NF

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

13F
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Last update 2025-05-13 655 Stocks (51 new)
Value $1.31 Bil Turnover 8 %
Countries:
Top Holdings: AAPL(2.92%)BRK.B(2.88%)MSFT(2.02%)IJH(1.95%)NVDA(1.90%)
Summary Stock Picks Current Portfolio
NATIONS FINANCIAL GROUP INC, /... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
172,123
38,233.9
-2.74%
2.920
-0.09%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
BRK.B
Berkshire Hathaway Inc
70,899
37,759.4
+2.45%
2.880
+0.07%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
MSFT
Microsoft Corp
70,398
26,426.9
-4.16%
2.020
-0.09%
0.000
+38.94%
+21.47%
3,790,969.0
Software
IJH
iShares Core S&P Mid-Cap ETF
438,409
25,581.2
+0.39%
1.950
+0.01%
0.030
+16.06%
+2.45%
97,230.9
 
NVDA
NVIDIA Corp
229,960
24,923.1
+1.72%
1.900
+0.03%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
IWV
iShares Russell 3000 ETF
67,943
21,581.5
-3.85%
1.650
-0.07%
0.150
+19.75%
+7.38%
16,104.0
 
QQQ
INVESCO QQQ Trust
45,602
21,384.1
-1.66%
1.630
-0.03%
0.010
+26.52%
+10.07%
357,775.2
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
140,989
18,182.0
+1.02%
1.390
+0.01%
0.030
+12.20%
+6.97%
58,807.4
 
XLK
Technology Select Sector SPDR ETF
76,855
15,869.1
+1.13%
1.210
+0.01%
0.020
+35.50%
+12.58%
82,351.5
 
JPM
JPMorgan Chase & Co
58,720
14,404.0
-7.76%
1.100
-0.09%
0.000
+26.17%
+23.48%
800,897.6
Banks

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Historical Top Holdings Breakdowns

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GEO
The GEO Group Inc
2025-03-31
Sold Out
Sold Out
-0.35%
●
22.92 ($28.67) 35.35
$24.52
-14.48%
Sold Out
0
-170,489
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
FT Vest Rising Dividend Achievers Target Income ETF
2025-03-31
Reduce
Reduce
-0.31%
●
23.2 ($24.7) 25.73
$24.81
0.45%
Reduce -87.21%
25,590
-174,484
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.29%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Add 61.22%
17,887
6,792
COWZ
Pacer US Cash Cows 100 ETF
2025-03-31
Reduce
Reduce
-0.28%
●
53.6 ($56.92) 58.97
$55.76
-2.04%
Reduce -44.58%
83,676
-67,311
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Add
Add
+0.28%
●
190.34 ($198.85) 205.23
$206.10
3.65%
Add 128.98%
33,747
19,009
CCJ
Cameco Corp
2025-03-31
Reduce
Reduce
-0.26%
●
40.64 ($47.07) 56.86
$78.97
67.77%
Reduce -74.79%
23,110
-68,576
VB
Vanguard Small Cap ETF
2025-03-31
Reduce
Reduce
-0.26%
●
217.89 ($238.81) 252.64
$243.27
1.87%
Reduce -74.19%
5,189
-14,919
FTCS
First Trust Capital Strength ETF
2025-03-31
Reduce
Reduce
-0.25%
●
86.39 ($89.33) 91.35
$90.78
1.62%
Reduce -67.95%
18,193
-38,580
FIXD
First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF
First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF
2025-03-31
Reduce
Reduce
-0.25%
●
42.4 ($43.35) 44.11
$43.53
0.42%
Reduce -47.58%
87,762
-79,654
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
2025-03-31
Reduce
Reduce
-0.25%
●
49.22 ($50.68) 51.7
$49.88
-1.58%
Reduce -62.12%
41,276
-67,690

NATIONS FINANCIAL GROUP INC, /IA/ /ADV Total Holding History ($B)

To

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Asset Allocation

To

NATIONS FINANCIAL GROUP INC, /IA/ /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Hypothetical Growth since 2025-03-31

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Holdings Heat Map

Size field:

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Holdings Bubble Chart

NATIONS FINANCIAL GROUP INC, /IA/ /ADV News

  • 1

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