Wealth Management Nebraska
Net buyer this quarter
$1.12B
48
+$1.3M
5.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPAB | $36.3M | 3.23% | Not reported | 0.0% | Q4 2024 |
 AVIV | $5.27M | 0.47% | 0.14% | -6.6% | Q4 2024 |
 BRK.B | $4.65M | 0.42% | Not reported | +0.3% | Q4 2024 |
 PM | $3.82M | 0.34% | 0.00% | 0.0% | Q4 2025 |
 AAPL | $2.32M | 0.21% | 0.00% | -2.2% | Q4 2024 |
 TXN | $2.03M | 0.18% | 0.00% | +0.6% | Q4 2024 |
 VYM | $2.02M | 0.18% | Not reported | Not reported | Q2 2025 |
 MSFT | $1.97M | 0.18% | 0.00% | -0.3% | Q4 2024 |
| GLDM | $1.86M | 0.17% | 0.01% | Not reported | Q2 2025 |
 NVDA | $1.72M | 0.15% | 0.00% | -5.4% | Q4 2024 |
| SPY | $1.55M | 0.14% | Not reported | -0.4% | Q4 2024 |
 WMT | $1.36M | 0.12% | 0.00% | -2.5% | Q4 2024 |
 QQQ | $1.15M | 0.10% | Not reported | -2.4% | Q4 2024 |
 AMZN | $1.11M | 0.10% | 0.00% | +2.0% | Q4 2024 |
 CAT | $1.04M | 0.09% | 0.00% | -5.9% | Q4 2024 |
 AXON | $1M | 0.09% | 0.00% | -7.8% | Q4 2024 |
 GOOGL | $894K | 0.08% | 0.00% | +1.8% | Q4 2024 |
 DE | $808K | 0.07% | 0.00% | New | Q2 2026 |
 MDLZ | $774K | 0.07% | 0.00% | Not reported | Q1 2026 |
 TSM | $624K | 0.06% | 0.00% | Not reported | Q4 2024 |
 V | $603K | 0.05% | 0.00% | -5.4% | Q4 2024 |
| GOOG | $569K | 0.05% | Not reported | -2.0% | Q4 2024 |
| GLD | $508K | 0.05% | 0.00% | -1.6% | Q2 2025 |
 META | $497K | 0.04% | Not reported | -5.8% | Q4 2024 |
 AVGO | $482K | 0.04% | 0.00% | +1.4% | Q3 2025 |
 JPM | $479K | 0.04% | 0.00% | -4.4% | Q4 2024 |
 XOM | $468K | 0.04% | 0.00% | Not reported | Q1 2025 |
 HUBB | $446K | 0.04% | 0.00% | Not reported | Q4 2024 |
 SO | $420K | 0.04% | 0.00% | -2.4% | Q4 2024 |
 NEE | $413K | 0.04% | 0.00% | Not reported | Q4 2024 |
 LLY | $393K | 0.04% | 0.00% | Not reported | Q4 2024 |
 GBUG | $354K | 0.03% | Not reported | +15.6% | Q1 2026 |
 UNP | $316K | 0.03% | 0.00% | New | Q2 2026 |
 TSLA | $315K | 0.03% | 0.00% | +8.3% | Q4 2024 |
 NUE | $288K | 0.03% | 0.00% | Not reported | Q1 2026 |
 CVX | $284K | 0.03% | 0.00% | -5.8% | Q4 2025 |
 FBTC | $278K | 0.02% | 0.00% | +18.8% | Q4 2024 |
 CSX | $271K | 0.02% | 0.00% | Not reported | Q4 2025 |
 HD | $265K | 0.02% | 0.00% | -4.8% | Q4 2024 |
 AXP | $260K | 0.02% | 0.00% | Not reported | Q1 2025 |
 FITB | $249K | 0.02% | 0.00% | +0.6% | Q1 2026 |
 AMAT | $245K | 0.02% | 0.00% | New | Q2 2026 |
