Nbz Investment Advisors LLC Top Holdings and 13F Report (2025) About Nbz Investment Advisors LLCInvestment ActivityNbz Investment Advisors LLC has $175.70 million in total holdings as of June 30, 2025.Nbz Investment Advisors LLC owns shares of 55 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.82% of the portfolio was purchased this quarter.About 10.79% of the portfolio was sold this quarter.This quarter, Nbz Investment Advisors LLC has purchased 58 new stocks and bought additional shares in 15 stocks.Nbz Investment Advisors LLC sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings Amplify CWP Enhanced Dividend Income ETF $19,731,857SPDR Portfolio S&P 500 ETF $14,299,255ProShares Ultra S&P500 $13,727,109Innovator Defined Wealth Shield ETF $13,386,342Janus Henderson AAA CLO ETF $12,646,117 Largest New Holdings this Quarter 035710839 - Annaly Capital Management $197,610 Holding Largest Purchases this Quarter T. Rowe Price U.S. Equity Research ETF 33,396 shares (about $1.30M)TIDAL TRUST I 56,416 shares (about $1.28M)Invesco S&P MidCap Quality ETF 3,173 shares (about $311.71K)Invesco S&P SmallCap Momentum ETF 4,416 shares (about $300.38K)Innovator Defined Wealth Shield ETF 9,349 shares (about $299.92K) Largest Sales this Quarter Janus Henderson AAA CLO ETF 237,843 shares (about $12.07M)Invesco Russell 1000 Dynamic Multifactor ETF 29,059 shares (about $1.68M)Invesco S&P 500 GARP ETF 14,902 shares (about $1.60M)American Express 2,339 shares (about $746.08K)Apple 2,458 shares (about $504.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNbz Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDIVOAmplify CWP Enhanced Dividend Income ETF$19,731,857$292,659 ▲1.5%463,73311.2%ETFSPLGSPDR Portfolio S&P 500 ETF$14,299,255$116,667 ▲0.8%196,7168.1%ETFSSOProShares Ultra S&P500$13,727,109$19,837 ▼-0.1%140,4747.8%ETFBALTInnovator Defined Wealth Shield ETF$13,386,342$299,916 ▲2.3%417,2807.6%ETFJAAAJanus Henderson AAA CLO ETF$12,646,117$12,070,511 ▼-48.8%249,1857.2%ETFXSMOInvesco S&P SmallCap Momentum ETF$9,839,071$300,376 ▲3.1%144,6505.6%ETFXMHQInvesco S&P MidCap Quality ETF$9,836,241$311,714 ▲3.3%100,1255.6%ETFTIDAL TRUST I$9,203,657$1,279,515 ▲16.1%405,8055.2%FUNDSTRAT GRANNYTSPAT. Rowe Price U.S. Equity Research ETF$8,746,205$1,298,770 ▲17.4%224,8965.0%ManufacturingTACKFairlead Tactical Sector ETF$7,838,243$33,534 ▲0.4%277,6864.5%ETFSCHBSchwab US Broad Market ETF$7,475,824$41,845 ▼-0.6%313,7154.3%ETFAIM ETF PRODUCTS TRUST$7,035,856$10,532 ▼-0.1%273,8874.0%ALLIANZIM US EQARKKARK Innovation ETF$5,565,854$293,672 ▼-5.0%79,1843.2%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$3,694,205$1,679,021 ▼-31.2%63,9362.1%ETFSPGPInvesco S&P 500 GARP ETF$2,887,948$1,604,930 ▼-35.7%26,8151.6%ETFTCHPT. Rowe Price Blue Chip Growth ETF$2,755,650$178,906 ▲6.9%60,7641.6%ETFAAPLApple$2,317,543$504,295 ▼-17.9%11,2961.3%Computer and TechnologyNVDANVIDIA$2,137,560$290,222 ▼-12.0%13,5301.2%Computer and TechnologyAIM ETF PRODUCTS TRUST$1,937,1330.0%71,2751.1%ALLIANZIM US EQUQQQInvesco QQQ$1,810,791$26,475 ▼-1.4%3,2831.0%FinanceAXPAmerican Express$1,729,796$746,080 ▼-30.1%5,4231.0%FinanceSCHMSchwab U.S. Mid-Cap ETF$1,632,025$60,251 ▼-3.6%58,1830.9%ETFMSFTMicrosoft$1,431,426$38,795 ▼-2.6%2,8780.8%Computer and TechnologyGOOGAlphabet$1,239,0690.0%6,9850.7%Computer and TechnologyJPMJPMorgan Chase & Co.$1,159,350$186,992 ▼-13.9%3,9990.7%FinanceCALAMOS ETF TR$980,3230.0%36,2370.6%CALAMOS BIT 80 SSGOViShares 0-3 Month Treasury Bond ETF$940,344$195,439 ▲26.2%9,3390.5%ETFWFCWells Fargo & Company$903,1930.0%11,2730.5%FinanceIVViShares Core S&P 500 ETF$867,3970.0%1,3970.5%ETFISHARES TR$801,3390.0%29,1290.5%LARGE CAP MAX BUPFEPfizer$660,002$97,008 ▲17.2%27,2280.4%MedicalAIM ETF PRODUCTS TRUST$646,6430.0%23,4820.4%ALLIANZIM EQ BUFPNFPPinnacle Financial Partners$645,0150.0%5,8420.4%FinanceAMZNAmazon.com$582,192$297,238 ▲104.3%2,6540.3%Retail/WholesaleBABoeing$557,140$7,753 ▼-1.4%2,6590.3%AerospaceTSLATesla$419,947$153,430 ▼-26.8%1,3220.2%Auto/Tires/TrucksMETAMeta Platforms$400,589$5,164 ▲1.3%5430.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$368,273$40,542 ▲12.4%1,6260.2%Computer and TechnologyPGIM ROCK ETF TR$339,8020.0%11,9280.2%S&P 500 BUFFERPJULInnovator U.S. Equity Power Buffer ETF - July$314,1850.0%7,1650.2%ETFCALAMOS ETF TR$305,0100.0%10,9460.2%S P 500 STRUCTURAMDAdvanced Micro Devices$279,4010.0%1,9690.2%Computer and TechnologyDISWalt Disney$263,025$20,710 ▼-7.3%2,1210.1%Consumer DiscretionaryIWMiShares Russell 2000 ETF$258,948$26,326 ▼-9.2%1,2000.1%FinanceCALAMOS ETF TR$248,9110.0%9,5150.1%NASDAQ 100 STRUCNKENIKE$232,5140.0%3,2730.1%Consumer DiscretionaryNLYAnnaly Capital Management$197,610$197,610 ▲New Holding10,5000.1%FinanceSCHASchwab US Small-Cap ETF$110,3080.0%4,3600.1%ETFXBISPDR S&P Biotech ETF$82,9300.0%1,0000.0%ETFCALAMOS ETF TR$60,795$3,076 ▲5.3%2,3320.0%S&P 500 STRUCTURARKXARK Space Exploration & Innovation ETF$58,8780.0%2,4370.0%ETFINNOVATOR ETFS TRUST$44,5780.0%1,6350.0%EQUITY DEFINEDCALAMOS ETF TR$21,4050.0%8080.0%CALAMOS BIT 90 SPWVInvesco Large Cap Value ETF$20,8170.0%3350.0%ETFGOOGLAlphabet$19,727$14,619 ▼-42.6%1120.0%Computer and TechnologyPGProcter & Gamble$0$451,108 ▼-100.0%00.0%Consumer StaplesGEGE Aerospace$0$408,106 ▼-100.0%00.0%AerospaceTAT&T$0$224,330 ▼-100.0%00.0%Computer and TechnologyVERIVeritone$0$86,274 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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