Free Trial

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 $1.94 billion in total holdings as of December 31, 2024.
  • Nations Financial Group Inc, /Ia/ /Adv owns shares of 773 different stocks, but just 226 companies or ETFs make up 80% of its holdings.
  • Approximately 7.63% of the portfolio was purchased this quarter.
  • About 4.69% of the portfolio was sold this quarter.
  • This quarter, Nations Financial Group Inc, /Ia/ /Adv has purchased 746 new stocks and bought additional shares in 411 stocks.
  • Nations Financial Group Inc, /Ia/ /Adv sold shares of 246 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

NVIDIA
$48,015,932
Apple
$43,528,200
Invesco QQQ
$30,483,608

Largest New Holdings this Quarter

16411R208 - CHENIERE ENERGY INC COM NEW
$4,958,990 Holding
406216101 - Halliburton
$3,685,335 Holding
92189H805 - VanEck Rare Earth and Strategic Metals ETF
$2,171,752 Holding
09581B103 - Blue Owl Capital
$2,118,251 Holding
14149Y108 - Cardinal Health
$1,988,323 Holding

Largest Purchases this Quarter

Chevron
25,710 shares (about $5.32M)
CHENIERE ENERGY INC COM NEW
17,476 shares (about $4.96M)
Fidelity Blue Chip Growth ETF
74,981 shares (about $3.76M)
Halliburton
94,520 shares (about $3.69M)
Micron Technology
9,976 shares (about $3.37M)

Largest Sales this Quarter

iShares Silver Trust
76,450 shares (about $5.21M)
Alibaba Group
24,955 shares (about $3.13M)
LPL Financial
10,249 shares (about $3.08M)
Unum Group
39,815 shares (about $2.91M)
JPMorgan Chase & Co.
9,553 shares (about $2.81M)

