Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NEXT Financial Group, Inc (CIK 1616654) reported $1.52B across 2,916 reported positions in its SEC 13F filing for 2021-12-31. Largest positions: AAPL ($52.2M, 3.43%), BND ($37.1M, 2.44%), IVV ($34.0M, 2.23%), VONE ($27.9M, 1.84%), MSFT ($23.0M, 1.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $52.2M | 3.43% | 293,839 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $37.1M | 2.44% | 437,543 | Added |
| 3 | IVV | ISHARES TR | $34.0M | 2.23% | 71,180 | Added |
| 4 | VONE | VANGUARD SCOTTSDALE FDS | $27.9M | 1.84% | 127,621 | Added |
| 5 | MSFT | MICROSOFT CORP | $23.0M | 1.51% | 68,499 | Added |
| 6 | ESGU | ISHARES TR | $20.6M | 1.36% | 191,339 | Added |
| 7 | AMZN | AMAZON COM INC | $14.9M | 0.98% | 4,484 | Added |
| 8 | TSLA | TESLA INC | $14.6M | 0.96% | 13,828 | Trimmed |
| 9 | BSV | VANGUARD BD INDEX FDS | $13.4M | 0.88% | 165,344 | Added |
| 10 | IUSB | ISHARES TR | $13.0M | 0.86% | 246,521 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $11.9M | 0.78% | 40,380 | Trimmed |
| 12 | VTI | VANGUARD INDEX FDS | $11.4M | 0.75% | 47,232 | Added |
| 13 | IJH | ISHARES TR | $11.2M | 0.74% | 39,723 | Trimmed |
| 14 | QQQ | INVESCO QQQ TR | $10.5M | 0.69% | 26,423 | Trimmed |
| 15 | VHT | VANGUARD WORLD FDS | $10.1M | 0.67% | 38,046 | Added |
| 16 | VGT | VANGUARD WORLD FDS | $9.9M | 0.65% | 21,683 | Added |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.0M | 0.65% | 33,307 | Added |
| 18 | VDC | VANGUARD WORLD FDS | $9.7M | 0.64% | 48,466 | Added |
| 19 | VCR | VANGUARD WORLD FDS | $9.7M | 0.64% | 28,478 | Added |
| 20 | VFH | VANGUARD WORLD FDS | $9.6M | 0.63% | 99,645 | Added |
| 21 | VNQ | VANGUARD INDEX FDS | $9.4M | 0.62% | 80,718 | Added |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $9.3M | 0.61% | 54,108 | Added |
| 23 | TIP | ISHARES TR | $9.2M | 0.61% | 71,560 | Added |
| 24 | VDE | VANGUARD WORLD FDS | $9.0M | 0.59% | 115,343 | Added |
| 25 | VEA | VANGUARD TAX-MANAGED INTL FD | $8.7M | 0.57% | 170,761 | Added |
Source: SEC Form 13F filings · as of 2021-12-31