NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13F Holdings
CIK 0001109767 · CEDAR RAPIDS, IA
As of Sep 30, 2025, NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 711 positions worth
CIK 0001109767 · CEDAR RAPIDS, IA
As of Sep 30, 2025, NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 711 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 233,869 | $43.6M | 3.48% |
| APPLE INC | AAPL | Technology | 151,796 | $38.7M | 3.08% |
| MICROSOFT CORP | MSFT | Technology | 73,490 | $38.1M | 3.04% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 47,943 | $28.8M | 2.30% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 430,349 | $28.1M | 2.24% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 54,729 | $27.5M | 2.19% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 65,949 | $25.0M | 1.99% |
| FIDELITY BLUE CHIP GROWTH ETF | FBCG | — | 385,369 | $20.7M | 1.65% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 72,990 | $20.6M | 1.64% |
| ALPHABET INC | GOOGL | Equity | 83,220 | $20.2M | 1.61% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 142,373 | $20.1M | 1.60% |
| META PLATFORMS INC | META | Communication Services | 24,692 | 8.1M | 1.45% |
| AMAZON.COM INC | AMZN | Equity | 81,318 | 7.9M | 1.42% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 56,598 | 7.9M | 1.42% |
| BROADCOM INC | AVGO | Technology | 52,162 | 7.2M | 1.37% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 47,504 | 4.0M | 1.11% |
| SPDR S&P 500 ETF TRUST | SPY | — | 20,515 | 3.7M | 1.09% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 28,382 | 3.6M | 1.09% |
| ISHARES CORE S&P 500 ETF | IVV | — | 20,220 | 3.5M | 1.08% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 244,493 | 3.2M | 1.06% |
| SPDR GOLD TRUST | GQ9 | — | 35,083 | 2.5M | 0.99% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 12,883 | 1.9M | 0.95% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 425,846 | 1.6M | 0.93% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 120,717 | 1.5M | 0.92% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 265,722 | 1.2M | 0.89% |