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RICHARD I. ZIVI, JR.

Nbz Investment Advisors Llc

Assets Managed
$229.06M
Holdings
67
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
-0.31%(2Q avg: 9.77%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Nbz Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 67 positions.

Assets under management

The assets under management (AUM) of Nbz Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 229.06M in assets, with a quarterly growth rate of -0.31% and a 2-quarter average growth rate of 9.77%. The portfolio is managed by RICHARD I. ZIVI, JR., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 98.01%
13.34%
$30.545M
399,068 shares@ $76.55 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Increased 2.94%
10.36%
$23.712M
528,700 shares@ $44.86 avg price
BALT
Inn Defined Wealth Shield
Recent Activity
Increased 0.42%
7.17%
$16.409M
490,322 shares@ $33.47 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 2.01%
6.3%
$14.416M
286,194 shares@ $50.37 avg price
XSMO
Invesco S&p Smallcap Momentu
Recent Activity
Increased 5.6%
6.12%
$14.01M
184,296 shares@ $76.03 avg price
TSPA
T Rowe Price Us Eqy Research
Recent Activity
Increased 5.91%
5.99%
$13.712M
335,256 shares@ $40.9 avg price
GRNY
Fndstrt Grnny Shots Us Lrg
Recent Activity
Increased 3.59%
5.99%
$13.701M
573,972 shares@ $23.88 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 6.74%
5.91%
$13.534M
130,929 shares@ $103.37 avg price
FEGE
First Eagle Gl Equity Etf
Recent Activity
Increased 44.55%
5.22%
$11.951M
254,277 shares@ $47.0 avg price
TACK
Fairlead Tactical Sector Etf
Recent Activity
Increased 0.28%
4.24%
$9.709M
319,396 shares@ $30.4 avg price

1-10 of 67