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Nations Financial Group Inc, /Ia/ /Adv Top Holdings and 13F Report (2025)

About Nations Financial Group Inc, /Ia/ /Adv

Investment Activity

  • Nations Financial Group Inc, /Ia/ /Adv has $1.45 billion in total holdings as of December 31, 2024.
  • Nations Financial Group Inc, /Ia/ /Adv owns shares of 678 different stocks, but just 207 companies or ETFs make up 80% of its holdings.
  • Approximately 7.50% of the portfolio was purchased this quarter.
  • About 4.74% of the portfolio was sold this quarter.
  • This quarter, Nations Financial Group Inc, /Ia/ /Adv has purchased 655 new stocks and bought additional shares in 332 stocks.
  • Nations Financial Group Inc, /Ia/ /Adv sold shares of 249 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$37,147,803
NVIDIA
$37,064,226
Microsoft
$35,940,198
Apple
$31,526,254

Largest New Holdings this Quarter

92189H607 - VanEck Oil Services ETF
$2,377,975 Holding
12572Q105 - CME Group
$2,294,068 Holding
252131107 - DexCom
$1,655,455 Holding
75526L886 - FIRST EAGLE GLOBAL EQUITY ETF
$1,039,528 Holding
58733R102 - MercadoLibre
$1,019,316 Holding

Largest Purchases this Quarter

Global X Uranium ETF
214,032 shares (about $8.31M)
GraniteShares Gold Trust
124,234 shares (about $4.05M)
Schwab US Dividend Equity ETF
122,939 shares (about $3.26M)
Taiwan Semiconductor Manufacturing
14,295 shares (about $3.24M)
NEOS S&P 500 High Income ETF
54,585 shares (about $2.75M)

Largest Sales this Quarter

MicroStrategy
14,943 shares (about $6.04M)
Exxon Mobil
41,161 shares (about $4.44M)
Apple
18,464 shares (about $3.79M)
Valaris
76,632 shares (about $3.23M)
QUALCOMM
14,013 shares (about $2.23M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofNations Financial Group Inc, /Ia/ /Adv

