NBZ Investment Advisors LLC
Q2 2025 13F Holdings
- Locationknoxville, TN
- Num holdings
62
- Value ($000)
$175,695
- Date Filed08/04/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIVO AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $19.73M | 11 % | 463,733 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $14.30M | 8 % | 196,716 | ||
SSO PROSHARES TR | PSHS ULT S&P 500 | 74347R107 | $13.73M | 8 % | 140,474 | ||
BALT INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 | $13.39M | 8 % | 417,280 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $12.65M | 7 % | 249,185 | ||
XSMO INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 46137V498 | $9.84M | 6 % | 144,650 | ||
XMHQ INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | $9.84M | 6 % | 100,125 | ||
TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 | $9.20M | 5 % | 405,805 | ||
TSPA T ROWE PRICE ETF INC | US EQUITY RESEAR | 87283Q503 | $8.75M | 5 % | 224,896 | ||
TACK CAPITOL SER TR | FAIRLEAD TACTICA | 14064D550 | $7.84M | 5 % | 277,686 |
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