NESTEGG ADVISORS, INC.
Q1 2025 13F Holdings
- Locationhauppauge, NY
- Num holdings
44
- Value ($000)
$94,084
- Date Filed05/14/2025
- Form type13F-HR
- CIK0002062716
- 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 |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $16.57M | 18 % | 45,892 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $14.31M | 15 % | 76,069 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $10.87M | 12 % | 103,948 | ||
IBDV ISHARES TR | IBONDS DEC 2030 | 46436E726 | $8.12M | 9 % | 374,024 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $5.71M | 6 % | 97,601 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $5.02M | 5 % | 200,417 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $3.77M | 4 % | 10,176 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $3.30M | 4 % | 64,993 | ||
AAPL APPLE INC | COM | 037833100 | $3.23M | 3 % | 14,550 | ||
IBMS ISHARES TR | IBONDS DEC 2030 | 46438G687 | $2.53M | 3 % | 99,471 |
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