Nations Financial Group Inc, /Ia/ /Adv Top Holdings and 13F Report (2024) About Nations Financial Group Inc, /Ia/ /AdvInvestment ActivityNations Financial Group Inc, /Ia/ /Adv has $1.38 billion in total holdings as of September 30, 2024.Nations Financial Group Inc, /Ia/ /Adv owns shares of 671 different stocks, but just 206 companies or ETFs make up 80% of its holdings.Approximately 10.76% of the portfolio was purchased this quarter.About 3.77% of the portfolio was sold this quarter.This quarter, Nations Financial Group Inc, /Ia/ /Adv has purchased 629 new stocks and bought additional shares in 381 stocks.Nations Financial Group Inc, /Ia/ /Adv sold shares of 167 stocks and completely divested from 30 stocks this quarter.Largest Holdings Apple $45,516,794Berkshire Hathaway $39,098,166Microsoft $36,910,667NVIDIA $28,432,071iShares Core S&P Mid-Cap ETF $26,827,697 Largest New Holdings this Quarter BLACKROCK INC COM $3,750,169 HoldingiShares 10-20 Year Treasury Bond ETF $3,612,717 HoldingUS Treasury 12 Month Bill ETF $3,524,783 HoldingSPROTT PHYSICAL GOLD TR UNIT $2,405,085 HoldingFT Vest U.S. Equity Deep Buffer ETF - June $2,156,831 Holding Largest Purchases this Quarter Broadcom 63,257 shares (about $10.91M)MicroStrategy 23,186 shares (about $3.91M)Cintas 18,488 shares (about $3.81M)BLACKROCK INC COM 3,949 shares (about $3.75M)iShares 10-20 Year Treasury Bond ETF 33,044 shares (about $3.61M) Largest Sales this Quarter Netflix 3,905 shares (about $2.77M)iShares Ultra Short-Term Bond Active ETF 48,802 shares (about $2.48M)Berkshire Hathaway 4,264 shares (about $1.96M)Deere & Company 3,051 shares (about $1.27M)Schwab US Dividend Equity ETF 13,236 shares (about $1.12M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNations Financial Group Inc, /Ia/ /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$45,516,794$1,517,995 ▲3.5%195,3513.3%Computer and TechnologyBRK.BBerkshire Hathaway$39,098,166$1,962,549 ▼-4.8%84,9482.8%FinanceMSFTMicrosoft$36,910,667$3,046,126 ▲9.0%85,7782.7%Computer and TechnologyNVDANVIDIA$28,432,071$302,022 ▼-1.1%234,1242.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$26,827,697$229,463 ▲0.9%430,4821.9%ETFIWViShares Russell 3000 ETF$23,272,498$174,802 ▲0.8%71,2281.7%ETFQQQInvesco QQQ$22,557,985$358,249 ▲1.6%46,2181.6%FinanceVYMVanguard High Dividend Yield ETF$18,184,236$133,970 ▼-0.7%141,8421.3%ETFSCHDSchwab US Dividend Equity ETF$17,146,357$1,118,842 ▼-6.1%202,8431.2%ETFXLKTechnology Select Sector SPDR Fund$16,817,079$229,149 ▲1.4%74,4901.2%ETFAMZNAmazon.com$16,205,684$722,402 ▲4.7%86,9731.2%Retail/WholesaleVOVanguard Mid-Cap ETF$15,844,812$274,123 ▲1.8%60,0561.2%ETFVTVVanguard Value ETF$14,406,635$1,470,061 ▲11.4%82,5261.0%ETFXOMExxon Mobil$13,887,732$906,586 ▲7.0%118,4751.0%Oils/EnergyCOSTCostco Wholesale$13,178,791$103,728 ▲0.8%14,8651.0%Retail/WholesaleJPMJPMorgan Chase & Co.