NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK
1109767
City
CEDAR RAPIDS
State / Country
IA
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 NXDT
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $785,708 | 168,246 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $633,577 | 165,425 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $444,364 | 120,424 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $535,100 | 127,709 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $907,687 | 236,994 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,394,673 | 228,635 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,127,987 | 340,478 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,734,357 | 313,627 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,092,411 | 317,032 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,486,235 | 312,734 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,868,142 | 329,293 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,234,589 | 338,226 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,583,912 | 345,271 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,859,838 | 344,321 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,702,011 | 294,981 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,799,925 | 291,081 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,571,679 | 288,981 | Shares | Sole | 2022-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||