Richard M. Dolson

@Nisa Investment Advisors, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$25.786B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IVVIshares Core S&p 500 Etf Recent Activity New Position	22.55%	$5.813B 9.875M shares@ $588.69 avg price	New Position
6546⤦Nisa Cit Ultra Mid Treasury I Shares A Recent Activity New Position	2.69%	$691.52M 66.841M shares@ $10.35 avg price	New Position
6546⤦Nisa Cit Long Credit I Shares O Recent Activity New Position	1.44%	$369.268M 32.25M shares@ $11.46 avg price	New Position
6546⤦Nisa Cit Int Credit I Shares O Recent Activity New Position	0.27%	$69.124M 6.361M shares@ $10.87 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.17%	$42.958M 41,906 shares@ $1025.12 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.17%	$42.371M 383,346 shares@ $110.53 avg price	New Position
MSEQXMorgan Stanley Institutional Fund Inc - Growth Portfolio Recent Activity New Position	0.17%	$42.228M 753,400 shares@ $56.05 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.13%	$31.06M 426,964 shares@ $72.75 avg price	New Position
MSFAXMorgan Stanley Institutional Fund Inc - Global Franchise Portfolio Recent Activity New Position	0.12%	$29.433M 877,041 shares@ $33.56 avg price	New Position
MGGIXMorgan Stanley Institutional Fund Inc - Global Opportunity Portfolio Recent Activity New Position	0.08%	$19.998M 573,002 shares@ $34.91 avg price	New Position