Nestegg Advisors, Inc.

13F Filings History

Latest 13F report: Q2 2025 - Jul 28, 2025
Value $: $104M
Signature - Title: Buddy Levy - Chief Compliance Officer
Location: Hauppauge, NY
Summary: This page shows a list of all the recent 13F filings made by Nestegg Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Nestegg Advisors, Inc. reported 46 stock holdings with total value $104M as of Q2 2025. Top holdings included IWF, IWD, IJR, IBDV, and RDVY.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	46	$104M	+$4.31M	-$1.78M	+$2.52M	IWF, IWD, IJR, IBDV, RDVY	13F-HR	7/28/2025, 05:17 PM
Q1 2025	44	$94.1M	+$4.64M	-$3.25M	+$1.39M	IWF, IWD, IJR, IBDV, RDVY	13F-HR	5/14/2025, 10:58 AM
Q4 2024	45	$98.8M	$0	$0		IWF, IWD, IJR, IBDV, RDVY	13F-HR	3/21/2025, 11:08 AM