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NEXT Financial

Latest statistics and disclosures from NEXT Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, BND, IVV, VONE, MSFT, and represent 11.47% of NEXT Financial Group's stock portfolio.
Added to shares of these 10 stocks: IVV (+$9.1M), ESGU (+$7.4M), VGT, VHT, IUSB, BSV, VDC, VPU, VNQ, VAW.
Started 286 new stock positions in EMTL, FBP, XLSR, LSAT, IIM, DYLD, ITUB, Aea Bridges Impact Cl A Ord, Cyrusone, E.
Reduced shares in these 10 stocks: QQQ (-$12M), VCSH (-$7.0M), VOO, SPY, FIXD, MMLG, VB, META, MMIN, DFNV.
Sold out of its positions in AADI, BCI, Acceleron Pharma, WMS, ATI, UHAL, ARMK, ABUS, ACRE, ATHM.
NEXT Financial Group was a net buyer of stock by $168M.
NEXT Financial Group has $1.5B in assets under management (AUM), dropping by 18.50%.
Central Index Key (CIK): 0001616654

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Portfolio Holdings for NEXT Financial Group

NEXT Financial Group holds 2922 positions in its portfolio as reported in the December 2021 quarterly 13F filing

NEXT Financial Group has 2922 total positions. Only the first 250 positions are shown.

Sign up to view all of the NEXT Financial Group Dec. 31, 2021 positions
Download the NEXT Financial Group December 2021 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.4	$52M		294k	177.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.4	$37M		438k	84.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$34M	+36%	71k	476.99	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.8	$28M		128k	217.70	View chart
Microsoft Corporation (MSFT)	1.5	$23M		69k	336.31	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.4	$21M	+55%	191k	107.90	View chart
Amazon (AMZN)	1.0	$15M		4.5k	3330.71	View chart
Tesla Motors (TSLA)	1.0	$15M	-5%	14k	1056.75	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$13M	+37%	165k	80.83	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$13M	+38%	247k	52.93	View chart
NVIDIA Corporation (NVDA)	0.8	$12M	-5%	40k	294.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$11M	+13%	47k	241.45	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$11M		40k	283.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$11M	-53%	26k	398.02	View chart
Vanguard World Fds Health Car Etf (VHT)	0.7	$10M	+59%	38k	266.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$10M	+16%	33k	299.02	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.7	$9.9M	+62%	22k	458.16	View chart
Vanguard World Fds Consum Dis Etf (VCR)	0.6	$9.7M	+51%	29k	340.66	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.6	$9.7M	+58%	49k	199.88	View chart
Vanguard World Fds Financials Etf (VFH)	0.6	$9.6M	+49%	100k	96.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$9.4M	+60%	81k	116.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$9.3M	+2%	54k	171.75	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$9.3M	+20%	72k	129.26	View chart
Vanguard World Fds Energy Etf (VDE)	0.6	$9.0M	+54%	115k	77.61	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	0.6	$8.7M	+29%	171k	51.08	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.6	$8.5M		98k	87.01	View chart
Bill Com Holdings Ord (BILL)	0.5	$8.3M		34k	249.14	View chart
Vanguard World Fds Utilities Etf (VPU)	0.5	$8.3M	+75%	53k	156.40	View chart
Vanguard World Fds Materials Etf (VAW)	0.5	$8.3M	+69%	42k	196.86	View chart
Vanguard World Fds Industrial Etf (VIS)	0.5	$8.2M	+67%	40k	202.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$7.7M	+12%	120k	63.57	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.5	$7.6M	+6%	85k	89.81	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.5	$7.6M	+65%	74k	102.92	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$7.2M	+38%	22k	320.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$7.1M	+28%	48k	147.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$7.0M	-3%	84k	83.60	View chart
Pfizer (PFE)	0.5	$7.0M	+24%	119k	59.07	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$6.7M	+90%	61k	110.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$6.7M	+46%	58k	114.55	View chart
Home Depot (HD)	0.4	$6.7M		16k	414.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$6.7M	-8%	2.3k	2896.87	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$6.5M	+49%	127k	51.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$6.5M	-42%	15k	436.59	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$6.4M	+37%	79k	80.90	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$6.3M	+105%	125k	50.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$6.2M	-28%	13k	474.97	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$6.2M	+41%	112k	55.12	View chart
Meta Platforms Cl A (META)	0.4	$6.1M	-19%	18k	336.56	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$6.0M	-3%	38k	156.55	View chart
Walt Disney Company (DIS)	0.4	$6.0M	+5%	39k	154.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$5.6M	+30%	113k	49.37	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$5.4M	+8%	126k	42.92	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$5.3M	+16%	60k	88.89	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$5.0M	+113%	188k	26.68	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$4.9M	+9%	28k	178.89	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.3	$4.9M	+3%	148k	32.97	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$4.8M		28k	170.98	View chart
Advanced Micro Devices (AMD)	0.3	$4.7M		33k	143.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$4.6M	+9%	62k	74.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.6M	+3%	1.6k	2895.40	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$4.6M	-21%	25k	181.81	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$4.5M	+14%	52k	87.63	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$4.5M	+14%	26k	173.88	View chart
