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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
INTUIntuit Inc
Recent Activity
Increased 33.93%
0.4%
$100.815M
160,405 shares@ $628.51 avg price
ORCLOracle Corp
Recent Activity
Increased 1.32%
0.39%
$99.425M
596,647 shares@ $166.64 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 1096666.67%
0.38%
$96.742M
164,515 shares@ $588.05 avg price
CMCSAComcast Corp
Recent Activity
Increased 42.14%
0.36%
$90.741M
2.418M shares@ $37.54 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -11.51%
0.35%
$89.19M
501,916 shares@ $177.7 avg price
CBChubb Ltd
Recent Activity
Increased 259.56%
0.35%
$89.005M
321,094 shares@ $277.2 avg price
MRKMerck & Co Inc
Recent Activity
Increased 6.43%
0.34%
$86.446M
861,944 shares@ $100.3 avg price
CMECme Group Inc
Recent Activity
Increased 218.29%
0.33%
$85.057M
357,299 shares@ $238.06 avg price
AMATApplied Materials Inc
Recent Activity
Increased 101.73%
0.33%
$84.718M
520,924 shares@ $162.63 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -34.99%
0.31%
$79.039M
1.976M shares@ $40.0 avg price