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
-15.63%
-19.36%
3,008,822.1
Hardware
BRK.B 		Berkshire Hathaway Inc
70,899
37,759.4
+2.45%
2.880
+0.07%
0.000
-0.46%
+8.84%
1,064,240.1
Insurance
MSFT 		Microsoft Corp
70,398
26,426.9
-4.16%
2.020
-0.09%
0.000
+20.42%
+12.59%
3,513,735.1
Software
IJH 		iShares Core S&P Mid-Cap ETF
438,409
25,581.2
+0.39%
1.950
+0.01%
0.030
+2.84%
-1.40%
93,693.6
 
NVDA 		NVIDIA Corp
229,960
24,923.1
+1.72%
1.900
+0.03%
0.000
+26.58%
+6.22%
3,478,397.3
Semiconductors
IWV 		iShares Russell 3000 ETF
67,943
21,581.5
-3.85%
1.650
-0.07%
0.150
+4.49%
+2.36%
15,305.1
 
QQQ 		INVESCO QQQ Trust
45,602
21,384.1
-1.66%
1.630
-0.03%
0.010
+8.07%
+3.96%
342,009.6
 
VYM 		Vanguard High Dividend Yield Indx ETF
140,989
18,182.0
+1.02%
1.390
+0.01%
0.030
+0.07%
+2.92%
56,849.8
 
XLK 		Technology Select Sector SPDR ETF
76,855
15,869.1
+1.13%
1.210
+0.01%
0.020
+9.80%
+3.20%
74,830.6
 
JPM 		JPMorgan Chase & Co
58,720
14,404.0
-7.76%
1.100
-0.09%
0.000
+10.77%
+12.54%
741,295.7
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 Inc2025-03-31Sold Out
-0.35%
●
22.92 ($28.67) 35.35
$26.96
-5.96%
Sold Out
0
-170,489
RDVI 		FT Vest Rising Dividend Achievers Target Income ETF2025-03-31Reduce
-0.31%
●
23.2 ($24.7) 25.73
$24.33
-1.50%
Reduce -87.21%
25,590
-174,484
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.29%
●
554.06 ($590.51) 615.85
$602.57
2.04%
Add 61.22%
17,887
6,792
COWZ 		Pacer US Cash Cows 100 ETF2025-03-31Reduce
-0.28%
●
53.6 ($56.92) 58.97
$54.72
-3.87%
Reduce -44.58%
83,676
-67,311
VIG 		Vanguard Dividend Appreciation FTF2025-03-31Add
+0.28%
●
190.34 ($198.85) 205.23
$200.07
0.61%
Add 128.98%
33,747
19,009
CCJ 		Cameco Corp2025-03-31Reduce
-0.26%
●
40.64 ($47.07) 56.86
$66.91
42.15%
Reduce -74.79%
23,110
-68,576
VB 		Vanguard Small Cap ETF2025-03-31Reduce
-0.26%
●
217.89 ($238.81) 252.64
$233.71
-2.14%
Reduce -74.19%
5,189
-14,919
FTCS 		First Trust Capital Strength ETF2025-03-31Reduce
-0.25%
●
86.39 ($89.33) 91.35
$90.77
1.61%
Reduce -67.95%
18,193
-38,580
FIXD 		First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF2025-03-31Reduce
-0.25%
●
42.4 ($43.35) 44.11
$43.30
-0.12%
Reduce -47.58%
87,762
-79,654
KNG 		FT Vest S&P 500 Dividend Aristocrats Target Income ETF2025-03-31Reduce
-0.25%
●
49.22 ($50.68) 51.7
$49.21
-2.90%
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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