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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 $2.01 billion in total holdings as of December 31, 2024.
  • Nations Financial Group Inc, /Ia/ /Adv owns shares of 781 different stocks, but just 224 companies or ETFs make up 80% of its holdings.
  • Approximately 6.08% of the portfolio was purchased this quarter.
  • About 9.72% of the portfolio was sold this quarter.
  • This quarter, Nations Financial Group Inc, /Ia/ /Adv has purchased 789 new stocks and bought additional shares in 384 stocks.
  • Nations Financial Group Inc, /Ia/ /Adv sold shares of 289 stocks and completely divested from 54 stocks this quarter.

Largest Holdings

Apple
$61,140,524
NVIDIA
$50,829,327
Microsoft
$41,903,924

Largest New Holdings this Quarter

30609A109 - ONEOK INC COM
$2,612,542 Holding
192422103 - Cognex
$2,350,546 Holding
09175A206 - BITMINE IMMERSION TECHS INC COM NEW
$1,836,224 Holding
189054109 - Clorox
$1,243,341 Holding
45782C813 - Innovator U.S. Equity Power Buffer ETF - July
$1,224,066 Holding

Largest Purchases this Quarter

GraniteShares Gold Trust
102,063 shares (about $4.18M)
CrowdStrike
14,102 shares (about $3.73M)
Fidelity Total Bond ETF
85,512 shares (about $3.70M)
Avantis U.S. Large Cap Value ETF
37,007 shares (about $3.35M)
Amphenol
39,486 shares (about $3.33M)

Largest Sales this Quarter

iShares Russell 3000 ETF
67,398 shares (about $29.11M)
Invesco QQQ
13,902 shares (about $10.28M)
iShares S&P Mid-Cap 400 Value ETF
64,818 shares (about $8.93M)
NVIDIA
34,772 shares (about $7.94M)
Pacer US Small Cap Cash Cows ETF
115,297 shares (about $6.14M)

