NEXT Financial Group, Inc

13F Portfolio Filings

  • Most recent 13F
    Q4 2021
  • Location
    houston, TX
  • CIK
    0001616654
  • All SEC filings
Q4 2021
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

2,924

$1.52 B
AAPL, BND, IVV, VONE
13F-HR
Feb 15, 2022
000142050622000517

2,792

$1.28 B
AAPL, BND, VONE, IVV
13F-HR
Oct 15, 2021
000142050621001380

2,658

$1.25 B
AAPL, BND, VONE, NDQ
13F-HR
Jul 13, 2021
000142050621000871

2,568

$1.13 B
AAPL, BND, VONE, NDQ
13F-HR
Apr 16, 2021
000142050621000411

2,389

$1.04 B
AAPL, BND, VONE, NDQ
13F-HR
Feb 5, 2021
000142050621000101

2,229

$928.90 M
BND, AAPL, VONE, NDQ
13F-HR
Oct 22, 2020
000142050620001083

596

$857.11 M
BND, AAPL, VONE, NDQ
13F-HR
Jul 24, 2020
000142050620000754

2,180

$775.78 M
BND, VONE, SHY, AAPL
13F-HR
Apr 27, 2020
000142050620000405

2,406

$968.81 M
BND, VONE, AAPL, NDQ
13F-HR
Jan 21, 2020
000142050620000045

2,417

$920.88 M
BND, VONE, AAPL, NDQ
13F-HR
Oct 17, 2019
000142050619000951

2,407

$933.69 M
BND, VONE, AAPL, NDQ
13F-HR
Jul 16, 2019
000142050619000617

1,723

$394.72 M
SHY, VGSH, SCHO, NEAR
13F-HR
Jul 16, 2019
000142050619000614

2,083

$481.05 M
AAPL, BND, NDQ, VTI
13F-HR
Feb 11, 2019
000142050619000141

1,557

$215.59 M
AAPL, BRK.B, T, BRK.A
13F-HR
Oct 9, 2018
000142050618000808

289

$260.36 M
VONE, BND, AAPL, BRK.B
13F-HR
Aug 10, 2018
000142050618000664

411

$474.06 M
BND, VONE, AAPL, QQQ
13F-HR
May 16, 2018
000142050618000506

276

$233.93 M
AAPL, META, T, QQQ
13F-HR
Jan 16, 2018
000142050618000017

1,800

$359.28 M
AAPL, META, BRK.B, QQQ
13F-HR
Nov 8, 2017
000142050617000695

1,965

$409.03 M
AAPL, T, BND, META
13F-HR
Jul 12, 2017
000142050617000455

1,864

$359.39 M
AAPL, T, META, SPY
13F-HR
May 8, 2017
000142050617000290

2,465

$569.35 M
AAPL, T, META, BRK.B
13F-HR
Feb 2, 2017
000142050617000066

2,456

$554.02 M
AAPL, T, META, SPY
13F-HR
Nov 1, 2016
000142050616001297

1,878

$315.06 M
AAPL, T, LQD, SPY
13F-HR
Jul 7, 2016
000142050616001081

1,875

$283.67 M
AAPL, T, LQD, SPY
13F-HR
Apr 20, 2016
000142050616000873

1,929

$268.46 M
AAPL, HD, META, T
RESTATEMENT
Feb 2, 2016
000142050616000708

1,989

$279.26 M
AAPL, T, HD, SPY
13F-HR
Oct 20, 2015
000142050615000525

1,985

$290.13 M
AAPL, T, VIG, BRK.B
13F-HR
Jul 29, 2015
000142050615000366

1,985

$311.65 M
AAPL, IVV, VIG, T
13F-HR
Apr 15, 2015
000142050615000198

1,970

$300.96 M
AAPL, IVV, VIG, T
13F-HR
Feb 10, 2015
000142050615000080

2,621

$502.72 M
AAPL, IVV, LQD, T
RESTATEMENT
Feb 10, 2015
000142050615000087

1,283

$191.71 M
AAPL, T, BRK.B, XOM
13F-HR
Aug 14, 2014
000091047214003434