Nations Financial Group Inc, /IA/ /Adv
$1.9B Assets Reported
801 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 73,937 | $48M | 2.5% |
| NVDA | NVIDIA CORPORATION COM | 275,320 | $48M | 2.5% |
| AAPL | APPLE INC COM | 171,512 | $44M | 2.2% |
| IJH | ISHARES CORE S&P MID-CAP ETF | 458,188 | $31M | 1.6% |
| QQQ | INVESCO QQQ TRUST SERIES I | 52,814 | $30M | 1.6% |
| GOOGL | ALPHABET INC CAP STK CL A | 105,273 | $30M | 1.6% |
| SPY | STATE STREET SPDR S&P 500 ETF | 45,208 | $29M | 1.5% |
| MSFT | MICROSOFT CORP COM | 77,872 | $29M | 1.5% |
| IWV | ISHARES RUSSELL 3000 ETF | 71,164 | $26M | 1.4% |
| VUG | VANGUARD GROWTH ETF | 60,338 | $26M | 1.4% |
Track Nations Financial Group Inc, /IA/ /Adv's 13F portfolio: $1.9B in reported holdings, 801 positions. Top holdings, AUM, and quarterly changes on SentiSense.