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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 2894 long holdings
End of quarter 31 Dec 21
Value
 
#Shares
 
$52.18M 293.84K
$37.08M 437.54K
$33.95M 71.18K
$27.93M 127.62K
$23.04M 68.5K
$20.65M 191.34K
$14.95M 4.48K
$14.61M 13.83K
$13.05M 246.52K
$11.88M 40.38K
$11.4M 47.23K
$11.25M 39.72K
$10.51M 26.42K
$10.14M 38.05K
$9.96M 33.31K
$9.94M 21.68K
$9.7M 28.48K
$9.69M 48.47K
$9.62M 99.65K
$9.36M 80.72K
Vanguard Specialized Funds
$9.29M 54.11K
$9.25M 71.56K
$8.95M 115.34K
Vanguard Tax-managed Intl FD
$8.72M 170.76K
$8.53M 98.01K
$8.34M 33.47K
$8.31M 53.11K
$8.26M 41.95K
$8.18M 40.32K
Vanguard Star FDS
$7.65M 120.38K
$7.62M 84.83K
$7.2M 22.44K
$7.11M 48.3K
$7.05M 84.21K
$7M 118.49K
$6.7M 60.71K
$6.68M 58.31K
$6.68M 16.09K
$6.67M 2.3K
$6.54M 127.28K
$6.5M 14.89K
$6.42M 79.39K
$6.32M 125.32K
$6.22M 13.09K
Vanguard Charlotte FDS
$6.2M 112.32K
$6.13M 18.23K
$6.01M 38.4K
$5.98M 38.58K
Vanguard Intl Equity Index F
$5.61M 113.36K
First TR Value Line Divid In
$5.43M 126.14K
Holdings list only includes long positions. Only includes long positions.

Calendar

20 May 22
14 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings