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CIK: 0000937615
Total reported value
$32.0B
$32.0B
3006 檔
30.6%
In Q4 2024, Nisa Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $32.0B, distributed across 3006 disclosed stock positions.
In Q4 2024, Nisa Investment Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3006 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.54% | +3.83% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.62% | -0.26% | +9.46% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.23% | -0.26% | +0.46% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.90% | -0.48% | +5.84% | |
| 5 | ✓ | Nisa Cit Ultra Mid Treasury I Shares A | Stock-Other | 2.68% | — | — | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.88% | — | +24.89% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.04% | +1.22% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.24% | -9.24% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.01% | +14.25% | |
| 10 | ✓ | Nisa Cit Long Credit I Shares O | Stock-Other | 1.43% | — | — | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | -0.01% | +15.95% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.92% | -0.07% | +3.31% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.08% | -1.58% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.06% | +11.96% | |
| 15 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.66% | -0.03% | +70.68% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.04% | +3.78% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.07% | +28.27% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.07% | +2.19% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | -0.06% | +137.34% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.15% | +16.73% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.03% | +16.03% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.10% | +17.31% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.09% | +13.02% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.08% | -7.26% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | -0.02% | +35.92% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.50% | -0.18% | -2.35% | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 0.50% | -0.19% | EXIT | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.23% | -0.15% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.09% | -1.07% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.06% | -0.56% | |
| 31 | INTU | Intuit Inc | Stock-Tech | 0.39% | -0.08% | +33.93% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.05% | +1.31% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | — | +1096666.67% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.35% | -0.05% | +42.14% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | -0.01% | -11.51% | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.35% | -0.02% | +259.56% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.34% | -0.05% | +6.43% | |
| 38 | CME | Cme Group Inc | Stock-Financials | 0.33% | -0.07% | +218.28% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.33% | +0.19% | +101.72% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.31% | -0.05% | -35.00% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.30% | +0.03% | +17.42% | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.30% | -0.04% | +4.77% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.30% | -0.03% | +51.51% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.29% | -0.02% | -8.15% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.29% | +0.05% | +8.29% | |
| 46 | ELV | Elevance Health Inc | Stock-Healthcare | 0.29% | +0.01% | +143.32% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.28% | +0.07% | -0.29% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.28% | -0.03% | -8.80% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.28% | -0.05% | +57.82% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.28% | -0.02% | +11.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +22.5% | NEW | New buy |
| 2 | ✓ | Nisa Cit Ultra Mid Treasury I Shares A | +2.7% | NEW | New buy |
| 3 | ✓ | Nisa Cit Long Credit I Shares O | +1.4% | NEW | New buy |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +1096666.67% | Add |
| 5 | ✓ | +0.3% | NEW | New buy | |
| 6 | HON | Honeywell International Inc | +0.2% | +146.48% | Add |
| 7 | CB | Chubb Limited | +0.2% | +259.56% | Add |
| 8 | CME | Cme Group Inc | +0.2% | +218.28% | Add |
| 9 | PEP | Pepsico Inc | +0.2% | +137.34% | Add |
| 10 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 11 | BKNG | Booking Holdings Inc | +0.2% | +70.68% | Add |
| 12 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 13 | MSEQX | Msif Growth Portfolio-i | +0.2% | NEW | New buy |
| 14 | TEAM | Atlassian Corp-cl A | +0.1% | +3951.15% | Add |
| 15 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 16 | MSFAX | Msif Global Franchise-i | +0.1% | NEW | New buy |
| 17 | GEV | GE Vernova Inc | +0.1% | +200.05% | Add |
| 18 | ETR | Entergy CORP | +0.1% | +1899.16% | Add |
| 19 | GLW | Corning Inc | +0.1% | +223.73% | Add |
| 20 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +603.92% | Add |
| 21 | AON | Aon plc | +0.1% | +146.25% | Add |
| 22 | MCK | Mckesson CORP | +0.1% | +104.73% | Add |
| 23 | CDNS | Cadence Design Sys Inc | +0.1% | +132.07% | Add |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | +66.30% | Add |
| 25 | TSLA | Tesla Inc | 0% | +3.31% | Add |
| 26 | ELV | Elevance Health Inc | 0% | +143.32% | Add |
| 27 | AVGO | Broadcom Inc | 0% | +15.95% | Add |
| 28 | AMAT | Applied Materials Inc | 0% | +101.72% | Add |
| 29 | RTX | Rtx CORP | — | +57.82% | Add |
| 30 | BAC | Bank Of America CORP | 0% | +35.92% | Add |
| 31 | INTU | Intuit Inc | -0.1% | +33.93% | Add |
| 32 | WMT | Walmart Inc | -0.1% | +16.73% | Add |
| 33 | CSCO | Cisco Systems Inc | -0.1% | +17.31% | Add |
| 34 | NFLX | Netflix Inc | -0.1% | -2.35% | Trim |
| 35 | GOOG | Alphabet Inc-cl C | -0.1% | +24.89% | Add |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +28.27% | Add |
| 37 | ACWI | Ishares Msci Acwi ETF | -0.1% | EXIT | Sold out |
| 38 | VCIT | Vanguard Int-term Corporate | -0.2% | -76.51% | Trim |
| 39 | V | Visa Inc-class A Shares | -0.2% | +3.78% | Add |
| 40 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 41 | GOOGL | Alphabet Inc-cl A | -0.3% | +14.25% | Add |
| 42 | ABBV | Abbvie Inc | -0.3% | -11.51% | Trim |
| 43 | JPM | Jpmorgan Chase & Co | -0.3% | -1.58% | Trim |
| 44 | AMZN | Amazon.com Inc | -0.5% | +1.22% | Add |
| 45 | UNH | Unitedhealth Group Inc | -0.5% | -7.26% | Trim |
| 46 | VZ | Verizon Communications Inc | -0.5% | -35.00% | Trim |
| 47 | META | Meta Platforms Inc-class A | -1% | -9.24% | Trim |
| 48 | NVDA | Nvidia CORP | -1.2% | +9.46% | Add |
| 49 | AAPL | Apple Inc | -1.8% | +0.46% | Add |
| 50 | MSFT | Microsoft CORP | -1.8% | +5.84% | Add |
According to official SEC Form 13F filings, Nisa Investment Advisors, LLC reported a total U.S. public equity portfolio value of $32.0B across 3006 disclosed positions in Q4 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 IVV, NVDA, AAPL) accounted for 30.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
IVV
市值: $5.8B
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $39.6M
During Q4 2024, Nisa Investment Advisors, LLC's top holdings by market value included IVV (22.5%)、NVDA (4.6%)、AAPL (4.2%). The largest single position, IVV, represented 22.5% of total portfolio value.
In Q4 2024, Nisa Investment Advisors, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 32 positions, trimming 7 holdings, and fully liquidating 2 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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