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
HDHome Depot Inc The
Recent Activity
Increased 16.03%
0.54%
$137.828M
354,322 shares@ $389.0 avg price
CSCOCisco Systems Inc
Recent Activity
Increased 17.32%
0.53%
$136.134M
2.3M shares@ $59.2 avg price
COSTCostco Wholesale Corp
Recent Activity
Increased 13.03%
0.53%
$134.965M
147,298 shares@ $916.28 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -7.25%
0.52%
$133.785M
264,470 shares@ $505.87 avg price
BACBank Of America Corp
Recent Activity
Increased 35.92%
0.52%
$132.479M
3.014M shares@ $43.95 avg price
NFLXNetflix Inc
Recent Activity
Decreased -2.35%
0.5%
$128.118M
143,740 shares@ $891.33 avg price
HONHoneywell International Inc
Recent Activity
Increased 146.49%
0.5%
$127.826M
565,876 shares@ $225.89 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.14%
0.5%
$127.183M
1.182M shares@ $107.58 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.06%
0.44%
$112.668M
779,061 shares@ $144.63 avg price
PGProcter & Gamble Co The
Recent Activity
Decreased -0.55%
0.44%
$111.832M
667,057 shares@ $167.66 avg price