NEXT Financial Group, Inc
13F Portfolio Filings
- Most recent 13FQ4 2021
- Locationhouston, TX
- CIK0001616654
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
2,924 | $1.52B | AAPL, BND, IVV, VONE | 13F-HR | Feb 15, 2022 | 000142050622000517 | ||
2,792 | $1.28B | AAPL, BND, VONE, IVV | 13F-HR | Oct 15, 2021 | 000142050621001380 | ||
2,658 | $1.25B | AAPL, BND, VONE, NDQ | 13F-HR | Jul 13, 2021 | 000142050621000871 | ||
2,568 | $1.13B | AAPL, BND, VONE, NDQ | 13F-HR | Apr 16, 2021 | 000142050621000411 | ||
2,389 | $1.04B | AAPL, BND, VONE, NDQ | 13F-HR | Feb 5, 2021 | 000142050621000101 | ||
2,229 | $928.90M | BND, AAPL, VONE, NDQ | 13F-HR | Oct 22, 2020 | 000142050620001083 | ||
596 | $857.11M | BND, AAPL, VONE, NDQ | 13F-HR | Jul 24, 2020 | 000142050620000754 | ||
2,180 | $775.78M | BND, VONE, SHY, AAPL | 13F-HR | Apr 27, 2020 | 000142050620000405 | ||
2,406 | $968.81M | BND, VONE, AAPL, NDQ | 13F-HR | Jan 21, 2020 | 000142050620000045 | ||
2,417 | $920.88M | BND, VONE, AAPL, NDQ | 13F-HR | Oct 17, 2019 | 000142050619000951 | ||
2,407 | $933.69M | BND, VONE, AAPL, NDQ | 13F-HR | Jul 16, 2019 | 000142050619000617 | ||
1,723 | $394.72M | SHY, VGSH, SCHO, NEAR | 13F-HR | Jul 16, 2019 | 000142050619000614 | ||
2,083 | $481.05M | AAPL, BND, NDQ, VTI | 13F-HR | Feb 11, 2019 | 000142050619000141 | ||
1,557 | $215.59M | AAPL, BRK.B, T, BRK.A | 13F-HR | Oct 9, 2018 | 000142050618000808 | ||
289 | $260.36M | VONE, BND, AAPL, BRK.B | 13F-HR | Aug 10, 2018 | 000142050618000664 | ||
411 | $474.06M | BND, VONE, AAPL, QQQ | 13F-HR | May 16, 2018 | 000142050618000506 | ||
276 | $233.93M | AAPL, META, T, QQQ | 13F-HR | Jan 16, 2018 | 000142050618000017 | ||
1,800 | $359.28M | AAPL, META, BRK.B, QQQ | 13F-HR | Nov 8, 2017 | 000142050617000695 | ||
1,965 | $409.03M | AAPL, T, BND, META | 13F-HR | Jul 12, 2017 | 000142050617000455 | ||
1,864 | $359.39M | AAPL, T, META, SPY | 13F-HR | May 8, 2017 | 000142050617000290 | ||
2,465 | $569.35M | AAPL, T, META, BRK.B | 13F-HR | Feb 2, 2017 | 000142050617000066 | ||
2,456 | $554.02M | AAPL, T, META, SPY | 13F-HR | Nov 1, 2016 | 000142050616001297 | ||
1,878 | $315.06M | AAPL, T, LQD, SPY | 13F-HR | Jul 7, 2016 | 000142050616001081 | ||
1,875 | $283.67M | AAPL, T, LQD, SPY | 13F-HR | Apr 20, 2016 | 000142050616000873 | ||
1,929 | $268.46M | AAPL, HD, META, T | RESTATEMENT | Feb 2, 2016 | 000142050616000708 | ||
1,989 | $279.26M | AAPL, T, HD, SPY | 13F-HR | Oct 20, 2015 | 000142050615000525 | ||
1,985 | $290.13M | AAPL, T, VIG, BRK.B | 13F-HR | Jul 29, 2015 | 000142050615000366 | ||
1,985 | $311.65M | AAPL, IVV, VIG, T | 13F-HR | Apr 15, 2015 | 000142050615000198 | ||
1,970 | $300.96M | AAPL, IVV, VIG, T | 13F-HR | Feb 10, 2015 | 000142050615000080 | ||
2,621 | $502.72M | AAPL, IVV, LQD, T | RESTATEMENT | Feb 10, 2015 | 000142050615000087 | ||
1,283 | $191.71M | AAPL, T, BRK.B, XOM | 13F-HR | Aug 14, 2014 | 000091047214003434 |