NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NF NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Institutional Filer | ▲ 2.20% | $1.94B | 773 |
Current Portfolio Holdings
Showing all 773 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | — | 74K | $48.3M | 2.49% |
| 2 | NVDA | NVIDIA Corporation | Technology | 275K | $48.0M | 2.47% |
| 3 | AAPL | Apple Inc. | Technology | 172K | $43.5M | 2.24% |
| 4 | IJH | ISHARES CORE S&P MID-CAP ETF | — | 458K | $30.9M | 1.59% |
| 5 | QQQ | Invesco QQQ Trust | — | 53K | $30.5M | 1.57% |
| 6 | GOOGL | Alphabet Inc. | Technology | 105K | $30.3M | 1.56% |
| 7 | SPY | SPDR S&P 500 ETF Trust | — | 45K | $29.4M | 1.51% |
| 8 | MSFT | Microsoft Corporation | Technology | 78K | $28.8M | 1.48% |
| 9 | IWV | ISHARES RUSSELL 3000 ETF | — | 71K | $26.4M | 1.36% |
| 10 | VUG | VANGUARD GROWTH ETF | — | 60K | $26.4M | 1.36% |
| 11 | FBCG | FIDELITY BLUE CHIP GROWTH ETF | — | 517K | $25.9M | 1.33% |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | — | 52K | $25.1M | 1.30% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 98K | $20.4M | 1.05% |
| 14 | XLK | Technology Select Sector SPDR Fund | — | 153K | $20.3M | 1.05% |
| 15 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | — | 132K | $19.5M | 1.00% |
Showing 1 to 15 of 773 holdings