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Institutional Investment Manager
NEXT Financial Group, Inc
NEXT Financial Group, Inc (CIK: 0001616654) incorporated in Texas, located at 11740 Katy Freeway, Houston, TX. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 2,456 holdings with a total value of $554,016,000.
#
Name
Shares
Value ($)
%
Options
Notes
2451 BERKSHIRE HATHAWAY INC DEL 54,144 7,822,000 1.41%
2452 ISHARES TR 69,189 8,523,000 1.54%
2453 SPDR S&P 500 ETF TR 42,380 9,167,000 1.65%
2454 FACEBOOK INC 75,378 9,669,000 1.75%
2455 AT&T INC 284,197 11,541,000 2.08%
2456 APPLE INC 143,016 16,168,000 2.92%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001420506-16-001297, filed 2016.11.01).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.