Institutions / Nations Financial Group Inc, /Ia/ /Adv
Nations Financial Group Inc, /Ia/ /Adv
CIK 1109767 · Institution · as of Mar 31, 2026
Portfolio value
$1.94B
Positions
773
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.94B+2.2%Positions
773+3.6%Top holdings
Mar 31, 2026View all 773 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Core S&P 500 ETF | $48.30M | 2.5% |
| NVIDIA Corp | $48.02M | 2.5% |
| Apple Inc. | $43.53M | 2.2% |
| iShares Core S&P Mid-Cap ETF | $30.94M | 1.6% |
| Invesco Qqq Trust Series I | $30.48M | 1.6% |
| Alphabet Inc. | $30.27M | 1.6% |
| State Street SPDR S&P 500 ETF | $29.40M | 1.5% |
| Microsoft Corp | $28.83M | 1.5% |
| iShares Russell 3000 ETF | $26.38M | 1.4% |
| Vanguard Growth ETF | $26.36M | 1.4% |
| Fidelity Blue Chip Growth ETF | $25.89M | 1.3% |
| Warren E. Buffett | $25.14M | 1.3% |
| Amazon.com Inc | $20.42M | 1.1% |
| State Street Technology Select Sector SPDR ETF | $20.30M | 1.0% |
| Vanguard High Dividend Yield Index ETF | $19.50M | 1.0% |
| Meta Platforms Inc | $18.95M | 1.0% |
| Broadcom Inc. | $18.17M | 0.9% |
| State Street SPDR Dow Jones Industrial Average ETF Trust | $17.00M | 0.9% |
| Vanguard Ftse Emerging Markets ETF | $16.44M | 0.8% |
| JPMORGAN CHASE & CO | $15.92M | 0.8% |
| Exxon Mobil Corp | $14.35M | 0.7% |
| SPDR Gold Shares | $14.29M | 0.7% |
| Chevron Corp | $14.19M | 0.7% |
| Vanguard Mid-Cap ETF | $14.19M | 0.7% |
| Capital Group Dividend Value ETF | $12.96M | 0.7% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Chevron Corp | $5.32M | +26K +59.96% | 68,592 0.73% of portfolio | medium |
| Q1 2026 as of | Trim | 46428Q109 | $-5.21M | -76K -42.05% | 105,343 0.37% of portfolio | medium |
| Q1 2026 as of | New | Cheniere Energy, Inc. | $4.96M | +17K | 17,476 0.26% of portfolio | low |
| Q1 2026 as of | Add | 316092352 | $3.76M | +75K +16.98% | 516,531 1.33% of portfolio | low |
| Q1 2026 as of | New | Halliburton Co | $3.69M | +95K | 94,520 0.19% of portfolio | low |
| Q1 2026 as of | Exit | Booking Holdings Inc | $-3.44M | -643 -100.00% | — | low |
| Q1 2026 as of | Add | Micron Technology Inc | $3.37M | +10K +711.05% | 11,379 0.20% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co | $3.15M | +3K +95.19% | 7,015 0.33% of portfolio | low |
| Q1 2026 as of | Trim | BABA Alibaba Group Holding Ltd ADR | $-3.13M | -25K -49.79% | 25,168 0.16% of portfolio | low |
| Q1 2026 as of | Trim | LPL Financial Holdings Inc. | $-3.08M | -10K -72.37% | 3,912 0.06% of portfolio | low |