Top 50 NBZ Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 13.36% | 399.1K | $30.5M | +98.00%(+197.52K) | $75.01(+16.87%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 10.37% | 528.7K | $23.7M | +2.93%(+15.05K) | $41.28(+12.48%) | 2026-03-31 | |
| BALT | INNOVATOR ETFS TRUST | 7.18% | 490.3K | $16.4M | +0.41%(+2.02K) | $31.41(+9.14%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 6.31% | 286.2K | $14.4M | +2.01%(+5.63K) | $50.77(-0.44%) | 2026-03-31 | |
| XSMO | INVESCO EXCHANGE TRADED FD T | 6.13% | 184.3K | $14.0M | +5.60%(+9.77K) | $67.14(+34.71%) | 2026-03-31 | |
| TSPA | T ROWE PRICE ETF INC | 6% | 335.3K | $13.7M | +5.90%(+18.69K) | $37.82(+23.95%) | 2026-03-31 | |
| GRNY | TIDAL TRUST I | 5.99% | 574.0K | $13.7M | +3.58%(+19.86K) | $20.72(+33.07%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 5.92% | 130.9K | $13.5M | +6.74%(+8.27K) | $100.03(+13.30%) | 2026-03-31 | |
| FEGE | RBB FUND TRUST | 5.23% | 254.3K | $12.0M | +44.54%(+78.36K) | $45.56(+9.34%) | 2026-03-31 | |
| TACK | CAPITOL SER TR | 4.25% | 319.4K | $9.7M | +0.28%(+877) | $279.55(-88.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.30% | +23.55% |
| Top 20 Holdings Unweighted | +8.90% | +29.13% |
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