HoldingsChannel.com
NEXT Financial Holdings Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES TR (SHY) 612,353 +612,353 $51,511
     SHY612,353+612,353$51,511
VANGUARD SCOTTSDALE FDS (VGSH) 427,525 +427,525 $25,831
     VGSH427,525+427,525$25,831
SCHWAB STRATEGIC TR 514,620 +514,620 $25,829
     SCHO514,620+514,620$25,829
ISHARES US ETF TR (NEAR) 222,153 +222,153 $11,161
     NEAR222,153+222,153$11,161
SPDR SER TR (BIL) 68,262 +68,262 $6,253
     BIL68,262+68,262$6,253
APPLE INC 30,020 +30,020 $5,702
     AAPL30,020+30,020$5,702
ISHARES TR (HYG) 48,031 +48,031 $4,154
     HYG48,031+48,031$4,154
ISHARES TR (IEF) 38,410 +38,410 $4,097
     IEF38,410+38,410$4,097
SPDR SERIES TRUST (JNK) 100,468 +100,468 $3,613
     JNK100,468+100,468$3,613
VANGUARD BD INDEX FD INC (BSV) 44,913 +44,913 $3,575
     BSV44,913+44,913$3,575
VANGUARD BD INDEX FD INC (BIV) 39,589 +39,589 $3,322
     BIV39,589+39,589$3,322
VANGUARD BD INDEX FD INC (BLV) 36,038 +36,038 $3,321
     BLV36,038+36,038$3,321
VANGUARD INDEX FDS (VTI) 22,217 +22,217 $3,215
     VTI22,217+22,217$3,215
VANGUARD WORLD FDS (VGT) 15,838 +15,838 $3,178
     VGT15,838+15,838$3,178
VANGUARD INDEX FDS (VNQ) 35,282 +35,282 $3,087
     VNQ35,282+35,282$3,087
BERKSHIRE HATHAWAY INC DEL      $2,981
     BRK.B14,840+14,840$2,981
VANGUARD WORLD FDS (VCR) 16,782 +16,782 $2,893
     VCR16,782+16,782$2,893
VANGUARD WORLD FDS (VPU) 22,267 +22,267 $2,886
     VPU22,267+22,267$2,886
VANGUARD WORLD FDS (VDC) 19,595 +19,595 $2,846
     VDC19,595+19,595$2,846
VANGUARD WORLD FDS (VOX) 33,367 +33,367 $2,786
     VOX33,367+33,367$2,786
VANGUARD WORLD FDS (VDE) 30,887 +30,887 $2,761
     VDE30,887+30,887$2,761
VANGUARD WORLD FDS (VIS) 19,703 +19,703 $2,756
     VIS19,703+19,703$2,756
VANGUARD WORLD FDS (VAW) 22,306 +22,306 $2,746
     VAW22,306+22,306$2,746
VANGUARD WORLD FDS (VHT) 15,788 +15,788 $2,723
     VHT15,788+15,788$2,723
VANGUARD WORLD FDS (VFH) 41,709 +41,709 $2,692
     VFH41,709+41,709$2,692
INVESCO QQQ TR 13,101 +13,101 $2,353
     QQQ13,101+13,101$2,353
MICROSOFT CORP 18,088 +18,088 $2,133
     MSFT18,088+18,088$2,133
SELECT SECTOR SPDR TR (XLK) 27,208 +27,208 $2,013
     XLK27,208+27,208$2,013
FIDELITY 50,217 +50,217 $1,923
     FUTY50,217+50,217$1,923
AMAZON COM INC 1,060 +1,060 $1,887
     AMZN1,060+1,060$1,887
FACEBOOK INC 11,019 +11,019 $1,837
     FB11,019+11,019$1,837
HOME DEPOT INC 8,283 +8,283 $1,590
     HD8,283+8,283$1,590
SPDR GOLD TRUST (GLD) 12,877 +12,877 $1,571
     GLD12,877+12,877$1,571
ISHARES TR (IVV) 4,886 +4,886 $1,390
     IVV4,886+4,886$1,390
VISA INC 8,697 +8,697 $1,358
     V8,697+8,697$1,358
INTEL CORP 24,950 +24,950 $1,340
     INTC24,950+24,950$1,340
AT&T INC 41,010 +41,010 $1,287
     T41,010+41,010$1,287
EXXON MOBIL CORP 15,507 +15,507 $1,253
     XOM15,507+15,507$1,253
VERIZON COMMUNICATIONS INC 20,869 +20,869 $1,234
     VZ20,869+20,869$1,234
JOHNSON & JOHNSON 8,698 +8,698 $1,216
     JNJ8,698+8,698$1,216
PROCTER AND GAMBLE CO 11,518 +11,518 $1,199
     PG11,518+11,518$1,199
ISHARES TR (USMV) 20,147 +20,147 $1,185
     USMV20,147+20,147$1,185
ISHARES TR (IWF) 7,297 +7,297 $1,104
     IWF7,297+7,297$1,104
ISHARES TR (IWM) 7,205 +7,205 $1,103
     IWM7,205+7,205$1,103
ISHARES TR (IJH) 5,546 +5,546 $1,050
     IJH5,546+5,546$1,050
SPDR S&P 500 ETF TR (SPY) 3,494 +3,494 $989
     SPY3,494+3,494$989
BANK AMER CORP 34,755 +34,755 $959
     BAC34,755+34,755$959
VANGUARD INTL EQUITY INDEX F (VWO) 22,454 +22,454 $954
     VWO22,454+22,454$954
NVIDIA CORP 5,201 +5,201 $934
     NVDA5,201+5,201$934
CHEVRON CORP NEW 7,553 +7,553 $931
     CVX7,553+7,553$931

See Full List: All Stocks Held By NEXT Financial Holdings
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By NEXT Financial Holdings

Size ($ in 1000's)
At 03/31/2019: $394,723
At 12/31/2018: $0

Combined Holding Report Includes:
NEXT Financial Holdings
ENVESTNET ASSET MANAGEMENT INC

NEXT Financial Holdings holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from NEXT Financial Holdings 13F filings. Link to 13F filings: SEC filings

NEXT Financial Holdings Top Holdings 13F Filings | www.HoldingsChannel.com

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