NATIONS FINANCIAL GROUP INC, /IA/ /ADV
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationcedar rapids, IA
- CIK0001109767
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
655 | $1.31 B | AAPL, BRK.B, MSFT, IJH | 13F-HR | May 13, 2025 | 000110976725000004 | ||
667 | $1.37 B | AAPL, BRK.B, MSFT, NVDA | 13F-HR | Jan 30, 2025 | 000137647425000126 | ||
671 | $1.38 B | AAPL, BRK.B, MSFT, NVDA | 13F-HR | Nov 4, 2024 | 000137647424000642 | ||
629 | $1.22 B | AAPL, BRK.B, MSFT, NVDA | 13F-HR | Jul 29, 2024 | 000137647424000378 | ||
621 | $1.19 B | BRK.B, MSFT, AAPL, IJH | 13F-HR | Apr 23, 2024 | 000137647424000202 | ||
619 | $1.08 B | AAPL, BRK.B, MSFT, IJH | 13F-HR | Feb 9, 2024 | 000137647424000089 | ||
613 | $993.32 M | AAPL, BRK.B, MSFT, IJH | 13F-HR | Nov 14, 2023 | 000137647423000490 | ||
614 | $1.02 B | AAPL, MSFT, BRK.B, IJH | 13F-HR | Aug 14, 2023 | 000137647423000408 | ||
616 | $953.13 M | AAPL, MSFT, BRK.B, IJH | 13F-HR | May 15, 2023 | 000137647423000306 | ||
596 | $891.01 M | AAPL, BRK.B, IJH, MSFT | 13F-HR | Feb 7, 2023 | 000137647423000104 | ||
530 | $690.89 M | AAPL, IJH, BRK.B, VYM | 13F-HR | Nov 14, 2022 | 000137647422000454 | ||
521 | $745.18 M | AAPL, IJH, BRK.B, VYM | 13F-HR | Aug 15, 2022 | 000137647422000364 | ||
516 | $832.55 M | AAPL, BRK.B, IJH, IVV | 13F-HR | May 13, 2022 | 000137647422000256 | ||
469 | $759.74 M | AAPL, IJH, IVV, MSFT | 13F-HR | Feb 10, 2022 | 000137647422000105 | ||
434 | $658.55 M | AAPL, IJH, MSFT, IWV | 13F-HR | Nov 12, 2021 | 000137647421000406 | ||
399 | $597.04 M | AAPL, IJH, IWV, MSFT | 13F-HR | Aug 16, 2021 | 000137647421000275 | ||
345 | $439.24 M | IJH, AAPL, IJR, NDQ | 13F-HR | May 14, 2021 | 000137647421000156 | ||
316 | $379.78 M | AAPL, IJH, IJR, NDQ | 13F-HR | Feb 16, 2021 | 000137647421000063 | ||
285 | $322.41 M | AAPL, IJH, NDQ, IJR | 13F-HR | Nov 12, 2020 | 000137647420000280 | ||
264 | $281.62 M | IJH, AAPL, IJR, NDQ | 13F-HR | Aug 13, 2020 | 000137647420000193 | ||
257 | $234.37 M | IJH, AAPL, IJR, USMV | 13F-HR | May 8, 2020 | 000137647420000105 | ||
285 | $289.97 M | IJH, AAPL, IJR, VWO | 13F-HR | Feb 5, 2020 | 000137647420000038 | ||
288 | $278.01 M | IJH, AAPL, IJR, NDQ | 13F-HR | Nov 8, 2019 | 000137647419000274 | ||
173 | $151.28 M | IJH, IJR, NDQ, USMV | 13F-HR | Aug 13, 2019 | 000137647419000211 | ||
171 | $145.81 M | IJH, NDQ, IJR, USMV | 13F-HR | May 10, 2019 | 000137647419000114 | ||
164 | $124.85 M | IJH, NDQ, IJR, USMV | 13F-HR | Feb 7, 2019 | 000137647419000032 | ||
169 | $139.55 M | IJH, NDQ, IJR, AAPL | 13F-HR | Nov 7, 2018 | 000137647418000149 | ||
161 | $119.75 M | IJH, NDQ, IJR, AAPL | 13F-HR | Aug 9, 2018 | 000137647418000121 | ||
152 | $109.61 M | IJH, QQQ, IJR, BRK.B | 13F-HR | May 14, 2018 | 000137647418000107 | ||
146 | $109.08 M | IJH, QQQ, IJR, BRK.B | 13F-HR | Feb 12, 2018 | 000137647418000036 | ||
143 | $102.95 M | IJH, QQQ, IJR, BRK.B | 13F-HR | Nov 13, 2017 | 000137647417000302 | ||
168 | $121.60 M | IJH, QQQ, VWO, IJR | 13F-HR | Aug 10, 2017 | 000137647417000217 | ||
149 | $102.55 M | QQQ, IJH, EFV, VWO | 13F-HR | May 12, 2017 | 000137647417000151 | ||
140 | $92.64 M | QQQ, EFV, BRK.B, VWO | 13F-HR | Feb 13, 2017 | 000137647417000040 | ||
159 | $101.03 M | QQQ, EFV, VWO, DNP | 13F-HR | Nov 14, 2016 | 000137647416000896 | ||
149 | $95.38 M | QQQ, EFV, DNP, BRK.B | 13F-HR | Aug 12, 2016 | 000137647416000825 | ||
141 | $86.98 M | QQQ, EFV, DNP, BRK.B | RESTATEMENT | Sep 6, 2016 | 000137647416000839 | ||
127 | $76.87 M | QQQ, EFV, DNP, VWO | RESTATEMENT | Sep 6, 2016 | 000137647416000838 |