NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Q3 2025 13F Holdings

  • Location
    cedar rapids, IA
  • Num holdings

    711

  • Value ($000)

    $1,605,421

  • Date Filed
    10/28/2025
  • Form type
    13F-HR
  • CIK
    0001109767
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION COM

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67066G104
$43.64 M
3 %

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AAPL
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$38.65 M
2 %

151,796

MSFT
MSFT

MICROSOFT CORP COM

STOCK
594918104
$38.06 M
2 %

73,490

NDQ
NDQ

INVESCO QQQ TRUST SERIES I

ETF
46090E103
$28.78 M
2 %

47,943

IJH
IJH

ISHARES CORE S&P MID-CAP ETF

ETF
464287507
$28.08 M
2 %

430,349

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

STOCK
084670702
$27.51 M
2 %

54,729

IWV
IWV

ISHARES RUSSELL 3000 ETF

ETF
464287689
$24.99 M
2 %

65,949

FBCG
FBCG

FIDELITY BLUE CHIP GROWTH ETF

ETF
316092352
$20.68 M
1 %

385,369

XLK
XLK

TECHNOLOGY SELECT SECTOR SPDR FUND

ETF
81369Y803
$20.57 M
1 %

72,990

GOOGL
GOOGL

ALPHABET INC CAP STK CL A

STOCK
02079K305
$20.23 M
1 %

83,220

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