NISA INVESTMENT ADVISORS, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings3,006 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 9.9M | $5.8B | 22.5% | $583.48 | 0.00% | 1 qtr | New 98 |
NVIDIA CORP | 8.9M | $1.2B | 4.6% | $116.27 | +18.21% | 24 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 4.4M | $1.1B | 4.2% | $171.28 | +45.15% | 12 qtrssince 2022-Q1 | Increased 59 |
MICROSOFT CORP | 2.4M | $1B | 3.9% | $145.20 | +190.45% | 24 qtrssince 2019-Q1 | Increased 62 |
| 66.8M | $691.5M | 2.7% | — | — | — | New 82 | |
ALPHABET INC-CL C | 2.5M | $483.7M | 1.9% | $124.93 | +53.64% | 24 qtrssince 2019-Q1 | Increased 60 |
AMAZON.COM INC | 2M | $432.2M | 1.7% | $114.26 | +93.68% | 12 qtrssince 2022-Q1 | Increased 50 |
META PLATFORMS INC-CLASS A | 709,785 | $415.6M | 1.6% | $316.73 | +86.08% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2M | $383.9M | 1.5% | $107.22 | +77.67% | 24 qtrssince 2019-Q1 | Increased 56 |
| 32.3M | $369.3M | 1.4% | — | — | — | New 71 | |
BROADCOM INC | 1.4M | $332.9M | 1.3% | $168.01 | +36.25% | 24 qtrssince 2019-Q1 | Increased 56 |
TESLA INC | 590,182 | $238.3M | 0.9% | $246.61 | +69.26% | 24 qtrssince 2019-Q1 | Increased 45 |
JPMORGAN CHASE & CO | 949,130 | $227.5M | 0.9% | $93.40 | +149.79% | 24 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 262,358 | $202.5M | 0.8% | $234.77 | +224.82% | 24 qtrssince 2019-Q1 | Increased 48 |
BOOKING HOLDINGS INC | 34,035 | $169.1M | 0.7% | $137.13 | +43.17% | 24 qtrssince 2019-Q1 | Increased 64 |
VISA INC-CLASS A SHARES | 495,785 | $156.7M | 0.6% | $169.65 | +83.88% | 24 qtrssince 2019-Q1 | Increased 44 |
BERKSHIRE HATHAWAY INC-CL B | 342,280 | $155.1M | 0.6% | $374.07 | +20.88% | 12 qtrssince 2022-Q1 | Increased 53 |
MASTERCARD INC - A | 289,833 | $152.6M | 0.6% | $285.33 | +82.86% | 24 qtrssince 2019-Q1 | Increased 44 |
PEPSICO INC | 985,435 | $151M | 0.6% | $129.69 | +12.50% | 24 qtrssince 2019-Q1 | Increased 69 |
WALMART INC | 1.6M | $142M | 0.6% | $58.27 | +53.97% | 24 qtrssince 2019-Q1 | Increased 50 |
NISA INVESTMENT ADVISORS, LLC manages $25.8B across 3006 positions as of Q4 2024. Top holdings: IVV (22.5%), NVDA (4.6%), AAPL (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 148 new positions, 101 exits, 1220 increased. Top move: IVV (NEW, conviction 98). Portfolio: $25.8B across 3006 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer