NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Top Portfolio Positions
371 positions ·
$934,067,998 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 | 3.26% | |
| 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 KT
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,844,270 | 132,600 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,006,745 | 158,500 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,091,062 | 158,516 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,968,980 | 191,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,400,320 | 192,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,057,440 | 197,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,068,310 | 199,500 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,727,165 | 199,500 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,691,840 | 192,000 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,580,480 | 192,000 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,461,440 | 192,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,169,600 | 192,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,189,697 | 193,095 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,606,782 | 193,095 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,359,620 | 193,095 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,695,606 | 193,095 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,912,382 | 203,095 | Shares | Sole | 2022-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||