SEC 13F Intelligence

Managers / Q3 2024 · view latest →

NSI Retail Advisors, LLC

CIK 0001866574 · 2000 ERICSSON DRIVE, SUITE 100, WARRENDALE, PA, 15086-6507 · 412-566-1234

Reported Value
$672M
Q3 2024
Positions
22
Filings on Record
16
2021–present window
Filed
Nov 14, 2024
original filing

Summary

Nsi Retail Advisors, LLC reported $672M in U.S.-listed holdings across 22 positions for Q3 2024.

The portfolio is heavily concentrated: IWV alone accounts for 23.0% of reported value.

Compared with Q2 2024, the fund opened 7 new positions and exited 23.

Portfolio Metrics

Turnover
+7.3%
vs prior filed quarter
Top-10 Concentration
+95.0%
share of reported value
Largest Position
+23.0%
Ishares
New / Exited
7 / 23
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’21: $708MQ2 ’21Q3 ’21: $580MQ4 ’21: $622MQ4 ’21Q1 ’22: $674MQ2 ’22: $447MQ2 ’22Q3 ’22: $338MQ4 ’22: $429MQ4 ’22Q1 ’23: $466MQ2 ’23: $597MQ2 ’23Q3 ’23: $472MQ4 ’23: $619MQ4 ’23Q1 ’24: $669MQ2 ’24: $573MQ2 ’24Q3 ’24: $672MQ4 ’24: $629MQ4 ’24filingsflow.com

Portfolio Composition

By security type
ETP: 88.1%Open-End Fund: 11.9%
  • ETP · 88.1% · $592M
  • Open-End Fund · 11.9% · $80M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
HDVISHARESNEW+230.9K230.9K+$27M$27M
VHTVANGUARD WORLD FDSNEW+96.1K96.1K+$27M$27M
IEIISHARESNEW+226.7K226.7K+$27M$27M
IVVISHARES TRUSTNEW+22.5K22.5K+$13M$13M
DIASPDR DOW JONES INDLNEW+30.5K30.5K+$13M$13M
GDXVANECK ETF TRUSTNEW+270.9K270.9K+$11M$11M
NKMCXNORTH SQUARE INVESTMNEW+795.2K795.2K+$9M$9M
SPIBSPDR SERIES TRUSTSOLD OUT95.5K0$3M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2024

15 positions (from 22 filing rows — )
#IssuerClass% PortfolioValueShares
1IWVISHARESRUSSELL 3000 ETF · RUSSELL 2000 ETF · MSCI EUROZONE · HIGH DIVIDND ETF · 3-7 YR TR BD ETF · CORE S&P 500 ETF23.00%$155M1.24M
2VUGVANGUARD INDEX TRGROWTH · VALUE21.03%$141M561.3K
3QQQINVESCO QQQ TRhistory →QQQ TRUST SERIES 112.24%$82M168.6K
4SPYSPDR S&P 500 ETF TRhistory →UNITS SER 1 S&P11.05%$74M129.4K
5ORSIXNORTH SQ INVSTMNTS TDYNAMIC SMCP I · ADVSY RSCH ACP I10.59%$71M4.74M
6XLFSELECT SECTOR SPDRhistory →AMEX FINANCIAL INDEX4.65%$31M688.9K
7TLTISHARES TRhistory →20 YR TR BD ETF4.12%$28M281.9K
8VHTVANGUARD WORLD FDShistory →HEALTH CARE ETF4.04%$27M96.1K
9SPYMSPDR SERIES TRUSThistory →SPDR PRT S&P 500 ETF2.34%$16M232.8K
10DIASPDR DOW JONES INDLhistory →UT SER 11.92%$13M30.5K
11GDXVANECK ETF TRUSThistory →GOLD MINERS ETF1.61%$11M270.9K
12SPDWS&P WRLD EX UShistory →DVLP WORLD EX-US ETF1.34%$9M239.2K
13NKMCXNORTH SQUARE INVESTMhistory →NORTH MICRO FD I1.33%$9M795.2K
14ETF S&P EMRG MKTSPRTFLIO EMER MARKETS0.49%$3M79.4K
15SPDR SER TRSPDR S&P 600 SMLCAP0.27%$2M40.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2024$629M19Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$672M22Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$573M39Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$669M43May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$619M48Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$472M41Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$597M52Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$466M47May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$429M43Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$338M38Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$447M42Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$674M49May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$622M49Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$580M49Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$708M53Aug 16, 2021RESTATEMENTchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.