NEXT Financial Group, Inc

13F Filings History

Latest 13F report
Q1 2025 - May 9, 2025
Signature - Title
Amanda Hawley - General Counsel, Atria Wealth Solutions, Inc.
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by NEXT Financial Group, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NEXT Financial Group, Inc reported 2623 stock holdings with total value $1.51B as of Q4 2021. Top holdings included AAPL, BND, IVV, VONE, and MSFT. Atria Wealth Solutions, Inc. is reporting for NEXT Financial Group, Inc.
Holdings Value

Atria Wealth Solutions, Inc. is reporting for NEXT Financial Group, Inc:

Name Holdings Value Location File Number
Atria Wealth Solutions, Inc. $8.3B New York, NY 028-22515
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 13F-NT 5/9/2025, 02:02 PM
Q4 2024 13F-NT 1/31/2025, 01:10 PM
Q3 2024 13F-NT 11/8/2024, 01:49 PM
Q2 2024 13F-NT 7/22/2024, 04:39 PM
Q1 2024 13F-NT 5/13/2024, 01:12 PM
Q4 2023 13F-NT 2/2/2024, 10:00 AM
Q3 2023 13F-NT 11/8/2023, 12:46 PM
Q2 2023 13F-NT 8/3/2023, 02:36 PM
Q1 2023 13F-NT 5/10/2023, 10:29 AM
Q4 2022 13F-NT 2/13/2023, 02:34 PM
Q3 2022 13F-NT 11/14/2022, 08:47 AM
Q2 2022 13F-NT 8/15/2022, 01:43 PM
Q1 2022 13F-NT 5/16/2022, 11:59 AM
Q4 2021 2,623 $1.51B +$258M -$84.6M +$174M AAPL, BND, IVV, VONE, MSFT 13F-HR 2/15/2022, 03:11 PM
Q3 2021 2,688 $1.28B +$134M -$83.5M +$50.3M AAPL, BND, VONE, IVV, QQQ 13F-HR 10/14/2021, 06:03 PM
Q2 2021 2,558 $1.25B +$135M -$74.8M +$60.2M AAPL, BND, VONE, QQQ, IVV 13F-HR 7/13/2021, 04:45 PM
Q1 2021 2,462 $1.12B +$130M -$88.4M +$42M AAPL, BND, VONE, QQQ, IVV 13F-HR 4/16/2021, 02:31 PM
Q4 2020 2,204 $1.04B +$124M -$96.1M +$28.1M AAPL, BND, VONE, QQQ, IVV 13F-HR 2/5/2021, 08:42 AM
Q3 2020 2,062 $920M +$204M -$152M +$52.1M BND, AAPL, VONE, QQQ, MSFT 13F-HR 10/22/2020, 11:02 AM
Q2 2020 596 $855M +$118M -$58.1M +$59.6M BND, AAPL, VONE, QQQ, SHY 13F-HR 7/23/2020, 06:28 PM
Q1 2020 1,988 $770M +$132M -$128M +$3.82M BND, VONE, SHY, AAPL, BSV 13F-HR 4/27/2020, 12:57 PM
Q4 2019 2,241 $963M +$122M -$116M +$5.24M BND, VONE, AAPL, QQQ, HYG 13F-HR 1/21/2020, 04:03 PM
Q3 2019 2,155 $912M +$91.8M -$92.1M -$308K BND, VONE, AAPL, QQQ, BSV 13F-HR 10/17/2019, 03:43 PM
Q2 2019 2,168 $930M +$662M -$118M +$544M BND, VONE, AAPL, QQQ, IEF 13F-HR 7/16/2019, 04:43 PM
Q1 2019 1,516 $393M +$224M -$307M -$83.6M SHY, VGSH, SCHO, NEAR, BIL 13F-HR 7/16/2019, 04:02 PM
Q4 2018 1,823 $481M +$323M -$22.4M +$300M AAPL, BND, QQQ, VTI, BRKB 13F-HR 2/11/2019, 12:58 PM
Q3 2018 1,390 $215M +$48.1M -$99.9M -$51.8M AAPL, BRKB, T, BRKA, RDSB 13F-HR 10/9/2018, 02:32 PM
Q2 2018 289 $260M +$13.1M -$147M -$134M VONE, BND, AAPL, BRKB, META 13F-HR 8/10/2018, 01:34 PM
Q1 2018 411 $474M +$252M -$2.49M +$249M BND, VONE, AAPL, QQQXXXX, BRKB 13F-HR 5/16/2018, 02:07 PM
Q4 2017 276 $234M +$7.88M -$62.7M -$54.8M AAPL, META, T, QQQXXXX, BRKB 13F-HR 1/16/2018, 02:56 PM
Q3 2017 1,664 $359M +$25M -$82.4M -$57.4M AAPL, META, BRKB, QQQXXXX, T 13F-HR 11/8/2017, 10:43 AM
Q2 2017 1,829 $409M +$64.1M -$16.2M +$47.9M AAPL, T, BND, META, VONE 13F-HR 7/12/2017, 05:03 PM
Q1 2017 1,752 $358M +$16.6M -$234M -$217M AAPL, T, META, SPY, QQQXXXX 13F-HR 5/8/2017, 11:32 AM
Q4 2016 2,272 $569M +$52.5M -$41.9M +$10.6M AAPL, T, META, BRKB, DIS 13F-HR 2/2/2017, 11:07 AM
Q3 2016 2,264 $553M +$244M -$7.18M +$236M AAPL, T, META, SPY, LQD 13F-HR 11/1/2016, 04:40 PM
Q2 2016 1,608 $314M +$37.2M -$9.94M +$27.2M AAPL, T, LQD, SPY, META 13F-HR 7/7/2016, 03:11 PM
Q1 2016 1,562 $283M +$39.8M -$22.7M +$17.2M AAPL, T, LQD, SPY, META 13F-HR 4/20/2016, 10:55 AM
Q4 2015 1,629 $268M +$24.8M -$35.7M -$10.9M AAPL, HD, META, T, SPY Restatement 2/2/2016, 12:25 PM
Q3 2015 1,645 $279M +$44.2M -$23.5M +$20.7M AAPL, T, HD, SPY, META 13F-HR 10/19/2015, 06:25 PM
Q2 2015 1,694 $290M +$23.5M -$31.2M -$7.75M AAPL, T, VIG, BRKB, VZ 13F-HR 7/29/2015, 01:55 PM
Q1 2015 1,702 $311M +$36.2M -$22.9M +$13.3M AAPL, IVV, VIG, T, BRKB 13F-HR 4/15/2015, 10:11 AM
Q4 2014 1,800 $301M +$21.1M -$205M -$183M AAPL, IVV, VIG, T, BRKB 13F-HR 2/9/2015, 08:10 PM
Q3 2014 2,406 $502M +$328M -$15.4M +$313M AAPL, IVV, LQD, T, VIG Restatement 2/10/2015, 02:35 PM
Q2 2014 1,106 $190M AAPL, T, BRKB, XOM, META 13F-HR 8/14/2014, 04:40 PM