 ORCL | $224K | 0.02% | 0.00% | -1.9% | Q2 2025 |
| DUK | $224K | 0.02% | 0.00% | +6.5% | Q1 2026 |
 EMR | $210K | 0.02% | 0.00% | -5.4% | Q1 2026 |
 QCOM | $209K | 0.02% | 0.00% | New | Q2 2026 |
 QS | $169K | 0.02% | 0.02% | +6.7% | Q1 2026 |
 CRF | $150K | 0.01% | Not reported | -3.7% | Q4 2024 |
| Q1 2026 | |||||
| SPAB | $36.4M | 3.69% | Not reported | +0.1% | Q4 2024 |
| AVIV | $5.45M | 0.55% | 0.15% | -2.4% | Q4 2024 |
| BRK.B | $4.44M | 0.45% | Not reported | +0.6% | Q4 2024 |
| PM | $3.49M | 0.35% | 0.00% | Not reported | Q4 2025 |
| SPTS | $2.36M | 0.24% | Not reported | New | Q1 2026 |
| AAPL | $2.08M | 0.21% | 0.00% | -1.6% | Q4 2024 |
| MSFT | $1.97M | 0.20% | 0.00% | -1.1% | Q4 2024 |
| VYM | $1.89M | 0.19% | Not reported | -0.7% | Q2 2025 |
| NVDA | $1.59M | 0.16% | 0.00% | +3.9% | Q4 2024 |
| WMT | $1.53M | 0.15% | 0.00% | +1.2% | Q4 2024 |
| SPY | $1.36M | 0.14% | Not reported | +1.9% | Q4 2024 |
| TXN | $1.31M | 0.13% | 0.00% | -2.2% | Q4 2024 |
| AMZN | $947K | 0.10% | 0.00% | +7.1% | Q4 2024 |
| QQQ | $927K | 0.09% | Not reported | +6.7% | Q4 2024 |
| AXON | $821K | 0.08% | 0.00% | Not reported | Q4 2024 |
| MDLZ | $771K | 0.08% | 0.00% | New | Q1 2026 |
| CAT | $736K | 0.07% | 0.00% | +3.1% | Q4 2024 |
| GOOGL | $706K | 0.07% | 0.00% | +7.9% | Q4 2024 |
| GLD | $603K | 0.06% | 0.00% | -3.2% | Q2 2025 |
| XOM | $580K | 0.06% | 0.00% | -1.0% | Q1 2025 |
| V | $562K | 0.06% | 0.00% | +2.5% | Q4 2024 |
| META | $536K | 0.05% | Not reported | -1.4% | Q4 2024 |
| GOOG | $472K | 0.05% | Not reported | +16.4% | Q4 2024 |
| JPM | $451K | 0.05% | 0.00% | -0.1% | Q4 2024 |
| TSM | $441K | 0.04% | 0.00% | +8.3% | Q4 2024 |
| NEE | $437K | 0.04% | 0.00% | -9.2% | Q4 2024 |
| SO | $434K | 0.04% | 0.00% | -1.5% | Q4 2024 |
| HUBB | $418K | 0.04% | 0.00% | Not reported | Q4 2024 |
| AVGO | $390K | 0.04% | 0.00% | -4.5% | Q3 2025 |
| CVX | $376K | 0.04% | 0.00% | -0.1% | Q4 2025 |
| GBUG | $356K | 0.04% | Not reported | New | Q1 2026 |
| LLY | $302K | 0.03% | 0.00% | -2.7% | Q4 2024 |
| FBTC | $271K | 0.03% | 0.00% | +30.8% | Q4 2024 |
 BAC | $260K | 0.03% | 0.00% | +0.3% | Q4 2024 |
| HD | $259K | 0.03% | 0.00% | +6.9% | Q4 2024 |
| TSLA | $257K | 0.03% | 0.00% | +16.7% | Q4 2024 |
 EFX | $252K | 0.03% | 0.00% | Not reported | Q4 2024 |
| CSX | $234K | 0.02% | 0.00% | +1.8% | Q4 2025 |
| AXP | $232K | 0.02% | 0.00% | Not reported | Q1 2025 |
