NATIONS FINANCIAL GROUP INC, /IA/ /ADV
775 holdingsFiling period: 2026-03-31Current AUM: $2.14Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 73.9K | $48.3M | $55.5M | 2.59% | +984 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION COM | 275.3K | $48.0M | $55.3M | 2.58% | +14.9K | 2026-03-31 |
| 3 | AAPL | APPLE INC COM | 171.5K | $43.5M | $53.0M | 2.47% | +9.5K | 2026-03-31 |
| 4 | IJH | ISHARES CORE S&P MID-CAP ETF | 458.2K | $30.9M | $34.5M | 1.61% | -6,925 | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TRUST SERIES I | 52.8K | $30.5M | $36.3M | 1.70% | +512 | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC CAP STK CL A | 105.3K | $30.3M | $37.5M | 1.75% | +6.1K | 2026-03-31 |
| 7 | SPY | STATE STREET SPDR S&P 500 ETF | 45.2K | $29.4M | $33.8M | 1.58% | +726 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP COM | 77.9K | $28.8M | $36.2M | 1.69% | -5,872 | 2026-03-31 |
| 9 | IWV | ISHARES RUSSELL 3000 ETF | 71.2K | $26.4M | $30.2M | 1.41% | +3.9K | 2026-03-31 |
| 10 | VUG | VANGUARD GROWTH ETF | 60.3K | $26.4M | $30.8M | 1.44% | -3,008 | 2026-03-31 |
| 11 | FBCG | FIDELITY BLUE CHIP GROWTH ETF | 516.5K | $25.9M | $30.9M | 1.44% | +75.0K | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 52.5K | $25.1M | $25.1M | 1.17% | -1,516 | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC COM | 98.0K | $20.4M | $26.6M | 1.24% | +1.9K | 2026-03-31 |
| 14 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 152.7K | $20.3M | $26.8M | 1.25% | +3.0K | 2026-03-31 |
| 15 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 131.6K | $19.5M | $21.3M | 1.00% | -6,167 | 2026-03-31 |
| 16 | META | META PLATFORMS INC CL A | 33.1K | $18.9M | $18.4M | 0.86% | +258 | 2026-03-31 |
| 17 | AVGO | BROADCOM INC COM | 58.7K | $18.2M | $22.9M | 1.07% | +362 | 2026-03-31 |
| 18 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 36.7K | $17.0M | $19.2M | 0.90% | +659 | 2026-03-31 |
| 19 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 304.1K | $16.4M | $17.9M | 0.83% | +9.2K | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO COM | 54.1K | $15.9M | $19.0M | 0.89% | -9,553 | 2026-03-31 |
| 21 | XOM | EXXON MOBIL CORP COM | 84.6K | $14.4M | $13.2M | 0.61% | -14,178 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP COM | 84.6K | $14.4M | $13.2M | 0.61% | -14,178 | 2026-03-31 |
| 23 | GLD | SPDR GOLD SHARES | 33.2K | $14.3M | $12.3M | 0.58% | -4,340 | 2026-03-31 |
| 24 | CVX | CHEVRON CORPORATION COM | 68.6K | $14.2M | $13.5M | 0.63% | +25.7K | 2026-03-31 |
| 25 | VO | VANGUARD MID-CAP ETF | 49.4K | $14.2M | $16.0M | 0.75% | +1.3K | 2026-03-31 |
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