Nestegg Advisors, Inc. Top Holdings and 13F Report (2025) About Nestegg Advisors, Inc.Investment ActivityNestegg Advisors, Inc. has $94.08 million in total holdings as of March 31, 2025.Nestegg Advisors, Inc. owns shares of 44 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.93% of the portfolio was purchased this quarter.About 3.45% of the portfolio was sold this quarter.This quarter, Nestegg Advisors, Inc. has purchased 45 new stocks and bought additional shares in 26 stocks.Nestegg Advisors, Inc. sold shares of 9 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $16,571,186iShares Russell 1000 Value ETF $14,313,142iShares Core S&P Small-Cap ETF $10,869,887iShares iBonds Dec 2030 Term Corporate ETF $8,123,802First Trust NASDAQ Rising Dividend Achievers $5,713,555 Largest New Holdings this Quarter 92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $559,739 Holding922908744 - Vanguard Value ETF $202,421 Holding Largest Purchases this Quarter iShares iBonds Dec 2030 Term Corporate ETF 83,819 shares (about $1.82M)ISHARES TR 24,932 shares (about $633.27K)Vanguard Intermediate-Term Corporate Bond ETF 6,846 shares (about $559.74K)Vanguard Growth ETF 1,371 shares (about $508.39K)First Trust NASDAQ Rising Dividend Achievers 4,964 shares (about $290.59K) Largest Sales this Quarter iShares iBonds Dec 2026 Term Corporate ETF 29,316 shares (about $709.74K)iShares iBonds Dec 2028 Term Muni Bond ETF 25,417 shares (about $642.79K)iShares iBonds Dec 2028 Term Corporate ETF 21,218 shares (about $535.97K)iShares Russell 1000 Value ETF 792 shares (about $149.02K)iShares Core S&P Small-Cap ETF 1,309 shares (about $136.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNestegg Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$16,571,186$114,466 ▼-0.7%45,89217.6%ETFIWDiShares Russell 1000 Value ETF$14,313,142$149,023 ▼-1.0%76,06915.2%ETFIJRiShares Core S&P Small-Cap ETF$10,869,887$136,883 ▼-1.2%103,94811.6%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$8,123,802$1,820,549 ▲28.9%374,0248.6%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$5,713,555$290,592 ▲5.4%97,6016.1%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$5,018,444$118,464 ▲2.4%200,4175.3%ETFVUGVanguard Growth ETF$3,773,418$508,388 ▲15.6%10,1764.0%ETFVEAVanguard FTSE Developed Markets ETF$3,303,611$104,507 ▼-3.1%64,9933.5%ETFAAPLApple$3,231,944$3,554 ▲0.1%14,5503.4%Computer and TechnologyISHARES TR$2,526,563$633,273 ▲33.4%99,4712.7%IBONDS DEC 2030PFMInvesco Dividend Achievers ETF$2,383,485$52,967 ▲2.3%52,0642.5%ManufacturingIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,322,132$709,740 ▼-34.9%54,6111.4%ETFSCHASchwab US Small-Cap ETF$1,281,383$2,952 ▲0.2%54,6901.4%ETFVNQVanguard Real Estate ETF$1,116,463$35,673 ▲3.3%12,3311.2%ETFSCHFSchwab International Equity ETF$1,064,085$30,896 ▲3.0%53,7961.1%ETFPIDInvesco International Dividend Achievers ETF$1,050,709$3,147 ▲0.3%55,0971.1%ManufacturingCOSTCostco Wholesale$917,3930.0%9701.0%Retail/WholesaleIWViShares Russell 3000 ETF$836,6680.0%2,6340.9%ETFEFAiShares MSCI EAFE ETF$787,6400.0%9,6370.8%FinanceIBDTiShares iBonds Dec 2028 Term Corporate ETF$749,745$535,969 ▼-41.7%29,6810.8%ETFVIOOVanguard S&P Small-Cap 600 ETF$633,585$155,284 ▲32.5%6,5650.7%ETFIVViShares Core S&P 500 ETF$606,736$37,640 ▼-5.8%1,0800.6%ETFHDHome Depot$576,143$2,932 ▲0.5%1,5720.6%Retail/WholesaleVBVanguard Small-Cap ETF$564,797$42,354 ▲8.1%2,5470.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$559,739$559,739 ▲New Holding6,8460.6%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$551,346$642,794 ▼-53.8%21,8010.6%ETFSPYSPDR S&P 500 ETF Trust$546,692$1,679 ▲0.3%9770.6%FinanceXLREReal Estate Select Sector SPDR Fund$479,017$15,401 ▲3.3%11,4460.5%ETFIWBiShares Russell 1000 ETF$419,479$307 ▲0.1%1,3680.4%ETFVIGVanguard Dividend Appreciation ETF$395,882$1,940 ▲0.5%2,0410.4%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$374,431$143,743 ▲62.3%17,3510.4%ManufacturingMSFTMicrosoft$362,169$375 ▲0.1%9650.4%Computer and TechnologyIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$344,045$39,312 ▼-10.3%13,4600.4%ETFVOOVanguard S&P 500 ETF$340,286$1,028 ▲0.3%6620.4%ETFTRVTravelers Companies$317,8630.0%1,2020.3%FinanceJNJJohnson & Johnson$276,299$3,814 ▲1.4%1,6660.3%MedicalAMZNAmazon.com$245,2450.0%1,2890.3%Retail/WholesaleIWMiShares Russell 2000 ETF$236,599$598 ▲0.3%1,1860.3%FinanceQQQInvesco QQQ$225,6870.0%4810.2%FinanceVYMIVanguard International High Dividend Yield ETF$219,735$1,768 ▲0.8%2,9820.2%ETFSLYVSPDR S&P 600 Small Cap Value ETF$219,435$941 ▲0.4%2,7990.2%ETFJMEEJPMorgan Market Expansion Enhanced Equity ETF$216,6430.0%3,8700.2%ETFPWVInvesco Large Cap Value ETF$214,471$1,488 ▲0.7%3,6040.2%ETFVTVVanguard Value ETF$202,421$202,421 ▲New Holding1,1720.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$0$303,020 ▼-100.0%00.0%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$0$258,551 ▼-100.0%00.0%ETFGOOGAlphabet$0$217,693 ▼-100.0%00.0%Computer and TechnologyShowing 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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