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CIK: 0000937615
Total reported value
$32.0B
$32.0B
2798 檔
9.3%
As reported in its official Q1 2024 Form 13F filing, Nisa Investment Advisors, LLC's tracked investment portfolio stood at $32.0B with 2798 total positions.
During Q1 2024, Nisa Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2798 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.10% | -0.48% | -0.04% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.00% | -0.26% | +0.71% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.17% | -0.26% | -2.34% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | -0.04% | -2.39% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.80% | — | +9.70% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.79% | +0.01% | -0.67% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.75% | -0.24% | +7.73% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | -0.08% | -3.97% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.20% | +0.06% | -2.81% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.07% | -0.07% | +11.93% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | -0.01% | +10.07% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | -0.04% | -2.85% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.91% | +0.08% | -1.71% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.23% | -3.67% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | -0.03% | +2.94% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.06% | -4.39% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.07% | +0.44% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.09% | -1.56% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | -0.07% | -2.50% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.62% | -0.05% | +63.80% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.09% | -18.67% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | -0.01% | +8.23% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | -0.05% | -1.62% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.60% | -0.18% | -5.53% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | -0.02% | -0.94% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.56% | -0.04% | +14.16% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.54% | +0.45% | -0.37% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.14% | -4.71% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 0.51% | -0.04% | -4.48% | |
| 30 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.50% | -0.03% | +4.11% | |
| 31 | PLD | Prologis Inc | Stock-Real Estate | 0.49% | -0.04% | +0.81% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.49% | -0.05% | -5.09% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | -0.07% | -3.42% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.45% | -0.03% | +0.07% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.15% | +143.76% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.10% | -1.81% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.44% | -0.03% | -3.64% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | -0.06% | -1.44% | |
| 39 | INTU | Intuit Inc | Stock-Tech | 0.44% | -0.08% | -6.45% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.04% | -2.29% | |
| 41 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.42% | -0.01% | +49.47% | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.41% | -0.05% | -34.42% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.41% | +0.07% | -0.42% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.40% | -0.05% | +2.37% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.39% | +0.03% | -2.67% | |
| 46 | MU | Micron Technology Inc | Stock-Tech | 0.39% | +0.53% | +91.49% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.39% | -0.04% | +1.03% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.38% | +0.19% | -6.52% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.38% | -0.04% | -0.35% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | — | -0.62% |
According to official SEC Form 13F filings, Nisa Investment Advisors, LLC reported a total U.S. public equity portfolio value of $32.0B across 2798 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 9.3% of total reported equity market value during Q1 2024.
During Q1 2024, Nisa Investment Advisors, LLC's top holdings by market value included MSFT (6.1%)、AAPL (5.0%)、NVDA (4.2%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q1 2024, Nisa Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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