| ORCL | $230K | 0.02% | 0.00% | +32.3% | Q2 2025 |
| NUE | $219K | 0.02% | 0.00% | New | Q1 2026 |
| DUK | $218K | 0.02% | 0.00% | New | Q1 2026 |
 CEG | $208K | 0.02% | 0.00% | Not reported | Q4 2025 |
| FITB | $204K | 0.02% | 0.00% | New | Q1 2026 |
| EMR | $203K | 0.02% | 0.00% | New | Q1 2026 |
| CRF | $151K | 0.02% | Not reported | +5.7% | Q4 2024 |
| QS | $134K | 0.01% | 0.02% | New | Q1 2026 |
| Q4 2025 | |||||
| SPAB | $36.5M | 4.18% | Not reported | +4.2% | Q4 2024 |
| AVIV | $5.32M | 0.61% | 0.15% | -3.1% | Q4 2024 |
| BRK.B | $4.63M | 0.53% | Not reported | +5.5% | Q4 2024 |
| PM | $3.39M | 0.39% | 0.00% | New | Q4 2025 |
| MSFT | $2.6M | 0.30% | 0.00% | +35.8% | Q4 2024 |
| AAPL | $2.26M | 0.26% | 0.00% | +10.3% | Q4 2024 |
| GLDM | $2.1M | 0.24% | 0.01% | +16.2% | Q2 2025 |
| VYM | $1.85M | 0.21% | Not reported | -5.5% | Q2 2025 |
| NVDA | $1.64M | 0.19% | 0.00% | +1.0% | Q4 2024 |
| SPY | $1.4M | 0.16% | Not reported | +28.0% | Q4 2024 |
| WMT | $1.35M | 0.15% | 0.00% | +5.5% | Q4 2024 |
| TXN | $1.2M | 0.14% | 0.00% | +0.3% | Q4 2024 |
| AXON | $1.1M | 0.13% | 0.00% | -0.1% | Q4 2024 |
| AMZN | $981K | 0.11% | 0.00% | +0.4% | Q4 2024 |
| QQQ | $925K | 0.11% | Not reported | -5.5% | Q4 2024 |
| GOOGL | $712K | 0.08% | 0.00% | -3.8% | Q4 2024 |
| V | $636K | 0.07% | 0.00% | +15.5% | Q4 2024 |
| META | $627K | 0.07% | Not reported | +8.3% | Q4 2024 |
| CAT | $578K | 0.07% | 0.00% | +2.9% | Q4 2024 |
| GLD | $573K | 0.07% | 0.00% | -3.5% | Q2 2025 |
 AGQ | $522K | 0.06% | 0.00% | -17.8% | Q3 2025 |
| JPM | $494K | 0.06% | 0.00% | +24.1% | Q4 2024 |
| AVGO | $456K | 0.05% | 0.00% | +64.1% | Q3 2025 |
| GOOG | $443K | 0.05% | Not reported | -4.2% | Q4 2024 |
| NEE | $416K | 0.05% | 0.00% | +15.7% | Q4 2024 |
| XOM | $416K | 0.05% | 0.00% | +62.5% | Q1 2025 |
| SO | $398K | 0.05% | 0.00% | +28.7% | Q4 2024 |
| HUBB | $378K | 0.04% | 0.00% | +41.5% | Q4 2024 |
| TSM | $366K | 0.04% | 0.00% | -3.0% | Q4 2024 |
| LLY | $362K | 0.04% | 0.00% | -6.7% | Q4 2024 |
 PLTM | $333K | 0.04% | 0.14% | +2.5% | Q3 2025 |
| EFX | $304K | 0.03% | 0.00% | Not reported | Q4 2024 |
| BAC | $292K | 0.03% | 0.00% | +2.5% | Q4 2024 |
| AXP | $284K | 0.03% | 0.00% | -1.0% | Q1 2025 |
| CVX | $277K | 0.03% | 0.00% | New | Q4 2025 |
| FBTC | $267K | 0.03% | 0.00% | Not reported | Q4 2024 |
| TSLA | $266K | 0.03% | 0.00% | -8.4% | Q4 2024 |
