NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Q1 2025 13F Holdings
- Locationcedar rapids, IA
- Num holdings
655
- Value ($000)
$1,309,838
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001109767
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC COM | STOCK | 037833100 | $38.23M | 3 % | 172,123 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | STOCK | 084670702 | $37.76M | 3 % | 70,899 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $26.43M | 2 % | 70,398 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $25.58M | 2 % | 438,409 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $24.92M | 2 % | 229,960 | ||
IWV ISHARES RUSSELL 3000 ETF | ETF | 464287689 | $21.58M | 2 % | 67,943 | ||
NDQ INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | $21.38M | 2 % | 45,602 | ||
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 | $18.18M | 1 % | 140,989 | ||
XLK TECHNOLOGY SELECT SECTOR SPDR FUND | ETF | 81369Y803 | $15.87M | 1 % | 76,855 | ||
JPM JPMORGAN CHASE & CO. COM | STOCK | 46625H100 | $14.40M | 1 % | 58,720 |
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