Nations Financial Group Inc, /Ia/ /Adv Top Holdings and 13F Report (2024) → Biden Nomination CANCELED? (From The Freeport Society) (Ad) About Nations Financial Group Inc, /Ia/ /AdvInvestment ActivityNations Financial Group Inc, /Ia/ /Adv has $1.19 billion in total holdings as of March 31, 2024.Nations Financial Group Inc, /Ia/ /Adv owns shares of 621 different stocks, but just 205 companies or ETFs make up 80% of its holdings.Approximately 9.32% of the portfolio was purchased this quarter.About 5.55% of the portfolio was sold this quarter.This quarter, Nations Financial Group Inc, /Ia/ /Adv has purchased 619 new stocks and bought additional shares in 297 stocks.Nations Financial Group Inc, /Ia/ /Adv sold shares of 233 stocks and completely divested from 38 stocks this quarter.Largest Holdings Berkshire Hathaway $38,307,690Microsoft $32,885,647Apple $32,064,422iShares Core S&P Mid-Cap ETF $26,018,133NVIDIA $22,499,301 Largest New Holdings this Quarter MicroStrategy $2,861,956 HoldingFT Cboe Vest U.S. Equity Deep Buffer ETF - January $2,389,546 HoldingUlta Beauty $1,810,211 HoldingLeMaitre Vascular $1,359,053 HoldingAlibaba Group $1,275,380 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 344,646 shares (about $20.93M)Eli Lilly and Company 4,124 shares (about $3.21M)MicroStrategy 1,679 shares (about $2.86M)Walmart 46,877 shares (about $2.82M)Vanguard S&P 500 ETF 5,306 shares (about $2.55M) Largest Sales this Quarter FT Vest U.S. Equity Deep Buffer ETF July 64,019 shares (about $2.48M)Oracle 18,656 shares (about $2.34M)Microsoft 4,843 shares (about $2.04M)PepsiCo 10,475 shares (about $1.83M)NVIDIA 1,977 shares (about $1.79M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNations Financial Group Inc, /Ia/ /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$38,307,690$1,706,470 ▼-4.3%91,0963.2%FinanceMSFTMicrosoft$32,885,647$2,037,551 ▼-5.8%78,1652.8%Computer and TechnologyAAPLApple$32,064,422$1,162,465 ▼-3.5%186,9862.7%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$26,018,133$20,933,824 ▲411.7%428,3522.2%ETFNVDANVIDIA$22,499,301$1,786,390 ▼-7.4%24,9001.9%Computer and TechnologyIWViShares Russell 3000 ETF$21,143,732$389,206 ▼-1.8%70,4601.8%ETFQQQInvesco QQQ$18,971,463$282,838 ▲1.5%42,7271.6%FinanceVYMVanguard High Dividend Yield ETF$17,991,733$615,477 ▼-3.3%148,7041.5%ETFSCHDSchwab US Dividend Equity ETF$15,983,751$404,764 ▲2.6%198,2351.3%ETFAMZNAmazon.com$14,923,744$537,172 ▼-3.5%82,7351.3%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$14,721,644$178,072 ▲1.2%70,6851.2%ETFVOVanguard Mid-Cap ETF$14,719,544$710,854 ▼-4.6%58,9111.2%ETFIJRiShares Core S&P Small-Cap ETF$13,247,703$1,214,836 ▲10.1%119,8671.1%ETFXOMExxon Mobil$12,777,869$693,259 ▼-5.1%109,9261.1%Oils/EnergySPYSPDR S&P 500 ETF Trust$11,754,460$310,704 ▲2.7%22,4721.0%FinanceVTVVanguard Value ETF$11,633,381$95,274 ▲0.8%71,4311.0%ETFJPMJPMorgan Chase & Co.