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
BLKBlackrock Inc Recent Activity Exited	0%	$39.605M 41,711 shares@ $949.52 avg price	Exited
ACWIIshares Msci Acwi Etf Recent Activity Exited	0%	$23.336M 195,200 shares@ $119.55 avg price	Exited
ANETArista Networks Inc Recent Activity Exited	0%	$13.227M 34,461 shares@ $383.82 avg price	Exited
IEIIshares 3-7 Year Treasury Bond Etf Recent Activity Exited	0%	$9.592M 80,200 shares@ $119.61 avg price	Exited
MROMarathon Oil Corp Recent Activity Exited	0%	$5.361M 201,311 shares@ $26.64 avg price	Exited
APTVAptiv Plc Recent Activity Exited	0%	$1.859M 25,820 shares@ $72.01 avg price	Exited
EWYIshares Msci South Korea Etf Recent Activity Exited	0%	$1.561M 24,400 shares@ $63.96 avg price	Exited
SNSharkninja Inc Recent Activity Exited	0%	$1.357M 12,487 shares@ $108.72 avg price	Exited
VGRVector Group Ltd Recent Activity Exited	0%	$786,015 52,682 shares@ $14.92 avg price	Exited
SWNSouthwestern Energy Co Recent Activity Exited	0%	$766,031 107,740 shares@ $7.11 avg price	Exited