Filer Name: NBZ INVESTMENT ADVISORS LLC
CIK: 1998018
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 69
Portfolio Value: $0.18B

Nbz Investment Advisors Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPLG US SPDR PORTFOLIO S&P 500 ETF 395,602 $27M 15.23% - -
JAAA US JANUS HENDERSON AAA CLO ETF 498,339 $25M 14.11% - -
DIVO US AMPLIFY CWP ENHANCED DIVIDEN 448,918 $18M 10.15% - -
OMFL US INVESCO RUSSELL 1000 DYN M/F 250,085 $14M 7.57% - -
SPGP US INVESCO S&P 500 GARP ETF 120,089 $13M 7.03% - -
BALT US INN DEFINED WEALTH SHIELD 395,268 $12M 6.93% - -
AUGU US ALLIANZIM US BF15 UNCAP AUG 289,826 $8M 4.24% - -
XMHQ US INVESCO S&P MIDCAP QUAL ETF 76,374 $8M 4.20% - -
SCHB US SCHWAB US BROAD MARKET ETF 327,410 $7M 4.15% - -
XSMO US INVESCO S&P SMALLCAP MOMENTU 111,229 $7M 4.11% - -
TACK US FAIRLEAD TACTICAL SECTOR ETF 254,436 $7M 3.88% - -
ARKK US ARK INNOVATION ETF 92,136 $5M 2.92% - -
AAPL US APPLE INC 11,727 $3M 1.64% - -
TCHP US T ROWE PRICE BLUE CHIP GROWT 64,625 $3M 1.52% - -
NVDA US NVIDIA CORP 12,873 $2M 0.97% - -
SCHM US SCHWAB US MID CAP ETF 61,761 $2M 0.96% - -
QQQ US INVESCO QQQ TRUST SERIES 1 3,144 $2M 0.90% - -
AXP US AMERICAN EXPRESS CO 5,359 $2M 0.89% - -
GOOG US ALPHABET INC-CL C 7,160 $1M 0.76% - -
MSFT US MICROSOFT CORP 2,940 $1M 0.69% - -
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