| CEG | $263K | 0.03% | 0.00% | New | Q4 2025 |
| HD | $254K | 0.03% | 0.00% | +10.3% | Q4 2024 |
| ORCL | $230K | 0.03% | 0.00% | -4.1% | Q2 2025 |
| CSX | $203K | 0.02% | 0.00% | New | Q4 2025 |
| CRF | $165K | 0.02% | Not reported | -0.1% | Q4 2024 |
| Q3 2025 | |||||
| SPAB | $35.2M | 4.19% | Not reported | +7.8% | Q4 2024 |
| AVIV | $5.19M | 0.62% | 0.16% | -4.3% | Q4 2024 |
| BRK.B | $4.39M | 0.52% | Not reported | +116.8% | Q4 2024 |
| MSFT | $2.05M | 0.24% | 0.00% | +0.4% | Q4 2024 |
| AAPL | $1.92M | 0.23% | 0.00% | +19.4% | Q4 2024 |
| VYM | $1.92M | 0.23% | Not reported | +0.1% | Q2 2025 |
| GLDM | $1.62M | 0.19% | 0.01% | +33.7% | Q2 2025 |
| NVDA | $1.62M | 0.19% | 0.00% | -1.9% | Q4 2024 |
| AXON | $1.39M | 0.17% | 0.00% | +0.1% | Q4 2024 |
| TXN | $1.27M | 0.15% | 0.00% | -0.2% | Q4 2024 |
| WMT | $1.19M | 0.14% | 0.00% | -1.8% | Q4 2024 |
| SPY | $1.07M | 0.13% | Not reported | Not reported | Q4 2024 |
| QQQ | $956K | 0.11% | Not reported | +3.3% | Q4 2024 |
| AMZN | $929K | 0.11% | 0.00% | +2.9% | Q4 2024 |
| META | $644K | 0.08% | Not reported | -0.7% | Q4 2024 |
| GOOGL | $575K | 0.07% | 0.00% | -0.7% | Q4 2024 |
| V | $536K | 0.06% | 0.00% | +0.2% | Q4 2024 |
| GLD | $533K | 0.06% | 0.00% | Not reported | Q2 2025 |
| CAT | $468K | 0.06% | 0.00% | -0.4% | Q4 2024 |
| JPM | $390K | 0.05% | 0.00% | +1.2% | Q4 2024 |
| GOOG | $359K | 0.04% | Not reported | -3.6% | Q4 2024 |
| EFX | $359K | 0.04% | 0.00% | Not reported | Q4 2024 |
| FBTC | $350K | 0.04% | 0.00% | Not reported | Q4 2024 |
| TSM | $347K | 0.04% | 0.00% | -5.8% | Q4 2024 |
| ORCL | $346K | 0.04% | 0.00% | -3.7% | Q2 2025 |
| NEE | $338K | 0.04% | 0.00% | -13.0% | Q4 2024 |
| SO | $336K | 0.04% | 0.00% | +0.4% | Q4 2024 |
| AGQ | $312K | 0.04% | 0.00% | New | Q3 2025 |
| TSLA | $287K | 0.03% | 0.00% | Not reported | Q4 2024 |
| LLY | $275K | 0.03% | 0.00% | +0.6% | Q4 2024 |
 IBIT | $275K | 0.03% | 0.00% | New | Q3 2025 |
| HD | $271K | 0.03% | 0.00% | -2.1% | Q4 2024 |
| BAC | $267K | 0.03% | 0.00% | +0.6% | Q4 2024 |
| AVGO | $265K | 0.03% | 0.00% | New | Q3 2025 |
| HUBB | $259K | 0.03% | 0.00% | Not reported | Q4 2024 |
| AXP | $258K | 0.03% | 0.00% | +1.0% | Q1 2025 |
| PLTM | $249K | 0.03% | 0.19% | New | Q3 2025 |
| XOM | $240K | 0.03% | 0.00% | -1.3% | Q1 2025 |
| CRF | $165K | 0.02% | Not reported | +0.9% | Q4 2024 |