NEXT Financial Group, Inc

Q4 2021 13F Holdings

  • Location
    houston, TX
  • Num holdings

    2,924

  • Value ($000)

    $1,520,763

  • Date Filed
    02/15/2022
  • Form type
    13F-HR
  • CIK
    0001616654
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$52.18M
3 %

293,839

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$37.08M
2 %

437,543

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$33.95M
2 %

71,180

V
VONE

VANGUARD SCOTTSDALE FDS

VNG RUS1000IDX
92206C730
$27.93M
2 %

127,621

M
MSFT

MICROSOFT CORP

COM
594918104
$23.04M
2 %

68,499

E
ESGU

ISHARES TR

ESG AWR MSCI USA
46435G425
$20.65M
1 %

191,339

A
AMZN

AMAZON COM INC

COM
023135106
$14.95M
1 %

4,484

T
TSLA

TESLA INC

COM
88160R101
$14.61M
1 %

13,828

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$13.37M
1 %

165,344

I
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$13.05M
1 %

246,521

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