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
Apple Inc. stock logo
AAPL
Apple
$61,140,524$1,970,481 ▲3.3%183,5943.0%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$57,324,499$39,059 ▼-0.1%74,8502.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$50,829,327$7,941,254 ▼-13.5%222,5642.5%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$41,903,924$1,899,292 ▲4.7%81,6992.1%Technology
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$37,842,669$2,848,941 ▲8.1%598,6811.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$33,748,232$1,253,834 ▼-3.6%98,0821.7%Communication Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$33,527,466$1,544,359 ▼-4.4%43,9621.7%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$32,047,946$770,442 ▼-2.3%355,6531.6%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$29,379,866$533,030 ▼-1.8%150,0881.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$27,932,881$10,284,520 ▼-26.9%37,7581.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$23,986,500$1,511,792 ▼-5.9%48,1701.2%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$23,481,334$62,740 ▲0.3%326,3561.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$22,923,551$1,850,936 ▼-7.5%92,0071.1%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$22,860,813$1,366,253 ▼-5.6%31,5241.1%Communication Services
Broadcom Inc. stock logo
AVGO
Broadcom
$20,668,957$59,702 ▲0.3%58,8541.0%Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$19,750,127$753,347 ▼-3.7%127,2551.0%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$18,705,321$328,021 ▼-1.7%36,7810.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$18,111,500$24,910 ▼-0.1%305,3700.9%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$17,270,104$850,900 ▼-4.7%52,2020.9%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$16,041,610$199,893 ▲1.3%204,5600.8%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$15,273,299$67,902 ▼-0.4%312,6570.8%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$15,070,670$3,346,917 ▲28.5%166,6370.7%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$14,699,516$1,018,519 ▲7.4%156,5610.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$14,301,097$365,149 ▲2.6%20,4050.7%ETF
JPMORGAN CORE PLUS BOND ETF
$14,014,298$422,232 ▲3.1%312,9580.7%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$13,686,504$1,031,732 ▼-7.0%456,2160.7%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$13,298,171$457,008 ▲3.6%34,9180.7%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$13,229,155$187,451 ▲1.4%11,4330.7%Healthcare
EXXONMOBIL HOLDINGS CORP COM SHS
$13,160,960$153,636 ▲1.2%80,8660.7%Stock
Micron Technology, Inc. stock logo
MU
Micron Technology
$12,456,469$794,573 ▲6.8%11,6950.6%Technology
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$12,357,828$3,702,672 ▲42.8%285,4000.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$12,149,340$219,970 ▲1.8%56,2260.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$11,883,854$2,018,148 ▲20.5%44,8880.6%Healthcare
Chevron Corporation stock logo
CVX
Chevron
$11,811,908$514,822 ▲4.6%57,8410.6%Energy
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$10,864,998$170,896 ▲1.6%112,1490.5%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$10,517,794$290,416 ▲2.8%11,5530.5%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$10,447,894$293,040 ▼-2.7%30,6620.5%Communication Services
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$10,314,656$403,254 ▲4.1%146,0790.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$10,275,065$528,657 ▼-4.9%75,5290.5%ETF
Visa Inc. stock logo
V
Visa
$10,022,702$122,175 ▼-1.2%27,8920.5%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$9,791,219$1,674,387 ▼-14.6%16,0050.5%Technology
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$9,786,573$1,424,205 ▼-12.7%231,5250.5%ETF
BNY MELLON DYNAMIC VALUE ETF
$9,515,592$1,264,562 ▲15.3%282,3610.5%ETF
GraniteShares Gold Trust stock logo
BAR
GraniteShares Gold Trust
$9,350,431$4,175,398 ▲80.7%228,5610.5%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$9,176,560$246,300 ▲2.8%44,1130.5%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$9,117,867$833,159 ▲10.1%22,9490.5%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$9,061,489$166,513 ▼-1.8%19,8630.5%Technology
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$8,891,257$89,737 ▲1.0%249,6840.4%Energy
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$8,777,238$90 ▲0.0%97,7850.4%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$8,769,313$232,793 ▲2.7%52,7380.4%ETF
KLA Corporation stock logo
KLAC
KLA
$8,659,390$43,080 ▲0.5%44,4230.4%Technology
WALMART INC COM
$8,518,673$1,045,128 ▲14.0%81,9730.4%Stock
FIDELITY FUNDAMENTAL LARGE CAP CORE ETF
$8,516,523$431,670 ▲5.3%144,2010.4%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$8,025,778$669,329 ▼-7.7%197,7760.4%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$7,895,514$76,311 ▲1.0%73,3570.4%Technology
SEABRIDGE GOLD INC COM
$7,774,994$26,555 ▼-0.3%274,3470.4%Stock
CAPITAL GROUP INTERNATIONAL EQUITY ETF
$7,628,428$1,263,427 ▲19.8%207,8300.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$7,470,0500.0%100.4%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$7,406,879$200,872 ▲2.8%91,2620.4%ETF
Phillips 66 stock logo
PSX
Phillips 66
$7,209,764$38,807 ▲0.5%28,2390.4%Energy
CORE SCIENTIFIC INC NEW COM
$7,030,225$31,960 ▼-0.5%439,9390.3%Stock
RTX Corporation stock logo
RTX
RTX
$7,021,638$104,523 ▲1.5%37,8210.3%Industrials
Amgen Inc. stock logo
AMGN
Amgen
$7,020,898$39,623 ▲0.6%16,6560.3%Healthcare
Corning Incorporated stock logo
GLW
Corning
$7,008,387$52,586 ▲0.8%45,5800.3%Technology
LAM RESEARCH CORP COM NEW
$6,990,891$537,458 ▲8.3%21,2800.3%Stock
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$6,918,574$149,464 ▲2.2%7,6840.3%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,749,282$1,388,105 ▼-17.1%18,0340.3%ETF
Pimco Total Return ETF stock logo
BOND
Pimco Total Return ETF
$6,356,280$92,731 ▼-1.4%73,0690.3%ETF
VictoryShares Short-Term Bond ETF stock logo
USTB
VictoryShares Short-Term Bond ETF
$6,346,350$1,618,311 ▲34.2%127,2320.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$6,235,619$27,599 ▼-0.4%43,8320.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$6,130,336$146,005 ▲2.4%133,6450.3%Communication Services
AbbVie Inc. stock logo
ABBV
AbbVie
$6,089,130$508,016 ▲9.1%23,2770.3%Healthcare
Emerson Electric Co. stock logo
EMR
Emerson Electric
$6,057,088$68,245 ▲1.1%39,0520.3%Industrials
Angel Oak Financial Strategies Income Term Trust stock logo
FINS
Angel Oak Financial Strategies Income Term Trust
$6,018,029$238,600 ▲4.1%504,4450.3%Finance
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$5,931,659$141,172 ▲2.4%9,7480.3%Consumer Staples
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$5,847,070$91,235 ▲1.6%56,7180.3%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$5,836,541$535,819 ▲10.1%74,5500.3%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$5,769,284$34,886 ▲0.6%105,8390.3%ETF
ENERGY TRANSFER L P COM UT LTD PTN
$5,768,464$76,747 ▼-1.3%291,7780.3%Stock
Quanta Services, Inc. stock logo
PWR
Quanta Services
$5,748,583$142,638 ▲2.5%8,9470.3%Industrials
Amphenol Corporation stock logo
APH
Amphenol
$5,454,760$3,328,697 ▲156.6%64,7060.3%Technology
Global X Uranium ETF stock logo
URA
Global X Uranium ETF
$5,453,430$18,172 ▲0.3%136,8480.3%ETF
The Boeing Company stock logo
BA
Boeing
$5,421,090$100,284 ▼-1.8%29,1370.3%Industrials
Analog Devices, Inc. stock logo
ADI
Analog Devices
$5,401,379$7,141 ▼-0.1%13,6150.3%Technology
AUSF
Global X Adaptive U.S. Factor ETF
$5,270,588$948,680 ▲22.0%108,2030.3%ETF
EYLD
Cambria Emerging Shareholder Yield ETF
$5,263,998$273,177 ▲5.5%110,5880.3%ETF
Valero Energy Corporation stock logo
VLO
Valero Energy
$5,250,121$2,360,306 ▲81.7%13,5440.3%Energy
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$5,239,148$14,649 ▲0.3%36,1220.3%ETF
Innovator U.S. Equity Power Buffer ETF - November stock logo
PNOV
Innovator U.S. Equity Power Buffer ETF - November
$5,211,492$131,522 ▼-2.5%114,2370.3%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$5,037,980$489,400 ▲10.8%89,6110.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$5,003,013$366,509 ▲7.9%6,1700.2%Industrials
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
$4,975,661$71,864 ▼-1.4%119,7800.2%CEF
PALANTIR TECHNOLOGIES INC CL A
$4,894,911$1,369,580 ▼-21.9%26,1690.2%Stock
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$4,848,184$1,706,784 ▲54.3%28,7860.2%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$4,804,154$3,733,505 ▲348.7%18,1460.2%Technology
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$4,592,702$5,296,811 ▼-53.6%30,2980.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$4,565,918$20,630 ▼-0.4%31,4280.2%Consumer Staples
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$4,510,138$5,524,088 ▼-55.1%39,7570.2%ETF
Royal Gold, Inc. stock logo
RGLD
Royal Gold
$4,488,530$165,438 ▲3.8%19,0190.2%Materials
Eaton Corporation, PLC stock logo
ETN
Eaton
$4,390,185$180,059 ▲4.3%10,2160.2%Industrials

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