12 SCHM SCHWAB STRATEGIC TR58.4K shares0.33%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.4.0K shares-0.93%2025-09-302025-11-12 CBTJ CALAMOS ETF TR36.0K shares-0.54%2025-09-302025-11-12 WFC WELLS FARGO CO NEW11.3K shares0.00%2025-09-302025-11-12 IVV ISHARES TR1.4K shares0.00%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL1.7K sharesnew addition2025-09-302025-11-12 MAXJ ISHARES TR25.2K shares-13.61%2025-09-302025-11-12 SGOV ISHARES TR6.9K shares-25.80%2025-09-302025-11-12 JULU AIM ETF PRODUCTS TRUST20.5K shares-12.88%2025-09-302025-11-12 PFE PFIZER INC22.6K shares0.00%2025-09-302025-11-12 BA BOEING CO2.6K shares-0.90%2025-09-302025-11-12 PNFP PINNACLE FINL PARTNERS INC5.8K shares0.00%2025-09-302025-11-12 TSLA TESLA INC1.2K shares0.00%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD1.7K shares4.92%2025-09-302025-11-12 META META PLATFORMS INC543 shares0.00%2025-09-302025-11-12 PBJN PGIM ROCK ETF TR11.2K shares-6.13%2025-09-302025-11-12 AMZN AMAZON COM INC1.5K shares0.00%2025-09-302025-11-12 CPSM CALAMOS ETF TR10.9K shares0.00%2025-09-302025-11-12 CPNJ CALAMOS ETF TR9.5K shares0.00%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC1.5K shares0.00%2025-09-302025-11-12 VOO VANGUARD INDEX FDS333 sharesnew addition2025-09-302025-11-12 FLO FLOWERS FOODS INC11.7K sharesnew addition2025-09-302025-11-12 DIS DISNEY WALT CO1.2K shares-3.93%2025-09-302025-11-12 NKE NIKE INC1.9K shares0.00%2025-09-302025-11-12 SCHA SCHWAB STRATEGIC TR4.4K shares0.00%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS760 sharesnew addition2025-09-302025-11-12 SEPU AIM ETF PRODUCTS TRUST2.1K sharesnew addition2025-09-302025-11-12 SPGP INVESCO EXCHANGE TRADED FD T513 shares-98.09%2025-09-302025-11-12 CPSJ CALAMOS ETF TR2.0K shares-12.82%2025-09-302025-11-12 AAPR INNOVATOR ETFS TRUST1.6K shares0.00%2025-09-302025-11-12 ARKX ARK ETF TR1.4K shares-41.90%2025-09-302025-11-12 OCTU AIM ETF PRODUCTS TRUST1.2K sharesnew addition2025-09-302025-11-12 MAYU AIM ETF PRODUCTS TRUST890 sharesnew addition2025-09-302025-11-12 GOOGL ALPHABET INC112 shares0.00%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T135 sharesnew addition2025-09-302025-11-12 CBXJ CALAMOS ETF TR808 shares0.00%2025-09-302025-11-12 PWV INVESCO EXCHANGE TRADED FD T335 shares0.00%2025-09-302025-11-12 TOUS T ROWE PRICE ETF INC50 sharesnew addition2025-09-302025-11-12 Call Option Holdings
PNFP Call CallPINNACLE FINL PARTNERS INC1.0K sharesnew addition2025-09-302025-11-12 AMD Call CallADVANCED MICRO DEVICES INC200 shares-60.00%2025-09-302025-11-12 Put Option Holdings
No put option holdings data available