NF

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

13F
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Last update 2024-11-04 663 Stocks (68 new)
Value $1.37 Bil Turnover 10 %
Countries:
Top Holdings: AAPL(3.31%)BRK.B(2.85%)MSFT(2.69%)NVDA(2.07%)IJH(1.95%)
Portfolio Report
Summary Stock Picks Current Portfolio
NATIONS FINANCIAL GROUP INC, /... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
195,351
45516.790
+3.45%
3.310
+0.11%
0.000
+6.90%
+16.50%
3377630.649
Hardware
BRK.B 		Berkshire Hathaway Inc
84,948
39098.170
-4.78%
2.850
-0.14%
0.000
+7.58%
+24.79%
959232.641
Insurance
MSFT 		Microsoft Corp
85,778
36910.670
+9.00%
2.690
+0.22%
0.000
+4.32%
+10.02%
3059156.044
Software
NVDA 		NVIDIA Corp
234,124
28432.070
-1.05%
2.070
-0.03%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
IJH 		iShares Core S&P Mid-Cap ETF
430,482
26827.700
+0.86%
1.950
+0.02%
0.030
+10.08%
+13.84%
93198.127
 
IWV 		iShares Russell 3000 ETF
71,228
23272.500
+0.76%
1.690
+0.01%
0.160
+11.67%
+20.24%
15107.507
 
QQQ 		INVESCO QQQ Trust
46,218
22557.990
+1.61%
1.640
+0.03%
0.010
+13.06%
+20.19%
297491.724
 
VYM 		Vanguard High Dividend Yield Indx ETF
141,842
18184.240
-0.73%
1.320
-0.01%
0.030
+9.10%
+15.23%
57198.032
 
SCHD 		Schwab US Dividend Equity ETF
608,529
17146.360
+181.62%
1.250
+0.81%
0.010
+7.79%
+11.82%
63886.218
 
XLK 		Technology Select Sector SPDR ETF
74,490
16817.080
+1.38%
1.220
+0.02%
0.020
+14.65%
+17.88%
70565.677
 

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Historical Top Holdings Breakdowns

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.81%
●
25.67 ($27.24) 28.35
$28.38
4.19%
Add 181.62%
608,529
130,817
OMFL 		Invesco Russell 1000 Dynamic Multifactor ETF2024-09-30Sold Out
-0.31%
●
47.65 ($51.12) 52.99
$53.41
4.48%
Sold Out
0
-70,913
TLH 		iShares 10-20 Year Treasury Bond ETF2024-09-30New Buy
+0.26%
●
100.75 ($107.19) 111.62
$103.57
-3.38%
New holding
33,044
33,044
OBIL 		US Treasury 12 Month Bill ETF2024-09-30New Buy
+0.26%
●
49.67 ($50.02) 50.29
$50.00
-0.04%
New holding
70,124
70,124
IEF 		iShares 7-10 Year Treasury Bond ETF2024-09-30Sold Out
-0.25%
●
92.67 ($96.67) 99.14
$94.22
-2.53%
Sold Out
0
-31,999
MSFT 		Microsoft Corp2024-09-30Add
+0.22%
●
395.15 ($427.47) 467.56
$411.46
-3.75%
Add 9%
85,778
7,079
NFLX 		Netflix Inc2024-09-30Reduce
-0.22%
●
598.55 ($668.77) 722.26
$763.91
14.23%
Reduce -70.34%
1,647
-3,905
IEI 		iShares 3-7 Year Treasury Bond ETF2024-09-30Add
+0.21%
●
114.73 ($118.18) 120.23
$116.39
-1.51%
Add 69.69%
59,974
24,631
ICSH 		iShares Ultra Short-Term Bond Active ETF2024-09-30Reduce
-0.20%
●
50.32 ($50.58) 50.75
$50.50
-0.16%
Reduce -79.46%
12,615
-48,802
VB 		Vanguard Small Cap ETF2024-09-30Add
+0.19%
●
214.77 ($227.22) 237.72
$240.84
5.99%
Add 125.89%
19,564
10,903

NATIONS FINANCIAL GROUP INC, /IA/ /ADV Total Holding History ($B)

To

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Asset Allocation

To

NATIONS FINANCIAL GROUP INC, /IA/ /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Hypothetical Growth since 2024-09-30

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Holdings Heat Map

Size field:

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Holdings Bubble Chart

NATIONS FINANCIAL GROUP INC, /IA/ /ADV News

  • 1

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