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$37,147,803$2,707,196 7.9%76,4722.6%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$37,064,226$732,759 2.0%234,5982.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$35,940,198$923,202 2.6%72,2542.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$31,526,254$3,788,263 -10.7%153,6592.2%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$27,367,232$177,067 0.7%441,2641.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$26,467,899$1,311,810 5.2%47,9801.8%Finance
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$23,830,790$17,550 -0.1%67,8931.6%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$19,204,012$408,729 2.2%144,0551.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$18,422,756$1,039,257 -5.3%72,7511.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$17,764,493$1,964,073 12.4%24,0681.2%Computer and Technology
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$16,719,907$1,831,675 12.3%346,5981.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$16,373,520$418,596 2.6%74,6321.1%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$15,758,783$1,264,889 -7.4%54,3571.1%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$14,554,146$272,234 1.9%14,7021.0%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$14,519,138$646,404 -4.3%52,6721.0%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$13,388,677$692,870 -4.9%47,8450.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$13,366,465$2,573,687 23.8%75,8460.9%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$12,943,648$88,997 0.7%29,5240.9%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$12,505,545$3,257,886 35.2%471,9070.9%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$12,261,845$2,692,302 28.1%130,6250.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$12,132,061$75,381 0.6%19,6350.8%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$12,021,293$180,925 -1.5%243,0500.8%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$11,790,282$684,232 6.2%18,9890.8%ETF
Visa Inc. stock logo
V
Visa
$10,973,947$1,100,661 11.1%30,9080.8%Business Services
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$10,445,610$268,250 2.6%34,2670.7%Finance
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$9,769,029$57,465 -0.6%79,0500.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$9,663,575$372,790 4.0%88,4210.7%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$9,641,200$416,068 4.5%244,1420.7%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$9,057,727$317,711 3.6%112,8970.6%ETF
Global X Uranium ETF stock logo
URA
Global X Uranium ETF
$9,051,462$8,306,582 1,115.2%233,2250.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$9,033,159$29,516 -0.3%51,1090.6%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$8,570,647$4,437,160 -34.1%79,5050.6%Energy
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$8,423,689$8,114 0.1%238,7660.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$8,016,8000.0%110.6%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$7,992,013$278,157 3.6%95,7350.5%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$7,934,498$943,134 13.5%168,6030.5%ETF
MicroStrategy Incorporated stock logo
MSTR
MicroStrategy
$7,899,463$6,040,409 -43.3%19,5420.5%Computer and Technology
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$7,859,297$125,808 1.6%253,4430.5%Energy
GraniteShares Gold Trust stock logo
BAR
GraniteShares Gold Trust
$7,425,926$4,054,998 120.3%227,5100.5%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,274,183$367,178 5.3%35,5410.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$7,232,110$248,166 -3.3%126,8560.5%ETF
Fidelity Fundamental Large Cap Core ETF stock logo
FMIL
Fidelity Fundamental Large Cap Core ETF
$6,876,312$211,419 -3.0%140,7340.5%ETF
Oracle Corporation stock logo
ORCL
Oracle
$6,779,004$68,651 1.0%31,0060.5%Computer and Technology
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$6,747,468$801,612 13.5%98,9210.5%ETF
Angel Oak Financial Strategies Income Term Trust stock logo
FINS
Angel Oak Financial Strategies Income Term Trust
$6,724,445$90,860 1.4%518,0620.5%Financial Services
Netflix, Inc. stock logo
NFLX
Netflix
$6,698,328$1,317,704 24.5%5,0020.5%Consumer Discretionary
Walmart Inc. stock logo
WMT
Walmart
$6,450,902$46,250 0.7%65,9730.4%Retail/Wholesale
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$6,432,489$131,262 2.1%47,6330.4%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$6,417,352$141,251 -2.2%20,8080.4%Computer and Technology
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$6,265,070$206,867 3.4%190,9500.4%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$6,252,425$121,223 2.0%177,2220.4%ETF
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$6,236,996$155,416 2.6%67,6610.4%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$6,203,165$2,585,021 71.4%60,2770.4%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$6,176,056$737,887 13.6%51,8600.4%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$6,168,507$1,059,920 20.7%33,9410.4%ETF
Blackstone Mortgage Trust, Inc. stock logo
BXMT
Blackstone Mortgage Trust
$6,152,165$17,806 0.3%319,5930.4%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$6,144,745$105,237 1.7%20,8450.4%Computer and Technology
First Trust Senior Loan ETF stock logo
FTSL
First Trust Senior Loan ETF
$6,064,114$1,576,833 35.1%132,1440.4%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,856,504$81,758 1.4%19,2690.4%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$5,501,166$1,745,130 -24.1%96,7660.4%ETF
KLA Corporation stock logo
KLAC
KLA
$5,500,222$26,874 -0.5%6,1400.4%Computer and Technology
Energy Transfer LP stock logo
ET
Energy Transfer
$5,420,630$6,382 0.1%298,9860.4%Energy
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$5,344,922$3,237,802 153.7%23,5980.4%Computer and Technology
ONEOK, Inc. stock logo
OKE
ONEOK
$5,270,213$770,100 17.1%64,5620.4%Energy
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$5,101,942$7,024 0.1%84,9890.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,884,752$50,409 1.0%31,9780.3%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,810,971$1,873 0.0%69,3420.3%Computer and Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$4,790,738$166,488 3.6%42,2420.3%Retail/Wholesale
Direxion NASDAQ-100 Equal Weighted Index Shares stock logo
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
$4,747,050$282,349 -5.6%48,2860.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$4,695,820$47,796 -1.0%29,4740.3%Consumer Staples
Amgen Inc. stock logo
AMGN
Amgen
$4,686,584$19,266 0.4%16,7850.3%Medical
PALANTIR TECHNOLOGIES INC CL A
$4,675,231$1,095,740 -19.0%34,2960.3%Stock
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$4,642,282$662,565 16.6%87,9880.3%Manufacturing
Chevron Corporation stock logo
CVX
Chevron
$4,569,545$42,528 -0.9%31,9120.3%Energy
Hawkins, Inc. stock logo
HWKN
Hawkins
$4,459,951$49,025 1.1%31,3860.3%Basic Materials
Pacer US Small Cap Cash Cows ETF stock logo
CALF
Pacer US Small Cap Cash Cows ETF
$4,439,013$509,238 -10.3%111,4900.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$4,419,310$23,799 0.5%102,1330.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$4,383,708$331,637 -7.0%13,8000.3%Auto/Tires/Trucks
Seabridge Gold, Inc. stock logo
SA
Seabridge Gold
$4,311,380$77,537 1.8%296,9270.3%Basic Materials
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$4,271,283$44,790 -1.0%35,1890.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$4,268,720$253,893 6.3%38,7710.3%ETF
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$4,248,263$35,721 0.8%8,3250.3%Retail/Wholesale
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$4,229,607$380,963 -8.3%76,7620.3%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$4,216,080$132,798 -3.1%31,6210.3%Industrials
Cencora, Inc. stock logo
COR
Cencora
$4,198,798$209,310 -4.7%14,0020.3%Medical
Phillips 66 stock logo
PSX
Phillips 66
$4,072,785$16,702 -0.4%34,1390.3%Energy
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,039,576$210,276 -4.9%29,7000.3%Medical
US Treasury 12 Month Bill ETF stock logo
OBIL
US Treasury 12 Month Bill ETF
$4,020,968$557,171 16.1%80,1060.3%ETF
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$3,977,128$125,219 3.3%90,6150.3%Manufacturing
KT Corporation stock logo
KT
KT
$3,968,980$20,780 -0.5%191,0000.3%Computer and Technology
Cintas Corporation stock logo
CTAS
Cintas
$3,945,720$1,793,003 -31.2%17,7040.3%Business Services
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
$3,856,412$84,280 2.2%128,1200.3%CEF
VictoryShares Short-Term Bond ETF stock logo
USTB
VictoryShares Short-Term Bond ETF
$3,759,678$259,335 7.4%73,9800.3%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$3,740,019$25,535 0.7%59,6110.3%Manufacturing
Deere & Company stock logo
DE
Deere & Company
$3,601,555$40,175 -1.1%7,0820.2%Industrials
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$3,540,001$160,678 -4.3%117,4510.2%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$3,526,103$1,653,151 88.3%12,9300.2%Computer and Technology
BLACKROCK INC COM
$3,458,328$52,463 1.5%3,2960.2%Stock
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$3,457,089$174,442 5.3%45,7400.2%Manufacturing
RTX Corporation stock logo
RTX
RTX
$3,432,856$107,619 3.2%23,5090.2%Aerospace

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