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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
NOWServicenow Inc
Recent Activity
Increased 4.61%
0.28%
$69.798M
65,840 shares@ $1060.13 avg price
CRMSalesforce Inc
Recent Activity
Increased 5.28%
0.27%
$69.439M
207,451 shares@ $334.73 avg price
6546⤦Nisa Cit Int Credit I Shares O
Recent Activity
New Position
0.27%
$69.124M
6.361M shares@ $10.87 avg price
KOCoca-cola Co The
Recent Activity
Decreased -4.19%
0.27%
$68.55M
1.101M shares@ $62.27 avg price
CVXChevron Corp
Recent Activity
Increased 1.06%
0.27%
$68.374M
472,067 shares@ $144.84 avg price
ADBEAdobe Inc
Recent Activity
Decreased -0.01%
0.26%
$66.614M
149,801 shares@ $444.69 avg price
MCDMcdonald's Corp
Recent Activity
Decreased -2.38%
0.26%
$65.676M
226,555 shares@ $289.9 avg price
GSGoldman Sachs Group Inc The
Recent Activity
Increased 2.57%
0.26%
$65.354M
114,132 shares@ $572.63 avg price
WFCWells Fargo & Co
Recent Activity
Increased 5.13%
0.25%
$63.62M
905,758 shares@ $70.25 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 45.62%
0.25%
$63.555M
130,787 shares@ $485.95 avg price