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Richard M. Dolson

@Nisa Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$16.895BTotal holdings2959
Assets growth rate6.24%Assets growth rate (2-Q avg)4.81%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Nisa Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2959 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 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 16.895B in assets, with a quarterly growth rate of 6.24% and a 2-quarter average growth rate of 4.81%. The portfolio is managed by Richard M. Dolson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -4.4%
5.98%
$1.01B
4.336M shares@ $233.0 avg price
NVDANvidia Corp
Recent Activity
Increased 4.77%
5.83%
$983.339M
8.097M shares@ $121.45 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.56%
5.75%
$970.595M
2.256M shares@ $430.3 avg price
METAMeta Platforms Inc
Recent Activity
Increased 36.04%
2.65%
$447.694M
782,081 shares@ $572.45 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 0.76%
2.15%
$362.605M
1.946M shares@ $186.33 avg price
GOOGAlphabet Inc
Recent Activity
Increased 13.74%
2.02%
$339.982M
2.034M shares@ $167.2 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.93%
1.75%
$294.431M
1.775M shares@ $165.85 avg price
AVGOBroadcom Inc
Recent Activity
Increased 969.37%
1.27%
$213.606M
1.238M shares@ $172.51 avg price
LLYEli Lilly & Co
Recent Activity
Increased 3.29%
1.23%
$207.606M
234,334 shares@ $885.95 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -2.03%
1.21%
$203.345M
964,358 shares@ $210.87 avg price