13F Filings History of NEXT Financial Group, Inc

Latest 13F report
Q2 2025 - 25 Jul 2025
Signature - Title
Debbie DeMarino - Assistant Vice President
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by NEXT Financial Group, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NEXT Financial Group, Inc reported 2951 stock holdings with total value $1,520,509,000 as of Q4 2021. Top holdings included AAPL, BND, IVV, VONE, and MSFT. Atria Wealth Solutions, Inc. is reporting for NEXT Financial Group, Inc.

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Holdings Value

Atria Wealth Solutions, Inc. is reporting for NEXT Financial Group, Inc:

Name Holdings Value Location File Number
Atria Wealth Solutions, Inc. $4,419,326,984 New York, NY 028-22515
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 $0 13F-NT 25 Jul 2025, 16:39
Q1 2025 $0 13F-NT 09 May 2025, 14:02
Q4 2024 $0 13F-NT 31 Jan 2025, 13:10
Q3 2024 $0 13F-NT 08 Nov 2024, 13:49
Q2 2024 $0 13F-NT 22 Jul 2024, 16:39
Q1 2024 $0 13F-NT 13 May 2024, 13:12
Q4 2023 0 $0 13F-NT 02 Feb 2024, 10:00
Q3 2023 0 $0 13F-NT 08 Nov 2023, 12:46
Q2 2023 0 $0 13F-NT 03 Aug 2023, 14:36
Q1 2023 0 $0 13F-NT 10 May 2023, 10:29
Q4 2022 0 $0 13F-NT 13 Feb 2023, 14:34
Q3 2022 0 $0 13F-NT 14 Nov 2022, 08:47
Q2 2022 0 $0 13F-NT 15 Aug 2022, 13:43
Q1 2022 0 $0 13F-NT 16 May 2022, 11:59
Q4 2021 2,951 $1,520,509,000 +$259,634,080 -$92,667,717 +$166,966,363 AAPL, BND, IVV, VONE, MSFT 13F-HR 15 Feb 2022, 16:11
Q3 2021 2,801 $1,281,356,000 +$135,587,771 -$83,618,736 +$51,969,035 AAPL, BND, VONE, IVV, QQQ 13F-HR 14 Oct 2021, 18:03
Q2 2021 2,668 $1,248,618,000 +$137,008,695 -$75,540,377 +$61,468,318 AAPL, BND, VONE, QQQ, IVV 13F-HR 13 Jul 2021, 16:45
Q1 2021 2,575 $1,125,948,000 +$132,570,981 -$88,528,946 +$44,042,035 AAPL, BND, VONE, QQQ, IVV 13F-HR 16 Apr 2021, 14:31
Q4 2020 2,388 $1,043,919,000 +$124,602,081 -$106,822,220 +$17,779,861 AAPL, BND, VONE, QQQ, IVV 13F-HR 05 Feb 2021, 09:42
Q3 2020 2,206 $928,782,000 +$206,182,953 -$160,397,543 +$45,785,410 BND, AAPL, VONE, QQQ, MSFT 13F-HR 22 Oct 2020, 11:02
Q2 2020 596 $857,109,000 +$117,545,739 -$143,125,020 -$25,579,281 BND, AAPL, VONE, QQQ, SHY 13F-HR 23 Jul 2020, 18:28
Q1 2020 2,116 $775,670,000 +$132,683,285 -$146,125,286 -$13,442,001 BND, VONE, SHY, AAPL, BSV 13F-HR 27 Apr 2020, 12:57
Q4 2019 2,347 $968,575,000 +$121,575,313 -$127,883,101 -$6,307,788 BND, VONE, AAPL, QQQ, HYG 13F-HR 21 Jan 2020, 17:03
Q3 2019 2,329 $920,741,000 +$92,635,951 -$109,793,250 -$17,157,299 BND, VONE, AAPL, QQQ, BSV 13F-HR 17 Oct 2019, 15:43
