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 WIW
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,308 | 12,566 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $127,381 | 14,829 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $127,660 | 14,360 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $124,173 | 14,175 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $122,972 | 13,990 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $114,357 | 13,828 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $154,726 | 17,503 | Shares | Sole | 2024-11-04 | |
| No 13F history on record for this holder in this stock. | ||||||