The Analysis of NBZ Investment Advisors LLC's Holdings
Currently, NBZ Investment Advisors LLC holds 61 types of securities in its portfolio with a total value $229.1M. In the most recent quarter, they have increased their positions in N/A (+293.3K shares, valued at $19.2M), SSO (+271.8K shares, valued at $15.7M), FEGE (+175.9K shares, valued at $8.1M); decreased their positions in SPYM (-175.1K shares, valued at $14.0M), N/A (-2.6K shares, valued at $829.1K), N/A (-1.2K shares, valued at $625.8K); initiated new positions in N/A (+293.3K shares, valued at $19.2M), SSO (+271.8K shares, valued at $15.7M), FEGE (+175.9K shares, valued at $8.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DIVO AMPLIFY ETF TR513.6K shares8.23%2025-12-312026-02-03
BALT INNOVATOR ETFS TRUST488.3K shares10.94%2025-12-312026-02-03 SPYM SPDR SERIES TRUST201.5K shares-46.49%2025-12-312026-02-03 SSO PROSHARES TR271.8K sharesnew addition2025-12-312026-02-03 JAAA JANUS DETROIT STR TR280.6K shares13.86%2025-12-312026-02-03 GRNY TIDAL TRUST I554.1K shares6.71%2025-12-312026-02-03 TSPA T ROWE PRICE ETF INC316.6K shares8.06%2025-12-312026-02-03 XSMO INVESCO EXCHANGE TRADED FD T174.5K shares7.70%2025-12-312026-02-03 XMHQ INVESCO EXCHANGE TRADED FD T122.7K shares9.75%2025-12-312026-02-03 TACK CAPITOL SER TR318.5K shares8.03%2025-12-312026-02-03 SCHB SCHWAB STRATEGIC TR312.5K shares-0.23%2025-12-312026-02-03 FEGE RBB FUND TRUST175.9K sharesnew addition2025-12-312026-02-03 FEBU AIM ETF PRODUCTS TRUST269.9K shares-0.62%2025-12-312026-02-03 ARKK ARK ETF TR73.8K shares-1.06%2025-12-312026-02-03 AAPL APPLE INC11.7K shares-15.82%2025-12-312026-02-03 TCHP T ROWE PRICE ETF INC61.9K shares10.33%2025-12-312026-02-03 NVDA NVIDIA CORPORATION12.4K shares-7.29%2025-12-312026-02-03 ALPHABET INC ALPHABET INC7.3K shares-26.63%2025-12-312026-02-03 AUGU AIM ETF PRODUCTS TRUST72.8K shares0.00%2025-12-312026-02-03 AXP AMERICAN EXPRESS CO5.2K shares-3.07%2025-12-312026-02-03 SCHM SCHWAB STRATEGIC TR58.5K shares0.19%2025-12-312026-02-03 MSFT MICROSOFT CORP3.0K shares-21.76%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.4.0K shares0.00%2025-12-312026-02-03 WFC WELLS FARGO CO NEW11.2K shares-0.35%2025-12-312026-02-03 IVV ISHARES TR1.4K shares0.00%2025-12-312026-02-03 SGOV ISHARES TR8.4K shares21.53%2025-12-312026-02-03 CBTJ CALAMOS ETF TR35.9K shares-0.51%2025-12-312026-02-03 JULU AIM ETF PRODUCTS TRUST20.5K shares0.00%2025-12-312026-02-03 BA BOEING CO2.6K shares0.00%2025-12-312026-02-03 PNFP PINNACLE FINL PARTNERS INC5.9K shares0.86%2025-12-312026-02-03 PFE PFIZER INC22.5K shares-0.65%2025-12-312026-02-03 MAXJ ISHARES TR19.3K shares-23.20%2025-12-312026-02-03 TSLA TESLA INC1.1K shares-6.96%2025-12-312026-02-03 TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares-4.69%2025-12-312026-02-03 OCTU AIM ETF PRODUCTS TRUST14.3K shares1136.44%2025-12-312026-02-03 META META PLATFORMS INC518 shares-4.60%2025-12-312026-02-03 AMZN AMAZON COM INC1.5K shares0.00%2025-12-312026-02-03 PBJN PGIM ROCK ETF TR11.2K shares0.00%2025-12-312026-02-03 AMD ADVANCED MICRO DEVICES INC1.5K shares0.00%2025-12-312026-02-03 CPSM CALAMOS ETF TR10.9K shares0.00%2025-12-312026-02-03 CPNJ CALAMOS ETF TR9.5K shares0.00%2025-12-312026-02-03 JANU AIM ETF PRODUCTS TRUST8.4K sharesnew addition2025-12-312026-02-03 SCHA SCHWAB STRATEGIC TR4.4K shares0.00%2025-12-312026-02-03 NKE NIKE INC1.9K shares0.00%2025-12-312026-02-03 VNQ VANGUARD INDEX FDS760 shares0.00%2025-12-312026-02-03 SEPU AIM ETF PRODUCTS TRUST2.1K shares0.00%2025-12-312026-02-03 SPGP INVESCO EXCHANGE TRADED FD T514 shares0.19%2025-12-312026-02-03 CPSJ CALAMOS ETF TR2.0K shares0.00%2025-12-312026-02-03 AAPR INNOVATOR ETFS TRUST1.6K shares0.00%2025-12-312026-02-03 ARKX ARK ETF TR1.4K shares0.00%2025-12-312026-02-03 ALPHABET INC ALPHABET INC113 shares0.89%2025-12-312026-02-03 MAYU AIM ETF PRODUCTS TRUST890 shares0.00%2025-12-312026-02-03 PWV INVESCO EXCHANGE TRADED FD T335 shares0.00%2025-12-312026-02-03 CBXJ CALAMOS ETF TR808 shares0.00%2025-12-312026-02-03 DECU AIM ETF PRODUCTS TRUST347 sharesnew addition2025-12-312026-02-03 TOUS T ROWE PRICE ETF INC50 shares0.00%2025-12-312026-02-03 Call Option Holdings
META Call CallMETA PLATFORMS INC100 sharesnew addition2025-12-312026-02-03 PNFP Call CallPINNACLE FINL PARTNERS INC600 shares-40.00%2025-12-312026-02-03 Put Option Holdings
No put option holdings data available