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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
ABTAbbott Laboratories
Recent Activity
Decreased -0.24%
0.24%
$60.852M
537,991 shares@ $113.11 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 2.95%
0.24%
$60.143M
115,225 shares@ $521.96 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.16%
0.23%
$59.178M
163,132 shares@ $362.77 avg price
IEMGIshares Core Msci Emerging Markets Etf
Recent Activity
0.23%
$58.846M
1.127M shares@ $52.22 avg price
ADPAutomatic Data Processing Inc
Recent Activity
Decreased -0.95%
0.23%
$58.246M
197,948 shares@ $294.25 avg price
DHRDanaher Corp
Recent Activity
Increased 0.19%
0.22%
$56.43M
245,539 shares@ $229.83 avg price
TMUST-mobile Us Inc
Recent Activity
Increased 3.1%
0.22%
$56.17M
254,472 shares@ $220.74 avg price
FIFiserv Inc
Recent Activity
Increased 1.55%
0.22%
$56.026M
272,741 shares@ $205.42 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 0.04%
0.22%
$55.477M
459,281 shares@ $120.8 avg price
LOWLowe's Cos Inc
Recent Activity
Increased 2.64%
0.22%
$55.174M
223,556 shares@ $246.81 avg price