The Analysis of NESTEGG ADVISORS, INC.'s Holdings
Currently, NESTEGG ADVISORS, INC. holds 51 types of securities in its portfolio with a total value $117.1M. In the most recent quarter, they have increased their positions in IBDZ (+185.6K shares, valued at $4.9M), BSMY (+56.8K shares, valued at $1.4M), RDVY (+6.9K shares, valued at $479.2K); decreased their positions in IBDV (-186.0K shares, valued at $4.1M), IBMS (-37.7K shares, valued at $983.1K), IVV (-141 shares, valued at $96.6K); initiated new positions in IBDZ (+185.6K shares, valued at $4.9M), BSMY (+56.8K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWF ISHARES TR46.3K shares-0.26%2025-12-312026-01-21
IWD ISHARES TR76.5K shares-0.11%2025-12-312026-01-21 IJR ISHARES TR102.5K shares-0.69%2025-12-312026-01-21 RDVY FIRST TR EXCHANGE TRADED FD110.7K shares6.64%2025-12-312026-01-21 SCHG SCHWAB STRATEGIC TR219.3K shares1.54%2025-12-312026-01-21 VUG VANGUARD INDEX FDS12.7K shares4.82%2025-12-312026-01-21 IBDZ ISHARES TR185.6K sharesnew addition2025-12-312026-01-21 IBDV ISHARES TR211.0K shares-46.85%2025-12-312026-01-21 VEA VANGUARD TAX-MANAGED FDS65.3K shares1.47%2025-12-312026-01-21 AAPL APPLE INC14.1K shares0.61%2025-12-312026-01-21 PFM INVESCO EXCHANGE TRADED FD T49.5K shares-0.01%2025-12-312026-01-21 SCHF SCHWAB STRATEGIC TR86.6K shares8.88%2025-12-312026-01-21 IBMS ISHARES TR79.2K shares-32.26%2025-12-312026-01-21 SCHA SCHWAB STRATEGIC TR54.9K shares2.47%2025-12-312026-01-21 BSMY INVESCO EXCH TRD SLF IDX FD56.8K sharesnew addition2025-12-312026-01-21 PID INVESCO EXCHANGE TRADED FD T57.6K shares2.18%2025-12-312026-01-21 VNQ VANGUARD INDEX FDS12.1K shares0.94%2025-12-312026-01-21 VIOO VANGUARD ADMIRAL FDS INC9.1K shares1.37%2025-12-312026-01-21 IWV ISHARES TR2.5K shares0.00%2025-12-312026-01-21 EFA ISHARES TR9.5K shares-1.65%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW970 shares0.00%2025-12-312026-01-21 VB VANGUARD INDEX FDS3.2K shares6.00%2025-12-312026-01-21 SPY SPDR S&P 500 ETF TR1.0K shares0.30%2025-12-312026-01-21 IBDY ISHARES TR22.1K shares110.75%2025-12-312026-01-21 IBDW ISHARES TR26.8K shares1.50%2025-12-312026-01-21 IBDR ISHARES TR23.1K shares-6.35%2025-12-312026-01-21 BSMU INVESCO EXCH TRD SLF IDX FD25.0K shares-0.86%2025-12-312026-01-21 HD HOME DEPOT INC1.6K shares-1.54%2025-12-312026-01-21 IVV ISHARES TR788 shares-15.18%2025-12-312026-01-21 XLRE SELECT SECTOR SPDR TR12.8K shares7.33%2025-12-312026-01-21 IWB ISHARES TR1.4K shares0.00%2025-12-312026-01-21 MSFT MICROSOFT CORP1.0K shares4.76%2025-12-312026-01-21 IDCC INTERDIGITAL INC1.5K shares-13.15%2025-12-312026-01-21 VTV VANGUARD INDEX FDS2.4K shares106.34%2025-12-312026-01-21 VIG VANGUARD SPECIALIZED FUNDS2.0K shares-2.58%2025-12-312026-01-21 VCIT VANGUARD SCOTTSDALE FDS5.2K shares1.60%2025-12-312026-01-21 ALPHABET INC ALPHABET INC1.1K shares0.09%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON1.7K shares-1.69%2025-12-312026-01-21 TRV TRAVELERS COMPANIES INC1.2K shares0.00%2025-12-312026-01-21 IBDX ISHARES TR12.1K shares1.27%2025-12-312026-01-21 AMZN AMAZON COM INC1.3K shares0.00%2025-12-312026-01-21 IWM ISHARES TR1.1K shares8.29%2025-12-312026-01-21 VYMI VANGUARD WHITEHALL FDS3.1K shares1.05%2025-12-312026-01-21 SLYV SPDR SERIES TRUST2.9K shares1.63%2025-12-312026-01-21 IBDT ISHARES TR9.9K shares-27.57%2025-12-312026-01-21 JMEE J P MORGAN EXCHANGE TRADED F3.9K shares0.00%2025-12-312026-01-21 PWV INVESCO EXCHANGE TRADED FD T3.4K shares-7.62%2025-12-312026-01-21 IBMQ ISHARES TR8.2K shares-18.44%2025-12-312026-01-21 TRMB TRIMBLE INC2.6K shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available