NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Top Portfolio Positions
370 positions ·
$933,369,568 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
275,320 | $48,015,808 | 5.14% |
| AAPL |
Apple Inc.
Technology
|
171,512 | $43,528,030 | 4.66% |
| QQQ |
Invesco Qqq Trust, Series 1
|
52,814 | $30,483,184 | 3.27% |
| GOOGL |
Alphabet Inc.
Communication Services
|
105,273 | $30,272,303 | 3.24% |
| SPY |
Spdr S&P 500 Etf Trust
|
45,208 | $29,400,570 | 3.15% |
| MSFT |
Microsoft Corp
Technology
|
77,872 | $28,825,878 | 3.09% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
98,041 | $20,418,999 | 2.19% |
| META |
Meta Platforms, Inc.
Communication Services
|
33,122 | $18,950,089 | 2.03% |
| AVGO |
Broadcom Inc.
Technology
|
58,720 | $18,174,427 | 1.95% |
| DIA |
Spdr Dow Jones Industrial Average Etf Trust
|
36,701 | $16,999,536 | 1.82% |
Holdings in AEP
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,855,193 | 29,411 | Shares | Sole | 2026-04-15 | |
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