Nations Financial Group Inc, /IA/
792 holdingsFiling period: 2026-06-30Current AUM: $2.11Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | 74.9K | $56.1M | $57.9M | 2.74% | +964 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation.com | 257.3K | $51.5M | $56.1M | 2.65% | -17,984 | 2026-06-30 |
| 3 | AAPL | Apple Inc.com | 177.7K | $51.4M | $61.7M | 2.92% | +6.2K | 2026-06-30 |
| 4 | QQQ | Invesco Qqq Trust Series I | 51.7K | $38.0M | $37.3M | 1.76% | -1,154 | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc Cap Stk CL A | 101.7K | $36.4M | $32.6M | 1.54% | -3,547 | 2026-06-30 |
| 6 | FBCG | Fidelity Blue Chip Growth ETF | 553.6K | $34.4M | $33.7M | 1.59% | +37.1K | 2026-06-30 |
| 7 | SPY | State Street Spdr S&P 500 ETF | 46.0K | $34.3M | $35.4M | 1.68% | +779 | 2026-06-30 |
| 8 | VUG | Vanguard Growth ETF | 364.2K | $31.4M | $32.2M | 1.52% | +303.9K | 2026-06-30 |
| 9 | IWV | iShares Russell 3000 ETF | 68.7K | $29.3M | $29.9M | 1.42% | -2,508 | 2026-06-30 |
| 10 | XLK | State Street Technology Select Sector Spdr ETF | 152.8K | $29.1M | $29.0M | 1.37% | +80 | 2026-06-30 |
| 11 | MSFT | Microsoft Corp.com | 78.0K | $29.1M | $41.4M | 1.96% | +124 | 2026-06-30 |
| 12 | BRK-B | Berkshire Hathaway Inc Del CL B New | 51.2K | $25.6M | $25.6M | 1.21% | -1,261 | 2026-06-30 |
| 13 | IJH | iShares Core S&P Mid-Cap ETF | 325.5K | $25.1M | $23.8M | 1.13% | -132,704 | 2026-06-30 |
| 14 | AMZN | Amazon.com Inc.com | 99.4K | $23.7M | $25.2M | 1.19% | +1.4K | 2026-06-30 |
| 15 | AVGO | Broadcom Inc.com | 58.7K | $22.2M | $20.1M | 0.95% | -36 | 2026-06-30 |
| 16 | VYM | Vanguard High Dividend Yield Index ETF | 132.1K | $20.9M | $21.5M | 1.02% | +460 | 2026-06-30 |
| 17 | DIA | State Street Spdr Dow Jones Industrial Average ETF Trust | 37.4K | $19.6M | $19.6M | 0.93% | +725 | 2026-06-30 |
| 18 | META | Meta Platforms Inc CL A | 33.4K | $18.8M | $20.7M | 0.98% | +286 | 2026-06-30 |
| 19 | VWO | Vanguard Ftse Emerging Markets ETF | 305.8K | $18.3M | $17.4M | 0.82% | +1.7K | 2026-06-30 |
| 20 | JPM | JPMorgan Chase & Co.com | 54.8K | $17.9M | $18.4M | 0.87% | +648 | 2026-06-30 |
| 21 | VO | Vanguard Mid-Cap ETF | 202.0K | $16.3M | $16.5M | 0.78% | +152.6K | 2026-06-30 |
| 22 | CGDV | Capital Group Dividend Value ETF | 314.0K | $15.5M | $15.4M | 0.73% | +9.4K | 2026-06-30 |
| 23 | SCHX | Schwab U.S. Large-Cap ETF | 490.6K | $14.4M | $14.9M | 0.70% | +19.5K | 2026-06-30 |
| 24 | IMCG | iShares Morningstar Mid-Cap Growth ETF | 145.7K | $14.3M | $13.9M | 0.66% | +7.0K | 2026-06-30 |
| 25 | JCPB | JPMorgan Core Plus Bond ETF | 303.5K | $14.2M | $13.8M | 0.65% | +29.5K | 2026-06-30 |
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