Nbz-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GOOGL",
  "AXP",
  null,
  "T",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  "GE",
  "IVV",
  "AAPL",
  "NVDA",
  "PFE",
  "PG",
  null,
  null,
  null,
  null,
  null,
  "SPLG",
  "PNFP",
  null,
  "TSM",
  "AMD",
  "AMZN",
  "SCHB",
  "VERI",
  "WFC",
  null,
  "SCHA",
  null,
  "BA",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "TSLA",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 58
Total Value: 170520876
Accession Number: 0001398344-25-009079
Form Type: 13F-HR
CIK: nbz-investment-advisors
Manager Name: Nbz-Investment-Advisors

Data Enrichment

48% identified

28 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

58 positions • $170.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 3

Sort by:

12811T878

Shares:9.5K

Value:$234.0K

% of Portfolio:0.1% ($234.0K/$170.5M)

AT&T INC.

T|00206R102

Shares:7.9K

Value:$224.3K

% of Portfolio:0.1% ($224.3K/$170.5M)

NIKE, Inc.

NKE|654106103

Shares:1.9K

Value:$118.9K

% of Portfolio:0.1% ($118.9K/$170.5M)

PFIZER INC

PFE|717081103

Shares:4.6K

Value:$116.6K

% of Portfolio:0.1% ($116.6K/$170.5M)

808524607

SCHA|808524607

Shares:4.4K

Value:$102.2K

% of Portfolio:0.1% ($102.2K/$170.5M)

Walt Disney Co

DIS|254687106

Shares:900

Value:$88.8K

% of Portfolio:0.1% ($88.8K/$170.5M)

Veritone, Inc.

VERI|92347M100

Shares:37.1K

Value:$86.3K

% of Portfolio:0.1% ($86.3K/$170.5M)

78464A870

Shares:1.0K

Value:$81.1K

% of Portfolio:0.0% ($81.1K/$170.5M)

12811T803

Shares:2.2K

Value:$54.9K

% of Portfolio:0.0% ($54.9K/$170.5M)

Tesla, Inc.

TSLA|88160R101

Shares:200

Value:$51.8K

% of Portfolio:0.0% ($51.8K/$170.5M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:500

Value:$51.4K

% of Portfolio:0.0% ($51.4K/$170.5M)

00214Q807

Shares:2.4K

Value:$43.2K

% of Portfolio:0.0% ($43.2K/$170.5M)

45783Y335

Shares:1.6K

Value:$42.8K

% of Portfolio:0.0% ($42.8K/$170.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:195

Value:$30.2K

% of Portfolio:0.0% ($30.2K/$170.5M)

464287655

IWM|464287655

Shares:122

Value:$24.3K

% of Portfolio:0.0% ($24.3K/$170.5M)

46137V738

Shares:335

Value:$19.9K

% of Portfolio:0.0% ($19.9K/$170.5M)

12811T712

Shares:808

Value:$19.4K

% of Portfolio:0.0% ($19.4K/$170.5M)

NVIDIA CORP

NVDA|67066G104

Shares:100

Value:$10.8K

% of Portfolio:0.0% ($10.8K/$170.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip12811T878)✕	9.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$234.0K	0.1% ($234.0K/$170.5M)	QoQ -1.29% (-$3.1K) YoY-
AT&T INC.(Tcusip00206R102)	7.9K	QoQ NEW(+7.9K) YoY-	All Managers (Combined)	$224.3K	0.1% ($224.3K/$170.5M)	QoQ NEW(+$224.3K) YoY-
NIKE, Inc.(NKEcusip654106103)	1.9K	QoQ +87.30% (+873) YoY-	All Managers (Combined)	$118.9K	0.1% ($118.9K/$170.5M)	QoQ +57.12% (+$43.2K) YoY-
PFIZER INC(PFEcusip717081103)	4.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$116.6K	0.1% ($116.6K/$170.5M)	QoQ -4.48% (-$5.5K) YoY-
(SCHAcusip808524607)	4.4K	QoQ -0.72% (-32) YoY-	All Managers (Combined)	$102.2K	0.1% ($102.2K/$170.5M)	QoQ -10.05% (-$11.4K) YoY-
Walt Disney Co(DIScusip254687106)	900	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$88.8K	0.1% ($88.8K/$170.5M)	QoQ -11.36% (-$11.4K) YoY-
Veritone, Inc.(VERIcusip92347M100)	37.1K	QoQ NEW(+37.1K) YoY-	All Managers (Combined)	$86.3K	0.1% ($86.3K/$170.5M)	QoQ NEW(+$86.3K) YoY-
(cusip78464A870)✕	1.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$81.1K	0.0% ($81.1K/$170.5M)	QoQ -9.94% (-$9.0K) YoY-
(cusip12811T803)✕	2.2K	QoQ -53.63% (-2.6K) YoY-	All Managers (Combined)	$54.9K	0.0% ($54.9K/$170.5M)	QoQ -54.02% (-$64.6K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	200	QoQ -83.94% (-1.0K) YoY-	All Managers (Combined)	$51.8K	0.0% ($51.8K/$170.5M)	QoQ -89.69% (-$451.4K) YoY-
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	500	QoQ NEW(+500) YoY-	All Managers (Combined)	$51.4K	0.0% ($51.4K/$170.5M)	QoQ NEW(+$51.4K) YoY-
(cusip00214Q807)✕	2.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$43.2K	0.0% ($43.2K/$170.5M)	QoQ -9.11% (-$4.3K) YoY-
(cusip45783Y335)✕	1.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$42.8K	0.0% ($42.8K/$170.5M)	QoQ -0.72% (-$314) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	195	QoQ +85.71% (+90) YoY-	All Managers (Combined)	$30.2K	0.0% ($30.2K/$170.5M)	QoQ +51.82% (+$10.3K) YoY-
(IWMcusip464287655)	122	QoQ -89.83% (-1.1K) YoY-	All Managers (Combined)	$24.3K	0.0% ($24.3K/$170.5M)	QoQ -90.82% (-$240.8K) YoY-
(cusip46137V738)✕	335	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$19.9K	0.0% ($19.9K/$170.5M)	QoQ +4.63% (+$883) YoY-
(cusip12811T712)✕	808	QoQ NEW(+808) YoY-	All Managers (Combined)	$19.4K	0.0% ($19.4K/$170.5M)	QoQ NEW(+$19.4K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	100	QoQ -99.22% (-12.8K) YoY-	All Managers (Combined)	$10.8K	0.0% ($10.8K/$170.5M)	QoQ -99.37% (-$1.7M) YoY-