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NBZ Investment Advisors LLC

Portfolio Manager
NBZ Investment Advisors LLC
Performance
-3.95% (2026 Q1)
AUM (13F)
$229.06M
# of Holdings
67
Performance Rank
Allocation (Top 20)
90.6%

NBZ Investment Advisors LLC Holdings Map

Top 50 NBZ Investment Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
SPDR SERIES TRUST
13.36%399.1K$30.5M
+98.00%(+197.52K)
2025-Q1: 195.1K shares2025-Q2: 196.7K shares2025-Q3: 376.6K shares2025-Q4: 201.5K shares2026-Q1: 399.1K shares
$75.01(+16.87%)
2026-03-31
DIVO
AMPLIFY ETF TR
10.37%528.7K$23.7M
+2.93%(+15.05K)
2025-Q1: 456.9K shares2025-Q2: 463.7K shares2025-Q3: 474.6K shares2025-Q4: 513.6K shares2026-Q1: 528.7K shares
$41.28(+12.48%)
2026-03-31
BALT
INNOVATOR ETFS TRUST
7.18%490.3K$16.4M
+0.41%(+2.02K)
2025-Q1: 407.9K shares2025-Q2: 417.3K shares2025-Q3: 440.2K shares2025-Q4: 488.3K shares2026-Q1: 490.3K shares
$31.41(+9.14%)
2026-03-31
JAAA
JANUS DETROIT STR TR
6.31%286.2K$14.4M
+2.01%(+5.63K)
2025-Q1: 487.0K shares2025-Q2: 249.2K shares2025-Q3: 246.4K shares2025-Q4: 280.6K shares2026-Q1: 286.2K shares
$50.77(-0.44%)
2026-03-31
XSMO
INVESCO EXCHANGE TRADED FD T
6.13%184.3K$14.0M
+5.60%(+9.77K)
2025-Q1: 140.2K shares2025-Q2: 144.7K shares2025-Q3: 162.1K shares2025-Q4: 174.5K shares2026-Q1: 184.3K shares
$67.14(+34.71%)
2026-03-31
TSPA
T ROWE PRICE ETF INC
6%335.3K$13.7M
+5.90%(+18.69K)
2025-Q1: 191.5K shares2025-Q2: 224.9K shares2025-Q3: 292.9K shares2025-Q4: 316.6K shares2026-Q1: 335.3K shares
$37.82(+23.95%)
2026-03-31
GRNY
TIDAL TRUST I
5.99%574.0K$13.7M
+3.58%(+19.86K)
2025-Q1: 349.4K shares2025-Q2: 405.8K shares2025-Q3: 519.3K shares2025-Q4: 554.1K shares2026-Q1: 574.0K shares
$20.72(+33.07%)
2026-03-31
XMHQ
INVESCO EXCHANGE TRADED FD T
5.92%130.9K$13.5M
+6.74%(+8.27K)
2025-Q1: 97.0K shares2025-Q2: 100.1K shares2025-Q3: 111.8K shares2025-Q4: 122.7K shares2026-Q1: 130.9K shares
$100.03(+13.30%)
2026-03-31
FEGE
RBB FUND TRUST
5.23%254.3K$12.0M
+44.54%(+78.36K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 175.9K shares2026-Q1: 254.3K shares
$45.56(+9.34%)
2026-03-31
TACK
CAPITOL SER TR
4.25%319.4K$9.7M
+0.28%(+877)
2025-Q1: 276.5K shares2025-Q2: 277.7K shares2025-Q3: 294.8K shares2025-Q4: 318.5K shares2026-Q1: 319.4K shares
$279.55(-88.64%)
2026-03-31

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