NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK
1109767
City
CEDAR RAPIDS
State / Country
IA
Top Portfolio Positions
370 positions ·
$933,369,568 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in HTD
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $529,211 | 21,365 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $522,649 | 22,090 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $547,832 | 22,090 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $516,685 | 22,090 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $510,666 | 21,340 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $486,091 | 22,075 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $512,581 | 22,075 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $440,072 | 21,775 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $428,096 | 21,775 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $436,082 | 22,988 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $408,249 | 22,987 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,216,860 | 59,650 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,326,807 | 62,233 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,416,428 | 61,961 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,265,376 | 60,371 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,389,553 | 60,547 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,484,754 | 58,089 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,474,650 | 56,392 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,289,745 | 56,370 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,380,655 | 55,448 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,250,302 | 53,227 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,154,885 | 54,890 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,025,304 | 53,709 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $995,703 | 51,698 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $886,061 | 50,373 | Shares | Sole | 2020-05-08 | |
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