NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Q2 2025 13F Holdings
- Locationcedar rapids, IA
- Num holdings
678
- Value ($000)
$1,454,671
- Date Filed08/11/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | STOCK | 084670702 | $37.15M | 3 % | 76,472 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $37.06M | 3 % | 234,598 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $35.94M | 3 % | 72,254 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $31.53M | 2 % | 153,659 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $27.37M | 2 % | 441,264 | ||
NDQ INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | $26.47M | 2 % | 47,980 | ||
IWV ISHARES RUSSELL 3000 ETF | ETF | 464287689 | $23.83M | 2 % | 67,893 | ||
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 | $19.20M | 1 % | 144,055 | ||
XLK TECHNOLOGY SELECT SECTOR SPDR FUND | ETF | 81369Y803 | $18.42M | 1 % | 72,751 | ||
META META PLATFORMS INC CL A | STOCK | 30303M102 | $17.76M | 1 % | 24,068 |
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