NBZ Investment Advisors LLC - Portfolio overview

NBZ Investment Advisors LLC has 72 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 11.81%
2. SPLG - SPDR SERIES TRUST, 11.41%
3. DIVO - AMPLIFY ETF TR, 9.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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