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
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$48,296,933$642,766 â–²1.3%73,9372.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$48,015,932$2,590,544 â–²5.7%275,3202.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$43,528,200$2,404,670 â–²5.8%171,5122.2%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$30,941,448$467,645 â–¼-1.5%458,1881.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$30,483,608$295,520 â–²1.0%52,8141.6%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$30,272,478$1,753,839 â–²6.1%105,2731.6%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$29,401,024$472,154 â–²1.6%45,2081.5%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$28,826,200$2,173,663 â–¼-7.0%77,8721.5%Computer and Technology
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$26,379,389$1,446,411 â–²5.8%71,1641.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$26,355,332$1,313,879 â–¼-4.7%60,3381.4%ETF
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$25,888,571$3,758,053 â–²17.0%516,5311.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$25,142,426$726,474 â–¼-2.8%52,4671.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$20,419,005$403,836 â–²2.0%98,0411.1%Retail/Wholesale
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$20,297,963$399,232 â–²2.0%152,7311.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$19,497,305$913,337 â–¼-4.5%131,6491.0%Financial Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$18,950,528$147,613 â–²0.8%33,1221.0%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$18,174,466$112,043 â–²0.6%58,7200.9%Computer and Technology
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$16,999,593$305,243 â–²1.8%36,7010.9%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$16,435,998$495,370 â–²3.1%304,0880.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$15,921,834$2,810,133 â–¼-15.0%54,1260.8%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$14,354,622$2,405,444 â–¼-14.4%84,6080.7%Energy
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$14,288,640$1,867,459 â–¼-11.6%33,2070.7%Finance
Chevron Corporation stock logo
CVX
Chevron
$14,191,793$5,319,440 â–²60.0%68,5920.7%Energy
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$14,190,897$361,852 â–²2.6%49,4140.7%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$12,958,333$446,543 â–²3.6%304,6150.7%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$12,903,589$1,860,985 â–²16.9%274,0770.7%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$12,749,955$101,428 â–¼-0.8%415,5780.7%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$12,078,708$778,995 â–²6.9%471,0880.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$11,431,995$1,563,825 â–²15.8%19,1310.6%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$11,356,347$286,973 â–²2.6%11,3970.6%Retail/Wholesale
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$11,337,683$30,233 â–²0.3%122,2520.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$11,260,536$24,241 â–²0.2%90,5840.6%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$10,927,444$700,900 â–²6.9%138,7250.6%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$10,690,619$177,155 â–¼-1.6%80,6830.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$10,662,752$173,049 â–²1.6%54,3460.5%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$9,943,070$432,556 â–²4.5%123,3470.5%ETF
WALMART INC COM
$9,805,232$714,986 â–²7.9%78,8960.5%Stock
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$9,777,083$98,233 â–²1.0%258,3790.5%Energy
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$9,711,581$229,586 â–²2.4%107,2740.5%ETF
GraniteShares Gold Trust stock logo
BAR
GraniteShares Gold Trust
$9,626,639$2,289,893 â–²31.2%208,6850.5%Finance
Global X Uranium ETF stock logo
URA
Global X Uranium ETF
$9,614,376$201,614 â–¼-2.1%198,5210.5%ETF
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$9,249,708$237,065 â–²2.6%259,8960.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$9,101,154$1,524,700 â–²20.1%31,7260.5%Computer and Technology
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$9,097,389$643,883 â–²7.6%76,7060.5%ETF
Visa Inc. stock logo
V
Visa
$8,873,888$1,057,552 â–¼-10.6%29,3600.5%Business Services
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$8,871,649$785,920 â–²9.7%224,9970.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$8,863,179$463,620 â–²5.5%138,3140.5%ETF
KLA Corporation stock logo
KLAC
KLA
$8,836,922$119,279 â–²1.4%6,0010.5%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$8,836,257$650,422 â–²7.9%46,0410.5%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$8,643,595$37,400 â–¼-0.4%35,3600.4%Medical
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$8,547,230$2,321,375 â–²37.3%187,3570.4%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$8,273,795$203,674 â–²2.5%108,0970.4%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$8,072,169$161,456 â–²2.0%78,0440.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$8,022,543$348,404 â–²4.5%37,3030.4%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$7,694,297$378,599 â–²5.2%68,6310.4%ETF
Seabridge Gold, Inc. stock logo
SA
Seabridge Gold
$7,533,169$1,269,717 â–¼-14.4%265,8140.4%Basic Materials
First Trust Senior Loan ETF stock logo
FTSL
First Trust Senior Loan ETF
$7,484,096$321,038 â–²4.5%167,0550.4%Manufacturing
US Treasury 12 Month Bill ETF stock logo
OBIL
US Treasury 12 Month Bill ETF
$7,481,060$576,314 â–²8.3%149,3970.4%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$7,363,891$171,061 â–²2.4%51,7010.4%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$7,183,952$1,122,376 â–²18.5%143,1060.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$7,181,4000.0%100.4%Finance
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$7,178,072$5,209,303 â–¼-42.1%105,3430.4%ETF
RTX Corporation stock logo
RTX
RTX
$6,970,569$187,116 â–²2.8%36,1350.4%Aerospace
FIDELITY FUNDAMENTAL LARGE CAP CORE ETF
$6,966,880$77,184 â–²1.1%135,8460.4%ETF
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$6,917,291$202,358 â–²3.0%9,5030.4%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$6,734,746$1,805,350 â–¼-21.1%19,9280.3%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,725,277$210,135 â–²3.2%20,9630.3%ETF
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$6,684,978$328,708 â–²5.2%149,0510.3%ETF
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$6,594,166$139,712 â–²2.2%71,4580.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$6,571,344$274,259 â–²4.4%94,2120.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,452,359$3,146,617 â–²95.2%7,0150.3%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$6,351,855$305,410 â–¼-4.6%7,5080.3%Finance
Angel Oak Financial Strategies Income Term Trust stock logo
FINS
Angel Oak Financial Strategies Income Term Trust
$6,176,6740.0%484,4450.3%Financial Services
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
$6,109,592$47,720 â–¼-0.8%128,0300.3%CEF
BNY MELLON DYNAMIC VALUE ETF
$6,075,910$2,357,021 â–²63.4%204,8520.3%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$6,023,855$371,031 â–¼-5.8%65,6400.3%ETF
Cencora, Inc. stock logo
COR
Cencora
$5,987,877$115,919 â–²2.0%19,0610.3%Medical
The Boeing Company stock logo
BA
Boeing
$5,828,251$880,119 â–¼-13.1%29,2830.3%Aerospace
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$5,814,507$213,207 â–²3.8%92,9420.3%ETF
Amgen Inc. stock logo
AMGN
Amgen
$5,783,536$94,651 â–¼-1.6%16,4370.3%Medical
Energy Transfer LP stock logo
ET
Energy Transfer
$5,745,809$54,889 â–¼-0.9%297,7100.3%Energy
INSPIRE 500 ETF
$5,697,120$1,200,660 â–²26.7%22,7380.3%ETF
Pacer US Small Cap Cash Cows ETF stock logo
CALF
Pacer US Small Cap Cash Cows ETF
$5,630,950$329,438 â–²6.2%125,4940.3%ETF
Blackstone Mortgage Trust, Inc. stock logo
BXMT
Blackstone Mortgage Trust
$5,616,498$184,606 â–¼-3.2%293,2890.3%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$5,612,635$68,113 â–¼-1.2%23,1550.3%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$5,542,052$42,597 â–¼-0.8%71,4270.3%Computer and Technology
Corning Incorporated stock logo
GLW
Corning
$5,447,262$1,125,022 â–²26.0%40,0620.3%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$5,310,053$531,252 â–²11.1%60,2320.3%Finance
PALANTIR TECHNOLOGIES INC CL A
$5,154,907$358,532 â–²7.5%35,2400.3%Stock
Phillips 66 stock logo
PSX
Phillips 66
$5,053,391$891,239 â–¼-15.0%27,7380.3%Energy
abrdn Physical Silver Shares ETF stock logo
SIVR
abrdn Physical Silver Shares ETF
$5,008,260$1,087,111 â–¼-17.8%69,9380.3%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$4,972,024$1,965 â–²0.0%37,9480.3%Industrials
CHENIERE ENERGY INC COM NEW
$4,958,990$4,958,990 â–²New Holding17,4760.3%Stock
Hawkins, Inc. stock logo
HWKN
Hawkins
$4,916,139$95,232 â–²2.0%32,0060.3%Basic Materials
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$4,909,187$76,690 â–¼-1.5%43,4010.3%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$4,871,538$1,583,499 â–¼-24.5%23,9470.3%Computer and Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$4,854,454$21,412 â–²0.4%8,8420.3%Construction
CAPITAL GROUP INTERNATIONAL EQUITY ETF
$4,851,864$1,826,894 â–²60.4%143,4610.2%ETF
Innovator U.S. Equity Power Buffer ETF - November stock logo
PNOV
Innovator U.S. Equity Power Buffer ETF - November
$4,826,465$112,855 â–¼-2.3%118,1220.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$4,671,560$22,402 â–²0.5%21,4790.2%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data