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
PRMWPrimo Water Corp Recent Activity Exited	0%	$92,289 3,655 shares@ $25.26 avg price	Exited
GETYGetty Images Holdings Inc Recent Activity Exited	0%	$57,150 15,000 shares@ $3.81 avg price	Exited
ENVEnvestnet Inc Recent Activity Exited	0%	$49,783 795 shares@ $62.63 avg price	Exited
FLTRVaneck Ig Floating Rate Etf Recent Activity Exited	0%	$43,299 1,700 shares@ $25.47 avg price	Exited
AXNXAxonics Inc Recent Activity Exited	0%	$41,760 600 shares@ $69.6 avg price	Exited
FSKFs Kkr Capital Corp Recent Activity Exited	0%	$28,602 1,400 shares@ $20.43 avg price	Exited
CLVTClarivate Plc Recent Activity Exited	0%	$28,400 4,000 shares@ $7.1 avg price	Exited
HAYNHaynes International Inc Recent Activity Exited	0%	$22,982 386 shares@ $59.54 avg price	Exited
CHUYChuy's Holdings Inc Recent Activity Exited	0%	$22,290 596 shares@ $37.4 avg price	Exited
LBPHLongboard Pharmaceuticals Inc Recent Activity Exited	0%	$15,765 473 shares@ $33.33 avg price	Exited