NEXT Financial

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

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Portfolio Holdings for NEXT Financial Group

Companies in the NEXT Financial Group portfolio as of the December 2021 quarterly 13F filing

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

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

Past Filings by NEXT Financial Group

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

View all past filings