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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
MCKMckesson Corp
Recent Activity
Increased 104.73%
0.22%
$54.978M
96,348 shares@ $570.62 avg price
PGRProgressive Corp The
Recent Activity
Increased 16.32%
0.21%
$53.609M
223,734 shares@ $239.62 avg price
UNPUnion Pacific Corp
Recent Activity
Increased 1.63%
0.21%
$52.304M
229,363 shares@ $228.05 avg price
ACNAccenture Plc
Recent Activity
Decreased -13.34%
0.2%
$51.556M
146,553 shares@ $351.8 avg price
PLDPrologis Inc
Recent Activity
Decreased -5.12%
0.2%
$51.374M
486,032 shares@ $105.71 avg price
SPGSimon Property Group Inc
Recent Activity
Increased 33.15%
0.2%
$49.791M
289,127 shares@ $172.22 avg price
AONAon Plc
Recent Activity
Increased 146.26%
0.19%
$48.732M
135,683 shares@ $359.17 avg price
ORLYO'reilly Automotive Inc
Recent Activity
Increased 69.53%
0.19%
$48.107M
40,569 shares@ $1185.8 avg price
IBMInternational Business Machines Corp
Recent Activity
Increased 13.13%
0.19%
$48.077M
218,699 shares@ $219.83 avg price
COPConocophillips
Recent Activity
Increased 9.81%
0.19%
$47.7M
480,991 shares@ $99.18 avg price