Nbz Investment Advisors LLC Top Holdings and 13F Report (2026) About Nbz Investment Advisors LLCInvestment ActivityNbz Investment Advisors LLC has $229.06 million in total holdings as of March 31, 2026.Nbz Investment Advisors LLC owns shares of 67 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 14.20% of the portfolio was purchased this quarter.About 11.05% of the portfolio was sold this quarter.This quarter, Nbz Investment Advisors LLC has purchased 62 new stocks and bought additional shares in 21 stocks.Nbz Investment Advisors LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $30,544,666Amplify CWP Enhanced Dividend Income ETF $23,712,203Innovator Defined Wealth Shield ETF $16,408,627Janus Henderson AAA CLO ETF $14,415,590Invesco S&P SmallCap Momentum ETF $14,010,202 Largest New Holdings this Quarter 92537N108 - Vertiv $1,204,037 Holding72348N109 - PINNACLE FINL PARTNERS INC $602,980 Holding30231G102 - ExxonMobil $260,288 Holding09260D107 - Blackstone $248,378 Holding00287Y109 - AbbVie $239,239 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 197,519 shares (about $15.12M)iShares 0-3 Month Treasury Bond ETF 38,214 shares (about $3.85M)RBB FUND TRUST 78,360 shares (about $3.68M)Vertiv 4,805 shares (about $1.20M)Invesco S&P MidCap Quality ETF 8,266 shares (about $854.45K) Largest Sales this Quarter PROFESIONALLY MANAGED PORTFO 151,970 shares (about $8.03M)Schwab US Broad Market ETF 6,901 shares (about $173.22K)Pfizer 5,460 shares (about $153.32K)ARK ETF TR 499 shares (about $33.73K)Schwab US Small-Cap ETF 992 shares (about $28.85K) 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 PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$30,544,666$15,118,105 ▲98.0%399,06813.3%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$23,712,203$675,217 ▲2.9%528,70010.4%ETFBALTInnovator Defined Wealth Shield ETF$16,408,627$67,733 ▲0.4%490,3227.2%ETFJAAAJanus Henderson AAA CLO ETF$14,415,590$283,633 ▲2.0%286,1946.3%ETFXSMOInvesco S&P SmallCap Momentum ETF$14,010,202$742,564 ▲5.6%184,2966.1%ETFTSPAT. Rowe Price U.S. Equity Research ETF$13,711,953$764,502 ▲5.9%335,2566.0%ManufacturingTIDAL TRUST I$13,700,712$474,154 ▲3.6%573,9726.0%FUNDSTRAT GRANNYXMHQInvesco S&P MidCap Quality ETF$13,534,089$854,454 ▲6.7%130,9295.9%ETFRBB FUND TRUST$11,951,002$3,682,915 ▲44.5%254,2775.2%FIRST EAGLE GBLTACKFairlead Tactical Sector ETF$9,709,107$26,659 ▲0.3%319,3964.2%ETFSCHBSchwab US Broad Market ETF$7,671,316$173,215 ▼-2.2%305,6303.3%ETFPROFESIONALLY MANAGED PORTFO$7,469,555$8,031,615 ▼-51.8%141,3353.3%AKRE FOCUS ETFAIM ETF PRODUCTS TRUST$7,261,834$16,398 ▼-0.2%269,2583.2%ALLIANZIM US EQARK ETF TR$4,952,858$33,727 ▼-0.7%73,2782.2%INNOVATION ETFSGOViShares 0-3 Month Treasury Bond ETF$4,694,338$3,846,587 ▲453.7%46,6362.0%ETFAAPLApple$3,319,940$355,318 ▲12.0%13,0811.4%Computer and TechnologyTCHPT. Rowe Price Blue Chip Growth ETF$2,851,026$115,840 ▲4.2%64,5321.2%ETFGOOGAlphabet$2,650,013$562,246 ▲26.9%9,2381.2%Computer and TechnologyNVDANVIDIA$2,368,430$154,523 ▲7.0%13,5801.0%Computer and TechnologyQQQInvesco QQQ$2,238,335$12,698 ▲0.6%3,8781.0%FinanceAIM ETF PRODUCTS TRUST$2,060,944$6,643 ▼-0.3%72,5940.9%ALLIANZIM US EQUSCHMSchwab U.S. Mid-Cap ETF$1,805,472$5,170 ▼-0.3%58,3160.8%ETFAXPAmerican Express$1,584,4610.0%5,2380.7%FinanceMSFTMicrosoft$1,534,782$436,817 ▲39.8%4,1460.7%Computer and TechnologyVRTVertiv$1,204,037$1,204,037 ▲New Holding4,8050.5%Computer and TechnologyJPMJPMorgan Chase & Co.$1,165,4620.0%3,9620.5%FinanceIVViShares Core S&P 500 ETF$912,5340.0%1,3970.4%ETFWFCWells Fargo & Company$894,3390.0%11,2340.4%FinanceBRK.BBerkshire Hathaway$893,708$675,672 ▲309.9%1,8650.4%FinanceCALAMOS ETF TR$676,4870.0%35,8590.3%CALAMOS BIT 80 SPINNACLE FINL PARTNERS INC$602,980$602,980 ▲New Holding7,0000.3%COMPFEPfizer$590,325$153,317 ▼-20.6%21,0230.3%MedicalAIM ETF PRODUCTS TRUST$584,0470.0%20,4570.3%ALLIANZIM EQ BUFAMZNAmazon.com$552,850$208,308 ▲60.5%2,6540.2%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$549,5070.0%1,6260.2%Computer and TechnologyISHARES TR$544,072$141 ▼0.0%19,3210.2%LARGE CAP MAX BUBABoeing$524,4440.0%2,6350.2%AerospaceTSLATesla$422,6800.0%1,1370.2%Auto/Tires/TrucksAIM ETF PRODUCTS TRUST$395,2570.0%14,3180.2%ALLIANZIM US EQTMETAMeta Platforms$353,5790.0%6180.2%Computer and TechnologyPGIM ROCK ETF TR$334,4110.0%11,1970.1%S&P 500 BUFFERCALAMOS ETF TR$315,8520.0%10,9460.1%S P 500 STRUCTURAMDAdvanced Micro Devices$298,8390.0%1,4690.1%Computer and TechnologyXOMExxonMobil$260,288$260,288 ▲New Holding1,5340.1%EnergyCALAMOS ETF TR$257,0410.0%9,5150.1%NASDAQ 100 STRUCNLYAnnaly Capital Management$253,800$42,300 ▲20.0%12,0000.1%FinanceBXBlackstone$248,378$248,378 ▲New Holding2,1600.1%FinanceABBVAbbVie$239,239$239,239 ▲New Holding1,1000.1%MedicalAIM ETF PRODUCTS TRUST$230,017$273 ▲0.1%8,4150.1%ALLIANZIM US EQUSCHWCharles Schwab$229,781$229,781 ▲New Holding2,4450.1%FinanceINTCIntel$220,120$220,120 ▲New Holding4,9880.1%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$212,839$212,839 ▲New Holding1,8980.1%ETFDWLDDavis Select Worldwide ETF$200,431$200,431 ▲New Holding4,5750.1%ETFVOOVanguard S&P 500 ETF$198,9840.0%3330.1%ETFSCHASchwab US Small-Cap ETF$97,941$28,847 ▼-22.8%3,3680.0%ETFVNQVanguard Real Estate ETF$67,4120.0%7600.0%ETFAIM ETF PRODUCTS TRUST$58,3240.0%2,0830.0%ALLIANZIM US EQUSPGPInvesco S&P 500 GARP ETF$54,967$323 ▼-0.6%5110.0%ETFCALAMOS ETF TR$54,6340.0%2,0330.0%S&P 500 STRUCTURINNOVATOR ETFS TRUST$47,0720.0%1,6350.0%EQUITY DEFINEDARKXARK Space Exploration & Innovation ETF$41,5600.0%1,4160.0%ETFGOOGLAlphabet$32,4130.0%1130.0%Computer and TechnologyAIM ETF PRODUCTS TRUST$26,5940.0%8900.0%ALLIANZIM US EQUPWVInvesco Large Cap Value ETF$23,3530.0%3350.0%ETFCALAMOS ETF TR$16,7720.0%8080.0%CALAMOS BIT 90 SAIM ETF PRODUCTS TRUST$9,2230.0%3470.0%ALLIANZIM US EQUTOUST. Rowe Price International Equity ETF$1,7270.0%500.0%ETFSSOProShares Ultra S&P500$0$15,740,096 ▼-100.0%00.0%ETFPINNACLE FINL PARTNERS INC$0$619,402 ▼-100.0%00.0%COMIWMiShares Russell 2000 ETF$0$295,392 ▼-100.0%00.0%FinanceNKENIKE$0$208,523 ▼-100.0%00.0%Consumer DiscretionaryShowing 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. 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