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Nestegg Advisors

Latest statistics and disclosures from Nestegg Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002062716

Tip: Access up to 7 years of quarterly data

Positions held by Nestegg Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Nestegg Advisors

Nestegg Advisors holds 45 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Rus 1000 Grw Etf (IWF)	18.9	$19M	46k	403.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	15.1	$15M	77k	194.45	View chart
Ishares Tr Core S&p Scp Etf (IJR)	12.6	$13M	105k	118.77	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	6.3	$6.2M	290k	21.48	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	5.9	$5.8M	93k	62.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.6	$5.5M	196k	28.05	View chart
Vanguard Index Fds Growth Etf (VUG)	3.7	$3.6M	8.8k	412.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.4	$3.3M	67k	49.93	View chart
Apple (AAPL)	3.4	$3.3M	15k	229.86	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	2.4	$2.4M	51k	47.44	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	2.1	$2.0M	84k	24.17	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	1.9	$1.9M	75k	25.55	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.5	$1.5M	55k	26.65	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.3	$1.3M	51k	25.06	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	1.2	$1.2M	47k	25.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.1	$1.1M	12k	91.92	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	1.1	$1.0M	55k	19.01	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$1.0M	52k	19.36	View chart
Costco Wholesale Corporation (COST)	0.9	$936k	970.00	965.21	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.9	$904k	2.6k	343.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$764k	9.6k	79.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$691k	1.1k	602.34	View chart
Home Depot (HD)	0.7	$665k	1.6k	424.92	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$587k	2.4k	249.34	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$584k	974.00	599.45	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.5	$542k	5.0k	109.38	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.5	$465k	11k	41.96	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$452k	1.4k	330.50	View chart
Microsoft Corporation (MSFT)	0.4	$419k	964.00	434.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$410k	2.0k	201.93	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.4	$382k	15k	25.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$364k	660.00	551.10	View chart
Amazon (AMZN)	0.3	$304k	1.3k	235.42	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$303k	13k	24.07	View chart
Travelers Companies (TRV)	0.3	$302k	1.2k	250.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$268k	1.2k	226.57	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.3	$259k	9.7k	26.70	View chart
Johnson & Johnson (JNJ)	0.3	$251k	1.6k	152.85	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.3	$251k	2.8k	89.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$248k	481.00	514.52	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.2	$242k	3.9k	62.51	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$233k	11k	21.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$218k	1.1k	193.85	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.2	$214k	3.6k	59.82	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$208k	3.0k	70.33	View chart

Past Filings by Nestegg Advisors

SEC 13F filings are viewable for Nestegg Advisors going back to 2024

Nestegg Advisors 2024 Q4 filed March 21, 2025

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