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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
TXNTexas Instruments Inc
Recent Activity
Decreased -0.28%
0.29%
$72.557M
386,951 shares@ $187.51 avg price
DISWalt Disney Co The
Recent Activity
Decreased -8.79%
0.28%
$71.904M
642,869 shares@ $111.85 avg price
KOCoca-cola Co The
Recent Activity
Decreased -4.19%
0.27%
$68.55M
1.101M shares@ $62.27 avg price
ADBEAdobe Inc
Recent Activity
Decreased -0.01%
0.26%
$66.614M
149,801 shares@ $444.69 avg price
MCDMcdonald's Corp
Recent Activity
Decreased -2.38%
0.26%
$65.676M
226,555 shares@ $289.9 avg price
ABTAbbott Laboratories
Recent Activity
Decreased -0.24%
0.24%
$60.852M
537,991 shares@ $113.11 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.16%
0.23%
$59.178M
163,132 shares@ $362.77 avg price
ADPAutomatic Data Processing Inc
Recent Activity
Decreased -0.95%
0.23%
$58.246M
197,948 shares@ $294.25 avg price
ACNAccenture Plc
Recent Activity
Decreased -13.34%
0.2%
$51.556M
146,553 shares@ $351.8 avg price
PLDPrologis Inc
Recent Activity
Decreased -5.12%
0.2%
$51.374M
486,032 shares@ $105.71 avg price