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NEXT Financial

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
541900002
SEC advisor number
801-56786
FINRA CRD number
46214
AUM ?
$1.65B (as of 30 Jul 19)
Accounts
11,352 (as of 30 Jul 19)
Employees
457 (451 investment advisory or research)
Address
NEXT Financial
2500 WILCREST DRIVE
SUITE 620
HOUSTON
TX 77042
Phone
713.375.2665

Investment data

Data from SEC filings
Top 50 of 2540 long holdings
End of quarter 31 Mar 21
Value
 
#Shares
 
$35.1M 287.34K
$34.38M 405.84K
$25.22M 136.17K
$19.56M 61.29K
$17.92M 45.03K
$15.57M 66.03K
$11.5M 3.72K
$11.19M 43K
$10.8M 130.9K
$10.09M 115.69K
$9.2M 174.31K
$8.98M 24.64K
$8.94M 13.38K
$8.76M 96.44K
$8.57M 41.48K
Vanguard Specialized Funds
$7.67M 52.13K
$7.41M 41.59K
$7.15M 18K
$6.99M 53.78K
Vanguard Star FDS
$6.76M 107.86K
$6.57M 35.58K
$6.45M 25.23K
Vanguard Tax-managed Intl FD
$5.87M 119.44K
$5.75M 32.25K
$5.54M 18.81K
$5.53M 34.38K
$5.34M 18.08K
$5.31M 62.86K
$5.3M 81.4K
$5.16M 47.53K
$5.14M 9.63K
$5.09M 30.76K
$5.03M 35.6K
$4.96M 21.67K
$4.92M 72.34K
$4.77M 13.31K
$4.74M 22.15K
$4.69M 15.35K
$4.49M 140.51K
First TR Value Line Divid In
$4.47M 117.65K
$4.43M 146.2K
$4.39M 33.39K
$4.39M 2.13K
$4.37M 23.08K
$4.27M 46.48K
$4.25M 33.85K
$4.18M 81.06K
$4.15M 25.26K
$4.14M 23.93K
$4.09M 25.56K
Holdings list only includes long positions. Only includes long positions.

Calendar

15 May 21
14 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings