Nations Financial Group Inc, /Ia/ /Adv Top Holdings and 13F Report (2025) About Nations Financial Group Inc, /Ia/ /AdvInvestment ActivityNations Financial Group Inc, /Ia/ /Adv has $1.37 billion in total holdings as of December 31, 2024.Nations Financial Group Inc, /Ia/ /Adv owns shares of 667 different stocks, but just 205 companies or ETFs make up 80% of its holdings.Approximately 9.97% of the portfolio was purchased this quarter.About 9.70% of the portfolio was sold this quarter.This quarter, Nations Financial Group Inc, /Ia/ /Adv has purchased 671 new stocks and bought additional shares in 311 stocks.Nations Financial Group Inc, /Ia/ /Adv sold shares of 254 stocks and completely divested from 53 stocks this quarter.Largest Holdings Apple $44,315,229Berkshire Hathaway $31,368,789Microsoft $30,961,192NVIDIA $30,359,884iShares Core S&P Mid-Cap ETF $27,211,819 Largest New Holdings this Quarter T. Rowe Price Capital Appreciation Equity ETF $7,610,503 HoldingFidelity Fundamental Large Cap Core ETF $6,135,034 HoldingThe GEO Group $4,770,282 HoldingSoFi Technologies $4,561,049 HoldingInnovator U.S. Equity Power Buffer ETF - November $2,946,697 Holding Largest Purchases this Quarter Fidelity Blue Chip Growth ETF 214,597 shares (about $9.93M)T. Rowe Price Capital Appreciation Equity ETF 228,749 shares (about $7.61M)Capital Group Dividend Value ETF 199,660 shares (about $7.04M)Fidelity Fundamental Large Cap Core ETF 133,690 shares (about $6.14M)The GEO Group 170,489 shares (about $4.77M) Largest Sales this Quarter Berkshire Hathaway 15,744 shares (about $7.14M)Vanguard Total Stock Market ETF 21,100 shares (about $6.12M)Microsoft 12,324 shares (about $5.19M)Vanguard Value ETF 30,334 shares (about $5.14M)Apple 18,388 shares (about $4.60M) 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$44,315,229$4,604,739 ▼-9.4%176,9633.2%Computer and TechnologyBRK.BBerkshire Hathaway$31,368,789$7,136,440 ▼-18.5%69,2042.3%FinanceMSFTMicrosoft$30,961,192$5,194,622 ▼-14.4%73,4542.3%Computer and TechnologyNVDANVIDIA$30,359,884$1,080,632 ▼-3.4%226,0772.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$27,211,819$388,441 ▲1.4%436,7162.0%ETFQQQInvesco QQQ$23,707,062$78,730 ▲0.3%46,3721.7%FinanceIWViShares Russell 3000 ETF$23,619,489$188,517 ▼-0.8%70,6641.7%ETFVYMVanguard High Dividend Yield ETF$17,808,091$289,631 ▼-1.6%139,5721.3%ETFXLKTechnology Select Sector SPDR Fund$17,671,697$351,109 ▲2.0%76,0001.3%ETFAMZNAmazon.com$15,824,387$3,256,626 ▼-17.1%72,1291.2%Retail/WholesaleJPMJPMorgan Chase & Co.$15,260,223$407,268 ▲2.7%63,6611.1%FinanceVOVanguard Mid-Cap ETF$14,896,850$965,935 ▼-6.1%56,3991.1%ETFXOMExxon Mobil$12,846,700$102,299 ▲0.8%119,4260.9%Oils/EnergyAVGOBroadcom$12,784,262$3,261,561 ▼-20.3%55,1420.9%Computer and TechnologyFBCGFidelity Blue Chip Growth ETF$12,167,771$9,927,260 ▲443.1%263,0300.9%ETFCOSTCostco Wholesale$11,910,645$1,709,767 ▼-12.6%12,9990.9%Retail/WholesaleVUGVanguard Growth ETF$11,887,101$1,537,143 ▼-11.5%28,9610.9%ETFIJRiShares Core S&P Small-Cap ETF$11,565,696$1,161,190 ▼-9.1%100,3790.8%ETFGOOGLAlphabet$10,722,526$3,209,394 ▼-23.0%56,6430.8%Computer and TechnologyMETAMeta Platforms$10,507,714$272,852 ▼-2.5%17,9460.8%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$10,401,534$12,246 ▼-0.1%83,2380.8%ETFMSTRMicroStrategy$9,794,948$2,344,763 ▲31.5%33,8200.7%Computer and TechnologySCHDSchwab US Dividend Equity ETF$9,699,684$4,158,003 ▲75.0%355,0390.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$9,290,779$40,932 ▲0.4%104,6370.7%ETFTSLATesla$9,235,417$3,546,927 ▲62.4%22,8690.7%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$9,119,322$3,748,188 ▼-29.1%15,5590.7%FinanceVTVVanguard Value ETF$8,836,158$5,135,577 ▼-36.8%52,1920.6%ETFCOWZPacer US Cash Cows 100 ETF$8,527,790$49,138 ▼-0.6%150,9870.6%ETFVWOVanguard FTSE Emerging Markets ETF$8,394,297$254,507 ▲3.1%190,6060.6%ETFVVisa$8,383,279$2,712,572 ▼-24.4%26,5260.6%Business ServicesGLDSPDR Gold Shares$8,172,614$127,360 ▲1.6%33,7530.6%FinanceJEPIJPMorgan Equity Premium Income ETF$8,060,622$99,757 ▲1.3%140,1110.6%ETFCGDVCapital Group Dividend Value ETF$7,868,029$7,040,018 ▲850.2%223,1430.6%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$7,611,537$1,009,005 ▲15.3%100,7750.6%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$7,610,503$7,610,503 ▲New Holding228,7490.6%ETFIEIiShares 3-7 Year Treasury Bond ETF$7,544,442$614,385 ▲8.9%65,2910.6%ETFEPDEnterprise Products Partners$7,194,049$39,733 ▲0.6%229,4020.5%Oils/EnergyFIXDFirst Trust TCW Opportunistic Fixed Income ETF$7,193,869$165,993 ▲2.4%167,4160.5%ManufacturingRSPInvesco S&P 500 Equal Weight ETF$7,125,434$299,470 ▲4.4%40,6630.5%ETFADPAutomatic Data Processing$7,110,040$112,704 ▲1.6%24,2880.5%Business ServicesBRK.ABerkshire Hathaway$6,809,200$680,920 ▲11.1%100.5%FinanceVEAVanguard FTSE Developed Markets ETF$6,755,145$76,799 ▲1.1%141,2610.5%ETFFINSAngel Oak Financial Strategies Income Term Trust$6,592,087$275,996 ▼-4.0%519,0620.5%Financial ServicesIVViShares Core S&P 500 ETF$6,531,551$1,680,719 ▼-20.5%11,0950.5%ETFWMTWalmart$6,444,592$226,598 ▼-3.4%71,3290.5%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$6,224,467$101,047 ▲1.7%119,1960.5%ETFUNHUnitedHealth Group$6,190,457$103,200 ▼-1.6%12,2370.5%MedicalFMILFidelity Fundamental Large Cap Core ETF$6,135,034$6,135,034 ▲New Holding133,6900.4%ETFETEnergy Transfer$5,948,546$303,430 ▼-4.9%303,6520.4%Oils/EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$5,913,624$264,060 ▲4.7%45,9770.4%ETFBXMTBlackstone Mortgage Trust$5,901,798$501,704 ▼-7.8%338,9890.4%FinanceSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$5,875,063$2,974,260 ▲102.5%163,8790.4%ETFPIMCO ACTIVE BOND EXCHANGE-TRADED FUND$5,860,363$279,401 ▲5.0%64,8120.4%ETFVTIVanguard Total Stock Market ETF$5,818,244$6,115,010 ▼-51.2%20,0760.4%ETFSCHESchwab Emerging Markets Equity ETF$5,755,667$129,262 ▲2.3%216,1340.4%ETFCALFPacer US Small Cap Cash Cows 100 ETF$5,588,958$674,810 ▼-10.8%126,9920.4%ETFOKEONEOK$5,561,106$83,534 ▲1.5%55,3890.4%Oils/EnergyPGProcter & Gamble$5,509,293$188,611 ▼-3.3%32,8610.4%Consumer StaplesKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$5,471,219$1,430,040 ▲35.4%108,9660.4%ETFCVXChevron$5,391,035$63,296 ▲1.2%37,2200.4%Oils/EnergyJCPBJPMorgan Core Plus Bond ETF$5,349,855$2,726,204 ▲103.9%116,1240.4%ETFJNJJohnson & Johnson$5,287,254$249,185 ▼-4.5%36,5590.4%MedicalIEFAiShares Core MSCI EAFE ETF$5,170,675$122,007 ▲2.4%73,5720.4%ETFFTCSFirst Trust Capital Strength ETF$4,985,866$441,213 ▲9.7%56,7730.4%ETFLOWLowe's Companies$4,894,156$123,650 ▲2.6%19,8300.4%Retail/WholesaleQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$4,882,094$757,127 ▼-13.4%54,3840.4%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$4,849,806$421,123 ▲9.5%200,0740.4%ETFVBVanguard Small-Cap ETF$4,831,711$130,717 ▲2.8%20,1080.4%ETFAMGNAmgen$4,827,550$62,817 ▲1.3%18,5210.4%MedicalGEOThe GEO Group$4,770,282$4,770,282 ▲New Holding170,4890.3%FinanceABTAbbott Laboratories$4,736,062$93,203 ▼-1.9%41,8710.3%MedicalCSCOCisco Systems$4,726,762$81,223 ▲1.7%79,8430.3%Computer and TechnologyCCJCameco$4,711,744$1,317,794 ▲38.8%91,6860.3%Basic MaterialsPSXPhillips 66$4,640,124$408,448 ▼-8.1%40,7270.3%Oils/EnergyCTASCintas$4,621,214$117,293 ▲2.6%25,2940.3%Business ServicesSOFISoFi Technologies$4,561,049$4,561,049 ▲New Holding296,1720.3%FinanceIBMInternational Business Machines$4,493,087$181,148 ▲4.2%20,4380.3%Computer and TechnologyNEENextEra Energy$4,434,891$91,907 ▲2.1%61,8620.3%UtilitiesSLViShares Silver Trust$4,417,990$15,008 ▲0.3%167,7930.3%ETFEMREmerson Electric$4,331,567$175,736 ▲4.2%34,9510.3%Industrial ProductsOBILUS Treasury 12 Month Bill ETF$4,310,644$800,214 ▲22.8%86,1090.3%ETFFTSLFirst Trust Senior Loan ETF$4,268,001$181,353 ▲4.4%92,3010.3%ManufacturingKLACKLA$4,258,932$78,146 ▲1.9%6,7580.3%Computer and TechnologyBLACKROCK INC COM$4,153,325$104,576 ▲2.6%4,0510.3%StockGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$4,065,861$14,743 ▲0.4%35,3000.3%ETFAVLVAvantis U.S. Large Cap Value ETF$4,029,977$1,801,725 ▲80.9%60,3560.3%ETFBKNGBooking$4,019,452$606,147 ▼-13.1%8090.3%Retail/WholesaleIVWiShares S&P 500 Growth ETF$3,919,671$914,177 ▼-18.9%38,6060.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,908,091$166,993 ▲4.5%75,5910.3%ManufacturingVZVerizon Communications$3,906,963$2,022,425 ▲107.3%97,6980.3%Computer and TechnologyAFLAflac$3,863,313$157,023 ▲4.2%37,3480.3%FinanceADIAnalog Devices$3,809,429$122,590 ▲3.3%17,9300.3%Computer and TechnologyPFEPfizer$3,742,036$1,466,952 ▲64.5%141,0490.3%MedicalHDHome Depot$3,646,245$528,283 ▼-12.7%9,3730.3%Retail/WholesaleHWKNHawkins$3,642,195$1,162,544 ▼-24.2%29,6910.3%Basic MaterialsSBUXStarbucks$3,568,330$46,265 ▲1.3%39,1040.3%Retail/WholesaleITWIllinois Tool Works$3,549,927$118,162 ▲3.4%14,0000.3%Industrial ProductsORCLOracle$3,544,463$74,655 ▲2.2%21,2700.3%Computer and TechnologyACNAccenture$3,528,836$120,665 ▲3.5%10,0310.3%Computer and TechnologyCBChubb$3,384,499$101,958 ▲3.1%12,2490.2%FinanceShowing 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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