NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK
1109767
City
CEDAR RAPIDS
State / Country
IA
Top Portfolio Positions
372 positions ·
$958,008,502 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
275,320 | $48,015,808 | 5.01% | |
| AAPL |
Apple Inc.
Technology
|
171,512 | $43,528,030 | 4.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
52,814 | $30,483,184 | 3.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
105,273 | $30,272,303 | 3.16% | |
| SPY |
Spdr S&P 500 ETF Trust
|
45,208 | $29,400,570 | 3.07% | |
| MSFT |
Microsoft Corp
Technology
|
77,872 | $28,825,878 | 3.01% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
52,467 | $25,142,186 | 2.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
98,041 | $20,418,999 | 2.13% | |
| META |
Meta Platforms, Inc.
Communication Services
|
33,122 | $18,950,089 | 1.98% | |
| AVGO |
Broadcom Inc.
Technology
|
58,720 | $18,174,427 | 1.90% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BOE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $432,152 | 39,430 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $469,922 | 40,130 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $464,304 | 40,130 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $455,475 | 40,130 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $450,437 | 41,515 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $447,116 | 41,515 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $479,844 | 42,615 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $486,627 | 45,865 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $491,776 | 47,015 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $456,468 | 46,015 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $461,268 | 48,915 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $724,204 | 71,917 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $744,700 | 74,995 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $731,091 | 76,474 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $623,985 | 70,827 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $703,977 | 72,055 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $818,255 | 72,348 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $881,003 | 72,332 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $811,690 | 69,316 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $872,237 | 69,501 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $798,405 | 69,487 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $748,655 | 68,621 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $656,530 | 68,603 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $646,080 | 68,586 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $566,770 | 68,368 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||