NBZ Investment Advisors LLC
Q4 2024 13F Holdings
- Locationknoxville, TN
- Num holdings
69
- Value ($000)
$179,121
- Date Filed02/12/2025
- Form type13F-HR
- CIK0001998018
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $27.27M | 15 % | 395,602 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $25.27M | 14 % | 498,339 | ||
DIVO AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $18.17M | 10 % | 448,918 | ||
OMFL INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | $13.56M | 8 % | 250,085 | ||
SPGP INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 46137V431 | $12.59M | 7 % | 120,089 | ||
BALT INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 | $12.42M | 7 % | 395,268 | ||
AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | 00888H562 | $7.59M | 4 % | 289,826 | ||
XMHQ INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | $7.52M | 4 % | 76,374 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $7.43M | 4 % | 327,410 | ||
XSMO INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 46137V498 | $7.35M | 4 % | 111,229 |
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