test

Richard M. Dolson

@Nisa Investment Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$25.786BTotal holdings3006
Assets growth rate52.63%Assets growth rate (2-Q avg)29.44%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Nisa Investment Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 3006 positions.

Assets under management

The assets under management (AUM) of Nisa Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 25.786B in assets, with a quarterly growth rate of 52.63% and a 2-quarter average growth rate of 29.44%. The portfolio is managed by Richard M. Dolson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Core S&p 500 Etf
Recent Activity
New Position
22.55%
$5.813B
9.875M shares@ $588.69 avg price
NVDANvidia Corp
Recent Activity
Increased 9.46%
4.62%
$1.19B
8.863M shares@ $134.29 avg price
AAPLApple Inc
Recent Activity
Increased 0.46%
4.23%
$1.091B
4.355M shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 5.85%
3.91%
$1.006B
2.387M shares@ $421.51 avg price
6546⤦Nisa Cit Ultra Mid Treasury I Shares A
Recent Activity
New Position
2.69%
$691.52M
66.841M shares@ $10.35 avg price
GOOGAlphabet Inc
Recent Activity
Increased 24.9%
1.88%
$483.659M
2.54M shares@ $190.44 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 1.23%
1.68%
$432.151M
1.97M shares@ $219.4 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -9.24%
1.62%
$415.586M
709,785 shares@ $585.51 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 14.25%
1.49%
$383.945M
2.028M shares@ $189.31 avg price
6546⤦Nisa Cit Long Credit I Shares O
Recent Activity
New Position
1.44%
$369.268M
32.25M shares@ $11.46 avg price