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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
QCOMQualcomm Inc
Recent Activity
Increased 17.42%
0.3%
$76.79M
499,871 shares@ $153.63 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 4.78%
0.3%
$76.75M
147,421 shares@ $520.62 avg price
LINLinde Plc
Recent Activity
Increased 51.51%
0.3%
$76.145M
181,874 shares@ $418.68 avg price
AXPAmerican Express Co
Recent Activity
Decreased -8.14%
0.29%
$74.746M
251,847 shares@ $296.79 avg price
MSMorgan Stanley
Recent Activity
Increased 8.3%
0.29%
$74.218M
590,347 shares@ $125.72 avg price
ELVElevance Health Inc
Recent Activity
Increased 143.33%
0.29%
$73.573M
199,438 shares@ $368.9 avg price
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
RTXRtx Corp
Recent Activity
Increased 57.82%
0.28%
$71.651M
619,174 shares@ $115.72 avg price
PMPhilip Morris International Inc
Recent Activity
Increased 11.17%
0.28%
$71.319M
592,267 shares@ $120.42 avg price