The Analysis of Nabity-Jensen Investment Management Inc's Holdings
Currently, Nabity-Jensen Investment Management Inc holds 70 types of securities in its portfolio with a total value $147.7M. In the most recent quarter, they have increased their positions in FNDX (+22.7K shares, valued at $616.6K), VTV (+1.4K shares, valued at $269.5K), AMD (+1.2K shares, valued at $262.3K); decreased their positions in N/A (-2.4K shares, valued at $751.8K), SCHD (-16.9K shares, valued at $462.3K), JPM (-858 shares, valued at $276.5K); initiated new positions in AMD (+1.2K shares, valued at $262.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS110.9K shares1.29%2025-12-312026-01-26
GSLC GOLDMAN SACHS ETF TR118.5K shares-1.68%2025-12-312026-01-26 VUG VANGUARD INDEX FDS24.2K shares1.38%2025-12-312026-01-26 VBR VANGUARD INDEX FDS34.8K shares0.54%2025-12-312026-01-26 NVDA NVIDIA CORPORATION35.9K shares-0.78%2025-12-312026-01-26 SCHG SCHWAB STRATEGIC TR160.1K shares-0.57%2025-12-312026-01-26 AAPL APPLE INC16.6K shares0.19%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS71.3K shares3.64%2025-12-312026-01-26 VBK VANGUARD INDEX FDS14.1K shares1.17%2025-12-312026-01-26 MSFT MICROSOFT CORP6.8K shares0.68%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR104.4K shares-13.90%2025-12-312026-01-26 BIV VANGUARD BD INDEX FDS35.4K shares-0.57%2025-12-312026-01-26 VTI VANGUARD INDEX FDS7.7K shares-2.47%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.6.4K shares-11.83%2025-12-312026-01-26 VMI VALMONT INDS INC5.1K shares-2.95%2025-12-312026-01-26 AMZN AMAZON COM INC8.9K shares0.20%2025-12-312026-01-26 ALPHABET INC ALPHABET INC6.3K shares-27.67%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F33.7K shares-1.11%2025-12-312026-01-26 IWD ISHARES TR7.8K shares0.00%2025-12-312026-01-26 FNDX SCHWAB STRATEGIC TR58.7K shares62.90%2025-12-312026-01-26 LLY ELI LILLY & CO1.5K shares3.75%2025-12-312026-01-26 CAT CATERPILLAR INC2.7K shares-10.52%2025-12-312026-01-26 VB VANGUARD INDEX FDS5.2K shares10.82%2025-12-312026-01-26 VCSH VANGUARD SCOTTSDALE FDS16.7K shares3.77%2025-12-312026-01-26 CRM SALESFORCE INC4.4K shares0.32%2025-12-312026-01-26 VXUS VANGUARD STAR FDS15.2K shares13.50%2025-12-312026-01-26 CWB SPDR SERIES TRUST12.5K shares0.00%2025-12-312026-01-26 SCHW SCHWAB CHARLES CORP11.1K shares0.63%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW1.2K shares-6.46%2025-12-312026-01-26 META META PLATFORMS INC1.4K shares2.04%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON4.6K shares0.73%2025-12-312026-01-26 IWF ISHARES TR1.9K shares0.00%2025-12-312026-01-26 ITOT ISHARES TR5.8K shares-5.61%2025-12-312026-01-26 V VISA INC2.2K shares1.22%2025-12-312026-01-26 XOM EXXON MOBIL CORP5.9K shares1.73%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC2.1K shares0.67%2025-12-312026-01-26 SPG SIMON PPTY GROUP INC NEW3.6K shares0.00%2025-12-312026-01-26 BBUS J P MORGAN EXCHANGE TRADED F5.1K shares0.00%2025-12-312026-01-26 VRTX VERTEX PHARMACEUTICALS INC1.3K shares0.00%2025-12-312026-01-26 ALPHABET INC ALPHABET INC1.9K shares0.00%2025-12-312026-01-26 UNP UNION PAC CORP2.6K shares0.83%2025-12-312026-01-26 DIS DISNEY WALT CO4.9K shares0.49%2025-12-312026-01-26 IJR ISHARES TR4.4K shares0.00%2025-12-312026-01-26 BROADCOM INC BROADCOM INC1.4K shares1.88%2025-12-312026-01-26 ADBE ADOBE INC1.2K shares0.50%2025-12-312026-01-26 SBUX STARBUCKS CORP5.0K shares-10.04%2025-12-312026-01-26 BA BOEING CO1.9K shares0.00%2025-12-312026-01-26 VTEB VANGUARD MUN BD FDS7.7K shares0.00%2025-12-312026-01-26 EFAV ISHARES TR4.1K shares0.00%2025-12-312026-01-26 LINDE PLC LINDE PLC802 shares4.29%2025-12-312026-01-26 BSV VANGUARD BD INDEX FDS4.2K shares0.00%2025-12-312026-01-26 TSLA TESLA INC708 shares4.58%2025-12-312026-01-26 HD HOME DEPOT INC924 shares3.36%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO2.1K shares1.42%2025-12-312026-01-26 IJH ISHARES TR4.5K shares0.00%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS4.0K shares0.00%2025-12-312026-01-26 CMCSA COMCAST CORP NEW9.4K shares0.00%2025-12-312026-01-26 CSCO CISCO SYS INC3.5K shares4.83%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2025-12-312026-01-26 XLU SELECT SECTOR SPDR TR6.0K shares100.00%2025-12-312026-01-26 MAIN MAIN STR CAP CORP4.2K shares3.56%2025-12-312026-01-26 O REALTY INCOME CORP4.2K shares3.51%2025-12-312026-01-26 NEE NEXTERA ENERGY INC2.9K shares3.12%2025-12-312026-01-26 D DOMINION ENERGY INC3.8K shares0.00%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS960 shares0.00%2025-12-312026-01-26 PFE PFIZER INC8.1K shares1.13%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available