NBZ Investment Advisors LLC
Q1 2025 13F Holdings
- Locationknoxville, TN
- Num holdings
65
- Value ($000)
$173,680
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001998018
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $24.70M | 14 % | 487,028 | ||
DIVO AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $18.63M | 11 % | 456,855 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $12.83M | 7 % | 195,111 | ||
BALT INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 | $12.80M | 7 % | 407,931 | ||
SSO PROSHARES TR | PSHS ULT S&P 500 | 74347R107 | $11.65M | 7 % | 140,677 | ||
XMHQ INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | $8.87M | 5 % | 96,952 | ||
XSMO INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 46137V498 | $8.80M | 5 % | 140,234 | ||
TACK CAPITOL SER TR | FAIRLEAD TACTICA | 14064D550 | $7.52M | 4 % | 276,498 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $6.79M | 4 % | 315,471 | ||
TSPA T ROWE PRICE ETF INC | US EQUITY RESEAR | 87283Q503 | $6.73M | 4 % | 191,500 |
Rows Per Page
10
- 10
- 50
- 100