Nabity-Jensen Investment Management Inc Top Holdings and 13F Report (2025) About Nabity-Jensen Investment Management IncInvestment ActivityNabity-Jensen Investment Management Inc has $144.26 million in total holdings as of September 30, 2025.Nabity-Jensen Investment Management Inc owns shares of 69 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 0.58% of the portfolio was purchased this quarter.About 1.63% of the portfolio was sold this quarter.This quarter, Nabity-Jensen Investment Management Inc has purchased 68 new stocks and bought additional shares in 18 stocks.Nabity-Jensen Investment Management Inc sold shares of 32 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Value ETF $20,416,847Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $15,703,560Vanguard Growth ETF $11,438,633Invesco QQQ $8,245,489Vanguard Small-Cap Value ETF $7,230,984 Largest New Holdings this Quarter 65339F101 - NextEra Energy $213,033 Holding921908844 - Vanguard Dividend Appreciation ETF $207,158 Holding Largest Purchases this Quarter NextEra Energy 2,822 shares (about $213.03K)Vanguard Dividend Appreciation ETF 960 shares (about $207.16K)Vanguard Value ETF 648 shares (about $120.85K)NVIDIA 343 shares (about $64.00K)Meta Platforms 43 shares (about $31.58K) Largest Sales this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2,364 shares (about $307.98K)Vanguard Growth ETF 429 shares (about $205.75K)UnitedHealth Group 363 shares (about $125.34K)Starbucks 1,350 shares (about $114.21K)Vanguard Small-Cap Value ETF 529 shares (about $110.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNabity-Jensen Investment Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$20,416,847$120,845 ▲0.6%109,48014.2%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$15,703,560$307,982 ▼-1.9%120,53710.9%ETFVUGVanguard Growth ETF$11,438,633$205,752 ▼-1.8%23,8507.9%ETFQQQInvesco QQQ$8,245,489$63,039 ▼-0.8%13,7345.7%FinanceVBRVanguard Small-Cap Value ETF$7,230,984$110,408 ▼-1.5%34,6465.0%ETFNVDANVIDIA$6,746,173$63,997 ▲1.0%36,1574.7%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$5,137,701$23,996 ▼-0.5%161,0063.6%ETFAAPLApple$4,212,930$14,005 ▼-0.3%16,5452.9%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$4,141,428$104,168 ▼-2.5%13,9152.9%ETFVEAVanguard FTSE Developed Markets ETF$4,121,801$23,788 ▼-0.6%68,7882.9%ETFBRK.BBerkshire Hathaway$3,957,067$17,093 ▲0.4%7,8712.7%FinanceMSFTMicrosoft$3,506,0040.0%6,7692.4%Computer and TechnologySCHDSchwab US Dividend Equity ETF$3,309,376$97,979 ▼-2.9%121,2232.3%ETFBIVVanguard Intermediate-Term Bond ETF$2,784,086$18,351 ▲0.7%35,6521.9%ETFVTIVanguard Total Stock Market ETF$2,581,378$85,324 ▼-3.2%7,8661.8%ETFJPMJPMorgan Chase & Co.