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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
AVGOBroadcom Inc
Recent Activity
Increased 15.96%
1.3%
$332.877M
1.436M shares@ $231.85 avg price
TSLATesla Inc
Recent Activity
Increased 3.32%
0.93%
$238.339M
590,182 shares@ $403.85 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -1.57%
0.89%
$227.516M
949,130 shares@ $239.72 avg price
LLYEli Lilly & Co
Recent Activity
Increased 11.96%
0.79%
$202.54M
262,358 shares@ $772.0 avg price
BKNGBooking Holdings Inc
Recent Activity
Increased 70.68%
0.66%
$169.1M
34,035 shares@ $4968.43 avg price
VVisa Inc
Recent Activity
Increased 3.79%
0.61%
$156.688M
495,785 shares@ $316.05 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Increased 28.28%
0.61%
$155.149M
342,280 shares@ $453.28 avg price
MAMastercard Inc
Recent Activity
Increased 2.2%
0.6%
$152.617M
289,833 shares@ $526.58 avg price
PEPPepsico Inc
Recent Activity
Increased 137.35%
0.59%
$150.959M
985,435 shares@ $153.2 avg price
WMTWalmart Inc
Recent Activity
Increased 16.73%
0.56%
$141.994M
1.568M shares@ $90.56 avg price