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Randall L Jensen

@Nabity-jensen Investment Management Inc

Latest period2024 - Q4ReportedManaged Assets$132.417MTotal holdings66
Assets growth rate1.37%Assets growth rate (2-Q avg)0.69%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Nabity-jensen Investment Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 66 positions.

Assets under management

The assets under management (AUM) of Nabity-jensen Investment Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 132.417M in assets, with a quarterly growth rate of 1.37% and a 2-quarter average growth rate of 0.69%. The portfolio is managed by Randall L Jensen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTVVanguard Index Fds
Recent Activity
Decreased -0.14%
14.14%
$18.713M
110,532 shares@ $169.3 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Increased 1.7%
10.76%
$14.247M
123,697 shares@ $115.18 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.14%
7.71%
$10.199M
24,849 shares@ $410.45 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.32%
5.43%
$7.181M
14,047 shares@ $511.24 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -0.07%
5.28%
$6.983M
35,236 shares@ $198.18 avg price
NVDANvidia Corporation
Recent Activity
Decreased -3.04%
3.87%
$5.115M
38,092 shares@ $134.3 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 298.76%
3.42%
$4.526M
162,389 shares@ $27.87 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -0.93%
3.17%
$4.185M
87,515 shares@ $47.83 avg price
AAPLApple Inc
Recent Activity
Increased 4.15%
3.11%
$4.118M
16,444 shares@ $250.43 avg price
VBKVanguard Index Fds
Recent Activity
Increased 0.11%
3.03%
$4.011M
14,321 shares@ $280.06 avg price