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CIK: 0000937615
Total reported value
$32.0B
$32.0B
2981 檔
20.9%
The Q1 2025 SEC filing reveals that Nisa Investment Advisors, LLC held a total portfolio value of $32.0B, covering 2981 public equity positions.
In Q1 2025, Nisa Investment Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2981 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.52% | +3.83% | -33.26% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.74% | -0.26% | -1.96% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.20% | -0.48% | -6.26% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.08% | -0.26% | -15.02% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | -0.04% | +1.21% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.78% | -0.24% | -13.17% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.47% | +0.01% | -6.30% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.44% | — | -27.49% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | -0.01% | +3.03% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.08% | -0.88% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.01% | +0.06% | -7.14% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | -0.04% | +2.76% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | -0.07% | -0.28% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.76% | -0.07% | -0.71% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.07% | -18.59% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | +0.08% | +1.34% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 0.68% | -0.18% | +2.07% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.23% | -2.79% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 0.62% | +0.10% | -12.14% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 0.61% | -0.02% | -2.72% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.09% | -5.94% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.09% | -14.49% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 0.59% | +0.03% | +52.50% | |
| 24 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.58% | -0.03% | -26.40% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.15% | -16.99% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.03% | -13.99% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.06% | -4.18% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.54% | -0.06% | -27.14% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.01% | -5.36% | |
| 30 | CME | Cme Group Inc | Stock-Financials | 0.48% | -0.07% | +2.13% | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 0.47% | +0.19% | +23.37% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.45% | -0.19% | EXIT | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.44% | -0.02% | -6.44% | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.42% | -0.07% | +88.95% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.40% | -0.05% | -3.51% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.14% | -1.10% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.37% | -0.04% | -5.95% | |
| 38 | INTU | Intuit Inc | Stock-Tech | 0.36% | -0.08% | -26.33% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.35% | -0.03% | +9.09% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.35% | +0.05% | +2.24% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.07% | -2.23% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.04% | -3.63% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.34% | -0.04% | -7.11% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.34% | -0.02% | +0.44% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.32% | +0.07% | -8.66% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.32% | -0.03% | -0.28% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.31% | — | +0.94% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.31% | -0.05% | -21.41% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.31% | -0.05% | +10.15% | |
| 50 | AMT | American Tower CORP | Stock-Real Estate | 0.31% | -0.03% | +11.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 8 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 9 | AVGO | Broadcom Inc | — | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 11 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 13 | MA | Mastercard Inc - A | — | NEW | New buy |
| 14 | TSLA | Tesla Inc | — | NEW | New buy |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 16 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 17 | NFLX | Netflix Inc | — | NEW | New buy |
| 18 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 19 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 20 | BAC | Bank Of America CORP | — | NEW | New buy |
| 21 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 22 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 23 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 24 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 25 | WMT | Walmart Inc | — | NEW | New buy |
| 26 | HD | Home Depot Inc | — | NEW | New buy |
| 27 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 28 | PEP | Pepsico Inc | — | NEW | New buy |
| 29 | ABBV | Abbvie Inc | — | NEW | New buy |
| 30 | CME | Cme Group Inc | — | NEW | New buy |
| 31 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 32 | HON | Honeywell International Inc | — | NEW | New buy |
| 33 | PM | Philip Morris International | — | NEW | New buy |
| 34 | T | At&t Inc | — | NEW | New buy |
| 35 | ORCL | Oracle CORP | — | NEW | New buy |
| 36 | CVX | Chevron CORP | — | NEW | New buy |
| 37 | KO | Coca-cola Co/the | — | NEW | New buy |
| 38 | INTU | Intuit Inc | — | NEW | New buy |
| 39 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 40 | MS | Morgan Stanley | — | NEW | New buy |
| 41 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 42 | ABT | Abbott Laboratories | — | NEW | New buy |
| 43 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 44 | AXP | American Express Co | — | NEW | New buy |
| 45 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 46 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 47 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 48 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 49 | CRM | Salesforce Inc | — | NEW | New buy |
| 50 | AMT | American Tower CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Nisa Investment Advisors, LLC reported a total U.S. public equity portfolio value of $32.0B across 2981 disclosed positions in Q1 2025.
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, AAPL, MSFT) accounted for 20.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $3.7B
During Q1 2025, Nisa Investment Advisors, LLC's top holdings by market value included IVV (18.5%)、AAPL (4.7%)、MSFT (4.2%). The largest single position, IVV, represented 18.5% of total portfolio value.
In Q1 2025, Nisa Investment Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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