$13,065,442$663,794 ▲5.4%61,9620.9%FinanceIJRiShares Core S&P Small-Cap ETF$12,919,165$393,574 ▼-3.0%110,4570.9%ETFSPYSPDR S&P 500 ETF Trust$12,596,855$185,332 ▼-1.4%21,9540.9%FinanceVUGVanguard Growth ETF$12,557,090$211,550 ▲1.7%32,7060.9%ETFGOOGLAlphabet$12,206,158$411,643 ▲3.5%73,5970.9%Computer and TechnologyAVGOBroadcom$11,938,763$10,911,867 ▲1,062.6%69,2100.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$11,659,678$1,892,121 ▲19.4%41,1760.8%ETFMETAMeta Platforms$10,540,254$200,936 ▼-1.9%18,4120.8%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$10,302,025$324,874 ▲3.3%83,3360.7%ETFVVisa$9,653,435$463,026 ▲5.0%35,1090.7%Business ServicesUSMViShares MSCI USA Min Vol Factor ETF$9,512,331$29,767 ▼-0.3%104,1760.7%ETFVWOVanguard FTSE Emerging Markets ETF$8,843,974$213,698 ▲2.5%184,8270.6%ETFCOWZPacer US Cash Cows 100 ETF$8,781,903$2,397,346 ▲37.5%151,8570.6%ETFJEPIJPMorgan Equity Premium Income ETF$8,234,822$1,325,705 ▲19.2%138,3770.6%ETFGLDSPDR Gold Shares$8,076,155$591,122 ▲7.9%33,2270.6%FinanceIVViShares Core S&P 500 ETF$8,046,668$577,976 ▲7.7%13,9500.6%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$7,399,164$234,525 ▲3.3%163,5530.5%ManufacturingVEAVanguard FTSE Developed Markets ETF$7,375,209$188,321 ▲2.6%139,6550.5%ETFUNHUnitedHealth Group$7,274,510$614,541 ▲9.2%12,4410.5%MedicalIEIiShares 3-7 Year Treasury Bond ETF$7,173,230$2,946,007 ▲69.7%59,9740.5%ETFFINSAngel Oak Financial Strategies Income Term Trust$7,149,297$343,191 ▲5.0%540,7940.5%Financial ServicesBXMTBlackstone Mortgage Trust$6,991,994$146,985 ▲2.1%367,8060.5%FinanceRSPInvesco S&P 500 Equal Weight ETF$6,979,081$288,630 ▲4.3%38,9540.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$6,731,958$106,783 ▲1.6%117,2610.5%ETFEPDEnterprise Products Partners$6,641,029$252,676 ▲4.0%228,1350.5%Oils/EnergyCALFPacer US Small Cap Cash Cows 100 ETF$6,620,998$372,488 ▲6.0%142,3250.5%ETFADPAutomatic Data Processing$6,614,711$304,681 ▲4.8%23,9030.5%Business ServicesIMCGiShares Morningstar Mid-Cap Growth ETF$6,378,811$1,201,828 ▲23.2%87,4160.5%ETFBRK.ABerkshire Hathaway$6,220,6200.0%90.5%FinanceJNJJohnson & Johnson$6,204,097$977,726 ▲18.7%38,2820.5%MedicalSCHESchwab Emerging Markets Equity ETF$6,165,170$50,890 ▲0.8%211,2800.4%ETFWMTWalmart$5,962,346$248,307 ▲4.3%73,8370.4%Retail/WholesaleAMGNAmgen$5,890,129$1,410,344 ▲31.5%18,2800.4%MedicalPGProcter & Gamble$5,886,392$1,157,499 ▲24.5%33,9860.4%Consumer StaplesPIMCO ACTIVE BOND EXCHANGE-TRADED FUND$5,839,523$482,795 ▲9.0%61,7220.4%ETFPSXPhillips 66$5,824,899$310,358 ▲5.6%44,3120.4%Oils/EnergyQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$5,666,206$262,934 ▲4.9%62,8180.4%ETFIEFAiShares Core MSCI EAFE ETF$5,606,868$132,843 ▲2.4%71,8360.4%ETFABBVAbbVie$5,521,214$901,705 ▲19.5%27,9580.4%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$5,517,812$29,396 ▲0.5%43,9240.4%ETFLLYEli Lilly and Company$5,496,630$45,185 ▲0.8%6,2040.4%MedicalCVXChevron$5,417,139$471,862 ▲9.5%36,7830.4%Oils/EnergyMRKMerck & Co., Inc.