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NESTEGG ADVISORS, INC.13F | |
| NESTEGG ADVISORS, INC. | |
| Last update 2025-05-14 | 44 Stocks (2 new) |
| Value $94.00 Mil | Turnover 5 % |
NESTEGG ADVISORS, INC. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWF | iShares Russell 1000 Growth ETF | 45,892 | 16,571.2 | -0.69% | 17.610 | -0.13% | 0.020 | +27.24% | +8.36% | 113,776.0 | ||
IWD | iShares Russell 1000 Value ETF | 76,069 | 14,313.1 | -1.03% | 15.210 | -0.16% | 0.020 | +11.59% | +6.73% | 62,643.2 | ||
IJR | iShares Core S&P Small-Cap ETF | 103,948 | 10,869.9 | -1.24% | 11.550 | -0.16% | 0.010 | +16.59% | -2.25% | 81,337.5 | ||
IBDV |
iShares iBonds Dec 2030 Term Corporate ETF
iShares iBonds Dec 2030 Term Corporate ETF
| 374,024 | 8,123.8 | +28.88% | 8.630 | +1.93% | 0.450 | +2.44% | +4.70% | 1,907.3 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 97,601 | 5,713.6 | +5.36% | 6.070 | +0.31% | 0.040 | +15.73% | +7.40% | 15,206.2 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 200,417 | 5,018.4 | +2.42% | 5.330 | +0.13% | 0.010 | +25.66% | +6.92% | 45,305.9 | ||
VUG | Vanguard Growth ETF | 10,176 | 3,773.4 | +15.57% | 4.010 | +0.54% | 0.000 | +27.48% | +9.52% | 167,127.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 64,993 | 3,303.6 | -3.07% | 3.510 | -0.10% | 0.000 | +12.49% | +19.94% | 157,607.2 | ||
AAPL | Apple Inc | 14,550 | 3,231.9 | +0.11% | 3.440 | 0% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
IBMS |
iShares iBonds Dec 2030 Term Muni Bond ETF
iShares iBonds Dec 2030 Term Muni Bond ETF
| 99,471 | 2,526.6 | +33.45% | 2.690 | +0.67% | 3.680 | +2.96% | +2.38% | 89.8 |
NESTEGG ADVISORS, INC.'s Historical Top Holdings Breakdowns
NESTEGG ADVISORS, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBDV |
iShares iBonds Dec 2030 Term Corporate ETF
iShares iBonds Dec 2030 Term Corporate ETF
| 2025-03-31 | Add Add | +1.93% | 21.11 ($21.49) 21.73 | $21.85 | 1.68% | Add 28.88% | 374,024 | 83,819 | |
IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
| 2025-03-31 | Reduce Reduce | -0.72% | 24.05 ($24.13) 24.21 | $24.21 | 0.33% | Reduce -34.93% | 54,611 | -29,316 | |
IBMS |
iShares iBonds Dec 2030 Term Muni Bond ETF
iShares iBonds Dec 2030 Term Muni Bond ETF
| 2025-03-31 | Add Add | +0.67% | 25.24 ($25.51) 25.81 | $25.64 | 0.51% | Add 33.45% | 99,471 | 24,932 | |
IBMQ |
iShares iBonds Dec 2028 Term Muni Bond ETF
iShares iBonds Dec 2028 Term Muni Bond ETF
| 2025-03-31 | Reduce Reduce | -0.65% | 25.08 ($25.26) 25.39 | $25.45 | 0.75% | Reduce -53.83% | 21,801 | -25,417 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +0.59% | 79.17 ($80.9) 82.04 | $82.25 | 1.67% | New holding | 6,846 | 6,846 | |
IBDT |
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
| 2025-03-31 | Reduce Reduce | -0.54% | 24.79 ($25.06) 25.26 | $25.34 | 1.12% | Reduce -41.69% | 29,681 | -21,218 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.54% | 369.1 ($404.54) 427.61 | $448.39 | 10.84% | Add 15.57% | 10,176 | 1,371 | |
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 2025-03-31 | Add Add | +0.31% | 57.22 ($60.78) 63.39 | $63.07 | 3.77% | Add 5.36% | 97,601 | 4,964 | |
IBDS |
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
| 2025-03-31 | Sold Out Sold Out | -0.31% | 23.9 ($24.05) 24.18 | $24.20 | 0.62% | Sold Out | 0 | -12,589 | |
IBMN |
iShares iBonds Dec 2025 Term Muni Bond ETF
iShares iBonds Dec 2025 Term Muni Bond ETF
| 2025-03-31 | Sold Out Sold Out | -0.26% | 26.63 ($26.7) 26.75 | $26.75 | 0.19% | Sold Out | 0 | -9,684 |
NESTEGG ADVISORS, INC. Total Holding History ($B)
NESTEGG ADVISORS, INC.'s Asset Allocation
NESTEGG ADVISORS, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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NESTEGG ADVISORS, INC.'s Hypothetical Growth since 2025-03-31
NESTEGG ADVISORS, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
NESTEGG ADVISORS, INC.'s Holdings Heat Map
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NESTEGG ADVISORS, INC.'s Holdings Bubble Chart
NESTEGG ADVISORS, INC. News
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