$11,351,183$1,310,384 ▲13.1%56,6701.0%FinanceCOSTCostco Wholesale$10,917,835$94,511 ▲0.9%14,9020.9%Retail/WholesaleVUGVanguard Growth ETF$10,854,046$376,212 ▼-3.3%31,5340.9%ETFGOOGLAlphabet$10,450,242$27,620 ▲0.3%69,2390.9%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$9,646,513$273,371 ▼-2.8%81,5490.8%ETFVVisa$9,189,468$283,272 ▲3.2%32,9270.8%Business ServicesUSMViShares MSCI USA Min Vol Factor ETF$8,610,054$333,487 ▼-3.7%103,0150.7%ETFVTIVanguard Total Stock Market ETF$8,202,578$243,270 ▲3.1%31,5600.7%ETFVWOVanguard FTSE Emerging Markets ETF$7,727,918$605,457 ▼-7.3%185,0110.7%ETFAVGOBroadcom$7,420,373$437,428 ▲6.3%5,5980.6%Computer and TechnologyMETAMeta Platforms$7,014,036$260,283 ▼-3.6%14,4440.6%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$6,827,051$15,101 ▼-0.2%136,0780.6%ETFPSXPhillips 66$6,520,257$66,480 ▲1.0%39,9180.5%Oils/EnergyJEPIJPMorgan Equity Premium Income ETF$6,433,815$537,116 ▲9.1%111,1960.5%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$6,295,940$308,776 ▲5.2%144,4020.5%ManufacturingFINSAngel Oak Financial Strategies Income Term Trust$6,254,930$641,399 ▲11.4%500,7950.5%Financial ServicesEPDEnterprise Products Partners$6,244,452$25,620 ▼-0.4%213,9970.5%Oils/EnergyRSPInvesco S&P 500 Equal Weight ETF$6,227,503$71,306 ▼-1.1%36,7680.5%ETFCALFPacer US Small Cap Cash Cows 100 ETF$6,153,224$454,092 ▲8.0%125,1670.5%ETFGLDSPDR Gold Shares$6,144,239$11,932 ▲0.2%29,8670.5%FinanceIVViShares Core S&P 500 ETF$6,024,663$252,364 ▲4.4%11,4590.5%ETFMRKMerck & Co., Inc.$5,849,161$78,115 ▲1.4%44,3280.5%MedicalACNAccenture$5,798,439$236,735 ▲4.3%16,7290.5%Business ServicesIEMGiShares Core MSCI Emerging Markets ETF$5,787,070$1,423,960 ▲32.6%112,1520.5%ETFBRK.ABerkshire Hathaway$5,709,9600.0%90.5%FinanceVOOVanguard S&P 500 ETF$5,689,501$2,550,781 ▲81.3%11,8350.5%ETFUNHUnitedHealth Group$5,612,746$28,695 ▼-0.5%11,3450.5%MedicalBXMTBlackstone Mortgage Trust$5,551,724$688,090 ▼-11.0%278,8410.5%FinanceADPAutomatic Data Processing$5,537,535$128,368 ▲2.4%22,1730.5%Business ServicesCOWZPacer US Cash Cows 100 ETF$5,433,589$725,505 ▲15.4%93,5050.5%ETFJNJJohnson & Johnson$5,417,946$73,243 ▲1.4%34,2490.5%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$5,363,979$236,485 ▲4.6%46,5210.5%ETFSCHESchwab Emerging Markets Equity ETF$5,255,753$380,721 ▲7.8%208,1480.4%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$5,211,314$241,646 ▲4.9%58,4220.4%ETFCVXChevron$5,076,487$171,309 ▲3.5%32,1820.4%Oils/EnergyIEFAiShares Core MSCI EAFE ETF$5,053,136$1,305,831 ▲34.8%68,0830.4%ETFPIMCO ACTIVE BOND EXCHANGE-TRADED FUND$4,931,800$150,192 ▲3.1%53,6880.4%ETFKLACKLA$4,908,797$166,980 ▼-3.3%7,0260.4%Computer and TechnologyLLYEli Lilly and Company$4,763,396$3,208,795 ▲206.4%6,1220.4%MedicalETEnergy Transfer$4,753,730$975 ▲0.0%302,2070.4%Oils/EnergyHDHome Depot$4,550,805$19,948 ▲0.4%11,8630.4%Retail/WholesaleABTAbbott Laboratories$4,533,975$827,686 ▲22.3%39,8900.4%MedicalIVWiShares S&P 500 Growth ETF$4,417,591$624,607 ▼-12.4%52,3160.4%ETFPGProcter & Gamble$4,307,236$12,169 ▲0.3%26,5460.4%Consumer StaplesCTASCintas$4,278,136$274,125 ▲6.8%6,2270.4%Industrial ProductsFTCSFirst Trust Capital Strength ETF$4,262,176$907,132 ▲27.0%49,7620.4%ETFLOWLowe's Companies$4,260,208$43,050 ▲1.0%16,7240.4%Retail/WholesaleIEIiShares 3-7 Year Treasury Bond ETF$4,216,535$417,380 ▲11.0%36,4090.4%ETFWMTWalmart$4,214,002$2,820,627 ▲202.4%70,0340.4%Retail/WholesaleDEDeere & Company$4,189,975$123,633 ▼-2.9%10,2010.4%Industrial ProductsPEPPepsiCo$4,155,134$1,833,250 ▼-30.6%23,7420.3%Consumer StaplesIMCGiShares Morningstar Mid-Cap Growth ETF$3,966,852$817,840 ▲26.0%56,1240.3%ETFGOOGAlphabet$3,960,283$101,862 ▲2.6%26,0100.3%Computer and TechnologyTSLATesla$3,943,849$82,446 ▼-2.0%22,4350.3%Auto/Tires/TrucksOKEONEOK$3,932,018$381,449 ▲10.7%49,0460.3%Oils/EnergyAMGNAmgen$3,843,613$65,965 ▲1.7%13,5180.3%MedicalGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3,766,590$67,568 ▲1.8%36,2900.3%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$3,685,079$143,930 ▲4.1%66,7220.3%ETFNUENucor$3,632,997$34,040 ▼-0.9%18,3570.3%Basic MaterialsRDVIFT Vest Rising Dividend Achievers Target Income ETF$3,577,938$528,036 ▲17.3%146,1570.3%ETFIVEiShares S&P 500 Value ETF$3,548,726$508,322 ▲16.7%18,9960.3%ETFITWIllinois Tool Works$3,544,124$15,563 ▲0.4%13,2080.3%Industrial ProductsSLViShares Silver Trust$3,522,246$39,335 ▼-1.1%154,8240.3%ETFCRWDCrowdStrike$3,496,996$1,666,427 ▲91.0%10,9080.3%Computer and TechnologyORCLOracle$3,414,843$2,343,387 ▼-40.7%27,1860.3%Computer and TechnologySBUXStarbucks$3,402,898$1,234,435 ▲56.9%37,2340.3%Retail/WholesaleSASeabridge Gold$3,402,892$371,559 ▲12.3%225,0590.3%Basic MaterialsFTSLFirst Trust Senior Loan ETF$3,400,336$216,911 ▲6.8%73,5840.3%ManufacturingCSCOCisco Systems$3,374,479$114,943 ▲3.5%67,6110.3%Computer and TechnologyCORCencora$3,353,019$191,476 ▲6.1%13,7990.3%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,285,566$11,846 ▲0.4%64,0710.3%ManufacturingMAMastercard$3,261,319$1,240,573 ▲61.4%6,7720.3%Business ServicesLINDE PLC SHS$3,199,165$6,036 ▼-0.2%6,8900.3%StockIBMInternational Business Machines$3,111,662$363,988 ▲13.2%16,2940.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,096,177$324,501 ▲11.7%16,9550.3%ETFTGTTarget$3,076,363$789,338 ▼-20.4%17,3590.3%Retail/WholesaleHWKNHawkins$3,075,533$51,226 ▼-1.6%40,0460.3%Basic MaterialsEMREmerson Electric$3,061,900$1,102,788 ▲56.3%26,9960.3%Industrial ProductsIEFiShares 7-10 Year Treasury Bond ETF$3,009,575$517,515 ▲20.8%31,7930.3%ETFURNMSprott Uranium Miners ETF$2,979,3340.0%60,4450.3%ETFNEENextEra Energy$2,957,382$2,237 ▼-0.1%46,2740.2%UtilitiesXLVHealth Care Select Sector SPDR Fund$2,956,030$53,776 ▲1.9%20,0090.2%ETFMCDMcDonald's$2,920,078$49,627 ▼-1.7%10,3560.2%Retail/WholesaleADIAnalog Devices$2,903,359$1,383,739 ▼-32.3%14,6790.2%Computer and TechnologyShowing largest 100 holdings. 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