NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK
1109767
City
CEDAR RAPIDS
State / Country
IA
Top Portfolio Positions
372 positions ·
$959,210,184 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 | 1.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RNP
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $348,744 | 17,649 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $350,509 | 17,649 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $396,749 | 17,649 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $401,867 | 17,649 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $437,736 | 19,834 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $414,530 | 19,834 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $469,470 | 19,834 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $404,018 | 19,834 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $423,418 | 20,134 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $410,760 | 20,375 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $373,779 | 21,782 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $449,512 | 23,671 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $465,762 | 23,873 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $486,429 | 23,868 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $344,172 | 17,750 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $378,785 | 17,750 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $481,331 | 17,900 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $540,918 | 18,900 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $484,785 | 18,900 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $514,458 | 18,900 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $460,971 | 18,900 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $431,487 | 18,900 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $381,591 | 18,900 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $376,664 | 19,700 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $336,908 | 20,900 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||