$2,286,868$16,087 ▲0.7%7,2501.6%FinanceGOOGLAlphabet$2,110,351$19,205 ▲0.9%8,6811.5%Computer and TechnologyVMIValmont Industries$2,035,9700.0%5,2511.4%IndustrialsAMZNAmazon.com$1,943,853$8,783 ▼-0.4%8,8531.3%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$1,844,869$3,630 ▼-0.2%34,0511.3%ETFIWDiShares Russell 1000 Value ETF$1,591,6670.0%7,8181.1%ETFCATCaterpillar$1,415,7040.0%2,9671.0%IndustrialsVCSHVanguard Short-Term Corporate Bond ETF$1,283,084$33,090 ▼-2.5%16,0530.9%ETFCOSTCostco Wholesale$1,218,129$23,141 ▼-1.9%1,3160.8%Retail/WholesaleVBVanguard Small-Cap ETF$1,193,537$52,888 ▼-4.2%4,6940.8%ETFCWBSPDR Bloomberg Convertible Securities ETF$1,130,1640.0%12,4880.8%ETFLLYEli Lilly and Company$1,078,119$13,734 ▲1.3%1,4130.7%MedicalSCHWCharles Schwab$1,053,8930.0%11,0390.7%FinanceMETAMeta Platforms$1,043,554$31,578 ▲3.1%1,4210.7%Computer and TechnologyCRMSalesforce$1,032,609$23,937 ▼-2.3%4,3570.7%Computer and TechnologyVXUSVanguard Total International Stock ETF$986,347$94,616 ▼-8.8%13,4270.7%ETFFNDXSchwab Fundamental U.S. Large Company ETF$947,458$13,623 ▲1.5%36,0250.7%ETFIWFiShares Russell 1000 Growth ETF$904,5000.0%1,9310.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$887,3000.0%6,0920.6%ETFJNJJohnson & Johnson$839,582$12,609 ▲1.5%4,5280.6%MedicalVVisa$725,774$14,679 ▲2.1%2,1260.5%Business ServicesUNHUnitedHealth Group$719,951$125,344 ▼-14.8%2,0850.5%MedicalSPGSimon Property Group$673,735$89,143 ▼-11.7%3,5900.5%FinanceXOMExxon Mobil$650,455$1,240 ▼-0.2%5,7690.5%EnergyBBUSJPMorgan BetaBuilders U.S. Equity ETF$619,227$87,478 ▼-12.4%5,1320.4%ETFUNPUnion Pacific$598,725$76,584 ▼-11.3%2,5330.4%TransportationDISWalt Disney$563,798$45,915 ▼-7.5%4,9240.4%Consumer DiscretionaryVRTXVertex Pharmaceuticals$527,9310.0%1,3480.4%MedicalIJRiShares Core S&P Small-Cap ETF$520,4750.0%4,3800.4%ETFGDGeneral Dynamics$486,266$34,100 ▼-6.6%1,4260.3%AerospaceGOOGAlphabet$473,7050.0%1,9450.3%Computer and TechnologySBUXStarbucks$470,968$114,210 ▼-19.5%5,5670.3%Retail/WholesaleAVGOBroadcom$456,595$27,383 ▲6.4%1,3840.3%Computer and TechnologyVOOVanguard S&P 500 ETF$431,254$613 ▲0.1%7040.3%ETFADBEAdobe$426,475$88,188 ▼-17.1%1,2090.3%Computer and TechnologyBABoeing$401,4440.0%1,8600.3%AerospaceVTEBVanguard Tax-Exempt Bond ETF$383,236$5,608 ▼-1.4%7,6540.3%ETFLINDE PLC$365,2750.0%7690.3%SHSHDHome Depot$362,240$2,026 ▲0.6%8940.3%Retail/WholesaleEFAViShares MSCI EAFE Min Vol Factor ETF$343,8160.0%4,0530.2%ETFBSVVanguard Short-Term Bond ETF$334,4210.0%4,2380.2%ETFPGProcter & Gamble$324,509$15,211 ▲4.9%2,1120.2%Consumer StaplesTSLATesla$301,0750.0%6770.2%Auto/Tires/TrucksCMCSAComcast$296,134$46,030 ▼-13.5%9,4250.2%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$295,3020.0%4,5250.2%ETFBNDVanguard Total Bond Market ETF$295,100$5,355 ▼-1.8%3,9680.2%ETFXLUUtilities Select Sector SPDR Fund$261,630$42,995 ▼-14.1%3,0000.2%ETFMAINMain Street Capital$258,986$3,942 ▲1.5%4,0730.2%FinanceORealty Income$247,785$4,255 ▲1.7%4,0760.2%FinanceDDominion Energy$230,366$35,173 ▼-13.2%3,7660.2%UtilitiesCSCOCisco Systems$228,112$20,252 ▲9.7%3,3340.2%Computer and TechnologyNEENextEra Energy$213,033$213,033 ▲New Holding2,8220.1%UtilitiesVIGVanguard Dividend Appreciation ETF$207,158$207,158 ▲New Holding9600.1%ETFPFEPfizer$204,452$65,331 ▼-24.2%8,0240.1%MedicalPYPLPayPal$0$211,961 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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