NBZ Investment Advisors LLC
Q3 2025 13F Holdings
- Locationknoxville, TN
- Num holdings
66
- Value ($000)
$191,727
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0001998018
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
K SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $29.51M | 15 % | 376,643 | ||
D AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $21.15M | 11 % | 474,576 | ||
B INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 | $14.45M | 8 % | 440,153 | ||
TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 | $12.98M | 7 % | 519,281 | ||
J JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $12.51M | 7 % | 246,405 | ||
T T ROWE PRICE ETF INC | US EQUITY RESEAR | 87283Q503 | $12.28M | 6 % | 292,950 | ||
X INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 46137V498 | $11.92M | 6 % | 162,052 | ||
X INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | $11.73M | 6 % | 111,767 | ||
T CAPITOL SER TR | FAIRLEAD TACTICA | 14064D550 | $8.85M | 5 % | 294,838 | ||
S SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $8.05M | 4 % | 313,239 |
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