NESTEGG ADVISORS, INC.
RIA/Wealth
NESTEGG ADVISORS, INC. is a RIA/Wealth based in Hauppauge, NY led by Buddy Martin Levy, reporting $229.0M in AUM as of Q3 2025 with 93% ETF concentration, 79% concentrated in top 10 holdings, and 19% allocation to IWF.
PresidentBuddy Martin Levy
- Portfolio Value
- $112.6M
- Positions
- 49
- Top Holding
- IWF at 19.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in NESTEGG ADVISORS, INC.'s portfolio (78.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $21.8M | 19.31% | +$103.1K Bought | — 46.4K shares | |
ETF ETF | $15.6M | 13.85% | +$20.4K Bought | — 76.6K shares | |
ETF ETF | $12.3M | 10.88% | -$149.7K Sold | — 103.2K shares | |
ETF ETF | $8.8M | 7.81% | -$432.0K Sold | — 396.9K shares | |
ETF ETF | $7.0M | 6.20% | +$137.4K Bought | — 103.8K shares | |
ETF ETF | $6.9M | 6.12% | +$452.8K Bought | — 216.0K shares | |
ETF ETF | $5.8M | 5.15% | +$130.0K Bought | — 12.1K shares | |
ETF ETF | $3.9M | 3.42% | -$39.5K Sold | — 64.4K shares | |
Consumer Electronics Technology | $3.6M | 3.17% | -$141.3K Sold | 0.00% 14.0K shares | |
ETF ETF | $3.0M | 2.71% | -$112.1K Sold | — 116.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in NESTEGG ADVISORS, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-33.66% | |
-24.16% |
Analytics
Portfolio insights and performance metrics for NESTEGG ADVISORS, INC.
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