salesforce (CRM)	0.3	$4.5M	+6%	18k	254.09	View chart
Thermo Fisher Scientific (TMO)	0.3	$4.4M	+26%	6.6k	667.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$4.4M	+13%	39k	112.12	View chart
Vanguard World Fds Comm Srvc Etf (VOX)	0.3	$4.4M	+6%	33k	135.54	View chart
JPMorgan Chase & Co. (JPM)	0.3	$4.4M		28k	158.36	View chart
Verizon Communications (VZ)	0.3	$4.3M	+37%	84k	51.96	View chart
Chevron Corporation (CVX)	0.3	$4.3M	+5%	37k	117.39	View chart
Gilead Sciences (GILD)	0.3	$4.2M	+2%	58k	72.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$4.1M		52k	79.30	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$4.1M	+17%	79k	51.79	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$4.1M	+33%	104k	39.06	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$4.0M	+8%	40k	101.69	View chart
Pepsi (PEP)	0.3	$4.0M	+5%	23k	174.71	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$3.9M	+14%	54k	72.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.9M	-27%	17k	226.03	View chart
At&t (T)	0.3	$3.9M	-10%	157k	24.60	View chart
Johnson & Johnson (JNJ)	0.3	$3.8M	+13%	23k	171.07	View chart
Ishares Tr Faln Angls Usd (FALN)	0.3	$3.8M	+98%	128k	29.97	View chart
Costco Wholesale Corporation (COST)	0.3	$3.8M	-6%	6.7k	567.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$3.8M	+12%	33k	114.07	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$3.7M		69k	53.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$3.6M		14k	254.80	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$3.6M	-66%	44k	81.27	View chart
Procter & Gamble Company (PG)	0.2	$3.5M		21k	163.59	View chart
Starbucks Corporation (SBUX)	0.2	$3.4M	+14%	29k	116.98	View chart
Target Corporation (TGT)	0.2	$3.4M		15k	231.46	View chart
Vanguard World Extended Dur (EDV)	0.2	$3.4M	+565%	24k	139.98	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$3.3M	+20%	85k	38.18	View chart
Applied Materials (AMAT)	0.2	$3.2M	+5%	21k	157.36	View chart
UnitedHealth (UNH)	0.2	$3.2M	-9%	6.5k	502.11	View chart
Cisco Systems (CSCO)	0.2	$3.2M	+16%	51k	63.36	View chart
Abbvie (ABBV)	0.2	$3.2M	-10%	24k	135.38	View chart
Visa Com Cl A (V)	0.2	$3.2M	+6%	15k	216.69	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$3.2M	+30%	34k	94.58	View chart
Bank of America Corporation (BAC)	0.2	$3.2M		71k	44.49	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$3.2M	+2%	30k	106.81	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$3.1M	+4%	28k	113.21	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$3.1M	+11%	20k	151.52	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.2	$3.1M	+260%	68k	44.87	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$3.1M	-5%	17k	175.19	View chart
Northrop Grumman Corporation (NOC)	0.2	$3.0M	+9%	7.8k	387.05	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$3.0M	-20%	13k	226.37	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$3.0M	-16%	60k	49.99	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$2.9M	+8%	27k	108.47	View chart
Nike CL B (NKE)	0.2	$2.9M	+4%	17k	166.60	View chart
Dominion Resources (D)	0.2	$2.9M	+32%	37k	78.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$2.9M	-3%	13k	222.64	View chart
Intel Corporation (INTC)	0.2	$2.8M	+3%	55k	51.62	View chart
Corteva (CTVA)	0.2	$2.8M	+439%	60k	47.28	View chart
Global X Fds Lithium Btry Etf (LIT)	0.2	$2.8M	+10%	33k	84.43	View chart
Netflix (NFLX)	0.2	$2.8M	-23%	4.7k	602.33	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$2.8M	+51%	70k	39.75	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$2.8M	-13%	52k	53.88	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Dep (DAPR)	0.2	$2.8M	+9%	88k	31.63	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.2	$2.8M	+17%	58k	47.85	View chart
Servicenow (NOW)	0.2	$2.8M	+9%	4.3k	649.31	View chart
Intuit (INTU)	0.2	$2.8M		4.3k	643.30	View chart
Merck & Co (MRK)	0.2	$2.7M	-5%	35k	77.43	View chart
Paypal Holdings (PYPL)	0.2	$2.7M	+23%	14k	188.69	View chart
Trimtabs Etf Tr Donoghue Frlns (DFHY)	0.2	$2.7M	-15%	110k	24.65	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$2.7M	+321%	4.9k	542.93	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$2.7M	+9%	3.4k	793.94	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$2.7M	+53%	51k	52.84	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$2.7M	+6%	24k	109.45	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$2.7M		27k	98.17	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$2.6M	+35%	24k	107.05	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$2.6M		20k	130.43	View chart
J P Morgan Exchange-traded F Equity Premium (JEPI)	0.2	$2.6M	-2%	41k	63.18	View chart
Adobe Systems Incorporated (ADBE)	0.2	$2.6M	-8%	4.6k	567.14	View chart
Eli Lilly & Co. (LLY)	0.2	$2.6M	-8%	9.4k	276.28	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$2.6M	+14%	44k	58.45	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$2.5M	+61%	23k	109.46	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.5M	+11%	36k	70.95	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$2.5M	-4%	42k	59.85	View chart
General Dynamics Corporation (GD)	0.2	$2.5M	+24%	12k	208.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$2.5M		40k	61.28	View chart
Lam Research Corporation (LRCX)	0.2	$2.4M	+22%	3.3k	720.19	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.2	$2.4M	+34%	18k	132.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.4M	+51%	7.9k	305.50	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$2.4M	+175%	44k	54.91	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.3M	+3%	8.3k	281.86	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$2.3M	+36%	36k	64.56	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.3M	+118%	14k	167.93	View chart
Analog Devices (ADI)	0.1	$2.3M	+11%	13k	175.71	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$2.3M	+16%	22k	104.28	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.2M		26k	85.56	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.2M		36k	61.18	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$2.2M	+40%	3.5k	631.69	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.2M	+34%	30k	73.21	View chart
Boeing Company (BA)	0.1	$2.2M	+2%	11k	201.31	View chart
Goldman Sachs (GS)	0.1	$2.2M	+71%	5.7k	383.23	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$2.2M	+29%	33k	66.46	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$2.2M	+1926%	51k	42.14	View chart
BlackRock (BLK)	0.1	$2.2M	+17%	2.4k	914.95	View chart
West Pharmaceutical Services (WST)	0.1	$2.1M	+51%	4.5k	469.09	View chart
Broadcom (AVGO)	0.1	$2.1M	+31%	3.2k	664.56	View chart
HEICO Corporation (HEI)	0.1	$2.1M	+4%	15k	144.15	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$2.1M	+9%	18k	120.27	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$2.1M	+4%	17k	124.63	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$2.1M	+148%	20k	105.80	View chart
International Business Machines (IBM)	0.1	$2.1M	+6%	16k	133.69	View chart
Paycom Software (PAYC)	0.1	$2.1M	+10%	5.1k	415.04	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.1M	+30%	14k	145.57	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$2.1M	+69%	20k	107.43	View chart
Qualcomm (QCOM)	0.1	$2.1M	+16%	11k	182.42	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.1M	+16%	37k	55.51	View chart
Spdr Ser Tr S&p 600 Sml Cap	0.1	$2.1M	-2%	21k	99.39	View chart
Atlassian Corp Cl A	0.1	$2.1M	+4%	5.6k	368.42	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$2.0M	+2%	76k	27.14	View chart
Bank of New York Mellon Corporation (BK)	0.1	$2.0M	+10%	35k	58.06	View chart
Etf Managers Tr Prime Cybr Scrty	0.1	$2.0M	+12%	33k	61.42	View chart
Ford Motor Company (F)	0.1	$2.0M	+24%	97k	20.77	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.0M	-6%	5.5k	360.54	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$2.0M	+67%	17k	115.18	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$2.0M	+36%	32k	60.82	View chart
Prudential Financial (PRU)	0.1	$2.0M	-5%	16k	125.00	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.9M	+24%	43k	45.30	View chart
T. Rowe Price (TROW)	0.1	$1.9M	+2%	9.6k	196.64	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$1.9M		32k	59.27	View chart
Wal-Mart Stores (WMT)	0.1	$1.9M	+7%	13k	145.45	View chart
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)	0.1	$1.9M	+4%	37k	50.48	View chart
Ishares Tr Devsmcp Exna Etf (IEUS)	0.1	$1.9M	+17%	27k	69.62	View chart
United Parcel Service CL B (UPS)	0.1	$1.9M	+21%	8.7k	214.31	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.1	$1.9M	+6%	42k	44.04	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.9M	+8%	22k	84.11	View chart
Coca-Cola Company (KO)	0.1	$1.8M	-3%	31k	59.19	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.8M	+18%	25k	71.58	View chart
Caterpillar (CAT)	0.1	$1.8M	-2%	8.8k	206.71	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$1.8M	+17%	12k	152.71	View chart
Abbott Laboratories (ABT)	0.1	$1.8M	-7%	13k	140.74	View chart
Cheniere Energy Com New (LNG)	0.1	$1.8M		17k	101.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.8M	+2%	22k	80.82	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.7M	-10%	4.8k	363.38	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$1.7M	-5%	42k	41.22	View chart