$5,404,745$263,577 ▲5.1%47,5930.4%MedicalLOWLowe's Companies$5,235,515$440,965 ▲9.2%19,3290.4%Retail/WholesaleIVEiShares S&P 500 Value ETF$5,213,413$438,312 ▲9.2%26,4410.4%ETFKLACKLA$5,138,150$139,413 ▼-2.6%6,6340.4%Computer and TechnologyETEnergy Transfer$5,122,218$273,187 ▲5.6%319,1410.4%Oils/EnergyNEENextEra Energy$5,120,833$611,068 ▲13.5%60,5800.4%UtilitiesCTASCintas$5,075,354$3,806,310 ▲299.9%24,6520.4%Industrial ProductsHWKNHawkins$4,992,745$63,225 ▼-1.3%39,1680.4%Basic MaterialsOKEONEOK$4,971,819$496,754 ▲11.1%54,5570.4%Oils/EnergyABTAbbott Laboratories$4,867,704$289,360 ▲6.3%42,6950.4%MedicalSLViShares Silver Trust$4,750,805$32,700 ▲0.7%167,2230.3%ETFFTCSFirst Trust Capital Strength ETF$4,698,877$134,568 ▲2.9%51,7490.3%ETFVBVanguard Small-Cap ETF$4,640,781$2,586,303 ▲125.9%19,5640.3%ETFIVWiShares S&P 500 Growth ETF$4,558,724$206,632 ▼-4.3%47,6100.3%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$4,501,774$345,553 ▲8.3%182,7010.3%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$4,384,843$477,574 ▲12.2%80,4850.3%ETFHDHome Depot$4,348,280$24,312 ▼-0.6%10,7310.3%Retail/WholesaleMSTRMicroStrategy$4,337,066$3,909,159 ▲913.6%25,7240.3%Computer and TechnologyIBMInternational Business Machines$4,336,412$393,536 ▲10.0%19,6140.3%Computer and TechnologySASeabridge Gold$4,203,578$343,104 ▲8.9%250,3620.3%Basic MaterialsCSCOCisco Systems$4,176,264$622,360 ▲17.5%78,4710.3%Computer and TechnologyFTSLFirst Trust Senior Loan ETF$4,055,714$255,699 ▲6.7%88,3790.3%ManufacturingAFLAflac$4,005,834$281,403 ▲7.6%35,8300.3%FinanceADIAnalog Devices$3,994,330$458,981 ▲13.0%17,3530.3%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3,972,408$75,107 ▲1.9%35,1720.3%ETFBKNGBooking$3,921,484$1,406,848 ▲55.9%9310.3%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$3,860,958$300,669 ▲8.4%19,4930.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,810,578$275,152 ▲7.8%72,3610.3%ManufacturingSBUXStarbucks$3,762,856$14,429 ▼-0.4%38,5970.3%Retail/WholesaleBLACKROCK INC COM$3,750,169$3,750,169 ▲New Holding3,9490.3%StockGOOGAlphabet$3,730,460$48,654 ▲1.3%22,3120.3%Computer and TechnologyLINDE PLC SHS$3,710,238$280,891 ▲8.2%7,7800.3%StockTSLATesla$3,685,320$469,103 ▼-11.3%14,0860.3%Auto/Tires/TrucksEMREmerson Electric$3,667,599$659,628 ▲21.9%33,5330.3%Industrial ProductsTLHiShares 10-20 Year Treasury Bond ETF$3,612,717$3,612,717 ▲New Holding33,0440.3%ETFPEPPepsiCo$3,569,774$227,702 ▼-6.0%20,9920.3%Consumer StaplesORCLOracle$3,548,216$1,047,663 ▼-22.8%20,8220.3%Computer and TechnologyITWIllinois Tool Works$3,547,027$305,850 ▲9.4%13,5340.3%Industrial ProductsMCDMcDonald's$3,530,471$205,561 ▲6.2%11,5930.3%Retail/WholesaleOBILUS Treasury 12 Month Bill ETF$3,524,783$3,524,783 ▲New Holding70,1240.3%ETFCBChubb$3,426,233$348,968 ▲11.3%11,8800.2%FinanceACNAccenture$3,424,661$95,797 ▲2.9%9,6880.2%Computer and TechnologyGDGeneral Dynamics$3,349,316$387,424 ▲13.1%11,0830.2%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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