NEXT Financial Group, Inc

13F Portfolio Filings

Most recent 13F
Q4 2021
Location
Houston, TX
CIK
0001616654
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2021 2,924 1,520,763 AAPL, BND, IVV, VONE 13F-HR 2/15/2022 000142050622000517
Q3 2021 2,792 1,281,550 AAPL, BND, VONE, IVV 13F-HR 10/14/2021 000142050621001380
Q2 2021 2,658 1,248,730 AAPL, BND, VONE, QQQ 13F-HR 7/13/2021 000142050621000871
Q1 2021 2,568 1,126,089 AAPL, BND, VONE, QQQ 13F-HR 4/16/2021 000142050621000411
Q4 2020 2,389 1,044,075 AAPL, BND, VONE, QQQ 13F-HR 2/5/2021 000142050621000101
Q3 2020 2,229 928,901 BND, AAPL, VONE, QQQ 13F-HR 10/22/2020 000142050620001083
Q2 2020 596 857,109 BND, AAPL, VONE, QQQ 13F-HR 7/24/2020 000142050620000754
Q1 2020 2,180 775,780 BND, VONE, SHY, AAPL 13F-HR 4/27/2020 000142050620000405
Q4 2019 2,406 968,812 BND, VONE, AAPL, QQQ 13F-HR 1/21/2020 000142050620000045
Q3 2019 2,417 920,880 BND, VONE, AAPL, QQQ 13F-HR 10/17/2019 000142050619000951
Q2 2019 2,407 933,688 BND, VONE, AAPL, QQQ 13F-HR 7/16/2019 000142050619000617
Q1 2019 1,723 394,723 SHY, VGSH, SCHO, NEAR 13F-HR 7/16/2019 000142050619000614
Q4 2018 2,083 481,046 AAPL, BND, QQQ, VTI 13F-HR 2/11/2019 000142050619000141
Q3 2018 1,557 215,588 AAPL, BRK-B, T, BRK-A 13F-HR 10/9/2018 000142050618000808
Q2 2018 289 260,364 VONE, BND, AAPL, BRK-B 13F-HR 8/10/2018 000142050618000664
Q1 2018 411 474,062 BND, VONE, AAPL, QQQ 13F-HR 5/16/2018 000142050618000506
Q4 2017 276 233,932 AAPL, META, T, QQQ 13F-HR 1/16/2018 000142050618000017
Q3 2017 1,800 359,279 AAPL, META, BRK-B, QQQ 13F-HR 11/8/2017 000142050617000695
Q2 2017 1,965 409,031 AAPL, T, BND, META 13F-HR 7/12/2017 000142050617000455
Q1 2017 1,864 359,390 AAPL, T, META, SPY 13F-HR 5/8/2017 000142050617000290
Q4 2016 2,465 569,350 AAPL, T, META, BRK-B 13F-HR 2/2/2017 000142050617000066
Q3 2016 2,456 554,016 AAPL, T, META, SPY 13F-HR 11/1/2016 000142050616001297
Q2 2016 1,878 315,059 AAPL, T, LQD, SPY 13F-HR 7/7/2016 000142050616001081
Q1 2016 1,875 283,666 AAPL, T, LQD, SPY 13F-HR 4/20/2016 000142050616000873
Q4 2015 1,929 268,460 AAPL, HD, META, T RESTATEMENT 2/2/2016 000142050616000708
Q3 2015 1,989 279,262 AAPL, T, HD, SPY 13F-HR 10/20/2015 000142050615000525
Q2 2015 1,985 290,129 AAPL, T, VIG, BRK-B 13F-HR 7/29/2015 000142050615000366
Q1 2015 1,985 311,648 AAPL, IVV, VIG, T 13F-HR 4/15/2015 000142050615000198
Q4 2014 1,970 300,956 AAPL, IVV, VIG, T 13F-HR 2/10/2015 000142050615000080
Q3 2014 2,621 502,716 AAPL, IVV, LQD, T RESTATEMENT 2/10/2015 000142050615000087
Q2 2014 1,283 191,714 AAPL, T, BRK-B, XOM 13F-HR 8/14/2014 000091047214003434
Additional filings from NEXT Financial Group, Inc that have since been restated