Simon Property (SPG)	0.1	$1.7M	+24%	11k	159.74	View chart
Enbridge (ENB)	0.1	$1.7M	+106%	44k	39.12	View chart
Goldman Sachs Etf Tr Future Tech Lead (GTEK)	0.1	$1.7M	NEW	44k	39.34	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.7M	+71%	34k	50.31	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.7M		4.8k	355.48	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.1	$1.7M	-4%	27k	62.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.7M	+395%	10k	163.71	View chart
Oneok (OKE)	0.1	$1.7M	+57%	28k	58.85	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.6M	+41%	21k	77.08	View chart
First Tr Exchange-traded Nasdaq Transn (FTXR)	0.1	$1.6M	-3%	48k	34.55	View chart
Altria (MO)	0.1	$1.6M	-9%	34k	48.78	View chart
Indexiq Active Etf Tr Iq Mackay Insred (MMIN)	0.1	$1.6M	-45%	60k	27.51	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.6M	+7%	13k	129.16	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$1.6M	+19%	15k	106.26	View chart
Moderna (MRNA)	0.1	$1.6M	+28%	6.4k	253.93	View chart
Twitter	0.1	$1.6M	+14%	37k	43.21	View chart
Microchip Technology (MCHP)	0.1	$1.6M	+88%	18k	87.03	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.6M	+46%	7.8k	204.71	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$1.6M	+354%	61k	25.90	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.1	$1.6M	+17%	8.5k	184.63	View chart
State Street Corporation (STT)	0.1	$1.6M	+15%	17k	93.56	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.6M		9.3k	166.67	View chart
Generac Holdings (GNRC)	0.1	$1.6M	+26%	4.4k	351.54	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$1.5M	+70%	51k	30.23	View chart
Bristol Myers Squibb (BMY)	0.1	$1.5M	-10%	25k	62.35	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.5M	+10%	18k	86.05	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.5M	+13%	4.9k	308.81	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.5M	-3%	13k	115.67	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.5M	+5618%	10k	148.36	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$1.5M	+110%	42k	35.33	View chart
Verisign (VRSN)	0.1	$1.5M		5.9k	253.78	View chart
Illumina (ILMN)	0.1	$1.5M	+4%	3.9k	380.51	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$1.5M	-5%	31k	47.51	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$1.5M	-58%	28k	53.22	View chart
Direxion Shs Etf Tr Moonshot Innovat (MOON)	0.1	$1.5M	+33%	55k	27.01	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$1.5M	-23%	8.8k	168.09	View chart
Globant S A (GLOB)	0.1	$1.5M		4.7k	314.16	View chart
Ishares Tr Global Finls Etf (IXG)	0.1	$1.5M	+42%	18k	80.06	View chart
Glaxosmithkline Sponsored Adr	0.1	$1.5M	-10%	33k	44.29	View chart
Loews Corporation (L)	0.1	$1.4M	+126%	25k	57.75	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$1.4M	-30%	32k	45.43	View chart
EOG Resources (EOG)	0.1	$1.4M	+57%	16k	88.74	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.1	$1.4M	+40%	14k	105.79	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$1.4M		13k	109.42	View chart
Dupont De Nemours (DD)	0.1	$1.4M	+108%	18k	80.85	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.4M	-8%	28k	50.71	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.4M		26k	55.58	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.4M	-18%	15k	92.80	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$1.4M	-2%	24k	57.61	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.1	$1.4M	+329%	24k	58.61	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$1.4M	-33%	15k	91.41	View chart
IDEXX Laboratories (IDXX)	0.1	$1.4M	+13%	2.1k	658.11	View chart
McDonald's Corporation (MCD)	0.1	$1.4M	+2%	5.1k	268.00	View chart

Past Filings by NEXT Financial Group

SEC 13F filings are viewable for NEXT Financial Group going back to 2014

NEXT Financial Group 2021 Q4 filed Feb. 15, 2022
NEXT Financial Group 2021 Q3 filed Oct. 15, 2021
NEXT Financial Group 2021 Q2 filed July 13, 2021
NEXT Financial Group 2021 Q1 filed April 16, 2021
NEXT Financial Group 2020 Q4 filed Feb. 5, 2021
NEXT Financial Group 2020 Q3 filed Oct. 22, 2020
NEXT Financial Group 2020 Q2 filed July 24, 2020
NEXT Financial Group 2020 Q1 filed April 27, 2020
NEXT Financial Group 2019 Q4 filed Jan. 21, 2020
NEXT Financial Group 2019 Q3 filed Oct. 17, 2019
NEXT Financial Group 2019 Q1 filed July 16, 2019
NEXT Financial Group 2019 Q2 filed July 16, 2019
NEXT Financial Group 2018 Q4 filed Feb. 11, 2019
NEXT Financial Group 2018 Q3 filed Oct. 9, 2018
NEXT Financial Group 2018 Q2 filed Aug. 10, 2018
NEXT Financial Group 2018 Q1 filed May 16, 2018

View all past filings

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