Nbz Investment Advisors LLC Top Holdings and 13F Report (2026) About Nbz Investment Advisors LLCInvestment ActivityNbz Investment Advisors LLC has $258.95 million in total holdings as of September 30, 2026.Nbz Investment Advisors LLC owns shares of 82 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 9.94% of the portfolio was purchased this quarter.About 9.39% of the portfolio was sold this quarter.This quarter, Nbz Investment Advisors LLC has purchased 80 new stocks and bought additional shares in 12 stocks.Nbz Investment Advisors LLC sold shares of 30 stocks and completely divested from 6 stocks this quarter.Largest Holdings Amplify CWP Enhanced Dividend Income ETF $24,563,799SPDR Portfolio S&P 500 ETF $17,303,930Innovator Defined Wealth Shield ETF $17,154,780ProShares Ultra S&P500 $16,810,760TIDAL TRUST I $15,899,544 Largest New Holdings this Quarter 74347R107 - ProShares Ultra S&P500 $16,810,760 Holding38149W630 - GOLDMAN SACHS ETF TR $1,289,748 Holding46654Q492 - J P MORGAN EXCHANGE TRADED F $1,286,632 Holding38149W622 - GOLDMAN SACHS ETF TR $1,263,042 Holding46654Q518 - J P MORGAN EXCHANGE TRADED F $1,250,677 Holding Largest Purchases this Quarter ProShares Ultra S&P500 242,475 shares (about $16.81M)GOLDMAN SACHS ETF TR 22,245 shares (about $1.29M)J P MORGAN EXCHANGE TRADED F 22,741 shares (about $1.29M)GOLDMAN SACHS ETF TR 22,623 shares (about $1.26M)J P MORGAN EXCHANGE TRADED F 22,727 shares (about $1.25M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 201,983 shares (about $18.13M)ISHARES TR 12,935 shares (about $1.30M)PROFESIONALLY MANAGED PORTFO 18,764 shares (about $988.30K)AIM ETF PRODUCTS TRUST 20,484 shares (about $615.03K)T. Rowe Price U.S. Equity Research ETF 6,494 shares (about $313.40K) 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$24,563,799$27,429 ▼-0.1%528,3679.5%ETFSPLGSPDR Portfolio S&P 500 ETF$17,303,930$18,129,991 ▼-51.2%192,7806.7%ETFBALTInnovator Defined Wealth Shield ETF$17,154,780$25,618 ▲0.1%490,8386.6%ETFSSOProShares Ultra S&P500$16,810,760$16,810,760 ▲New Holding242,4756.5%ETFTIDAL TRUST I$15,899,544$278,745 ▲1.8%571,3106.1%FUND GRAN US ETFTSPAT. Rowe Price U.S. Equity Research ETF$15,517,548$313,400 ▼-2.0%321,5416.0%ETFXSMOInvesco S&P SmallCap Momentum ETF$14,843,393$241,232 ▲1.7%181,9495.7%ETFXMHQInvesco S&P MidCap Quality ETF$14,531,916$69,446 ▲0.5%130,1565.6%ETFJAAAJanus Henderson AAA CLO ETF$13,767,670$73,686 ▼-0.5%272,7895.3%ETFRBB FUND TRUST$12,835,589$279,107 ▼-2.1%255,7405.0%FIRST EAGLE GBLTACKFairlead Tactical Sector ETF$9,764,695$163,971 ▼-1.7%311,2753.8%ETFSCHBSchwab US Broad Market ETF$8,899,722$8,705 ▲0.1%303,6413.4%ETFAIM ETF PRODUCTS TRUST$7,414,953$615,033 ▼-7.7%246,9592.9%ALLIANZIM US EQARK ETF TR$6,154,484$233,620 ▼-3.7%69,0742.4%INNOVATION ETFPROFESIONALLY MANAGED PORTFO$5,880,974$988,300 ▼-14.4%111,6572.3%AKRE FOCUS ETFAAPLApple$5,067,598$23,312 ▼-0.5%15,2172.0%TechnologyISHARES TR$4,024,455$1,302,287 ▼-24.4%39,9731.6%0-3 MTH TREASURYNVDANVIDIA$3,454,186$93,406 ▼-2.6%15,1251.3%TechnologyQQQInvesco QQQ$3,233,878$364,005 ▲12.7%4,3711.2%ETFTCHPT. Rowe Price Blue Chip Growth ETF$3,167,168$81,331 ▼-2.5%61,6061.2%ETFGOOGAlphabet$3,147,7560.0%9,2381.2%Communication ServicesAIM ETF PRODUCTS TRUST$2,309,987$10,751 ▼-0.5%71,9790.9%ALLIANZIM US EQUMSFTMicrosoft$2,175,363$2,052 ▲0.1%4,2410.8%TechnologyAXPAmerican Express$2,115,110$120,125 ▼-5.4%6,9550.8%FinanceSCHMSchwab U.S. Mid-Cap ETF$1,981,150$4,150 ▲0.2%58,2350.8%ETFJPMJPMorgan Chase & Co.