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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
APTVAptiv Plc
Recent Activity
New Position
0.01%
$2.255M
37,289 shares@ $60.49 avg price
SMCISuper Micro Computer Inc
Recent Activity
New Position
0.01%
$2.011M
65,976 shares@ $30.48 avg price
IWLIshares Russell Top 200 Etf
Recent Activity
New Position
0.01%
$1.447M
10,000 shares@ $144.71 avg price
ECGEverus Construction Group Inc
Recent Activity
New Position
0.01%
$862,772
13,122 shares@ $65.76 avg price
CURBCurbline Properties Corp
Recent Activity
New Position
0.01%
$810,929
34,521 shares@ $23.5 avg price
MCHIIshares Msci China Etf
Recent Activity
New Position
0.01%
$656,040
14,000 shares@ $46.86 avg price
PINCPremier Inc
Recent Activity
New Position
0.01%
$627,838
29,615 shares@ $21.2 avg price
NSRGYNestle Sa
Recent Activity
New Position
0.01%
$385,624
4,720 shares@ $81.7 avg price
TKTeekay Corp Ltd
Recent Activity
New Position
0.01%
$295,280
42,609 shares@ $6.93 avg price
TXG10x Genomics Inc
Recent Activity
New Position
0.01%
$236,940
16,500 shares@ $14.36 avg price