Q2 2019 2,311 $933,593,000 +$662,901,608 -$130,959,291 +$531,942,317 BND, VONE, AAPL, QQQ, IEF 13F-HR 16 Jul 2019, 16:43
Q1 2019 1,642 $394,538,000 +$222,187,251 -$360,688,544 -$138,501,293 SHY, VGSH, SCHO, NEAR, BIL 13F-HR 16 Jul 2019, 16:02
Q4 2018 1,933 $480,915,000 +$321,825,557 -$27,337,742 +$294,487,815 AAPL, BND, QQQ, VTI, BRKB 13F-HR 11 Feb 2019, 13:58
Q3 2018 1,458 $215,563,000 +$48,283,724 -$105,978,572 -$57,694,848 AAPL, BRKB, T, BRKA, RDSB 13F-HR 09 Oct 2018, 14:32
Q2 2018 289 $260,364,000 +$13,069,304 -$235,788,792 -$222,719,488 VONE, BND, AAPL, BRKB, META 13F-HR 10 Aug 2018, 13:34
Q1 2018 411 $474,062,000 +$251,657,212 -$6,591,704 +$245,065,508 BND, VONE, AAPL, QQQ, BRKB 13F-HR 16 May 2018, 14:07
Q4 2017 276 $233,932,000 +$7,878,125 -$143,654,124 -$135,775,999 AAPL, META, T, QQQ, BRKB 13F-HR 16 Jan 2018, 15:56
Q3 2017 1,736 $359,153,000 +$24,935,207 -$93,652,741 -$68,717,534 AAPL, META, BRKB, QQQ, T 13F-HR 08 Nov 2017, 11:43
Q2 2017 1,891 $408,992,000 +$63,930,790 -$18,670,729 +$45,260,061 AAPL, T, BND, META, VONE 13F-HR 12 Jul 2017, 17:03
Q1 2017 1,863 $358,651,000 +$16,520,683 -$254,733,083 -$238,212,400 AAPL, T, META, SPY, QQQ 13F-HR 08 May 2017, 11:32
Q4 2016 2,360 $569,222,000 +$52,443,273 -$47,229,819 +$5,213,454 AAPL, T, META, BRKB, DIS 13F-HR 02 Feb 2017, 12:07
Q3 2016 2,356 $553,705,000 +$243,414,208 -$11,963,858 +$231,450,350 AAPL, T, META, SPY, LQD 13F-HR 01 Nov 2016, 16:40
Q2 2016 1,726 $315,038,000 +$37,135,875 -$12,740,323 +$24,395,552 AAPL, T, LQD, SPY, META 13F-HR 07 Jul 2016, 15:11
Q1 2016 1,707 $283,493,000 +$39,606,338 -$28,093,462 +$11,512,876 AAPL, T, LQD, SPY, META 13F-HR 20 Apr 2016, 10:55
Q4 2015 1,757 $268,283,000 +$24,674,814 -$43,943,759 -$19,268,945 AAPL, HD, META, T, SPY Restatement 02 Feb 2016, 13:25
Q3 2015 1,802 $279,100,000 +$42,532,076 -$31,066,962 +$11,465,114 AAPL, T, HD, SPY, META 13F-HR 19 Oct 2015, 18:25
Q2 2015 1,829 $289,945,000 +$23,444,422 -$39,630,506 -$16,186,084 AAPL, T, VIG, BRKB, VZ 13F-HR 29 Jul 2015, 13:55
Q1 2015 1,834 $311,536,000 +$36,191,133 -$27,000,746 +$9,190,387 AAPL, IVV, VIG, T, BRKB 13F-HR 15 Apr 2015, 10:11
Q4 2014 1,882 $300,866,000 +$21,111,012 -$232,669,089 -$211,558,077 AAPL, IVV, VIG, T, BRKB 13F-HR 09 Feb 2015, 21:10
Q3 2014 2,498 $502,148,000 +$317,811,234 -$16,265,225 +$301,546,009 AAPL, IVV, LQD, T, VIG Restatement 10 Feb 2015, 15:35
Q2 2014 1,207 $190,087,000 $0 $0 $0 AAPL, T, BRKB, XOM, META 13F-HR 14 Aug 2014, 16:40