NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 1109767 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- AAPL3.39%
- BRK.B3.37%
- MSFT2.68%
- IJH2.08%
- IWV1.76%
- VYM1.74%
- SCHD1.61%
- QQQ1.44%
- EXMOC1.39%
- VO1.38%
Share classes counted separately20.84%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCStock View history and evidence | $33.67M | 3.39% | 196.66K shares | — | ↗▾ | |
| 02 | BRK.BBERKSHIRE HATHAWAY INC-CL BStock View history and evidence | $33.50M | 3.37% | 95.64K shares | — | ↗▾ | |
| 03 | MSFTMICROSOFT CORPStock View history and evidence | $26.66M | 2.68% | 84.45K shares | — | ↗▾ | |
| 04 | IJHISHARES CORE S&P MIDCAP ETFETF View history and evidence | $20.69M | 2.08% | 82.97K shares | — | ↗▾ | |
| 05 | IWVISHARES RUSSELL 3000 ETFETF View history and evidence | $17.46M | 1.76% | 71.27K shares | — | ↗▾ | |
| 06 | VYMVANGUARD HIGH DVD YIELD ETFETF View history and evidence | $17.26M | 1.74% | 167.01K shares | — | ↗▾ | |
| 07 | SCHDSCHWAB US DVD EQUITY ETFETF View history and evidence | $16.02M | 1.61% | 226.47K shares | — | ↗▾ | |
| 08 | QQQINVESCO QQQ TRUST SERIES 1ETF View history and evidence | $14.27M | 1.44% | 39.82K shares | — | ↗▾ | |
| 09 | EXMOCEXXON MOBIL CORPStock View history and evidence | $13.80M | 1.39% | 117.34K shares | — | ↗▾ | |
| 10 | VOVNGRD MRNGSTR MD-CAP ETF-USDETF View history and evidence | $13.74M | 1.38% | 65.99K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 37
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BUFD FT VST LAD DEEP BUF ETF-USDI | Non-derivative | — | — | SEC filing ↗ | |
| TLH ISHARES 10-20 YEAR TREASURY | Non-derivative | — | — | SEC filing ↗ | |
| ACP ABRDN INCOME CREDIT STRAT | Non-derivative | — | — | SEC filing ↗ |
3 / 37 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1109767 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 993322975
}Research all 613 reported holdings.
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