NEXT Financial Group, Inc has disclosed 2894 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2021-12-31. The current portfolio value is calculated to be $1.51 Bil. The turnover rate is 16%.
In NEXT Financial Group, Inc's current portfolio as of 2021-12-31, the top 5 holdings are
Apple Inc (AAPL), Vanguard Total Bond Market ETF (BND), iShares Core S&P 500 ETF (IVV), Vanguard Russell 1000 Index Fund (VONE), Microsoft Corp (MSFT), not including call and put options.
NEXT Financial Group, Inc did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for NEXT Financial Group, Inc, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for NEXT Financial Group, Inc, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for NEXT Financial Group, Inc.