Nations Financial Group Inc, /Ia/ /Adv
All holdings · as of Mar 31, 2026
| 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% |
| JPMORGAN CORE PLUS BOND ETF | $12.90M | 0.7% |
| SCHWAB US DIVIDEND EQUITY ETF | $12.75M | 0.7% |
| SCHWAB U.S. LARGE-CAP ETF | $12.08M | 0.6% |
| VANGUARD S&P 500 ETF | $11.43M | 0.6% |
| COSTCO WHOLESALE CORP /NEW | $11.36M | 0.6% |
| iShares MSCI UAE ETF | $11.34M | 0.6% |
| ISHARES CORE S&P SMALL CAP ETF | $11.26M | 0.6% |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $10.93M | 0.6% |
| iShares MSCI UAE ETF | $10.69M | 0.6% |
| VANGUARD VALUE ETF | $10.66M | 0.5% |
| AVANTIS U.S. LARGE CAP VALUE ETF | $9.94M | 0.5% |
| Walmart Inc. | $9.81M | 0.5% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $9.78M | 0.5% |
| ISHARES CORE MSCI EAFE ETF | $9.71M | 0.5% |
| GRANITESHARES GOLD SHARES | $9.63M | 0.5% |
| GLOBAL X URANIUM ETF | $9.61M | 0.5% |
| T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $9.25M | 0.5% |
| Alphabet Inc. | $9.10M | 0.5% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | $9.10M | 0.5% |
| Visa Inc | $8.87M | 0.5% |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $8.87M | 0.5% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $8.86M | 0.5% |
| KLA CORP | $8.84M | 0.5% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | $8.84M | 0.5% |
| JOHNSON & JOHNSON | $8.64M | 0.4% |