$1,522,4800.0%4,6020.6%FinanceGOLDMAN SACHS ETF TR$1,289,748$1,289,748 ▲New Holding22,2450.5%NASDA 100 ETFJ P MORGAN EXCHANGE TRADED F$1,286,632$1,286,632 ▲New Holding22,7410.5%NASDAQ EQUITYGOLDMAN SACHS ETF TR$1,263,042$1,263,042 ▲New Holding22,6230.5%S&P 500 PREMIUMJ P MORGAN EXCHANGE TRADED F$1,250,677$1,250,677 ▲New Holding22,7270.5%EQUITY PREM YELDVRTVertiv$1,159,4950.0%4,8050.4%IndustrialsIVViShares Core S&P 500 ETF$1,069,8920.0%1,3970.4%ETFSPACE EXPLORATION TECHN CORP$1,007,421$771,934 ▲327.8%6,6780.4%CLASS A COM STKBRK.BBerkshire Hathaway$988,4310.0%1,9850.4%FinanceWFCWells Fargo & Company$899,2820.0%11,2340.3%FinanceAMDAdvanced Micro Devices$880,323$18,965 ▼-2.1%1,4390.3%TechnologyINNOVATOR ETFS TRUST$855,832$855,832 ▲New Holding31,8500.3%EQUITY MANAGD 10SPMOInvesco S&P 500 Momentum ETF$768,567$480,392 ▲166.7%5,0700.3%ETFTSMTaiwan Semiconductor Manufacturing$749,064$12,317 ▼-1.6%1,6420.3%TechnologyCALAMOS ETF TR$740,441$2,486 ▼-0.3%35,7390.3%CALAMOS BIT 80 SGEGE Aerospace$677,0450.0%2,1680.3%IndustrialsPINNACLE FINL PARTNERS INC$599,104$56,166 ▼-8.6%6,4000.2%COMMUMicron Technology$594,3310.0%5580.2%TechnologyISHARES TR$569,5700.0%19,3210.2%LARG CAP JUN ETFAMZNAmazon.com$539,837$92,921 ▼-14.7%2,1670.2%Consumer DiscretionaryVOOVanguard S&P 500 ETF$528,945$295,649 ▲126.7%7550.2%ETFTSLATesla$515,1840.0%1,4520.2%Consumer DiscretionaryGE VERNOVA INC$514,2150.0%5410.2%COMBABoeing$490,2420.0%2,6350.2%IndustrialsMETAMeta Platforms$446,711$1,450 ▼-0.3%6160.2%Communication ServicesAIM ETF PRODUCTS TRUST$437,011$220,806 ▼-33.6%13,4880.2%ALLIANZIM EQ BUFNLYAnnaly Capital Management$410,990$184,310 ▲81.3%21,7570.2%FinanceAIM ETF PRODUCTS TRUST$410,688$18,722 ▼-4.4%13,3150.2%ALLIANZIM US EQTINTCIntel$399,8850.0%3,3260.2%TechnologyPGIM ROCK ETF TR$351,3480.0%11,1970.1%S&P 500 BUFFERABBVAbbVie$321,2330.0%1,2280.1%HealthcarePFEPfizer$283,138$259,410 ▼-47.8%9,9280.1%HealthcareCALAMOS ETF TR$273,494$50,531 ▼-15.6%9,2390.1%S P 500 STRUCTURJNJJohnson & Johnson$267,9170.0%1,0120.1%HealthcareCALAMOS ETF TR$264,7110.0%9,5150.1%NASD 100 ST JUNEAIM ETF PRODUCTS TRUST$256,2890.0%8,4150.1%ALLIANZIM US EQUEXXONMOBIL HOLDINGS CORP$253,809$253,809 ▲New Holding1,5600.1%COM SHSBXBlackstone$242,1140.0%2,1600.1%FinancePANWPalo Alto Networks$240,7700.0%6060.1%TechnologySCHWCharles Schwab$239,9960.0%2,4550.1%FinanceAVGOBroadcom$211,416$28,446 ▼-11.9%6020.1%TechnologyDWLDDavis Select Worldwide ETF$204,2280.0%4,5750.1%ETFSCHASchwab US Small-Cap ETF$109,8980.0%3,3680.0%ETFAIM ETF PRODUCTS TRUST$73,6110.0%2,1980.0%ALLIANZIM US EQUVNQVanguard Real Estate ETF$68,1190.0%7600.0%ETFGOOGLAlphabet$67,7440.0%1970.0%Communication ServicesCALAMOS ETF TR$53,187$3,663 ▼-6.4%1,9020.0%S&P 500 STR JULYSPGPInvesco S&P 500 GARP ETF$49,515$11,162 ▼-18.4%4170.0%ETFAIM ETF PRODUCTS TRUST$46,627$10,745 ▼-18.7%1,4710.0%ALLIANZIM US EQUARKXARK Space Exploration & Innovation ETF$45,1700.0%1,4160.0%ETFVERIVeritone$44,1570.0%37,1070.0%TechnologyAIM ETF PRODUCTS TRUST$29,107$552 ▼-1.9%8430.0%ALLIANZIM US EQUPWVInvesco Large Cap Value ETF$25,5610.0%3350.0%ETFCALAMOS ETF TR$17,8250.0%8080.0%CALAMOS BIT 90 SIWMiShares Russell 2000 ETF$12,7830.0%460.0%ETFJ P MORGAN EXCHANGE TRADED F$7,534$7,534 ▲New Holding1090.0%HEDG EQU LAD ETFTOUST. Rowe Price International Equity ETF$1,9220.0%500.0%ETFPGProcter & Gamble$0$389,282 ▼-100.0%00.0%Consumer StaplesXOMExxonMobil$0$213,193 ▼-100.0%00.0%EnergyCATCaterpillar$0$212,980 ▼-100.0%00.0%IndustrialsDISWalt Disney$0$206,553 ▼-100.0%00.0%Communication ServicesINNOVATOR ETFS TRUST$0$48,223 ▼-100.0%00.0%EQUITY DEFINEDAIM ETF PRODUCTS TRUST$0$10,143 ▼-100.0%00.0%ALLIANZIM US EQUShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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