NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Q4 2024 13F Holdings
- Locationcedar rapids, IA
- Num holdings
667
- Value ($000)
$1,366,494
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001109767
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC COM | STOCK | 037833100 | $44.32M | 3 % | 176,963 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | STOCK | 084670702 | $31.37M | 2 % | 69,204 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $30.96M | 2 % | 73,454 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $30.36M | 2 % | 226,077 | ||
IJH ISHARES CORE S&P MID-CAP ETF | ETF | 464287507 | $27.21M | 2 % | 436,716 | ||
NDQ INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | $23.71M | 2 % | 46,372 | ||
IWV ISHARES RUSSELL 3000 ETF | ETF | 464287689 | $23.62M | 2 % | 70,664 | ||
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 | $17.81M | 1 % | 139,572 | ||
XLK TECHNOLOGY SELECT SECTOR SPDR FUND | ETF | 81369Y803 | $17.67M | 1 % | 76,000 | ||
AMZN AMAZON COM INC COM | STOCK | 023135106 | $15.82M | 1 % | 72,129 |
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